Racheling89 personal page - To The Moon

Racheling89

Racheling89

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2023-08-28

Nio May not reach targets

2022-06-22

Let's Go [Miser]

AMD Stock Alert: 16 Things to Know About AMD’s New Processors

2022-03-04

See if it will drop under $100 today.

Sea Shares Fell Another 3% in Premarket Trading

2022-03-03

[Call] [Strong]

Sea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction

2022-01-25

Ageee!

Sorry, the original content has been removed

2022-01-24

It will fly in 5-10years time ~

Is Palantir Stock A Buy Or Sell At Its Current Valuation?

2022-01-13

Go Lmnd!!!

3 Undervalued Growth Stocks Down 54.5% to 78% to Buy for 2022

2022-01-11

Time to go in to ifast?

Sorry, the original content has been removed

2021-12-30

Not bad for a good buy~

Bargain Hunters: 3 Innovative Stocks Down 37% to 77% Worth Buying Now

2021-08-16

prepare your $$$

Sorry, the original content has been removed

2021-08-12

Agree!!! Please like

2 Stocks to Buy When the Next Market Crash Comes

2021-08-11

Nice~ please help to like~ thanks!

Sorry, the original content has been removed

2021-08-11

$CrowdStrike Holdings, Inc.(CRWD)$Yeah!

2021-08-11

Let’s hope it drops more to buy in!!

2021-08-04

$CrowdStrike Holdings, Inc.(CRWD)$Holding for long term

2021-08-04

Nvax is running pre-market!!! Please like ??

Sorry, the original content has been removed

2021-06-29

Vested in Nio! Let’s see Nio in the next 5-10 years!

NIO: The Path To A $1 Trillion Valuation

2021-06-28

Costco!

3 Low-Risk Stocks for Conservative Investors

2021-06-27

Nio!!

Ford Or NIO? The Final Verdict

2021-06-24

I regret not buying more ~

Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom

Go to Tiger App to see more news

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May not reach targets&nbsp;","listText":"Nio May not reach targets&nbsp;","text":"Nio May not reach targets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/213893605712128","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043001704,"gmtCreate":1655854721509,"gmtModify":1676535716978,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Let's Go&nbsp;[Miser]&nbsp;","listText":"Let's Go&nbsp;[Miser]&nbsp;","text":"Let's Go [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043001704","repostId":"1163119608","repostType":2,"repost":{"id":"1163119608","pubTimestamp":1655854323,"share":"https://ttm.financial/m/news/1163119608?lang=&edition=fundamental","pubTime":"2022-06-22 07:32","market":"us","language":"en","title":"AMD Stock Alert: 16 Things to Know About AMD’s New Processors","url":"https://stock-news.laohu8.com/highlight/detail?id=1163119608","media":"InvestorPlace","summary":"Advanced Micro Devices(AMD) announced its Ryzen Embedded R2000 Series of processors today.These are ","content":"<html><head></head><body><ul><li><b>Advanced Micro Devices</b>(<b><u>AMD</u></b>) announced its Ryzen Embedded R2000 Series of processors today.</li><li>These are an upgrade over the R1000 series of processors.</li><li>They&#39;re designed for use in robotics systems, Internet of Things (IoT) devices and more.</li></ul><p><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) stock is rising higher on Tuesday after announcing anew generation of processors.</p><p>Let’s go over all the details investors need to know about below!</p><ul><li>AMD has introduced its Ryzen Embedded R2000 Series of processors.</li><li>These are “second-generation mid-range system-on-chip (SoC) processors.”</li><li>They are designed for use in “industrial and robotics systems, machine vision, IoT and thin-client equipment.”</li><li>These new processors sport double the core count compared to their first-generation counterparts.</li><li>This has them featuring up to four Zen+ cores with eight threads.</li><li>They also come equipped with 2MB of L2 cache and 4MB of shared L3 cache.</li><li>The new processors from Ryzen also support 3200 MT/s DDR4 dual-channel memory and expanded I/O connectivity.</li><li>That gives them 50% higher memory bandwidth and two times greater I/O connectivity over R1000 series processors.</li></ul><ul><li>According to AMD, this allows the processors to power up to four separate displays at 4K resolution.</li><li>They can also support up to 16 lanes of PCIe Gen 3, two SATA 3.0 ports and six USB ports.</li><li>The processors are available for use on systems running Windows 10, Windows 11 and Linux Ubuntu LTS.</li><li>There are four new processors for the Ryzen Embedded R2000 Series.</li><li>They are R2544, R2514, R2314 and R2312.</li><li>AMD is expecting R2544 and R2514 to be available for purchase in October 2022.</li><li>For the other two, the company simply lists them as “in production.”</li><li>AMD will show off the new Ryzen Embedded R2000 Series processors at Embedded World 2022 from June 21 to June 23.</li></ul><p>AMD stock is up 2.72% today.</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\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Alert: 16 Things to Know About AMD’s New Processors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/amd-stock-alert-16-things-to-know-about-amds-new-processors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices(AMD) announced its Ryzen Embedded R2000 Series of processors today.These are an upgrade over the R1000 series of processors.They're designed for use in robotics systems, ...</p>\n\n<a href=\"https://investorplace.com/2022/06/amd-stock-alert-16-things-to-know-about-amds-new-processors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://investorplace.com/2022/06/amd-stock-alert-16-things-to-know-about-amds-new-processors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163119608","content_text":"Advanced Micro Devices(AMD) announced its Ryzen Embedded R2000 Series of processors today.These are an upgrade over the R1000 series of processors.They're designed for use in robotics systems, Internet of Things (IoT) devices and more.Advanced Micro Devices(NASDAQ:AMD) stock is rising higher on Tuesday after announcing anew generation of processors.Let’s go over all the details investors need to know about below!AMD has introduced its Ryzen Embedded R2000 Series of processors.These are “second-generation mid-range system-on-chip (SoC) processors.”They are designed for use in “industrial and robotics systems, machine vision, IoT and thin-client equipment.”These new processors sport double the core count compared to their first-generation counterparts.This has them featuring up to four Zen+ cores with eight threads.They also come equipped with 2MB of L2 cache and 4MB of shared L3 cache.The new processors from Ryzen also support 3200 MT/s DDR4 dual-channel memory and expanded I/O connectivity.That gives them 50% higher memory bandwidth and two times greater I/O connectivity over R1000 series processors.According to AMD, this allows the processors to power up to four separate displays at 4K resolution.They can also support up to 16 lanes of PCIe Gen 3, two SATA 3.0 ports and six USB ports.The processors are available for use on systems running Windows 10, Windows 11 and Linux Ubuntu LTS.There are four new processors for the Ryzen Embedded R2000 Series.They are R2544, R2514, R2314 and R2312.AMD is expecting R2544 and R2514 to be available for purchase in October 2022.For the other two, the company simply lists them as “in production.”AMD will show off the new Ryzen Embedded R2000 Series processors at Embedded World 2022 from June 21 to June 23.AMD stock is up 2.72% today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031029103,"gmtCreate":1646391951921,"gmtModify":1676534125033,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"See if it will drop under $100 today.&nbsp;","listText":"See if it will drop under $100 today.&nbsp;","text":"See if it will drop under $100 today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031029103","repostId":"1150424284","repostType":2,"repost":{"id":"1150424284","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":1646386840,"share":"https://ttm.financial/m/news/1150424284?lang=&edition=fundamental","pubTime":"2022-03-04 17:40","market":"us","language":"en","title":"Sea Shares Fell Another 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150424284","media":"Tiger Newspress","summary":"Sea shares fell another 3% in premarket trading Friday after falling more than 6% yesterday.","content":"<html><head></head><body><p>Sea shares fell another 3% in premarket trading Friday after falling more than 6% yesterday.</p><p><img src=\"https://static.tigerbbs.com/a97a0767d6b3dd8e9d76378259013dff\" tg-width=\"843\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Shares Fell Another 3% 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\">\nSea Shares Fell Another 3% 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\">2022-03-04 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares fell another 3% in premarket trading Friday after falling more than 6% yesterday.</p><p><img src=\"https://static.tigerbbs.com/a97a0767d6b3dd8e9d76378259013dff\" tg-width=\"843\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150424284","content_text":"Sea shares fell another 3% in premarket trading Friday after falling more than 6% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033550297,"gmtCreate":1646319725954,"gmtModify":1676534116759,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"[Call]&nbsp;[Strong]&nbsp;","listText":"[Call]&nbsp;[Strong]&nbsp;","text":"[Call] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033550297","repostId":"1192357642","repostType":2,"repost":{"id":"1192357642","pubTimestamp":1646274599,"share":"https://ttm.financial/m/news/1192357642?lang=&edition=fundamental","pubTime":"2022-03-03 10:29","market":"us","language":"en","title":"Sea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction","url":"https://stock-news.laohu8.com/highlight/detail?id=1192357642","media":"seekingalpha","summary":"SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited posted a decent FQ4 card. However, the market was disappointed with Garena&#39;s FY22 guidance.</li><li>But, these investors may have also missed out on management&#39;s commentary on its path towards profitability. It&#39;s getting closer.</li><li>We discuss why investors should add SE stock given the market&#39;s overreaction over Garena&#39;s numbers.</li></ul><p><b>Investment Thesis</b></p><p>Sea Limited (SE) reported its FQ4 earnings card yesterday. Unfortunately, what seemed like a decent card with robust e-commerce and FinTech momentum was overshadowed by its FY22 guidance.</p><p>Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it mainly to growth normalization trends from post-pandemic reopenings. It also highlighted the uncertainty caused by the recent Free Fire ban by the Indian regulators on &#34;security concerns&#34; linked to China.</p><p>Nevertheless, the company also unveiled notable commentary on its path to profitability for its Shopee e-commerce and its SeaMoney FinTech segment. Investors had been concerned whether Shopee would continue to burn cash &#34;unsustainably&#34; in its bid to gain market leadership. Furthermore, the company also discussed in detail Shopee&#39;s robust momentum in Brazil for the first time. Previously, Sea has been reticent to share insights on its foray into MercadoLibre&#39;s (MELI) most prized geographical market. But, Shopee&#39;s nascent gains demonstrated that Sea has a viable and formidable market penetration strategy even when facing a dominant incumbent like MercadoLibre.</p><p>Therefore, Sea was reminding investors that it&#39;s still growing fast and is achieving self-sustainability in its core markets. We discuss why investors should capitalize on the market overreaction to add exposure now.</p><p><b>SE Stock Key Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8060ec5fd4c3d25e5b11325d8b7c0bb\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock valuation metrics(TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a6e0f82c6549f6b114aa47a9b4e4ccd\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock consensus price targets Vs. stock performance(TIKR)</span></p><p>SE stock has been marked down significantly from its all-time high of $372 in October. Notably, Sea investors have experienced a significant collapse in its stock price, as it lost 66% of its value over the last three months. Beset by the reopening headwinds,Tencent&#39;s(OTCPK:TCEHY)divestment, and its recent India ban, early SE investors seemed to have cashed in on their gains rapidly.</p><p>But, we think the steep sell-off has also presented long-term investors with a significant opportunity to add exposure. SE stock is trading at less than 5x NTM Revenue (5Y mean: 8.5x). Nevertheless, its weak FCF yield demonstrates that Sea Limited has not been calibrated for FCF profitability yet. But, the company has also indicated a viable path towards profitability in 2022 for its core markets. Therefore, we think its profitability guidance is material and highlights the strength of Sea&#39;s long-term execution prowess.</p><p>Nevertheless, we agree that the consensus estimates and price targets (PTs) have been too optimistic. Sea wasn&#39;t affected by the reopenings headwinds initially as its core markets have not accelerated their reopening cadence. However, the accelerated reopenings in Q4&#39;21 resulted in significant headwinds on Garena&#39;s growth and profitability. As a result, the market has been spot on while the average and conservative PTs have gotten it wrong recently. Given the decline in Garena&#39;s growth and profitability, we expect SE stock&#39;s PTs to be further revised downwards in the near term.</p><p><b>Where is Sea Limited Heading in 2022?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c23ba6633636b5ca1b8241ae1433387\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena Bookings(Company filings)</span></p><p>The focus on Sea Limited was obviously on Garena. Garena reported an underwhelming FQ4, in which it posted Bookings of $1.1B. Moreover, while its full-year Bookings of $4.6B were up 44.3% YoY, it guided for just $3B (midpoint) in Bookings for FY22. Therefore, it represented a significant and unexpected decline of 34.8%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa500da440de10312b22fc5d9c4ca6d8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena adjusted EBITDA share of Bookings %(Company filings)</span></p><p>Furthermore, Garena&#39;s adjusted EBITDA margins (share of Bookings) have also been trending downwards. Therefore, Garena has certainly been hit by weaker overall engagement, which has also significantly impacted monetization. As a result, Garena reported 54.8% in adjusted EBITDA margin in FQ4 compared to 65.5% in the previous year. Therefore, investors were justifiably concerned whether Sea Limited can still support its high-growth Shopee machine as its main cash cow slows down considerably moving forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523e57ebd49bac780a0e0f586be7c356\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Shopee GMV(Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8578996523bc88fc20b2e45734b50b92\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Shopee take rate %(Company filings)</span></p><p>But, when we thought all hope was lost, Shopee came along to save the day this time. Why? Even though we have witnessed a sharp decline in e-commerce growth in the US, the growth in Shopee&#39;s core e-commerce markets remains robust. Furthermore, it is also making significant headway in LatAm, particularly in Brazil, where it has garnered significant traction. As a result, Shopee posted $18.2B in gross merchandise value (GMV) in FQ4, up 52.9% YoY. Notably, the company has also been raising its take rate considerably as it gains market leadership. It has become the #1 shopping app across most of its core markets. Therefore, Shopee is now ready to monetize for profitability. And, we think that&#39;s awesome news! CEO Forrest Li emphasized (edited):</p><blockquote><i>We currently expect Shopee to achieve positive adjusted EBITDA</i>before HQ costs allocation in Southeast Asia and Taiwan by 2022 and SeaMoney to achieve positive cash flow by 2023. As a result, we believe that by 2025, cash generated by Shopee and SeaMoney collectively<i>will enable these two businesses to substantially self-fund their long-term growth</i>. We are also very excited to see<i>Shopee fast gaining traction in Brazil</i>. Just two years after entering the market, Shopee Brazil recorded more than 140M gross orders in FQ4, growing at close to 400% YoY. (Sea Limited&#39;s FQ4&#39;21 earnings call)</blockquote><p>We think that&#39;s a significant development. Notably, Brazil&#39;s contribution towards Shopee&#39;s topline is less than 5%. Therefore, the company can channel its resources to compete more effectively and gain share in Brazil.In a previous MercadoLibre article, we also shared that LatAm is a fascinating region because of its high take rates. We emphasized: &#34;Readers can easily observe the incredible monetization opportunities that are available in LatAm, and we can easily understand why Sea Limited is so keen to carve out MercadoLibre&#39;s leadership there because it&#39;s just so attractive.&#34;</p><p>Notably, management also took the opportunity to add more color on its progress and strategy in Brazil. Group Chief Corporate Officer Yanjun Wang articulated (edited):</p><blockquote>And another growth area that we focus on is Brazil. We also shared that when we enter into the market, we focus first on user growth and then order growth and then market leadership and positive unit economics over time with scale. Now when you look at Southeast Asia and Taiwan, we&#39;re probably the first large e-commerce player to show profitability in this region.<i>But in Lat Am, all the existing major players are quite profitable. So the profitability model for the LatAm market is highly proven</i>. (Sea Limited)</blockquote><p><b>Is SE Stock A Buy, Sell, Or Hold?</b></p><p>There&#39;s no doubt that SE Stock could still be in the penalty box as investors could wait for a quarter or two to observe its execution towards profitability. It&#39;s a significant change in its execution, coupled with the moderation in Garena&#39;s growth. Therefore, there&#39;s still an element of execution risk that some investors could be concerned with.</p><p>However, we see it differently. With the stock trading at less than 5x NTM revenue and moving closer towards profitability, the outlook is looking more favorable for long-term investors. If you can tolerate near-term volatility, we encourage you to capitalize on the market&#39;s overreaction and add SE stock.</p><p>Therefore,<i>we reiterate our Buy rating on SE stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22 guidance.But, these investors may have also missed out on management's commentary on its path ...</p>\n\n<a href=\"https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192357642","content_text":"SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22 guidance.But, these investors may have also missed out on management's commentary on its path towards profitability. It's getting closer.We discuss why investors should add SE stock given the market's overreaction over Garena's numbers.Investment ThesisSea Limited (SE) reported its FQ4 earnings card yesterday. Unfortunately, what seemed like a decent card with robust e-commerce and FinTech momentum was overshadowed by its FY22 guidance.Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it mainly to growth normalization trends from post-pandemic reopenings. It also highlighted the uncertainty caused by the recent Free Fire ban by the Indian regulators on \"security concerns\" linked to China.Nevertheless, the company also unveiled notable commentary on its path to profitability for its Shopee e-commerce and its SeaMoney FinTech segment. Investors had been concerned whether Shopee would continue to burn cash \"unsustainably\" in its bid to gain market leadership. Furthermore, the company also discussed in detail Shopee's robust momentum in Brazil for the first time. Previously, Sea has been reticent to share insights on its foray into MercadoLibre's (MELI) most prized geographical market. But, Shopee's nascent gains demonstrated that Sea has a viable and formidable market penetration strategy even when facing a dominant incumbent like MercadoLibre.Therefore, Sea was reminding investors that it's still growing fast and is achieving self-sustainability in its core markets. We discuss why investors should capitalize on the market overreaction to add exposure now.SE Stock Key MetricsSE stock valuation metrics(TIKR)SE stock consensus price targets Vs. stock performance(TIKR)SE stock has been marked down significantly from its all-time high of $372 in October. Notably, Sea investors have experienced a significant collapse in its stock price, as it lost 66% of its value over the last three months. Beset by the reopening headwinds,Tencent's(OTCPK:TCEHY)divestment, and its recent India ban, early SE investors seemed to have cashed in on their gains rapidly.But, we think the steep sell-off has also presented long-term investors with a significant opportunity to add exposure. SE stock is trading at less than 5x NTM Revenue (5Y mean: 8.5x). Nevertheless, its weak FCF yield demonstrates that Sea Limited has not been calibrated for FCF profitability yet. But, the company has also indicated a viable path towards profitability in 2022 for its core markets. Therefore, we think its profitability guidance is material and highlights the strength of Sea's long-term execution prowess.Nevertheless, we agree that the consensus estimates and price targets (PTs) have been too optimistic. Sea wasn't affected by the reopenings headwinds initially as its core markets have not accelerated their reopening cadence. However, the accelerated reopenings in Q4'21 resulted in significant headwinds on Garena's growth and profitability. As a result, the market has been spot on while the average and conservative PTs have gotten it wrong recently. Given the decline in Garena's growth and profitability, we expect SE stock's PTs to be further revised downwards in the near term.Where is Sea Limited Heading in 2022?Garena Bookings(Company filings)The focus on Sea Limited was obviously on Garena. Garena reported an underwhelming FQ4, in which it posted Bookings of $1.1B. Moreover, while its full-year Bookings of $4.6B were up 44.3% YoY, it guided for just $3B (midpoint) in Bookings for FY22. Therefore, it represented a significant and unexpected decline of 34.8%.Garena adjusted EBITDA share of Bookings %(Company filings)Furthermore, Garena's adjusted EBITDA margins (share of Bookings) have also been trending downwards. Therefore, Garena has certainly been hit by weaker overall engagement, which has also significantly impacted monetization. As a result, Garena reported 54.8% in adjusted EBITDA margin in FQ4 compared to 65.5% in the previous year. Therefore, investors were justifiably concerned whether Sea Limited can still support its high-growth Shopee machine as its main cash cow slows down considerably moving forward.Shopee GMV(Company filings)Shopee take rate %(Company filings)But, when we thought all hope was lost, Shopee came along to save the day this time. Why? Even though we have witnessed a sharp decline in e-commerce growth in the US, the growth in Shopee's core e-commerce markets remains robust. Furthermore, it is also making significant headway in LatAm, particularly in Brazil, where it has garnered significant traction. As a result, Shopee posted $18.2B in gross merchandise value (GMV) in FQ4, up 52.9% YoY. Notably, the company has also been raising its take rate considerably as it gains market leadership. It has become the #1 shopping app across most of its core markets. Therefore, Shopee is now ready to monetize for profitability. And, we think that's awesome news! CEO Forrest Li emphasized (edited):We currently expect Shopee to achieve positive adjusted EBITDAbefore HQ costs allocation in Southeast Asia and Taiwan by 2022 and SeaMoney to achieve positive cash flow by 2023. As a result, we believe that by 2025, cash generated by Shopee and SeaMoney collectivelywill enable these two businesses to substantially self-fund their long-term growth. We are also very excited to seeShopee fast gaining traction in Brazil. Just two years after entering the market, Shopee Brazil recorded more than 140M gross orders in FQ4, growing at close to 400% YoY. (Sea Limited's FQ4'21 earnings call)We think that's a significant development. Notably, Brazil's contribution towards Shopee's topline is less than 5%. Therefore, the company can channel its resources to compete more effectively and gain share in Brazil.In a previous MercadoLibre article, we also shared that LatAm is a fascinating region because of its high take rates. We emphasized: \"Readers can easily observe the incredible monetization opportunities that are available in LatAm, and we can easily understand why Sea Limited is so keen to carve out MercadoLibre's leadership there because it's just so attractive.\"Notably, management also took the opportunity to add more color on its progress and strategy in Brazil. Group Chief Corporate Officer Yanjun Wang articulated (edited):And another growth area that we focus on is Brazil. We also shared that when we enter into the market, we focus first on user growth and then order growth and then market leadership and positive unit economics over time with scale. Now when you look at Southeast Asia and Taiwan, we're probably the first large e-commerce player to show profitability in this region.But in Lat Am, all the existing major players are quite profitable. So the profitability model for the LatAm market is highly proven. (Sea Limited)Is SE Stock A Buy, Sell, Or Hold?There's no doubt that SE Stock could still be in the penalty box as investors could wait for a quarter or two to observe its execution towards profitability. It's a significant change in its execution, coupled with the moderation in Garena's growth. Therefore, there's still an element of execution risk that some investors could be concerned with.However, we see it differently. With the stock trading at less than 5x NTM revenue and moving closer towards profitability, the outlook is looking more favorable for long-term investors. If you can tolerate near-term volatility, we encourage you to capitalize on the market's overreaction and add SE stock.Therefore,we reiterate our Buy rating on SE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090182343,"gmtCreate":1643119266040,"gmtModify":1676533775634,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Ageee!&nbsp;","listText":"Ageee!&nbsp;","text":"Ageee!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090182343","repostId":"2206836917","repostType":2,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007783864,"gmtCreate":1643007846408,"gmtModify":1676533764526,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"It will fly in 5-10years time ~&nbsp;","listText":"It will fly in 5-10years time ~&nbsp;","text":"It will fly in 5-10years time ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007783864","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</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>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002469832,"gmtCreate":1642071749556,"gmtModify":1676533677941,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Go Lmnd!!!&nbsp;","listText":"Go Lmnd!!!&nbsp;","text":"Go Lmnd!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002469832","repostId":"1105844619","repostType":2,"repost":{"id":"1105844619","pubTimestamp":1642067862,"share":"https://ttm.financial/m/news/1105844619?lang=&edition=fundamental","pubTime":"2022-01-13 17:57","market":"us","language":"en","title":"3 Undervalued Growth Stocks Down 54.5% to 78% to Buy for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1105844619","media":"Motley Fool","summary":"Growth stocks have generally had a tough go of things early in 2022. A combination of factors includ","content":"<html><head></head><body><p>Growth stocks have generally had a tough go of things early in 2022. A combination of factors including pandemic-related challenges and macroeconomic shifts have led to major sell-offs for many tech stocks with forward-looking valuations.</p><p>On the other hand, recent turbulence has also created fresh opportunities, and risk-tolerant investors will be able to score some huge long-term wins by investing in the best of these beaten-down companies. With that in mind, read on to see why a panel of Motley Fool contributors identified <b>Pinterest</b>(NYSE:PINS),<b>Fiverr International</b>(NYSE:FVRR), and <b>Lemonade</b>(NYSE:LMND) as top stocks trading at big discounts.</p><p><b>The economic reopening has not been kind to Pinterest</b></p><p><b>Parkev Tatevosian(Pinterest)</b>: The image-based social media company, Pinterest, took a beating in 2021. The stock has fallen 54.5% over the last year as the company was harmed by economic reopening on several fronts. First, people had more options on what to do with their time and chose to interact with Pinterest&#39;s app less often as the year progressed. That caused Pinterest&#39;s monthly active users (MAU) to fall in two consecutive quarters for a total loss of 24 million.</p><p>As you may already know, Pinterest is free to join and use. The company makes money by showing advertisements to users browsing its app or website. In that regard, economic reopening and ensuing supply chain disruptions reduced marketer appetite for promotion. There is little need to advertise your products if you can barely meet existing demand. The combination of factors is causing Pinterest management to forecast revenue growth in the high teens for the fourth quarter.</p><p>That&#39;s a far cry lower than the near 50% rate of growth Pinterest has logged in each of its last three years. The deceleration in revenue growth and losses in MAU made investors nervous and sent the stock crashing. Pinterest is now trading at a price-to-sales ratio of 8.8, which is near what it was selling for in January 2020. At that time, Pinterest had 367 million MAU and an average revenue per user (ARPU) of $0.77. As of its most recent update on Sept. 30, Pinterest has 444 million MAU at an ARPU of $1.41. Investors can buy a significantly more robust business for the same price it was selling two years ago. That&#39;s what makes Pinterest an excellentundervalued growth stock to buy in 2022.</p><p><b>Don&#39;t miss out on this massive trend</b></p><p><b>Keith Noonan(Fiverr International):</b>Companies around the world are increasingly turning to gig-based labor instead of the traditional employee-employer workforce dynamic, and Fiverr International is in a prime position to facilitate and benefit from this trend. Contracting labor through Fiverr offers businesses the opportunity to take a more flexible approach to staffing and cut down on office costs, employee benefits, payroll taxes, and other expenses. The platform also offers value for individual users. You can turn to its marketplace as a worker or hire someone for graphic design work, video editing, or other services.</p><p>The gig economy is poised for tremendous growth over the long term, but some near-term trends have put a serious hurt on Fiverr stock. The peak of pandemic-related social distancing seems to have passed, and workers are heading back to the office. The company has posted more muted growth compared to last year&#39;s incredible numbers, and the market is down on Fiverr&#39;s prospects.</p><p>The stock is currently down 58.5% over the last year and a staggering 72% from the high it hit last February, and I think it&#39;s time for investors to pounce on this one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd0f93125d815d8fe24c56e544884953\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>FVRRDATA BYYCHARTS</span></p><p>The third-quarter results that soured the narrative surrounding the stock still delivered a 42% year-over-year revenue increase and an 83.3% gross margin, and the company is well-positioned to begin delivering significant profits. With its market capitalization having been pushed down to roughly $3.5 billion and the company valued at roughly 9.4 times this year&#39;s expected sales, Fiverr is a beaten-down stock capable of delivering huge returns for investors.</p><p><b>A bargain price for a disruptive force in insurance</b></p><p><b>Jason Hall(Lemonade)</b>: Over the past year and a half, insurance start-up Lemonade has gone from high-growth darling to a stock nobody seems to want in their portfolio. To a certain degree, I get it. Lemonade shares traded for more than $100 for most of early 2021, more than triple the $29 IPO price from six months prior. That put Lemonade&#39;s valuation at more than 15 times book value, a nosebleed value for any insurer, even one growing its customer count and book of business as quickly as it was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f6441b0de458ad89f4eab94d081ef6c\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>LMND PRICE TO BOOK VALUEDATA BYYCHARTS</span></p><p>Mr. Market has swung to the other extreme. Trading for about two times book value, Lemonade is down roughly 78% over the last year and absolutely cheap. That&#39;s especially true when you factor in its incredible rate of growth.</p><p>Last quarter, Lemonade&#39;s in-force premiums were up 84% to $347 million, while its customer count was up 45% to 1.36 million. Lemonade continues to attract new customers at a very high rate, adding 150,000 new customers in Q3 alone. This was before launching Lemonade Car and the acquisition of <b>Metromile</b>(NASDAQ:MILE), which will supercharge its growth in auto insurance.</p><p>Yes, there&#39;s still risk with Lemonade, because it is spending heavily on growth and needs to show it can be profitable at scale. For investors willing to take on the risk that it&#39;s just a niche product and can&#39;t break into the mass market, the risk/reward looks way too good to pass up.</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>3 Undervalued Growth Stocks Down 54.5% to 78% to Buy for 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued Growth Stocks Down 54.5% to 78% to Buy for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/12/3-undervalued-growth-stocks-down-545-to-78-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have generally had a tough go of things early in 2022. A combination of factors including pandemic-related challenges and macroeconomic shifts have led to major sell-offs for many tech ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/12/3-undervalued-growth-stocks-down-545-to-78-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMND":"Lemonade, Inc.","PINS":"Pinterest, Inc.","FVRR":"Fiverr International Ltd."},"source_url":"https://www.fool.com/investing/2022/01/12/3-undervalued-growth-stocks-down-545-to-78-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105844619","content_text":"Growth stocks have generally had a tough go of things early in 2022. A combination of factors including pandemic-related challenges and macroeconomic shifts have led to major sell-offs for many tech stocks with forward-looking valuations.On the other hand, recent turbulence has also created fresh opportunities, and risk-tolerant investors will be able to score some huge long-term wins by investing in the best of these beaten-down companies. With that in mind, read on to see why a panel of Motley Fool contributors identified Pinterest(NYSE:PINS),Fiverr International(NYSE:FVRR), and Lemonade(NYSE:LMND) as top stocks trading at big discounts.The economic reopening has not been kind to PinterestParkev Tatevosian(Pinterest): The image-based social media company, Pinterest, took a beating in 2021. The stock has fallen 54.5% over the last year as the company was harmed by economic reopening on several fronts. First, people had more options on what to do with their time and chose to interact with Pinterest's app less often as the year progressed. That caused Pinterest's monthly active users (MAU) to fall in two consecutive quarters for a total loss of 24 million.As you may already know, Pinterest is free to join and use. The company makes money by showing advertisements to users browsing its app or website. In that regard, economic reopening and ensuing supply chain disruptions reduced marketer appetite for promotion. There is little need to advertise your products if you can barely meet existing demand. The combination of factors is causing Pinterest management to forecast revenue growth in the high teens for the fourth quarter.That's a far cry lower than the near 50% rate of growth Pinterest has logged in each of its last three years. The deceleration in revenue growth and losses in MAU made investors nervous and sent the stock crashing. Pinterest is now trading at a price-to-sales ratio of 8.8, which is near what it was selling for in January 2020. At that time, Pinterest had 367 million MAU and an average revenue per user (ARPU) of $0.77. As of its most recent update on Sept. 30, Pinterest has 444 million MAU at an ARPU of $1.41. Investors can buy a significantly more robust business for the same price it was selling two years ago. That's what makes Pinterest an excellentundervalued growth stock to buy in 2022.Don't miss out on this massive trendKeith Noonan(Fiverr International):Companies around the world are increasingly turning to gig-based labor instead of the traditional employee-employer workforce dynamic, and Fiverr International is in a prime position to facilitate and benefit from this trend. Contracting labor through Fiverr offers businesses the opportunity to take a more flexible approach to staffing and cut down on office costs, employee benefits, payroll taxes, and other expenses. The platform also offers value for individual users. You can turn to its marketplace as a worker or hire someone for graphic design work, video editing, or other services.The gig economy is poised for tremendous growth over the long term, but some near-term trends have put a serious hurt on Fiverr stock. The peak of pandemic-related social distancing seems to have passed, and workers are heading back to the office. The company has posted more muted growth compared to last year's incredible numbers, and the market is down on Fiverr's prospects.The stock is currently down 58.5% over the last year and a staggering 72% from the high it hit last February, and I think it's time for investors to pounce on this one.FVRRDATA BYYCHARTSThe third-quarter results that soured the narrative surrounding the stock still delivered a 42% year-over-year revenue increase and an 83.3% gross margin, and the company is well-positioned to begin delivering significant profits. With its market capitalization having been pushed down to roughly $3.5 billion and the company valued at roughly 9.4 times this year's expected sales, Fiverr is a beaten-down stock capable of delivering huge returns for investors.A bargain price for a disruptive force in insuranceJason Hall(Lemonade): Over the past year and a half, insurance start-up Lemonade has gone from high-growth darling to a stock nobody seems to want in their portfolio. To a certain degree, I get it. Lemonade shares traded for more than $100 for most of early 2021, more than triple the $29 IPO price from six months prior. That put Lemonade's valuation at more than 15 times book value, a nosebleed value for any insurer, even one growing its customer count and book of business as quickly as it was.LMND PRICE TO BOOK VALUEDATA BYYCHARTSMr. Market has swung to the other extreme. Trading for about two times book value, Lemonade is down roughly 78% over the last year and absolutely cheap. That's especially true when you factor in its incredible rate of growth.Last quarter, Lemonade's in-force premiums were up 84% to $347 million, while its customer count was up 45% to 1.36 million. Lemonade continues to attract new customers at a very high rate, adding 150,000 new customers in Q3 alone. This was before launching Lemonade Car and the acquisition of Metromile(NASDAQ:MILE), which will supercharge its growth in auto insurance.Yes, there's still risk with Lemonade, because it is spending heavily on growth and needs to show it can be profitable at scale. For investors willing to take on the risk that it's just a niche product and can't break into the mass market, the risk/reward looks way too good to pass up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002019578,"gmtCreate":1641861575009,"gmtModify":1676533655790,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Time to go in to ifast?&nbsp;","listText":"Time to go in to ifast?&nbsp;","text":"Time to go in to ifast?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002019578","repostId":"1162840862","repostType":2,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003399171,"gmtCreate":1640872300446,"gmtModify":1676533549500,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Not bad for a good buy~&nbsp;","listText":"Not bad for a good buy~&nbsp;","text":"Not bad for a good buy~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003399171","repostId":"2195217493","repostType":4,"repost":{"id":"2195217493","pubTimestamp":1640871930,"share":"https://ttm.financial/m/news/2195217493?lang=&edition=fundamental","pubTime":"2021-12-30 21:45","market":"us","language":"en","title":"Bargain Hunters: 3 Innovative Stocks Down 37% to 77% Worth Buying Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2195217493","media":"Motley Fool","summary":"The broader stock market might be at an all-time high, but a recent tech sell-off has presented some noteworthy opportunities.","content":"<html><head></head><body><p>Both the broad <b>S&amp;P 500</b> stock market index, and the technology focused <b>Nasdaq 100</b> index are reaching all-time highs right now. But a cohort of the most innovative technology stocks has been crushed in recent months, amid rising concerns about potential interest rate increases and the pandemic.</p><p>Prior to their collapse in stock price, some of these companies were market darlings for most of 2021. It therefore stands to reason that the quality ones will make a comeback, and three Motley Fool contributors think <b>DigitalOcean Holdings</b> (NYSE:DOCN), <b>Lemonade</b> (NYSE:LMND), and <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> (NASDAQ:ZM) fit the bill. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F659009%2Ftwo-people-standing-in-a-data-center-with-a-laptop-analyzing-a-digital-screen.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Walking with giants</h2><p><b>Anthony Di Pizio (DigitalOcean): </b>The cloud computing industry is dominated by tech behemoths like <b>Amazon</b> (NASDAQ:AMZN) and <b>Microsoft</b> (NASDAQ:MSFT). Yet DigitalOcean has found a pocket of the market to thrive in, and it&#39;s competing with the big players on price, service, and even product for smaller enterprises.</p><p>The company takes a simplistic approach geared toward operators of small-scale applications, like start-ups or small companies, who might fall through the cracks with larger cloud services providers. To cater to them, DigitalOcean has to be affordable, and with bandwidth pricing as low as $0.01 per gigabyte, it&#39;s actually the cheapest in the industry.</p><p>Also, depending on end users&#39; requirements and how they configure their services, using DigitalOcean could end up costing less than half the price of a comparable Amazon Web Services offering.</p><p>The company determined that its addressable market was $44 billion in 2020, but it&#39;s set to triple to $116 billion by 2024. And so far, it has captured just a (rapidly growing) fraction of it.</p><table><thead><tr><th><p>Metric</p></th><th><p>2020</p></th><th><p>2021 (Estimate)</p></th><th><p>Growth</p></th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$318 million</p></td><td><p>$427 million</p></td><td><p>34%</p></td></tr></tbody></table><p>Data source: Digital Ocean.</p><p>It&#39;s clear DigitalOcean has significant room for growth, and it&#39;s well poised to capitalize with its enormous geographical footprint that spans 185 countries.</p><p>The stock opened 2021 at $42.50 per share, and had risen a whopping 213% to $133.40 by November before tumbling 37% to its current price. It was caught up in a broader tech sell-off that dragged down some of the fastest-growing companies over the last two months.</p><p>But for investors looking to catch a bargain for long-term growth, DigitalOcean is certainly a candidate. It&#39;s already profitable, and set to deliver $0.34 in earnings per share by the close of 2021, followed by 70% earnings growth in 2022, according to analysts&#39; expectations.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F659009%2Fman-taking-car-key-auto-loan-lease.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>An AI play that could explode</h2><p><b>Jamie Louko (Lemonade):</b> Shares of Lemonade have fallen over 77% off their all-time high in January 2021, but the business might be stronger than ever. The artificial-intelligence (AI) based insurance company recently announced an impressive acquisition that could fuel a core part of its fast-growing business.</p><p>The main metric that investors should use to monitor Lemonade&#39;s success is its loss ratio, the percentage of premiums the company has to pay in claims. This figure was 77% in the third quarter of 2021, 2 percentage points higher than the long-term goal of 75% management set for itself. While it is higher than its goal, it is an improvement from the first quarter, when it was 121% because of the Texas Freeze, a storm that caused Lemonade to receive a year&#39;s worth of claims in just a few days.</p><p>The culprit of this high loss ratio is its growth. Lemonade has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing insurance companies, and this has resulted in a hyper-scaling of its product offering. Its AI system needs to make more decisions to increase its accuracy, so when it is new to an industry, it tends to be less accurate. However, as it matures and collects more data, its determinations will be more accurate and its loss ratio will improve.</p><p>The company recently expanded into car insurance, which is expected to be very popular. Instead of organically growing data for its AI, it decided to buy another car insurance company,<b> MetroMile</b> (NASDAQ:MILE). This acquisition will bring data on over 400 million trips and billions of miles driven to perfect Lemonade&#39;s AI from the get-go.</p><p>The company&#39;s car insurance is expected to become a staple of its offerings, and it will likely be a major customer-acquisition driver. The company already has over 1.3 million customers, but car insurance could boost that significantly, along with Lemonade&#39;s total in-force premium, which already grew 84% year over year in the third quarter.</p><p>With a massive influx of data that has bolstered a future staple of Lemonade&#39;s coverage, the company could see immense growth in customers and premiums, along with major improvements in its loss ratio. With these core business metrics having the potential to dramatically improve, I think Lemonade is a buy right now, despite its 25 times sales valuation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80b92adee04d36458531b5ca60bf414f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Reshaping corporate communications</h2><p><b>Trevor Jennewine (Zoom Video Communications):</b> During the pandemic, Zoom became a household name, as its popular videoconferencing app (Zoom Meetings) helped families and friends stay in touch, enabled students to learn from home, and allowed employees to work remotely.</p><p>But revenue growth has decelerated sharply this year. And while that&#39;s completely reasonable, some investors have still labeled Zoom as a &#34;COVID stock,&#34; and it currently trades 58% below its all-time high. On the bright side, that creates a buying opportunity.</p><p>While Zoom Meetings is still the cornerstone product (and the most popular videoconferencing app on the market), Zoom offers a robust portfolio of communications tools. That includes a cloud phone system (Zoom Phone), corporate conference room technology (Zoom Rooms), and a growing ecosystem of integrations with third-party applications (Zoom App Marketplace). In short, the company unifies corporate communications on a single platform, eliminating the cost and complexity that come with managing multiple solutions.</p><p>More importantly, Zoom&#39;s entire portfolio should be even more relevant in a post-pandemic world. According to research company <b>Gartner</b>, 48% of employees will continue to work remotely at least some of the time even after the pandemic, and just 25% of business meetings will take place in person by 2024, down from 60% today. That creates a significant opportunity. In fact, Zoom puts its addressable market at $91 billion by 2025, and while sales growth has slowed, the company still put up impressive financial results in the most recent quarter.</p><p>Of particular note, Zoom grew its customer base 18% to 512,000, and revenue jumped 35% to $1.1 billion in the third quarter of fiscal 2022 (ended Oct. 31). Those numbers aren&#39;t too shabby in their own right, but consider this: In the previous year, Zoom grew its customer base 485%, and revenue skyrocketed 367%. After such a tremendous performance, any positive momentum would be encouraging. But Zoom posted solid double-digit growth.</p><p>Also noteworthy, the stock currently trades at 14.8 times sales, its cheapest valuation since Zoom went public in 2019. Put another way, Zoom is worth less on a relative basis than it was prior to the pandemic. Does that make sense? I certainly don&#39;t think so. That&#39;s why this stock looks like a bargain.</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>Bargain Hunters: 3 Innovative Stocks Down 37% to 77% Worth Buying Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBargain Hunters: 3 Innovative Stocks Down 37% to 77% Worth Buying Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 21:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/30/bargain-hunters-3-stocks-down-37-to-77-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Both the broad S&P 500 stock market index, and the technology focused Nasdaq 100 index are reaching all-time highs right now. But a cohort of the most innovative technology stocks has been crushed in ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/30/bargain-hunters-3-stocks-down-37-to-77-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","AI":"C3.ai, Inc.","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4504":"桥水持仓","BK4549":"软银资本持仓","MSFT":"微软","LMND":"Lemonade, Inc.","BK4548":"巴美列捷福持仓","ZM":"Zoom","AMZN":"亚马逊","BK4528":"SaaS概念","BK4107":"财产与意外伤害保险","BK4516":"特朗普概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4543":"AI","BK4527":"明星科技股","BK4538":"云计算","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","MILE":"Metromile, Inc","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","DOCN":"DigitalOcean Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/12/30/bargain-hunters-3-stocks-down-37-to-77-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195217493","content_text":"Both the broad S&P 500 stock market index, and the technology focused Nasdaq 100 index are reaching all-time highs right now. But a cohort of the most innovative technology stocks has been crushed in recent months, amid rising concerns about potential interest rate increases and the pandemic.Prior to their collapse in stock price, some of these companies were market darlings for most of 2021. It therefore stands to reason that the quality ones will make a comeback, and three Motley Fool contributors think DigitalOcean Holdings (NYSE:DOCN), Lemonade (NYSE:LMND), and Zoom Video Communications (NASDAQ:ZM) fit the bill. Here's why.Image source: Getty Images.Walking with giantsAnthony Di Pizio (DigitalOcean): The cloud computing industry is dominated by tech behemoths like Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT). Yet DigitalOcean has found a pocket of the market to thrive in, and it's competing with the big players on price, service, and even product for smaller enterprises.The company takes a simplistic approach geared toward operators of small-scale applications, like start-ups or small companies, who might fall through the cracks with larger cloud services providers. To cater to them, DigitalOcean has to be affordable, and with bandwidth pricing as low as $0.01 per gigabyte, it's actually the cheapest in the industry.Also, depending on end users' requirements and how they configure their services, using DigitalOcean could end up costing less than half the price of a comparable Amazon Web Services offering.The company determined that its addressable market was $44 billion in 2020, but it's set to triple to $116 billion by 2024. And so far, it has captured just a (rapidly growing) fraction of it.Metric20202021 (Estimate)GrowthRevenue$318 million$427 million34%Data source: Digital Ocean.It's clear DigitalOcean has significant room for growth, and it's well poised to capitalize with its enormous geographical footprint that spans 185 countries.The stock opened 2021 at $42.50 per share, and had risen a whopping 213% to $133.40 by November before tumbling 37% to its current price. It was caught up in a broader tech sell-off that dragged down some of the fastest-growing companies over the last two months.But for investors looking to catch a bargain for long-term growth, DigitalOcean is certainly a candidate. It's already profitable, and set to deliver $0.34 in earnings per share by the close of 2021, followed by 70% earnings growth in 2022, according to analysts' expectations.Image source: Getty Images.An AI play that could explodeJamie Louko (Lemonade): Shares of Lemonade have fallen over 77% off their all-time high in January 2021, but the business might be stronger than ever. The artificial-intelligence (AI) based insurance company recently announced an impressive acquisition that could fuel a core part of its fast-growing business.The main metric that investors should use to monitor Lemonade's success is its loss ratio, the percentage of premiums the company has to pay in claims. This figure was 77% in the third quarter of 2021, 2 percentage points higher than the long-term goal of 75% management set for itself. While it is higher than its goal, it is an improvement from the first quarter, when it was 121% because of the Texas Freeze, a storm that caused Lemonade to receive a year's worth of claims in just a few days.The culprit of this high loss ratio is its growth. Lemonade has been one of the fastest-growing insurance companies, and this has resulted in a hyper-scaling of its product offering. Its AI system needs to make more decisions to increase its accuracy, so when it is new to an industry, it tends to be less accurate. However, as it matures and collects more data, its determinations will be more accurate and its loss ratio will improve.The company recently expanded into car insurance, which is expected to be very popular. Instead of organically growing data for its AI, it decided to buy another car insurance company, MetroMile (NASDAQ:MILE). This acquisition will bring data on over 400 million trips and billions of miles driven to perfect Lemonade's AI from the get-go.The company's car insurance is expected to become a staple of its offerings, and it will likely be a major customer-acquisition driver. The company already has over 1.3 million customers, but car insurance could boost that significantly, along with Lemonade's total in-force premium, which already grew 84% year over year in the third quarter.With a massive influx of data that has bolstered a future staple of Lemonade's coverage, the company could see immense growth in customers and premiums, along with major improvements in its loss ratio. With these core business metrics having the potential to dramatically improve, I think Lemonade is a buy right now, despite its 25 times sales valuation.Image source: Getty Images.Reshaping corporate communicationsTrevor Jennewine (Zoom Video Communications): During the pandemic, Zoom became a household name, as its popular videoconferencing app (Zoom Meetings) helped families and friends stay in touch, enabled students to learn from home, and allowed employees to work remotely.But revenue growth has decelerated sharply this year. And while that's completely reasonable, some investors have still labeled Zoom as a \"COVID stock,\" and it currently trades 58% below its all-time high. On the bright side, that creates a buying opportunity.While Zoom Meetings is still the cornerstone product (and the most popular videoconferencing app on the market), Zoom offers a robust portfolio of communications tools. That includes a cloud phone system (Zoom Phone), corporate conference room technology (Zoom Rooms), and a growing ecosystem of integrations with third-party applications (Zoom App Marketplace). In short, the company unifies corporate communications on a single platform, eliminating the cost and complexity that come with managing multiple solutions.More importantly, Zoom's entire portfolio should be even more relevant in a post-pandemic world. According to research company Gartner, 48% of employees will continue to work remotely at least some of the time even after the pandemic, and just 25% of business meetings will take place in person by 2024, down from 60% today. That creates a significant opportunity. In fact, Zoom puts its addressable market at $91 billion by 2025, and while sales growth has slowed, the company still put up impressive financial results in the most recent quarter.Of particular note, Zoom grew its customer base 18% to 512,000, and revenue jumped 35% to $1.1 billion in the third quarter of fiscal 2022 (ended Oct. 31). Those numbers aren't too shabby in their own right, but consider this: In the previous year, Zoom grew its customer base 485%, and revenue skyrocketed 367%. After such a tremendous performance, any positive momentum would be encouraging. But Zoom posted solid double-digit growth.Also noteworthy, the stock currently trades at 14.8 times sales, its cheapest valuation since Zoom went public in 2019. Put another way, Zoom is worth less on a relative basis than it was prior to the pandemic. Does that make sense? I certainly don't think so. That's why this stock looks like a bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839115080,"gmtCreate":1629126345540,"gmtModify":1676529940416,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"prepare your $$$","listText":"prepare your $$$","text":"prepare your $$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839115080","repostId":"1112885056","repostType":4,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894095378,"gmtCreate":1628776869194,"gmtModify":1676529851732,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Agree!!! Please like","listText":"Agree!!! Please like","text":"Agree!!! Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894095378","repostId":"2158709252","repostType":4,"repost":{"id":"2158709252","pubTimestamp":1628772540,"share":"https://ttm.financial/m/news/2158709252?lang=&edition=fundamental","pubTime":"2021-08-12 20:49","market":"us","language":"en","title":"2 Stocks to Buy When the Next Market Crash Comes","url":"https://stock-news.laohu8.com/highlight/detail?id=2158709252","media":"Motley Fool","summary":"Planning your actions ahead of market crashes makes following through easier.","content":"<p><b>Roku</b> (NASDAQ:ROKU) and <b>Chewy</b> (NYSE:CHWY) are two excellent companies growing revenue and customers rapidly. Investors have noticed, and their stock prices are up 289% and 154%, respectively, over the last three years.</p>\n<p>One way you can get into these stocks at better prices would be during a stock market crash. Admittedly, it can be difficult to be a buyer when you see the market selling off. That's why it pays to look into companies you are interested in buying and put them on your list so that you can be ready to make the buy when the event occurs.</p>\n<p>Here are a few features of each stock that make these two companies attractive investments in the long run.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4cf59b52c0f0427b4b325944820d668\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\"><span>Data source: YCharts</span></p>\n<h2>1. Roku</h2>\n<p>Roku is benefiting from the long-run secular trend where consumers are switching from linear TV to streaming viewership. The rate of the shift may fluctuate but it's unlikely to change direction. According to Roku management, eventually, content will be 100% streaming. Indeed, here is what founder and CEO Anthony Wood said in its most recent conference call:</p>\n<blockquote>\n But I think the big picture for me is that we're still in the middle of this transition where viewers, advertisers, and the industry is moving 100% to streaming. We're just not there yet, but it's moving and it's happening. If you look, <a href=\"https://laohu8.com/S/AONE.U\">one</a> stat I think that's interesting from Nielsen is that if you look at 18 to 45-year-olds, 39% of their TV watching is streaming.\n</blockquote>\n<p>Roku has accumulated 55.1 million accounts, a 28% increase from the second quarter of last year. Undoubtedly, the pandemic helped accelerate customer acquisition. Folks were limited in entertainment options when ballparks, concerts, restaurants, and movie theaters were all shut down for most of the previous year.</p>\n<p>The company's operating system is reliable and fast. That's led many original equipment manufacturers to build TVs with Roku's operating system natively installed. Roku is the No. 1 TV operating system in the U.S. and Canada, and it's well on its way to international expansion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a23631810a53cf2c4ddc7de5a5f41be\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>2. Chewy</h2>\n<p>Chewy is an exclusively online pet retailer. The company boasts 19.8 million active customers, 31.8% more than it had last year. The pandemic caused millions of pet parents to look for new options to fulfill their pet's everyday needs. Some may never return to shopping in brick-and-mortar stores. One reason is that Chewy offers customers automatic delivery of their pet's food and medicine.</p>\n<p>Indeed, in its most recent quarter, 69.3% of overall sales were through automatic delivery, or what Chewy calls Autoship. It makes people's lives easier as it is one less thing they need to remember. Chewy even offers a small discount on orders placed through Autoship. The company is piggybacking off the long-run spending moving online from retail locations.</p>\n<p>Revenue is growing rapidly, and Chewy is doing it efficiently. Its gross profit margin expanded from 16.6% in 2016 to 25.5% in 2021.</p>\n<h2>Investor takeaway</h2>\n<p>Roku and Chewy are doing an excellent job capturing their respective markets and solving a problem for their customers. Streaming content costs less, and viewers get liberated from lengthy cable contracts. Chewy gives pet parents the peace of mind to know food and medicine can be delivered automatically.</p>\n<p>The one hesitation investors could have with these two companies is their relatively rich valuations. Putting these stocks on your watch list and waiting for a market correction to buy could minimize that hesitation.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy When the Next Market Crash Comes</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\">\n2 Stocks to Buy When the Next Market Crash Comes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/12/2-stocks-to-buy-when-the-next-market-crash-comes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (NASDAQ:ROKU) and Chewy (NYSE:CHWY) are two excellent companies growing revenue and customers rapidly. Investors have noticed, and their stock prices are up 289% and 154%, respectively, over the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/12/2-stocks-to-buy-when-the-next-market-crash-comes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","CHWY":"Chewy, Inc."},"source_url":"https://www.fool.com/investing/2021/08/12/2-stocks-to-buy-when-the-next-market-crash-comes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158709252","content_text":"Roku (NASDAQ:ROKU) and Chewy (NYSE:CHWY) are two excellent companies growing revenue and customers rapidly. Investors have noticed, and their stock prices are up 289% and 154%, respectively, over the last three years.\nOne way you can get into these stocks at better prices would be during a stock market crash. Admittedly, it can be difficult to be a buyer when you see the market selling off. That's why it pays to look into companies you are interested in buying and put them on your list so that you can be ready to make the buy when the event occurs.\nHere are a few features of each stock that make these two companies attractive investments in the long run.\nData source: YCharts\n1. Roku\nRoku is benefiting from the long-run secular trend where consumers are switching from linear TV to streaming viewership. The rate of the shift may fluctuate but it's unlikely to change direction. According to Roku management, eventually, content will be 100% streaming. Indeed, here is what founder and CEO Anthony Wood said in its most recent conference call:\n\n But I think the big picture for me is that we're still in the middle of this transition where viewers, advertisers, and the industry is moving 100% to streaming. We're just not there yet, but it's moving and it's happening. If you look, one stat I think that's interesting from Nielsen is that if you look at 18 to 45-year-olds, 39% of their TV watching is streaming.\n\nRoku has accumulated 55.1 million accounts, a 28% increase from the second quarter of last year. Undoubtedly, the pandemic helped accelerate customer acquisition. Folks were limited in entertainment options when ballparks, concerts, restaurants, and movie theaters were all shut down for most of the previous year.\nThe company's operating system is reliable and fast. That's led many original equipment manufacturers to build TVs with Roku's operating system natively installed. Roku is the No. 1 TV operating system in the U.S. and Canada, and it's well on its way to international expansion.\nImage source: Getty Images.\n2. Chewy\nChewy is an exclusively online pet retailer. The company boasts 19.8 million active customers, 31.8% more than it had last year. The pandemic caused millions of pet parents to look for new options to fulfill their pet's everyday needs. Some may never return to shopping in brick-and-mortar stores. One reason is that Chewy offers customers automatic delivery of their pet's food and medicine.\nIndeed, in its most recent quarter, 69.3% of overall sales were through automatic delivery, or what Chewy calls Autoship. It makes people's lives easier as it is one less thing they need to remember. Chewy even offers a small discount on orders placed through Autoship. The company is piggybacking off the long-run spending moving online from retail locations.\nRevenue is growing rapidly, and Chewy is doing it efficiently. Its gross profit margin expanded from 16.6% in 2016 to 25.5% in 2021.\nInvestor takeaway\nRoku and Chewy are doing an excellent job capturing their respective markets and solving a problem for their customers. Streaming content costs less, and viewers get liberated from lengthy cable contracts. Chewy gives pet parents the peace of mind to know food and medicine can be delivered automatically.\nThe one hesitation investors could have with these two companies is their relatively rich valuations. Putting these stocks on your watch list and waiting for a market correction to buy could minimize that hesitation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892567107,"gmtCreate":1628673796609,"gmtModify":1676529817222,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nice~ please help to like~ thanks!","listText":"Nice~ please help to like~ thanks!","text":"Nice~ please help to like~ thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892567107","repostId":"1172810796","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892565035,"gmtCreate":1628673647627,"gmtModify":1676529817166,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Yeah!","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Yeah!","text":"$CrowdStrike Holdings, Inc.(CRWD)$Yeah!","images":[{"img":"https://static.tigerbbs.com/cb276fec7766a0b4d75fefe4cbaa84f1","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892565035","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892566865,"gmtCreate":1628673542957,"gmtModify":1676529817122,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Let’s hope it drops more to buy in!!&nbsp;","listText":"Let’s hope it drops more to buy in!!&nbsp;","text":"Let’s hope it drops more to buy in!!","images":[{"img":"https://static.tigerbbs.com/e6ff1ea5985f2a8e82a5fd4c0e77a8c4","width":"1125","height":"2992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892566865","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890389191,"gmtCreate":1628083331513,"gmtModify":1703500869703,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Holding for long term&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Holding for long term&nbsp;","text":"$CrowdStrike Holdings, Inc.(CRWD)$Holding for long term","images":[{"img":"https://static.tigerbbs.com/230f46db79a706343674e61743cb96d4","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890389191","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890317286,"gmtCreate":1628083218945,"gmtModify":1703500867036,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nvax is running pre-market!!! Please like ??&nbsp;","listText":"Nvax is running pre-market!!! Please like ??&nbsp;","text":"Nvax is running pre-market!!! Please like ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890317286","repostId":"1124757232","repostType":2,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159462914,"gmtCreate":1624977279238,"gmtModify":1703849345894,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Vested in Nio! Let’s see Nio in the next 5-10 years!&nbsp;","listText":"Vested in Nio! Let’s see Nio in the next 5-10 years!&nbsp;","text":"Vested in Nio! Let’s see Nio in the next 5-10 years!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159462914","repostId":"1124372919","repostType":4,"repost":{"id":"1124372919","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its&nbsp;recent partnership&nbsp;with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility &amp; AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the&nbsp;government recently gave&nbsp;NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media&nbsp;recently successfully harmed&nbsp;the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance&nbsp;expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated&nbsp;that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a&nbsp;partnership&nbsp;with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA)&nbsp;could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150138887,"gmtCreate":1624889208949,"gmtModify":1703847171517,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Costco!&nbsp;","listText":"Costco!&nbsp;","text":"Costco!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150138887","repostId":"2146835749","repostType":4,"repost":{"id":"2146835749","pubTimestamp":1624888031,"share":"https://ttm.financial/m/news/2146835749?lang=&edition=fundamental","pubTime":"2021-06-28 21:47","market":"us","language":"en","title":"3 Low-Risk Stocks for Conservative Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2146835749","media":"Motley Fool","summary":"These all-weather stocks can still help you build a market-beating portfolio.","content":"<p>The level of risk you're willing to maintain in your portfolio at any given time very much depends on your personal comfort level and investment goals. And the truth is, you don't need to hold a basket of high-risk/high-reward stocks to generate notable and consistent portfolio returns.</p>\n<p>If you want to maximize your portfolio growth without exposing yourself to excessive risk, there are plenty of high-quality stocks to pick from that can help you do just that. Let's take a look at three such safe stocks for long-term investors to buy right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4425f21b4312d33cf18d53a2231e7b89\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. Johnson &amp; Johnson</h2>\n<p>When it comes to tried-and-true companies with a robust selection of products and a track record of resilience in a variety of economic conditions, <a href=\"https://laohu8.com/S/AONE\">one</a> of the top healthcare stocks that comes to mind is <b>Johnson &amp; Johnson</b> (NYSE:JNJ). After nearly a century and a half in business, the company has pulled through many storms in its time, and the volatility of the pandemic market was no different.</p>\n<p>While Johnson &amp; Johnson reported mixed quarterly results in 2020, it still finished the full year with 0.6% total sales growth for the 12-month period. While that may seem like a modest increase, it's actually the same rate of sales growth the company reported in 2019 before the pandemic hit. Johnson &amp; Johnson's total sales growth in 2020 was bolstered by 3% sales growth in its consumer health segment and an 8% bump in pharmaceutical segment sales.</p>\n<p>In Johnson &amp; Johnson's most recent quarterly report for the first quarter of 2021, it was clear that the company's balance sheet was rebounding from any lag it may have experienced as a result of the pandemic. During the three-month period, the company's total sales increased 7.9% on a year-over-year basis, and its net earnings grew 7% year over year.</p>\n<p>In fact, Johnson &amp; Johnson's strong performance during the quarter led management to boost the company's full-year guidance. The company is targeting more than 9% adjusted operational sales growth and an increase in adjusted operational earnings per share (EPS) of approximately 17% for 2021.</p>\n<p>Johnson &amp; Johnson had several catalysts in its portfolio to thank for its robust top- and bottom-line growth in the first quarter, including single-digit sales increases in both its pharmaceutical and medical device segments. While overall sales in Johnson &amp; Johnson's consumer health segment fell slightly in the quarter, sales of its skin health/beauty, oral care, and baby care products still surged by respective rates of 4%, 6%, and 8% year over year.</p>\n<p>The company also recorded notable sales growth for a number of its top-selling pharmaceutical products. For example, first-quarter sales of its immunology drugs Stelara and Tremfya increased by respective amounts of 18% and 41% from the year-ago period. And sales of its oncology drugs Darzalex, Erleada, and Imbruvica popped 46%, 83%, and 9% year over year.</p>\n<p>Meanwhile, shares of Johnson &amp; Johnson have grown by more than 17% over the past year and about 5% year to date. Johnson &amp; Johnson is also a Dividend King that yields about 2.6% right now. And with nearly six decades of consecutive dividend boosts behind it, shareholders can be confident in the company's commitment to its payout. Long-term investors searching for an all-weather stock to buy can find safe harbor in Johnson &amp; Johnson's stable growth trajectory, steady share price increases, and robust dividend.</p>\n<h2>2. Costco Wholesale</h2>\n<p>If you're searching for another stable stock to add to your buy basket, <b>Costco Wholesale</b> (NASDAQ:COST) is a smart choice to add to your list. The company owns and operates hundreds of warehouses around the world, with its most robust presence in North America. Costco also has a burgeoning e-commerce presence that has gone from strength to strength since the beginning of the pandemic.</p>\n<p>Costco reports its fiscal year a bit differently than some other companies. Its fiscal 2020 concluded on Aug. 30, 2020. During the 12-month period, the company's net sales grew by more than 9%, while its comparable sales increased by about 8%. However, e-commerce comparable sales jumped by an eye-popping 50% compared to fiscal 2019.</p>\n<p>In the first three quarters of Costco's fiscal 2021 (ended Nov. 22, Feb. 14, and May 9), it reported net sales increases of 17%, 15%, and 22% from the year-ago periods. The company's comparable sales for these quarters also marked double-digit increases of 15%, 13%, and 21% on a year-over-year basis.</p>\n<p>Once again, Costco recorded the largest rates of year-over-year growth from e-commerce sales. During the first three quarters of the company's fiscal 2021, its e-commerce comp sales spiked by respective percentages of 86%, 76%, and 41% from the same quarters in fiscal 2020.</p>\n<p>Costco owes its stellar financial performance in varied market conditions to the constant demand for its products and services, which also makes it an appealing buy for long-term investors. The company was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of a number of big-box retailers that maintained \"essential business\" status during the lockdown days of the pandemic. From daily essentials, to clothing, to electronics, to household appliances, to pharmacy services, members can find just about anything they need at Costco's warehouses.</p>\n<p>As Costco's business and balance sheet have continued to expand during the pandemic, so has its share price. The stock is currently trading more than 30% higher than one year ago and is up 4% from the beginning of this year.</p>\n<p>On a final note, Costco also pays a dividend that yields just a little under 1% at the time of this writing, and which it regularly increases. If you're looking for dividend income, consistent portfolio growth, and recession resilience, this high-caliber consumer staples stock offers investors the best of all worlds.</p>\n<h2>3. Procter &amp; Gamble</h2>\n<p>The final pick on today's list is another premium buy in the world of consumer staples. <b>Procter &amp; Gamble </b>(NYSE:PG) has been in business for nearly two centuries, and its comprehensive portfolio of products continues to drive meaningful growth regardless of market headwinds or periods of economic downturn.</p>\n<p>The company pays a healthy dividend that yields about 2.6% based on current share prices. Like Johnson &amp; Johnson, Procter &amp; Gamble is a Dividend King, but with an even lengthier track record of dividend increases. The company has consistently increased its dividend payout for 64 years in a row.</p>\n<p>Procter &amp; Gamble's products are used daily in households around the world, and it has a brand authority few companies can compete with. Among its family of brands are well-known names like Vicks, Pepto-Bismol, Ivory, Olay, Old Spice, Febreze, Gillette, Bounty, Charmin, and Tide. The durable demand for Procter &amp; Gamble's products and its established history of growth makes the company an appealing stock buy in any market environment.</p>\n<p>In the first three quarters of the company's fiscal 2021 (ended Sep. 30, Dec. 31, and March 31), Procter &amp; Gamble said that its net sales grew by respective rates of 9%, 8%, and 5% from the year-ago periods. The company also consistently increased its net earnings on a year-over-year basis during these three quarters: 19% in the first, 4% in the second, and 12% in the third.</p>\n<p>The company closed the most recent quarter with $10 billion in cash and cash equivalents out of about $117 billion in total assets. It also reported that it had approximately $8.8 billion in debt due within the next year, giving it plenty of liquidity to pay down its liabilities and continue covering its shareholder obligations. And Procter &amp; Gamble generated $4.1 billion in operating cash flow in the third quarter of its fiscal 2021 alone.</p>\n<p>Shares of Procter &amp; Gamble have retracted slightly from the beginning of the year but are still trading about 17% higher than this time last year.</p>\n<p>With its juicy dividend yield and strong balance sheet performance both through the decades and amid the tumultuous market conditions of the past year plus, Procter &amp; Gamble is a golden egg to add to your portfolio that can generate consistent growth for the long haul.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Low-Risk Stocks for Conservative Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Low-Risk Stocks for Conservative Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/28/3-low-risk-stocks-for-conservative-investors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The level of risk you're willing to maintain in your portfolio at any given time very much depends on your personal comfort level and investment goals. And the truth is, you don't need to hold a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/3-low-risk-stocks-for-conservative-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISBC":"投资者银行","COST":"好市多","JNJ":"强生","PG":"宝洁"},"source_url":"https://www.fool.com/investing/2021/06/28/3-low-risk-stocks-for-conservative-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146835749","content_text":"The level of risk you're willing to maintain in your portfolio at any given time very much depends on your personal comfort level and investment goals. And the truth is, you don't need to hold a basket of high-risk/high-reward stocks to generate notable and consistent portfolio returns.\nIf you want to maximize your portfolio growth without exposing yourself to excessive risk, there are plenty of high-quality stocks to pick from that can help you do just that. Let's take a look at three such safe stocks for long-term investors to buy right now.\nImage source: Getty Images.\n1. Johnson & Johnson\nWhen it comes to tried-and-true companies with a robust selection of products and a track record of resilience in a variety of economic conditions, one of the top healthcare stocks that comes to mind is Johnson & Johnson (NYSE:JNJ). After nearly a century and a half in business, the company has pulled through many storms in its time, and the volatility of the pandemic market was no different.\nWhile Johnson & Johnson reported mixed quarterly results in 2020, it still finished the full year with 0.6% total sales growth for the 12-month period. While that may seem like a modest increase, it's actually the same rate of sales growth the company reported in 2019 before the pandemic hit. Johnson & Johnson's total sales growth in 2020 was bolstered by 3% sales growth in its consumer health segment and an 8% bump in pharmaceutical segment sales.\nIn Johnson & Johnson's most recent quarterly report for the first quarter of 2021, it was clear that the company's balance sheet was rebounding from any lag it may have experienced as a result of the pandemic. During the three-month period, the company's total sales increased 7.9% on a year-over-year basis, and its net earnings grew 7% year over year.\nIn fact, Johnson & Johnson's strong performance during the quarter led management to boost the company's full-year guidance. The company is targeting more than 9% adjusted operational sales growth and an increase in adjusted operational earnings per share (EPS) of approximately 17% for 2021.\nJohnson & Johnson had several catalysts in its portfolio to thank for its robust top- and bottom-line growth in the first quarter, including single-digit sales increases in both its pharmaceutical and medical device segments. While overall sales in Johnson & Johnson's consumer health segment fell slightly in the quarter, sales of its skin health/beauty, oral care, and baby care products still surged by respective rates of 4%, 6%, and 8% year over year.\nThe company also recorded notable sales growth for a number of its top-selling pharmaceutical products. For example, first-quarter sales of its immunology drugs Stelara and Tremfya increased by respective amounts of 18% and 41% from the year-ago period. And sales of its oncology drugs Darzalex, Erleada, and Imbruvica popped 46%, 83%, and 9% year over year.\nMeanwhile, shares of Johnson & Johnson have grown by more than 17% over the past year and about 5% year to date. Johnson & Johnson is also a Dividend King that yields about 2.6% right now. And with nearly six decades of consecutive dividend boosts behind it, shareholders can be confident in the company's commitment to its payout. Long-term investors searching for an all-weather stock to buy can find safe harbor in Johnson & Johnson's stable growth trajectory, steady share price increases, and robust dividend.\n2. Costco Wholesale\nIf you're searching for another stable stock to add to your buy basket, Costco Wholesale (NASDAQ:COST) is a smart choice to add to your list. The company owns and operates hundreds of warehouses around the world, with its most robust presence in North America. Costco also has a burgeoning e-commerce presence that has gone from strength to strength since the beginning of the pandemic.\nCostco reports its fiscal year a bit differently than some other companies. Its fiscal 2020 concluded on Aug. 30, 2020. During the 12-month period, the company's net sales grew by more than 9%, while its comparable sales increased by about 8%. However, e-commerce comparable sales jumped by an eye-popping 50% compared to fiscal 2019.\nIn the first three quarters of Costco's fiscal 2021 (ended Nov. 22, Feb. 14, and May 9), it reported net sales increases of 17%, 15%, and 22% from the year-ago periods. The company's comparable sales for these quarters also marked double-digit increases of 15%, 13%, and 21% on a year-over-year basis.\nOnce again, Costco recorded the largest rates of year-over-year growth from e-commerce sales. During the first three quarters of the company's fiscal 2021, its e-commerce comp sales spiked by respective percentages of 86%, 76%, and 41% from the same quarters in fiscal 2020.\nCostco owes its stellar financial performance in varied market conditions to the constant demand for its products and services, which also makes it an appealing buy for long-term investors. The company was one of a number of big-box retailers that maintained \"essential business\" status during the lockdown days of the pandemic. From daily essentials, to clothing, to electronics, to household appliances, to pharmacy services, members can find just about anything they need at Costco's warehouses.\nAs Costco's business and balance sheet have continued to expand during the pandemic, so has its share price. The stock is currently trading more than 30% higher than one year ago and is up 4% from the beginning of this year.\nOn a final note, Costco also pays a dividend that yields just a little under 1% at the time of this writing, and which it regularly increases. If you're looking for dividend income, consistent portfolio growth, and recession resilience, this high-caliber consumer staples stock offers investors the best of all worlds.\n3. Procter & Gamble\nThe final pick on today's list is another premium buy in the world of consumer staples. Procter & Gamble (NYSE:PG) has been in business for nearly two centuries, and its comprehensive portfolio of products continues to drive meaningful growth regardless of market headwinds or periods of economic downturn.\nThe company pays a healthy dividend that yields about 2.6% based on current share prices. Like Johnson & Johnson, Procter & Gamble is a Dividend King, but with an even lengthier track record of dividend increases. The company has consistently increased its dividend payout for 64 years in a row.\nProcter & Gamble's products are used daily in households around the world, and it has a brand authority few companies can compete with. Among its family of brands are well-known names like Vicks, Pepto-Bismol, Ivory, Olay, Old Spice, Febreze, Gillette, Bounty, Charmin, and Tide. The durable demand for Procter & Gamble's products and its established history of growth makes the company an appealing stock buy in any market environment.\nIn the first three quarters of the company's fiscal 2021 (ended Sep. 30, Dec. 31, and March 31), Procter & Gamble said that its net sales grew by respective rates of 9%, 8%, and 5% from the year-ago periods. The company also consistently increased its net earnings on a year-over-year basis during these three quarters: 19% in the first, 4% in the second, and 12% in the third.\nThe company closed the most recent quarter with $10 billion in cash and cash equivalents out of about $117 billion in total assets. It also reported that it had approximately $8.8 billion in debt due within the next year, giving it plenty of liquidity to pay down its liabilities and continue covering its shareholder obligations. And Procter & Gamble generated $4.1 billion in operating cash flow in the third quarter of its fiscal 2021 alone.\nShares of Procter & Gamble have retracted slightly from the beginning of the year but are still trading about 17% higher than this time last year.\nWith its juicy dividend yield and strong balance sheet performance both through the decades and amid the tumultuous market conditions of the past year plus, Procter & Gamble is a golden egg to add to your portfolio that can generate consistent growth for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124828024,"gmtCreate":1624759349768,"gmtModify":1703844531680,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nio!!","listText":"Nio!!","text":"Nio!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124828024","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126113030,"gmtCreate":1624547235820,"gmtModify":1703840093366,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"I regret not buying more ~&nbsp;","listText":"I regret not buying more ~&nbsp;","text":"I regret not buying more ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126113030","repostId":"1120836318","repostType":4,"repost":{"id":"1120836318","pubTimestamp":1624545855,"share":"https://ttm.financial/m/news/1120836318?lang=&edition=fundamental","pubTime":"2021-06-24 22:44","market":"sg","language":"en","title":"Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=1120836318","media":"Bloomberg","summary":"Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emer","content":"<p><img src=\"https://static.tigerbbs.com/aa7a5c57d1b1b99cf909292dac1b2558\" tg-width=\"960\" tg-height=\"625\"></p>\n<p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> rose over 5% in morning trading&nbsp;Thursday.</p>\n<p><img src=\"https://static.tigerbbs.com/67d3a0d876a9b7237bb2aee7a671d4f8\" tg-width=\"603\" tg-height=\"499\"></p>\n<p>(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s retailers are seeking to duplicate the success of China’s Singles Day and North America’s Black Friday.</p>\n<p>About 86% of the roughly 4,000 people surveyed in Southeast Asia said they bought products online during sales days pegged to identical-number dates such as 6/6 and 7/7, according to the study by Facebook Inc. and Bain &amp; Co. Of these buyers, 43% were first-time online shoppers, with the highest percentage of them in Thailand and Vietnam.</p>\n<p>Alibaba Group Holding Ltd.’s Lazada, Sea Ltd.’s Shopee and Qoo10 are trying to lure online shoppers by offering huge bargains and special deals in the region of more than 650 million people. Since the outbreak of Covid-19, a growing number of retailers and brands have piggybacked on the e-commerce giants’ marketing to capture a bigger share of online sales.</p>\n<p>“Mega-sales days are something that uniquely started happening within Southeast Asia,” Benjamin Joe, vice president of Southeast Asia and emerging markets at Facebook, said during a virtual briefing on Wednesday. “Historically, it was a discount-driven, one-day event, but what we’re seeing is a repeat of numbers like 7/7, a pattern,” with apps offering rewards and gamification to attract buyers, he added.</p>\n<p>About 72% of the surveyed said they plan their mega-sales purchases ahead of the events. About 63% used social media to discover new products and a majority of those said they did so via video.</p>\n<p>Facebook’s Instagram Adds Shopping Via Images, Virtual Try-On</p>\n<p>The report used data from GlobalWebIndex Core Survey Panel involving about 4,000 internet users across Indonesia, Malaysia, the Philippines, Thailand and Vietnam in the fourth quarter of 2020.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom</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\">\nSoutheast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120836318","content_text":"Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s retailers are seeking to duplicate the success of China’s Singles Day and North America’s Black Friday.\nAbout 86% of the roughly 4,000 people surveyed in Southeast Asia said they bought products online during sales days pegged to identical-number dates such as 6/6 and 7/7, according to the study by Facebook Inc. and Bain & Co. Of these buyers, 43% were first-time online shoppers, with the highest percentage of them in Thailand and Vietnam.\nAlibaba Group Holding Ltd.’s Lazada, Sea Ltd.’s Shopee and Qoo10 are trying to lure online shoppers by offering huge bargains and special deals in the region of more than 650 million people. Since the outbreak of Covid-19, a growing number of retailers and brands have piggybacked on the e-commerce giants’ marketing to capture a bigger share of online sales.\n“Mega-sales days are something that uniquely started happening within Southeast Asia,” Benjamin Joe, vice president of Southeast Asia and emerging markets at Facebook, said during a virtual briefing on Wednesday. “Historically, it was a discount-driven, one-day event, but what we’re seeing is a repeat of numbers like 7/7, a pattern,” with apps offering rewards and gamification to attract buyers, he added.\nAbout 72% of the surveyed said they plan their mega-sales purchases ahead of the events. About 63% used social media to discover new products and a majority of those said they did so via video.\nFacebook’s Instagram Adds Shopping Via Images, Virtual Try-On\nThe report used data from GlobalWebIndex Core Survey Panel involving about 4,000 internet users across Indonesia, Malaysia, the Philippines, Thailand and Vietnam in the fourth quarter of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892567107,"gmtCreate":1628673796609,"gmtModify":1676529817222,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nice~ please help to like~ thanks!","listText":"Nice~ please help to like~ thanks!","text":"Nice~ please help to like~ thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892567107","repostId":"1172810796","repostType":4,"repost":{"id":"1172810796","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":1628671712,"share":"https://ttm.financial/m/news/1172810796?lang=&edition=fundamental","pubTime":"2021-08-11 16:48","market":"us","language":"en","title":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172810796","media":"Tiger Newspress","summary":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\nBioCryst ","content":"<p>BioCryst&nbsp;shares&nbsp;jumped&nbsp;10.49%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;withdrawing previous stock offering.</p>\n<p><img src=\"https://static.tigerbbs.com/c15bfde15a241770cbb0410850f6460f\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\">BioCryst Pharmaceuticals, Inc. &nbsp;announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO<b>®</b> (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders.&nbsp;&nbsp; We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021.&nbsp;&nbsp; Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.</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\">\nBioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-11 16:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioCryst&nbsp;shares&nbsp;jumped&nbsp;10.49%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;withdrawing previous stock offering.</p>\n<p><img src=\"https://static.tigerbbs.com/c15bfde15a241770cbb0410850f6460f\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\">BioCryst Pharmaceuticals, Inc. &nbsp;announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO<b>®</b> (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders.&nbsp;&nbsp; We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021.&nbsp;&nbsp; Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BCRX":"BioCryst制药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172810796","content_text":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\nBioCryst Pharmaceuticals, Inc.  announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO® (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders.   We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021.   Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031029103,"gmtCreate":1646391951921,"gmtModify":1676534125033,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"See if it will drop under $100 today.&nbsp;","listText":"See if it will drop under $100 today.&nbsp;","text":"See if it will drop under $100 today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031029103","repostId":"1150424284","repostType":2,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124828024,"gmtCreate":1624759349768,"gmtModify":1703844531680,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nio!!","listText":"Nio!!","text":"Nio!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124828024","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002469832,"gmtCreate":1642071749556,"gmtModify":1676533677941,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Go Lmnd!!!&nbsp;","listText":"Go Lmnd!!!&nbsp;","text":"Go Lmnd!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002469832","repostId":"1105844619","repostType":2,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890389191,"gmtCreate":1628083331513,"gmtModify":1703500869703,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Holding for long term&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Holding for long term&nbsp;","text":"$CrowdStrike Holdings, Inc.(CRWD)$Holding for long term","images":[{"img":"https://static.tigerbbs.com/230f46db79a706343674e61743cb96d4","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890389191","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9007783864,"gmtCreate":1643007846408,"gmtModify":1676533764526,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"It will fly in 5-10years time ~&nbsp;","listText":"It will fly in 5-10years time ~&nbsp;","text":"It will fly in 5-10years time ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007783864","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</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>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890317286,"gmtCreate":1628083218945,"gmtModify":1703500867036,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nvax is running pre-market!!! Please like ??&nbsp;","listText":"Nvax is running pre-market!!! Please like ??&nbsp;","text":"Nvax is running pre-market!!! Please like ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890317286","repostId":"1124757232","repostType":2,"repost":{"id":"1124757232","pubTimestamp":1628045612,"share":"https://ttm.financial/m/news/1124757232?lang=&edition=fundamental","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p>\n<p><b>Key Points</b></p>\n<ul>\n <li>Pfizer might surprise to the upside.</li>\n <li>Inari Medical is growing like gangbusters.</li>\n <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li>\n</ul>\n<p>COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p>\n<p>A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h3><b>Pfizer: More room to run</b></h3>\n<p><b>George Budwell</b>&nbsp;<b>(Pfizer):</b>&nbsp;American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;-- losing steam from a sales perspective starting in 2022.</p>\n<p>Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p>\n<p>There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company&nbsp;announced&nbsp;that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p>\n<p>Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p>\n<p>The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p>\n<p>Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a&nbsp;dividend-paying&nbsp;big pharma stock.</p>\n<h3><b>Inari Medical: Skyrocketing Sales</b></h3>\n<p><b>Patrick Bafuma</b>&nbsp;<b>(Inari Medical):</b>&nbsp;If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to&nbsp;<i>The New York Times</i>&nbsp;-- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p>\n<p>This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021,&nbsp;up 130% from the same quarter last year&nbsp;and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p>\n<p>Not to mention the company's results thus far for blood clots in the lung are spectacular:</p>\n<ul>\n <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li>\n <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li>\n <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li>\n <li>No ICU stays are required after the procedure.</li>\n</ul>\n<p>Add it all up, and Inari's retrieval device seems like an obvious choice.</p>\n<p>The company grew first-quarter revenue at 113% year over year, and&nbsp;18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p>\n<p>Inari has&nbsp;less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p>\n<h3><b>Novavax: How high can it go?</b></h3>\n<p><b>Taylor Carmichael</b>&nbsp;<b>(Novavax):</b>&nbsp;The vaccine&nbsp;biotech&nbsp;Novavax had an amazing 2020, with its share price running up&nbsp;2,700%&nbsp;on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p>\n<p>Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p>\n<p>Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p>\n<p>In the U.S., the Novavax vaccine might primarily be used as a&nbsp;booster shot&nbsp;for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told&nbsp;<i>The New York Times</i>.</p>\n<p>Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Could Soar Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Could Soar Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NARI":"Inari Medical, Inc.","NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121899991,"gmtCreate":1624457905813,"gmtModify":1703837372758,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"I’m vested!!! :) ?","listText":"I’m vested!!! :) ?","text":"I’m vested!!! :) ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121899991","repostId":"2145531099","repostType":4,"repost":{"id":"2145531099","pubTimestamp":1624445171,"share":"https://ttm.financial/m/news/2145531099?lang=&edition=fundamental","pubTime":"2021-06-23 18:46","market":"us","language":"en","title":"Forget Crypto: These Supercharged Stocks Can Make You Rich","url":"https://stock-news.laohu8.com/highlight/detail?id=2145531099","media":"Motley Fool","summary":"The cryptocurrency bubble will inevitably burst. That's why these hypergrowth stocks make for such smart buys.","content":"<p>The stock market has long been the preferred creator of wealth. Although other investment vehicles, such as bonds or gold, have had superior performances for short stretches of time, no asset class has delivered better average annual returns than stocks over the long run.</p>\n<p>However, the emergence of cryptocurrencies is changing this mode of thinking. After watching <b>Bitcoin</b> (CRYPTO:BTC) rise from $1 to $40,000 in a little over a decade, and seeing <b>Dogecoin</b> (CRYPTO:DOGE) gallop higher by 27,000% in a six-month span, investors are feeling compelled to chase the momentum in the crypto space.</p>\n<p>Unfortunately, this could prove to be a huge mistake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e84aa34310d37f1ab30212f9dcf1bf0d\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>The cryptocurrency bubble is eventually going to burst</h2>\n<p>While there's no denying that cryptocurrency has delivered some game-changing returns, most of this upside has been built on unsubstantiated hype. In other words, some folks view tokens like Bitcoin and Dogecoin as the future global currencies, but virtually nothing has suggested that this will come to fruition.</p>\n<p>The reality is that digital currencies are virtually useless outside of a cryptocurrency exchange. Bitcoin has been stuck handling 250,000 to 300,000 transactions daily for years, while Dogecoin has been averaging closer to 30,000 daily transactions of late. For comparison's sake, payment-processing giants <b><a href=\"https://laohu8.com/S/V\">Visa</a></b>&nbsp;and <b>Mastercard</b>&nbsp;handled 700 million transactions daily on a combined basis in 2018.</p>\n<p>To build on this point, Fundera estimated earlier this year that only around 15,200 businesses worldwide accepted Bitcoin. Meanwhile, online business directory Cryptwerk finds that Dogecoin is accepted by 1,400 companies. For context, there are more than 32 million businesses in the U.S., and an estimated 582 million entrepreneurs worldwide. There simply isn't the broad-based adoption that's being hyped by cryptocurrency supporters.</p>\n<p>At the same time, blockchain technology is caught in a Catch-22. Blockchain being the transparent and immutable underlying ledger of digital currencies that logs transactions. No business is willing to abandon time-tested infrastructure in favor of blockchain until it's demonstrated that blockchain can be scaled in the real world. At the same time, there won't be any evidence that blockchain is revolutionary if no businesses are willing to be an early stage guinea pig, so to speak.</p>\n<p>History unequivocally shows that all bubbles eventually burst, without exception. That's the fate awaiting cryptocurrencies.</p>\n<h2>Dump digital currencies in favor of this fast-growing trio</h2>\n<p>Rather than put your money to work in an asset class that's being driven by hype and emotion, my suggestion would be to buy the following trio of supercharged stocks. If you buy stakes in innovative businesses whose products and services have growing real-world application, and you hold these stakes for long periods of time, you'll very likely get rich.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>Etsy</h2>\n<p>To begin with, e-commerce platform <b>Etsy</b> (NASDAQ:ETSY) will have long-term investors forgetting all about the volatility and hype associated with digital currencies.</p>\n<p>To state the obvious, Etsy was a clear winner of the coronavirus pandemic. With people stuck in their homes, many turned online to buy basic-need and discretionary goods. For Etsy, this included a healthy uptick in sales from facial coverings. But the Etsy platform has <a href=\"https://laohu8.com/S/AONE\">one</a> key advantage that not even <b>Amazon</b>&nbsp;looks to be a threat to: personalization.</p>\n<p>Etsy's platform is built on the idea of putting customers in contact with small merchants who can, if needed, customize their order. Etsy's collection of merchants focuses on personal engagement and uniqueness that shoppers simply won't find on bigger e-commerce platforms. The proof is in the pudding that Etsy's platform is resonating with shoppers. Habitual buyer spending -- those who purchased at least six separate times totaling more than $200, in aggregate, over the trailing year -- has been rocketing higher. Habitual buyers spent 205% more in the first quarter of 2021 than they did in the prior-year quarter.</p>\n<p>Since Etsy generates the bulk of its revenue from merchant ads, the company has also been aggressively reinvesting in its platform to streamline searches and keep users engaged. Last year, it introduced listing videos to promote products, and it's been giving its smaller merchants greater access to analytic tools.</p>\n<p>It's not out of the question that Etsy triples its annual revenue by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95488cfb7d1265a9ff2f104768cae97b\" tg-width=\"700\" tg-height=\"464\"><span>Image source: Getty Images.</span></p>\n<h2>Sea Limited</h2>\n<p>Another supercharged growth stock that can make investors rich is Singapore-based <b>Sea Limited</b> (NYSE:SE). Even though Sea is far from inexpensive, the premium you'd be paying takes into account that it has three exceptionally fast-growing operating segments.</p>\n<p>For the time being, Sea is generating virtually all of its earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. Similar to online shopping, gaming benefited notably from people being stuck in their homes. Since Sea's mobile games target global audiences, and the pandemic is nowhere near over in many parts of the world, demand for gaming entertainment will likely remain robust. Over the past year (through the end of March), quarterly active paying users grew by 124%, with 12.3% of the company's total gamers now paying to play.</p>\n<p>Over the long run, Sea's crown jewel should be its e-commerce platform Shopee, which is consistently the most-popular shopping download in Southeastern Asia, and is gaining significant traction in Brazil. With a focus on emerging markets and regions where the middle class is growing at an incredible rate, Shopee saw gross orders jump 153% in the first quarter, with the gross merchandise value of these orders doubling to $12.6 billion. This is just the tip of the iceberg.</p>\n<p>Lastly, Sea's digital financial services division is bringing mobile wallet services to underbanked regions. Mobile wallet payment volume is on pace to potentially surpass $14 billion in 2021, with more than 26 million paying customers in Q1.</p>\n<p>If all goes well, Sea Limited's revenue could possibly quintuple over the next four years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e68ecb34d6e4fd6f7dc599908229a09a\" tg-width=\"700\" tg-height=\"449\"><span>Image source: Getty Images.</span></p>\n<h2>CrowdStrike Holdings</h2>\n<p>Cybersecurity stock <b>CrowdStrike Holdings</b> (NASDAQ:CRWD) is a third supercharged growth company that can easily outpace the returns from the cryptocurrency industry over the long run.</p>\n<p>Cybersecurity might not be the fastest-growing industry over the next decade, but it could very well be the safest double-digit growth opportunity. With more businesses than ever shifting their data online and into the cloud due to the pandemic, the importance of protecting enterprise and consumer data is greater than ever before. In short, demand for third-party cybersecurity solutions providers is soaring.</p>\n<p>While there is no shortage of cybersecurity specialists to choose from, what sets CrowdStrike apart is its cloud-native Falcon platform. Being built in the cloud, and relying on artificial intelligence, Falcon oversees approximately 6 trillion events each week. This is to say that CrowdStrike's core platform is getting smarter at recognizing and responding to potential threats over time. And in many instances, CrowdStrike's solutions are more efficient and cost-effective than on-premises security options.</p>\n<p>It's plainly evident from the company's operating results that Falcon is resonating with enterprise customers. It's been able to retain 98% of its customers for two consecutive years, and existing clients have spent between 23% and 47% more on a year-over-year basis for 12 straight quarters. Arguably even more impressive is that 64% of customers have purchased four or more cloud-module subscriptions, which is up from 9% just four years ago. It's this rapid scaling from the company's enterprise clients that has CrowdStrike generating a subscription gross margin in the upper 70% range.</p>\n<p>Investors should expect CrowdStrike to grow by 30% or more on an annual basis through the midpoint of the decade.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Crypto: These Supercharged Stocks Can Make You Rich</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\">\nForget Crypto: These Supercharged Stocks Can Make You Rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 18:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/23/forget-crypto-supercharged-stocks-make-you-rich/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has long been the preferred creator of wealth. Although other investment vehicles, such as bonds or gold, have had superior performances for short stretches of time, no asset class ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/23/forget-crypto-supercharged-stocks-make-you-rich/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","ETSY":"Etsy, Inc.","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/06/23/forget-crypto-supercharged-stocks-make-you-rich/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145531099","content_text":"The stock market has long been the preferred creator of wealth. Although other investment vehicles, such as bonds or gold, have had superior performances for short stretches of time, no asset class has delivered better average annual returns than stocks over the long run.\nHowever, the emergence of cryptocurrencies is changing this mode of thinking. After watching Bitcoin (CRYPTO:BTC) rise from $1 to $40,000 in a little over a decade, and seeing Dogecoin (CRYPTO:DOGE) gallop higher by 27,000% in a six-month span, investors are feeling compelled to chase the momentum in the crypto space.\nUnfortunately, this could prove to be a huge mistake.\nImage source: Getty Images.\nThe cryptocurrency bubble is eventually going to burst\nWhile there's no denying that cryptocurrency has delivered some game-changing returns, most of this upside has been built on unsubstantiated hype. In other words, some folks view tokens like Bitcoin and Dogecoin as the future global currencies, but virtually nothing has suggested that this will come to fruition.\nThe reality is that digital currencies are virtually useless outside of a cryptocurrency exchange. Bitcoin has been stuck handling 250,000 to 300,000 transactions daily for years, while Dogecoin has been averaging closer to 30,000 daily transactions of late. For comparison's sake, payment-processing giants Visa and Mastercard handled 700 million transactions daily on a combined basis in 2018.\nTo build on this point, Fundera estimated earlier this year that only around 15,200 businesses worldwide accepted Bitcoin. Meanwhile, online business directory Cryptwerk finds that Dogecoin is accepted by 1,400 companies. For context, there are more than 32 million businesses in the U.S., and an estimated 582 million entrepreneurs worldwide. There simply isn't the broad-based adoption that's being hyped by cryptocurrency supporters.\nAt the same time, blockchain technology is caught in a Catch-22. Blockchain being the transparent and immutable underlying ledger of digital currencies that logs transactions. No business is willing to abandon time-tested infrastructure in favor of blockchain until it's demonstrated that blockchain can be scaled in the real world. At the same time, there won't be any evidence that blockchain is revolutionary if no businesses are willing to be an early stage guinea pig, so to speak.\nHistory unequivocally shows that all bubbles eventually burst, without exception. That's the fate awaiting cryptocurrencies.\nDump digital currencies in favor of this fast-growing trio\nRather than put your money to work in an asset class that's being driven by hype and emotion, my suggestion would be to buy the following trio of supercharged stocks. If you buy stakes in innovative businesses whose products and services have growing real-world application, and you hold these stakes for long periods of time, you'll very likely get rich.\nImage source: Getty Images.\nEtsy\nTo begin with, e-commerce platform Etsy (NASDAQ:ETSY) will have long-term investors forgetting all about the volatility and hype associated with digital currencies.\nTo state the obvious, Etsy was a clear winner of the coronavirus pandemic. With people stuck in their homes, many turned online to buy basic-need and discretionary goods. For Etsy, this included a healthy uptick in sales from facial coverings. But the Etsy platform has one key advantage that not even Amazon looks to be a threat to: personalization.\nEtsy's platform is built on the idea of putting customers in contact with small merchants who can, if needed, customize their order. Etsy's collection of merchants focuses on personal engagement and uniqueness that shoppers simply won't find on bigger e-commerce platforms. The proof is in the pudding that Etsy's platform is resonating with shoppers. Habitual buyer spending -- those who purchased at least six separate times totaling more than $200, in aggregate, over the trailing year -- has been rocketing higher. Habitual buyers spent 205% more in the first quarter of 2021 than they did in the prior-year quarter.\nSince Etsy generates the bulk of its revenue from merchant ads, the company has also been aggressively reinvesting in its platform to streamline searches and keep users engaged. Last year, it introduced listing videos to promote products, and it's been giving its smaller merchants greater access to analytic tools.\nIt's not out of the question that Etsy triples its annual revenue by mid-decade.\nImage source: Getty Images.\nSea Limited\nAnother supercharged growth stock that can make investors rich is Singapore-based Sea Limited (NYSE:SE). Even though Sea is far from inexpensive, the premium you'd be paying takes into account that it has three exceptionally fast-growing operating segments.\nFor the time being, Sea is generating virtually all of its earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. Similar to online shopping, gaming benefited notably from people being stuck in their homes. Since Sea's mobile games target global audiences, and the pandemic is nowhere near over in many parts of the world, demand for gaming entertainment will likely remain robust. Over the past year (through the end of March), quarterly active paying users grew by 124%, with 12.3% of the company's total gamers now paying to play.\nOver the long run, Sea's crown jewel should be its e-commerce platform Shopee, which is consistently the most-popular shopping download in Southeastern Asia, and is gaining significant traction in Brazil. With a focus on emerging markets and regions where the middle class is growing at an incredible rate, Shopee saw gross orders jump 153% in the first quarter, with the gross merchandise value of these orders doubling to $12.6 billion. This is just the tip of the iceberg.\nLastly, Sea's digital financial services division is bringing mobile wallet services to underbanked regions. Mobile wallet payment volume is on pace to potentially surpass $14 billion in 2021, with more than 26 million paying customers in Q1.\nIf all goes well, Sea Limited's revenue could possibly quintuple over the next four years.\nImage source: Getty Images.\nCrowdStrike Holdings\nCybersecurity stock CrowdStrike Holdings (NASDAQ:CRWD) is a third supercharged growth company that can easily outpace the returns from the cryptocurrency industry over the long run.\nCybersecurity might not be the fastest-growing industry over the next decade, but it could very well be the safest double-digit growth opportunity. With more businesses than ever shifting their data online and into the cloud due to the pandemic, the importance of protecting enterprise and consumer data is greater than ever before. In short, demand for third-party cybersecurity solutions providers is soaring.\nWhile there is no shortage of cybersecurity specialists to choose from, what sets CrowdStrike apart is its cloud-native Falcon platform. Being built in the cloud, and relying on artificial intelligence, Falcon oversees approximately 6 trillion events each week. This is to say that CrowdStrike's core platform is getting smarter at recognizing and responding to potential threats over time. And in many instances, CrowdStrike's solutions are more efficient and cost-effective than on-premises security options.\nIt's plainly evident from the company's operating results that Falcon is resonating with enterprise customers. It's been able to retain 98% of its customers for two consecutive years, and existing clients have spent between 23% and 47% more on a year-over-year basis for 12 straight quarters. Arguably even more impressive is that 64% of customers have purchased four or more cloud-module subscriptions, which is up from 9% just four years ago. It's this rapid scaling from the company's enterprise clients that has CrowdStrike generating a subscription gross margin in the upper 70% range.\nInvestors should expect CrowdStrike to grow by 30% or more on an annual basis through the midpoint of the decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033550297,"gmtCreate":1646319725954,"gmtModify":1676534116759,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"[Call]&nbsp;[Strong]&nbsp;","listText":"[Call]&nbsp;[Strong]&nbsp;","text":"[Call] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033550297","repostId":"1192357642","repostType":2,"repost":{"id":"1192357642","pubTimestamp":1646274599,"share":"https://ttm.financial/m/news/1192357642?lang=&edition=fundamental","pubTime":"2022-03-03 10:29","market":"us","language":"en","title":"Sea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction","url":"https://stock-news.laohu8.com/highlight/detail?id=1192357642","media":"seekingalpha","summary":"SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited posted a decent FQ4 card. However, the market was disappointed with Garena&#39;s FY22 guidance.</li><li>But, these investors may have also missed out on management&#39;s commentary on its path towards profitability. It&#39;s getting closer.</li><li>We discuss why investors should add SE stock given the market&#39;s overreaction over Garena&#39;s numbers.</li></ul><p><b>Investment Thesis</b></p><p>Sea Limited (SE) reported its FQ4 earnings card yesterday. Unfortunately, what seemed like a decent card with robust e-commerce and FinTech momentum was overshadowed by its FY22 guidance.</p><p>Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it mainly to growth normalization trends from post-pandemic reopenings. It also highlighted the uncertainty caused by the recent Free Fire ban by the Indian regulators on &#34;security concerns&#34; linked to China.</p><p>Nevertheless, the company also unveiled notable commentary on its path to profitability for its Shopee e-commerce and its SeaMoney FinTech segment. Investors had been concerned whether Shopee would continue to burn cash &#34;unsustainably&#34; in its bid to gain market leadership. Furthermore, the company also discussed in detail Shopee&#39;s robust momentum in Brazil for the first time. Previously, Sea has been reticent to share insights on its foray into MercadoLibre&#39;s (MELI) most prized geographical market. But, Shopee&#39;s nascent gains demonstrated that Sea has a viable and formidable market penetration strategy even when facing a dominant incumbent like MercadoLibre.</p><p>Therefore, Sea was reminding investors that it&#39;s still growing fast and is achieving self-sustainability in its core markets. We discuss why investors should capitalize on the market overreaction to add exposure now.</p><p><b>SE Stock Key Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8060ec5fd4c3d25e5b11325d8b7c0bb\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock valuation metrics(TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a6e0f82c6549f6b114aa47a9b4e4ccd\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock consensus price targets Vs. stock performance(TIKR)</span></p><p>SE stock has been marked down significantly from its all-time high of $372 in October. Notably, Sea investors have experienced a significant collapse in its stock price, as it lost 66% of its value over the last three months. Beset by the reopening headwinds,Tencent&#39;s(OTCPK:TCEHY)divestment, and its recent India ban, early SE investors seemed to have cashed in on their gains rapidly.</p><p>But, we think the steep sell-off has also presented long-term investors with a significant opportunity to add exposure. SE stock is trading at less than 5x NTM Revenue (5Y mean: 8.5x). Nevertheless, its weak FCF yield demonstrates that Sea Limited has not been calibrated for FCF profitability yet. But, the company has also indicated a viable path towards profitability in 2022 for its core markets. Therefore, we think its profitability guidance is material and highlights the strength of Sea&#39;s long-term execution prowess.</p><p>Nevertheless, we agree that the consensus estimates and price targets (PTs) have been too optimistic. Sea wasn&#39;t affected by the reopenings headwinds initially as its core markets have not accelerated their reopening cadence. However, the accelerated reopenings in Q4&#39;21 resulted in significant headwinds on Garena&#39;s growth and profitability. As a result, the market has been spot on while the average and conservative PTs have gotten it wrong recently. Given the decline in Garena&#39;s growth and profitability, we expect SE stock&#39;s PTs to be further revised downwards in the near term.</p><p><b>Where is Sea Limited Heading in 2022?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c23ba6633636b5ca1b8241ae1433387\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena Bookings(Company filings)</span></p><p>The focus on Sea Limited was obviously on Garena. Garena reported an underwhelming FQ4, in which it posted Bookings of $1.1B. Moreover, while its full-year Bookings of $4.6B were up 44.3% YoY, it guided for just $3B (midpoint) in Bookings for FY22. Therefore, it represented a significant and unexpected decline of 34.8%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa500da440de10312b22fc5d9c4ca6d8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena adjusted EBITDA share of Bookings %(Company filings)</span></p><p>Furthermore, Garena&#39;s adjusted EBITDA margins (share of Bookings) have also been trending downwards. Therefore, Garena has certainly been hit by weaker overall engagement, which has also significantly impacted monetization. As a result, Garena reported 54.8% in adjusted EBITDA margin in FQ4 compared to 65.5% in the previous year. Therefore, investors were justifiably concerned whether Sea Limited can still support its high-growth Shopee machine as its main cash cow slows down considerably moving forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523e57ebd49bac780a0e0f586be7c356\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Shopee GMV(Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8578996523bc88fc20b2e45734b50b92\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Shopee take rate %(Company filings)</span></p><p>But, when we thought all hope was lost, Shopee came along to save the day this time. Why? Even though we have witnessed a sharp decline in e-commerce growth in the US, the growth in Shopee&#39;s core e-commerce markets remains robust. Furthermore, it is also making significant headway in LatAm, particularly in Brazil, where it has garnered significant traction. As a result, Shopee posted $18.2B in gross merchandise value (GMV) in FQ4, up 52.9% YoY. Notably, the company has also been raising its take rate considerably as it gains market leadership. It has become the #1 shopping app across most of its core markets. Therefore, Shopee is now ready to monetize for profitability. And, we think that&#39;s awesome news! CEO Forrest Li emphasized (edited):</p><blockquote><i>We currently expect Shopee to achieve positive adjusted EBITDA</i>before HQ costs allocation in Southeast Asia and Taiwan by 2022 and SeaMoney to achieve positive cash flow by 2023. As a result, we believe that by 2025, cash generated by Shopee and SeaMoney collectively<i>will enable these two businesses to substantially self-fund their long-term growth</i>. We are also very excited to see<i>Shopee fast gaining traction in Brazil</i>. Just two years after entering the market, Shopee Brazil recorded more than 140M gross orders in FQ4, growing at close to 400% YoY. (Sea Limited&#39;s FQ4&#39;21 earnings call)</blockquote><p>We think that&#39;s a significant development. Notably, Brazil&#39;s contribution towards Shopee&#39;s topline is less than 5%. Therefore, the company can channel its resources to compete more effectively and gain share in Brazil.In a previous MercadoLibre article, we also shared that LatAm is a fascinating region because of its high take rates. We emphasized: &#34;Readers can easily observe the incredible monetization opportunities that are available in LatAm, and we can easily understand why Sea Limited is so keen to carve out MercadoLibre&#39;s leadership there because it&#39;s just so attractive.&#34;</p><p>Notably, management also took the opportunity to add more color on its progress and strategy in Brazil. Group Chief Corporate Officer Yanjun Wang articulated (edited):</p><blockquote>And another growth area that we focus on is Brazil. We also shared that when we enter into the market, we focus first on user growth and then order growth and then market leadership and positive unit economics over time with scale. Now when you look at Southeast Asia and Taiwan, we&#39;re probably the first large e-commerce player to show profitability in this region.<i>But in Lat Am, all the existing major players are quite profitable. So the profitability model for the LatAm market is highly proven</i>. (Sea Limited)</blockquote><p><b>Is SE Stock A Buy, Sell, Or Hold?</b></p><p>There&#39;s no doubt that SE Stock could still be in the penalty box as investors could wait for a quarter or two to observe its execution towards profitability. It&#39;s a significant change in its execution, coupled with the moderation in Garena&#39;s growth. Therefore, there&#39;s still an element of execution risk that some investors could be concerned with.</p><p>However, we see it differently. With the stock trading at less than 5x NTM revenue and moving closer towards profitability, the outlook is looking more favorable for long-term investors. If you can tolerate near-term volatility, we encourage you to capitalize on the market&#39;s overreaction and add SE stock.</p><p>Therefore,<i>we reiterate our Buy rating on SE stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22 guidance.But, these investors may have also missed out on management's commentary on its path ...</p>\n\n<a href=\"https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192357642","content_text":"SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22 guidance.But, these investors may have also missed out on management's commentary on its path towards profitability. It's getting closer.We discuss why investors should add SE stock given the market's overreaction over Garena's numbers.Investment ThesisSea Limited (SE) reported its FQ4 earnings card yesterday. Unfortunately, what seemed like a decent card with robust e-commerce and FinTech momentum was overshadowed by its FY22 guidance.Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it mainly to growth normalization trends from post-pandemic reopenings. It also highlighted the uncertainty caused by the recent Free Fire ban by the Indian regulators on \"security concerns\" linked to China.Nevertheless, the company also unveiled notable commentary on its path to profitability for its Shopee e-commerce and its SeaMoney FinTech segment. Investors had been concerned whether Shopee would continue to burn cash \"unsustainably\" in its bid to gain market leadership. Furthermore, the company also discussed in detail Shopee's robust momentum in Brazil for the first time. Previously, Sea has been reticent to share insights on its foray into MercadoLibre's (MELI) most prized geographical market. But, Shopee's nascent gains demonstrated that Sea has a viable and formidable market penetration strategy even when facing a dominant incumbent like MercadoLibre.Therefore, Sea was reminding investors that it's still growing fast and is achieving self-sustainability in its core markets. We discuss why investors should capitalize on the market overreaction to add exposure now.SE Stock Key MetricsSE stock valuation metrics(TIKR)SE stock consensus price targets Vs. stock performance(TIKR)SE stock has been marked down significantly from its all-time high of $372 in October. Notably, Sea investors have experienced a significant collapse in its stock price, as it lost 66% of its value over the last three months. Beset by the reopening headwinds,Tencent's(OTCPK:TCEHY)divestment, and its recent India ban, early SE investors seemed to have cashed in on their gains rapidly.But, we think the steep sell-off has also presented long-term investors with a significant opportunity to add exposure. SE stock is trading at less than 5x NTM Revenue (5Y mean: 8.5x). Nevertheless, its weak FCF yield demonstrates that Sea Limited has not been calibrated for FCF profitability yet. But, the company has also indicated a viable path towards profitability in 2022 for its core markets. Therefore, we think its profitability guidance is material and highlights the strength of Sea's long-term execution prowess.Nevertheless, we agree that the consensus estimates and price targets (PTs) have been too optimistic. Sea wasn't affected by the reopenings headwinds initially as its core markets have not accelerated their reopening cadence. However, the accelerated reopenings in Q4'21 resulted in significant headwinds on Garena's growth and profitability. As a result, the market has been spot on while the average and conservative PTs have gotten it wrong recently. Given the decline in Garena's growth and profitability, we expect SE stock's PTs to be further revised downwards in the near term.Where is Sea Limited Heading in 2022?Garena Bookings(Company filings)The focus on Sea Limited was obviously on Garena. Garena reported an underwhelming FQ4, in which it posted Bookings of $1.1B. Moreover, while its full-year Bookings of $4.6B were up 44.3% YoY, it guided for just $3B (midpoint) in Bookings for FY22. Therefore, it represented a significant and unexpected decline of 34.8%.Garena adjusted EBITDA share of Bookings %(Company filings)Furthermore, Garena's adjusted EBITDA margins (share of Bookings) have also been trending downwards. Therefore, Garena has certainly been hit by weaker overall engagement, which has also significantly impacted monetization. As a result, Garena reported 54.8% in adjusted EBITDA margin in FQ4 compared to 65.5% in the previous year. Therefore, investors were justifiably concerned whether Sea Limited can still support its high-growth Shopee machine as its main cash cow slows down considerably moving forward.Shopee GMV(Company filings)Shopee take rate %(Company filings)But, when we thought all hope was lost, Shopee came along to save the day this time. Why? Even though we have witnessed a sharp decline in e-commerce growth in the US, the growth in Shopee's core e-commerce markets remains robust. Furthermore, it is also making significant headway in LatAm, particularly in Brazil, where it has garnered significant traction. As a result, Shopee posted $18.2B in gross merchandise value (GMV) in FQ4, up 52.9% YoY. Notably, the company has also been raising its take rate considerably as it gains market leadership. It has become the #1 shopping app across most of its core markets. Therefore, Shopee is now ready to monetize for profitability. And, we think that's awesome news! CEO Forrest Li emphasized (edited):We currently expect Shopee to achieve positive adjusted EBITDAbefore HQ costs allocation in Southeast Asia and Taiwan by 2022 and SeaMoney to achieve positive cash flow by 2023. As a result, we believe that by 2025, cash generated by Shopee and SeaMoney collectivelywill enable these two businesses to substantially self-fund their long-term growth. We are also very excited to seeShopee fast gaining traction in Brazil. Just two years after entering the market, Shopee Brazil recorded more than 140M gross orders in FQ4, growing at close to 400% YoY. (Sea Limited's FQ4'21 earnings call)We think that's a significant development. Notably, Brazil's contribution towards Shopee's topline is less than 5%. Therefore, the company can channel its resources to compete more effectively and gain share in Brazil.In a previous MercadoLibre article, we also shared that LatAm is a fascinating region because of its high take rates. We emphasized: \"Readers can easily observe the incredible monetization opportunities that are available in LatAm, and we can easily understand why Sea Limited is so keen to carve out MercadoLibre's leadership there because it's just so attractive.\"Notably, management also took the opportunity to add more color on its progress and strategy in Brazil. Group Chief Corporate Officer Yanjun Wang articulated (edited):And another growth area that we focus on is Brazil. We also shared that when we enter into the market, we focus first on user growth and then order growth and then market leadership and positive unit economics over time with scale. Now when you look at Southeast Asia and Taiwan, we're probably the first large e-commerce player to show profitability in this region.But in Lat Am, all the existing major players are quite profitable. So the profitability model for the LatAm market is highly proven. (Sea Limited)Is SE Stock A Buy, Sell, Or Hold?There's no doubt that SE Stock could still be in the penalty box as investors could wait for a quarter or two to observe its execution towards profitability. It's a significant change in its execution, coupled with the moderation in Garena's growth. Therefore, there's still an element of execution risk that some investors could be concerned with.However, we see it differently. With the stock trading at less than 5x NTM revenue and moving closer towards profitability, the outlook is looking more favorable for long-term investors. If you can tolerate near-term volatility, we encourage you to capitalize on the market's overreaction and add SE stock.Therefore,we reiterate our Buy rating on SE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090182343,"gmtCreate":1643119266040,"gmtModify":1676533775634,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Ageee!&nbsp;","listText":"Ageee!&nbsp;","text":"Ageee!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090182343","repostId":"2206836917","repostType":2,"repost":{"id":"2206836917","pubTimestamp":1643111110,"share":"https://ttm.financial/m/news/2206836917?lang=&edition=fundamental","pubTime":"2022-01-25 19:45","market":"us","language":"en","title":"2 Top Tech Stocks to Buy During a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2206836917","media":"Motley Fool","summary":"These companies also make fantastic investments during economic expansion.","content":"<html><head></head><body><p>Investors should be net accumulators of stocks, in good times and bad. When a recession hits, the stocks that investors pick up need great long-term potential, as well as a recession-proof business model. Just because the economy is in the tank doesn&#39;t mean an individual company can&#39;t succeed.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> tech companies I&#39;d buy during a recession are <b>CrowdStrike Holdings</b> (NASDAQ:CRWD) and <b>Autodesk </b>(NASDAQ:ADSK). Both provide vital software, something that cannot be cut regardless of how bad business gets. During the last recession -- caused by the pandemic -- each shrugged off the challenge and continued growing.</p><h2>1. CrowdStrike</h2><p>An area no company can cut back on is cybersecurity. A compromising attack when a business is already down on its luck during a recession could be the company&#39;s end. CrowdStrike&#39;s endpoint security software protects network access points, like a computer or phone. Its zero-trust approach can identify when users are not doing what they typically do. The response to prevent any damage or stolen information is instant, further advancing CrowdStrike&#39;s use case.</p><p>Unlike Autodesk, CrowdStrike is young enough to have never experienced a prolonged recession. Founded in 2011, the company has only known good times. However, its CEO, George Kurtz, has experienced two recessions during his career.</p><p>In 1999, he created Foundstone, a company that advised its clients on security and had an incident response team. Foundstone was bought out by McAfee, another software security company, in 2004, showcasing Kurtz&#39;s ability to navigate through the 2000s dot-com recession. During the 2008 financial crisis, he was McAfee&#39;s chief technology officer, giving him another front-row seat in managing a challenging environment.</p><p>Although the company is not yet profitable, with the increasing revenues coupled with how important the software is to customers, the company could reach profitability soon. Though profitability is great, leadership is key for any team during challenging periods, and Kurtz gives CrowdStrike an edge.</p><p>The stock is also a great investment right now; during its fiscal 2022 third quarter, annual recurring revenue (ARR) grew 67% to $1.5 billion and customer count increased 75% when compared to the year-ago quarter. Rapid adoption showcases how crucial CrowdStrike&#39;s products are, making it unlikely they&#39;ll be cut during a recession.</p><h2>2. Autodesk</h2><p>Construction and manufacturing slow down during recessions. With Autodesk&#39;s old business model, architecture and engineering firms could choose to not upgrade to the next software model and wait until business picked up.</p><p>Now, the subscription model generates revenue every single year, unless a customer drops the software completely. Autodesk&#39;s software lineup includes Revit, AutoCAD, and Inventor -- all must-haves for their users. These programs create, modify, and maintain designs and products and can never be dropped; they have to be replaced -- an expensive proposition unlikely to occur during a recession.</p><p>With how crucial the U.S. is to the worldwide economy when a recession strikes the country, it will likely affect the globe. However, each region will experience a different magnitude of recession. Autodesk&#39;s revenue stream is diversified across all corners of the world and is growing.</p><table border=\"1\"><tbody><tr><th colspan=\"3\">Autodesk Q3 2022 Revenue Makeup</th></tr><tr><th>Region</th><th>Revenue Share</th><th>Revenue Growth</th></tr><tr><td>Americas</td><td>41%</td><td>18%</td></tr><tr><td>Asia-Pacific</td><td>21%</td><td>18%</td></tr><tr><td>Europe, Middle East &amp; Africa</td><td>38%</td><td>19%</td></tr></tbody></table><p>Source: Autodesk</p><p>By being diversified, Autodesk can maintain growth through a domestic recession by leaning on other regions.</p><p>It likely will never grow as fast as CrowdStrike but is solidly profitable. It converted 23% of revenue into free cash flow during the third quarter and had a 13% profit. Recurring revenue made up 97% of the total, marking its transition away from annual software updates. Autodesk won&#39;t light the world on fire, but it will provide solid results.</p><h2>Tech stocks to avoid</h2><p>The COVID-19 recession didn&#39;t last long. Still, it gave investors insight into how certain companies would do during adverse conditions. A subset of tech companies that rely on advertising for income, like <b>The Trade Desk</b> (NASDAQ:TTD) and <b>Pinterest</b> (NYSE:PINS), saw revenue decline in the quarter after the recession (annotated by the gray area).</p><p><img src=\"https://static.tigerbbs.com/b4d5e2aacf9a959eb95889d29919fb56\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ADSK revenue (quarterly YoY growth). Data by YCharts. YoY = year over year.</p><p>The dip in the chart of year-over-year quarterly revenue growth around July 2020 showed what happens when companies cut their advertising budgets to cope with pandemic difficulties. However, the subscription businesses shrugged it off as if nothing happened. During the prolonged 2008 financial-crisis recession, advertising spending dropped by 13% across all media. When a recession hits, advertising-based companies will struggle.</p><p>Essential software is a great place to look for recession-proof stocks. Often, the product is so ingrained within the general workflow that a company could not operate without it. Additionally, the software should be on a subscription schedule. Both Autodesk and CrowdStrike fit these descriptions, making them great investments now as well.</p><p>Even though these companies currently seem robust, when a recession hits, all bets are off. Still, these two are primed to succeed during good times and bad.</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>2 Top Tech Stocks to Buy During a Recession</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\">\n2 Top Tech Stocks to Buy During a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/25/2-top-tech-stocks-to-buy-during-a-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should be net accumulators of stocks, in good times and bad. When a recession hits, the stocks that investors pick up need great long-term potential, as well as a recession-proof business ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/25/2-top-tech-stocks-to-buy-during-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4508":"社交媒体","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4023":"应用软件","ADSK":"欧特克","TTD":"Trade Desk Inc.","BK4097":"系统软件","PINS":"Pinterest, Inc.","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4528":"SaaS概念","BK4560":"网络安全概念","BK4566":"资本集团","BK4110":"抵押房地产投资信托","BK4554":"元宇宙及AR概念","ARR":"ARMOUR住宅房地产公司"},"source_url":"https://www.fool.com/investing/2022/01/25/2-top-tech-stocks-to-buy-during-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206836917","content_text":"Investors should be net accumulators of stocks, in good times and bad. When a recession hits, the stocks that investors pick up need great long-term potential, as well as a recession-proof business model. Just because the economy is in the tank doesn't mean an individual company can't succeed.Two tech companies I'd buy during a recession are CrowdStrike Holdings (NASDAQ:CRWD) and Autodesk (NASDAQ:ADSK). Both provide vital software, something that cannot be cut regardless of how bad business gets. During the last recession -- caused by the pandemic -- each shrugged off the challenge and continued growing.1. CrowdStrikeAn area no company can cut back on is cybersecurity. A compromising attack when a business is already down on its luck during a recession could be the company's end. CrowdStrike's endpoint security software protects network access points, like a computer or phone. Its zero-trust approach can identify when users are not doing what they typically do. The response to prevent any damage or stolen information is instant, further advancing CrowdStrike's use case.Unlike Autodesk, CrowdStrike is young enough to have never experienced a prolonged recession. Founded in 2011, the company has only known good times. However, its CEO, George Kurtz, has experienced two recessions during his career.In 1999, he created Foundstone, a company that advised its clients on security and had an incident response team. Foundstone was bought out by McAfee, another software security company, in 2004, showcasing Kurtz's ability to navigate through the 2000s dot-com recession. During the 2008 financial crisis, he was McAfee's chief technology officer, giving him another front-row seat in managing a challenging environment.Although the company is not yet profitable, with the increasing revenues coupled with how important the software is to customers, the company could reach profitability soon. Though profitability is great, leadership is key for any team during challenging periods, and Kurtz gives CrowdStrike an edge.The stock is also a great investment right now; during its fiscal 2022 third quarter, annual recurring revenue (ARR) grew 67% to $1.5 billion and customer count increased 75% when compared to the year-ago quarter. Rapid adoption showcases how crucial CrowdStrike's products are, making it unlikely they'll be cut during a recession.2. AutodeskConstruction and manufacturing slow down during recessions. With Autodesk's old business model, architecture and engineering firms could choose to not upgrade to the next software model and wait until business picked up.Now, the subscription model generates revenue every single year, unless a customer drops the software completely. Autodesk's software lineup includes Revit, AutoCAD, and Inventor -- all must-haves for their users. These programs create, modify, and maintain designs and products and can never be dropped; they have to be replaced -- an expensive proposition unlikely to occur during a recession.With how crucial the U.S. is to the worldwide economy when a recession strikes the country, it will likely affect the globe. However, each region will experience a different magnitude of recession. Autodesk's revenue stream is diversified across all corners of the world and is growing.Autodesk Q3 2022 Revenue MakeupRegionRevenue ShareRevenue GrowthAmericas41%18%Asia-Pacific21%18%Europe, Middle East & Africa38%19%Source: AutodeskBy being diversified, Autodesk can maintain growth through a domestic recession by leaning on other regions.It likely will never grow as fast as CrowdStrike but is solidly profitable. It converted 23% of revenue into free cash flow during the third quarter and had a 13% profit. Recurring revenue made up 97% of the total, marking its transition away from annual software updates. Autodesk won't light the world on fire, but it will provide solid results.Tech stocks to avoidThe COVID-19 recession didn't last long. Still, it gave investors insight into how certain companies would do during adverse conditions. A subset of tech companies that rely on advertising for income, like The Trade Desk (NASDAQ:TTD) and Pinterest (NYSE:PINS), saw revenue decline in the quarter after the recession (annotated by the gray area).ADSK revenue (quarterly YoY growth). Data by YCharts. YoY = year over year.The dip in the chart of year-over-year quarterly revenue growth around July 2020 showed what happens when companies cut their advertising budgets to cope with pandemic difficulties. However, the subscription businesses shrugged it off as if nothing happened. During the prolonged 2008 financial-crisis recession, advertising spending dropped by 13% across all media. When a recession hits, advertising-based companies will struggle.Essential software is a great place to look for recession-proof stocks. Often, the product is so ingrained within the general workflow that a company could not operate without it. Additionally, the software should be on a subscription schedule. Both Autodesk and CrowdStrike fit these descriptions, making them great investments now as well.Even though these companies currently seem robust, when a recession hits, all bets are off. Still, these two are primed to succeed during good times and bad.","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894095378,"gmtCreate":1628776869194,"gmtModify":1676529851732,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Agree!!! Please like","listText":"Agree!!! Please like","text":"Agree!!! Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894095378","repostId":"2158709252","repostType":4,"repost":{"id":"2158709252","pubTimestamp":1628772540,"share":"https://ttm.financial/m/news/2158709252?lang=&edition=fundamental","pubTime":"2021-08-12 20:49","market":"us","language":"en","title":"2 Stocks to Buy When the Next Market Crash Comes","url":"https://stock-news.laohu8.com/highlight/detail?id=2158709252","media":"Motley Fool","summary":"Planning your actions ahead of market crashes makes following through easier.","content":"<p><b>Roku</b> (NASDAQ:ROKU) and <b>Chewy</b> (NYSE:CHWY) are two excellent companies growing revenue and customers rapidly. Investors have noticed, and their stock prices are up 289% and 154%, respectively, over the last three years.</p>\n<p>One way you can get into these stocks at better prices would be during a stock market crash. Admittedly, it can be difficult to be a buyer when you see the market selling off. That's why it pays to look into companies you are interested in buying and put them on your list so that you can be ready to make the buy when the event occurs.</p>\n<p>Here are a few features of each stock that make these two companies attractive investments in the long run.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4cf59b52c0f0427b4b325944820d668\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\"><span>Data source: YCharts</span></p>\n<h2>1. Roku</h2>\n<p>Roku is benefiting from the long-run secular trend where consumers are switching from linear TV to streaming viewership. The rate of the shift may fluctuate but it's unlikely to change direction. According to Roku management, eventually, content will be 100% streaming. Indeed, here is what founder and CEO Anthony Wood said in its most recent conference call:</p>\n<blockquote>\n But I think the big picture for me is that we're still in the middle of this transition where viewers, advertisers, and the industry is moving 100% to streaming. We're just not there yet, but it's moving and it's happening. If you look, <a href=\"https://laohu8.com/S/AONE.U\">one</a> stat I think that's interesting from Nielsen is that if you look at 18 to 45-year-olds, 39% of their TV watching is streaming.\n</blockquote>\n<p>Roku has accumulated 55.1 million accounts, a 28% increase from the second quarter of last year. Undoubtedly, the pandemic helped accelerate customer acquisition. Folks were limited in entertainment options when ballparks, concerts, restaurants, and movie theaters were all shut down for most of the previous year.</p>\n<p>The company's operating system is reliable and fast. That's led many original equipment manufacturers to build TVs with Roku's operating system natively installed. Roku is the No. 1 TV operating system in the U.S. and Canada, and it's well on its way to international expansion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a23631810a53cf2c4ddc7de5a5f41be\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>2. Chewy</h2>\n<p>Chewy is an exclusively online pet retailer. The company boasts 19.8 million active customers, 31.8% more than it had last year. The pandemic caused millions of pet parents to look for new options to fulfill their pet's everyday needs. Some may never return to shopping in brick-and-mortar stores. One reason is that Chewy offers customers automatic delivery of their pet's food and medicine.</p>\n<p>Indeed, in its most recent quarter, 69.3% of overall sales were through automatic delivery, or what Chewy calls Autoship. It makes people's lives easier as it is one less thing they need to remember. Chewy even offers a small discount on orders placed through Autoship. The company is piggybacking off the long-run spending moving online from retail locations.</p>\n<p>Revenue is growing rapidly, and Chewy is doing it efficiently. Its gross profit margin expanded from 16.6% in 2016 to 25.5% in 2021.</p>\n<h2>Investor takeaway</h2>\n<p>Roku and Chewy are doing an excellent job capturing their respective markets and solving a problem for their customers. Streaming content costs less, and viewers get liberated from lengthy cable contracts. Chewy gives pet parents the peace of mind to know food and medicine can be delivered automatically.</p>\n<p>The one hesitation investors could have with these two companies is their relatively rich valuations. Putting these stocks on your watch list and waiting for a market correction to buy could minimize that hesitation.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy When the Next Market Crash Comes</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\">\n2 Stocks to Buy When the Next Market Crash Comes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/12/2-stocks-to-buy-when-the-next-market-crash-comes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (NASDAQ:ROKU) and Chewy (NYSE:CHWY) are two excellent companies growing revenue and customers rapidly. Investors have noticed, and their stock prices are up 289% and 154%, respectively, over the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/12/2-stocks-to-buy-when-the-next-market-crash-comes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","CHWY":"Chewy, Inc."},"source_url":"https://www.fool.com/investing/2021/08/12/2-stocks-to-buy-when-the-next-market-crash-comes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158709252","content_text":"Roku (NASDAQ:ROKU) and Chewy (NYSE:CHWY) are two excellent companies growing revenue and customers rapidly. Investors have noticed, and their stock prices are up 289% and 154%, respectively, over the last three years.\nOne way you can get into these stocks at better prices would be during a stock market crash. Admittedly, it can be difficult to be a buyer when you see the market selling off. That's why it pays to look into companies you are interested in buying and put them on your list so that you can be ready to make the buy when the event occurs.\nHere are a few features of each stock that make these two companies attractive investments in the long run.\nData source: YCharts\n1. Roku\nRoku is benefiting from the long-run secular trend where consumers are switching from linear TV to streaming viewership. The rate of the shift may fluctuate but it's unlikely to change direction. According to Roku management, eventually, content will be 100% streaming. Indeed, here is what founder and CEO Anthony Wood said in its most recent conference call:\n\n But I think the big picture for me is that we're still in the middle of this transition where viewers, advertisers, and the industry is moving 100% to streaming. We're just not there yet, but it's moving and it's happening. If you look, one stat I think that's interesting from Nielsen is that if you look at 18 to 45-year-olds, 39% of their TV watching is streaming.\n\nRoku has accumulated 55.1 million accounts, a 28% increase from the second quarter of last year. Undoubtedly, the pandemic helped accelerate customer acquisition. Folks were limited in entertainment options when ballparks, concerts, restaurants, and movie theaters were all shut down for most of the previous year.\nThe company's operating system is reliable and fast. That's led many original equipment manufacturers to build TVs with Roku's operating system natively installed. Roku is the No. 1 TV operating system in the U.S. and Canada, and it's well on its way to international expansion.\nImage source: Getty Images.\n2. Chewy\nChewy is an exclusively online pet retailer. The company boasts 19.8 million active customers, 31.8% more than it had last year. The pandemic caused millions of pet parents to look for new options to fulfill their pet's everyday needs. Some may never return to shopping in brick-and-mortar stores. One reason is that Chewy offers customers automatic delivery of their pet's food and medicine.\nIndeed, in its most recent quarter, 69.3% of overall sales were through automatic delivery, or what Chewy calls Autoship. It makes people's lives easier as it is one less thing they need to remember. Chewy even offers a small discount on orders placed through Autoship. The company is piggybacking off the long-run spending moving online from retail locations.\nRevenue is growing rapidly, and Chewy is doing it efficiently. Its gross profit margin expanded from 16.6% in 2016 to 25.5% in 2021.\nInvestor takeaway\nRoku and Chewy are doing an excellent job capturing their respective markets and solving a problem for their customers. Streaming content costs less, and viewers get liberated from lengthy cable contracts. Chewy gives pet parents the peace of mind to know food and medicine can be delivered automatically.\nThe one hesitation investors could have with these two companies is their relatively rich valuations. Putting these stocks on your watch list and waiting for a market correction to buy could minimize that hesitation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892565035,"gmtCreate":1628673647627,"gmtModify":1676529817166,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Yeah!","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Yeah!","text":"$CrowdStrike Holdings, Inc.(CRWD)$Yeah!","images":[{"img":"https://static.tigerbbs.com/cb276fec7766a0b4d75fefe4cbaa84f1","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892565035","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126113030,"gmtCreate":1624547235820,"gmtModify":1703840093366,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"I regret not buying more ~&nbsp;","listText":"I regret not buying more ~&nbsp;","text":"I regret not buying more ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126113030","repostId":"1120836318","repostType":4,"repost":{"id":"1120836318","pubTimestamp":1624545855,"share":"https://ttm.financial/m/news/1120836318?lang=&edition=fundamental","pubTime":"2021-06-24 22:44","market":"sg","language":"en","title":"Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=1120836318","media":"Bloomberg","summary":"Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emer","content":"<p><img src=\"https://static.tigerbbs.com/aa7a5c57d1b1b99cf909292dac1b2558\" tg-width=\"960\" tg-height=\"625\"></p>\n<p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> rose over 5% in morning trading&nbsp;Thursday.</p>\n<p><img src=\"https://static.tigerbbs.com/67d3a0d876a9b7237bb2aee7a671d4f8\" tg-width=\"603\" tg-height=\"499\"></p>\n<p>(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s retailers are seeking to duplicate the success of China’s Singles Day and North America’s Black Friday.</p>\n<p>About 86% of the roughly 4,000 people surveyed in Southeast Asia said they bought products online during sales days pegged to identical-number dates such as 6/6 and 7/7, according to the study by Facebook Inc. and Bain &amp; Co. Of these buyers, 43% were first-time online shoppers, with the highest percentage of them in Thailand and Vietnam.</p>\n<p>Alibaba Group Holding Ltd.’s Lazada, Sea Ltd.’s Shopee and Qoo10 are trying to lure online shoppers by offering huge bargains and special deals in the region of more than 650 million people. Since the outbreak of Covid-19, a growing number of retailers and brands have piggybacked on the e-commerce giants’ marketing to capture a bigger share of online sales.</p>\n<p>“Mega-sales days are something that uniquely started happening within Southeast Asia,” Benjamin Joe, vice president of Southeast Asia and emerging markets at Facebook, said during a virtual briefing on Wednesday. “Historically, it was a discount-driven, one-day event, but what we’re seeing is a repeat of numbers like 7/7, a pattern,” with apps offering rewards and gamification to attract buyers, he added.</p>\n<p>About 72% of the surveyed said they plan their mega-sales purchases ahead of the events. About 63% used social media to discover new products and a majority of those said they did so via video.</p>\n<p>Facebook’s Instagram Adds Shopping Via Images, Virtual Try-On</p>\n<p>The report used data from GlobalWebIndex Core Survey Panel involving about 4,000 internet users across Indonesia, Malaysia, the Philippines, Thailand and Vietnam in the fourth quarter of 2020.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom</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\">\nSoutheast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120836318","content_text":"Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s retailers are seeking to duplicate the success of China’s Singles Day and North America’s Black Friday.\nAbout 86% of the roughly 4,000 people surveyed in Southeast Asia said they bought products online during sales days pegged to identical-number dates such as 6/6 and 7/7, according to the study by Facebook Inc. and Bain & Co. Of these buyers, 43% were first-time online shoppers, with the highest percentage of them in Thailand and Vietnam.\nAlibaba Group Holding Ltd.’s Lazada, Sea Ltd.’s Shopee and Qoo10 are trying to lure online shoppers by offering huge bargains and special deals in the region of more than 650 million people. Since the outbreak of Covid-19, a growing number of retailers and brands have piggybacked on the e-commerce giants’ marketing to capture a bigger share of online sales.\n“Mega-sales days are something that uniquely started happening within Southeast Asia,” Benjamin Joe, vice president of Southeast Asia and emerging markets at Facebook, said during a virtual briefing on Wednesday. “Historically, it was a discount-driven, one-day event, but what we’re seeing is a repeat of numbers like 7/7, a pattern,” with apps offering rewards and gamification to attract buyers, he added.\nAbout 72% of the surveyed said they plan their mega-sales purchases ahead of the events. About 63% used social media to discover new products and a majority of those said they did so via video.\nFacebook’s Instagram Adds Shopping Via Images, Virtual Try-On\nThe report used data from GlobalWebIndex Core Survey Panel involving about 4,000 internet users across Indonesia, Malaysia, the Philippines, Thailand and Vietnam in the fourth quarter of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839115080,"gmtCreate":1629126345540,"gmtModify":1676529940416,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"prepare your $$$","listText":"prepare your $$$","text":"prepare your $$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839115080","repostId":"1112885056","repostType":4,"repost":{"id":"1112885056","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":1629120408,"share":"https://ttm.financial/m/news/1112885056?lang=&edition=fundamental","pubTime":"2021-08-16 21:26","market":"us","language":"en","title":"U.S. stock market opens lower Monday amid weak China demand, spread of delta variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1112885056","media":"Tiger Newspress","summary":"(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.\nDow, ","content":"<p>(Aug 16)&nbsp;U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.</p>\n<p>Dow, S&amp;P 500, Nasdaq Composite off 0.3% in early Monday action.</p>\n<p>Data showed Chinese economic growth slowing more than expected. China’s retail salesincreased by 8.5% in Julyyear-over-year, below the 11.5% forecast from economists polled by Reuters. Online sales gained just 4.4% for the month. On the manufacturing sector in the country, industrial production increased by 6.4%, below the 7.8% consensus estimate.</p>\n<p>The country’s National Bureau of Statistics noted an impact from Covid and domestic flooding, saying the country’s “economic recovery is still unstable and uneven.”</p>\n<p>“Delta driven slowdown grips China,” wrote CNBC’s Jim Cramer in a tweet. “Not sure of impact here yet.”</p>\n<p>Shares of stocks linked to a fast-recovering economy were weak in morning trading. Shares of Caterpillar, Freeport-McMoRan and Nucor dipped.</p>\n<p>U.S. stocks also pulled back amid growing support within the Federal Reserveto announce a tapering of its bond purchases in Septemberand begin the reduction in buying a month or so after. Interviews with central bank officials along with their public comments show growing support for a faster taper timeline than markets had expected a month ago.</p>\n<p>The yield on the benchmark 10-year Treasury note dipped to 1.248%. Bond yields fall as their prices rise.</p>\n<p>Tesla’s stock retreated Monday after the National Highway Traffic Safety Administration announced aformal probeinto the electric vehicle maker’s Autopilot partially automated driving system.</p>\n<p>The Dow ended last week at 35,515.38, a record close, while theS&amp;P 500finished Friday at 4,468.00 to notch its own best-ever finish.</p>\n<p>The blue-chip Dow and the S&amp;P 500 rounded out the week with muted gains of 0.8% and 0.7%, respectively, amid light summertime trading volumes. The tech-heavy Nasdaq Composite underperformed week, down just under 0.1%.</p>\n<p>The major stock indexes for much of the last month have ground to new records on the back of robust corporate earnings results. The S&amp;P 500 has closed at a record high 48 times this year out of 155 trading days, or 31% of the time — the most frequent closing highs on record back to 1950.</p>\n<p>Eighty-seven percent of S&amp;P 500 companies have reported positive earnings per share surprises for the second calendar quarter, according to FactSet as of Friday. If 87% is the final percentage, it will mark the highest percentage of S&amp;P 500 companies reporting positive EPS surprises since FactSet began tracking this metric in 2008.</p>\n<p>“These are the dog days of August, and low volume and directionless volatility are the order of the moment with 2Q21 earnings season mostly behind us,” Raymond James’ Tavis McCourt said in a note.</p>\n<p>Investors await quarterly earnings reports frommajor retailersthis week including Home Depot, Walmart, Target and Lowe’s.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock market opens lower Monday amid weak China demand, spread of delta variant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock market opens lower Monday amid weak China demand, spread of delta variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-16 21:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 16)&nbsp;U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.</p>\n<p>Dow, S&amp;P 500, Nasdaq Composite off 0.3% in early Monday action.</p>\n<p>Data showed Chinese economic growth slowing more than expected. China’s retail salesincreased by 8.5% in Julyyear-over-year, below the 11.5% forecast from economists polled by Reuters. Online sales gained just 4.4% for the month. On the manufacturing sector in the country, industrial production increased by 6.4%, below the 7.8% consensus estimate.</p>\n<p>The country’s National Bureau of Statistics noted an impact from Covid and domestic flooding, saying the country’s “economic recovery is still unstable and uneven.”</p>\n<p>“Delta driven slowdown grips China,” wrote CNBC’s Jim Cramer in a tweet. “Not sure of impact here yet.”</p>\n<p>Shares of stocks linked to a fast-recovering economy were weak in morning trading. Shares of Caterpillar, Freeport-McMoRan and Nucor dipped.</p>\n<p>U.S. stocks also pulled back amid growing support within the Federal Reserveto announce a tapering of its bond purchases in Septemberand begin the reduction in buying a month or so after. Interviews with central bank officials along with their public comments show growing support for a faster taper timeline than markets had expected a month ago.</p>\n<p>The yield on the benchmark 10-year Treasury note dipped to 1.248%. Bond yields fall as their prices rise.</p>\n<p>Tesla’s stock retreated Monday after the National Highway Traffic Safety Administration announced aformal probeinto the electric vehicle maker’s Autopilot partially automated driving system.</p>\n<p>The Dow ended last week at 35,515.38, a record close, while theS&amp;P 500finished Friday at 4,468.00 to notch its own best-ever finish.</p>\n<p>The blue-chip Dow and the S&amp;P 500 rounded out the week with muted gains of 0.8% and 0.7%, respectively, amid light summertime trading volumes. The tech-heavy Nasdaq Composite underperformed week, down just under 0.1%.</p>\n<p>The major stock indexes for much of the last month have ground to new records on the back of robust corporate earnings results. The S&amp;P 500 has closed at a record high 48 times this year out of 155 trading days, or 31% of the time — the most frequent closing highs on record back to 1950.</p>\n<p>Eighty-seven percent of S&amp;P 500 companies have reported positive earnings per share surprises for the second calendar quarter, according to FactSet as of Friday. If 87% is the final percentage, it will mark the highest percentage of S&amp;P 500 companies reporting positive EPS surprises since FactSet began tracking this metric in 2008.</p>\n<p>“These are the dog days of August, and low volume and directionless volatility are the order of the moment with 2Q21 earnings season mostly behind us,” Raymond James’ Tavis McCourt said in a note.</p>\n<p>Investors await quarterly earnings reports frommajor retailersthis week including Home Depot, Walmart, Target and Lowe’s.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112885056","content_text":"(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.\nDow, S&P 500, Nasdaq Composite off 0.3% in early Monday action.\nData showed Chinese economic growth slowing more than expected. China’s retail salesincreased by 8.5% in Julyyear-over-year, below the 11.5% forecast from economists polled by Reuters. Online sales gained just 4.4% for the month. On the manufacturing sector in the country, industrial production increased by 6.4%, below the 7.8% consensus estimate.\nThe country’s National Bureau of Statistics noted an impact from Covid and domestic flooding, saying the country’s “economic recovery is still unstable and uneven.”\n“Delta driven slowdown grips China,” wrote CNBC’s Jim Cramer in a tweet. “Not sure of impact here yet.”\nShares of stocks linked to a fast-recovering economy were weak in morning trading. Shares of Caterpillar, Freeport-McMoRan and Nucor dipped.\nU.S. stocks also pulled back amid growing support within the Federal Reserveto announce a tapering of its bond purchases in Septemberand begin the reduction in buying a month or so after. Interviews with central bank officials along with their public comments show growing support for a faster taper timeline than markets had expected a month ago.\nThe yield on the benchmark 10-year Treasury note dipped to 1.248%. Bond yields fall as their prices rise.\nTesla’s stock retreated Monday after the National Highway Traffic Safety Administration announced aformal probeinto the electric vehicle maker’s Autopilot partially automated driving system.\nThe Dow ended last week at 35,515.38, a record close, while theS&P 500finished Friday at 4,468.00 to notch its own best-ever finish.\nThe blue-chip Dow and the S&P 500 rounded out the week with muted gains of 0.8% and 0.7%, respectively, amid light summertime trading volumes. The tech-heavy Nasdaq Composite underperformed week, down just under 0.1%.\nThe major stock indexes for much of the last month have ground to new records on the back of robust corporate earnings results. The S&P 500 has closed at a record high 48 times this year out of 155 trading days, or 31% of the time — the most frequent closing highs on record back to 1950.\nEighty-seven percent of S&P 500 companies have reported positive earnings per share surprises for the second calendar quarter, according to FactSet as of Friday. If 87% is the final percentage, it will mark the highest percentage of S&P 500 companies reporting positive EPS surprises since FactSet began tracking this metric in 2008.\n“These are the dog days of August, and low volume and directionless volatility are the order of the moment with 2Q21 earnings season mostly behind us,” Raymond James’ Tavis McCourt said in a note.\nInvestors await quarterly earnings reports frommajor retailersthis week including Home Depot, Walmart, Target and Lowe’s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165764897,"gmtCreate":1624158316819,"gmtModify":1703829732282,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"I hope the GSS - Great Stocks Sale is coming~ :)","listText":"I hope the GSS - Great Stocks Sale is coming~ :)","text":"I hope the GSS - Great Stocks Sale is coming~ :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165764897","repostId":"1126454279","repostType":4,"repost":{"id":"1126454279","pubTimestamp":1624151746,"share":"https://ttm.financial/m/news/1126454279?lang=&edition=fundamental","pubTime":"2021-06-20 09:15","market":"us","language":"en","title":"A Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=1126454279","media":"fool","summary":"It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.\n","content":"<p>It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.</p>\n<p>Since the March 23, 2020 bottom, investors have enjoyed a historically strong bounce-back rally -- the widely followed<b>S&amp;P 500</b>(SNPINDEX:^GSPC)has gained an impressive 90%. But both history and valuation metrics unequivocally suggest that a big drop is upcoming for the stock market.</p>\n<p><b>History is pretty clear that trouble lies ahead</b></p>\n<p>For example, there have beenone or two double-digit percentage declineswithin the three years following a bottom in each of the previous eight bear markets prior to the coronavirus crash (i.e., dating back to 1960). Although bull markets tend to last years, rebounds from a bear market are never this smooth. We're nearly 15 months past the March 2020 bear-market bottom in the S&amp;P 500 and have yet to see anything close to a double-digit correction.</p>\n<p>To add to this point, data from market analytics firm Yardeni Research shows that there have been 38 double-digit declines in the S&amp;P 500 over the past 71 years. That's a crash or correction, on average,every 1.87 years. Though the market doesn't adhere to averages, it does give a general sense of when to expect these hiccups.</p>\n<p>On a valuation basis, the S&amp;P 500's Shiller price-to-earnings (P/E) ratio is a waving red flag. The S&amp;P 500's Shiller P/E -- a measure of inflation-adjusted earnings over the previous 10 years -- almost hit 38 earlier this week. That more than doubles its 151-year average, and it's the highest level in nearly two decades. The previous four times the Shiller P/E surpassed and held above 30 during a bull market rally, the indexsubsequently declined by a minimum of 20%.</p>\n<p>Make no mistake about it -- a stock market crash is coming.</p>\n<p>Every crash or correction is an opportunity for patient investors to make money</p>\n<p>However, a crash is no reason to duck and cover. While history may signal trouble ahead, it also tells us that each and every double-digit decline has been a buying opportunity. Eventually, every big drop in the major indexes is erased by a bull-market rally. When the next crash does occur, the following five high-conviction stocks can be confidently bought hand over fist.</p>\n<p><b>CrowdStrike Holdings</b></p>\n<p>Cybersecurity is projected to beone of the safest double-digit growth trendsthis decade. No matter the size of the business or the state of the U.S./global economy, protecting enterprise and consumer data is paramount. This means cloud-based cybersecurity stock<b>CrowdStrike Holdings</b>(NASDAQ:CRWD)can thrive in any environment.</p>\n<p>CrowdStrike's successderives from its cloud-native Falcon security platform. Because it's built in the cloud and relies on artificial intelligence, it's growing smarter at identifying and responding to threats all the time. It's currently overseeing 6 trillion events on a weekly basis, and it's far more cost-effective at protecting data than on-premise solutions.</p>\n<p>We can also look to the company's income statements to see clear-cut evidence that businesses favor CrowdStrike's cybersecurity platform. It's been retaining 98% of its clients, has seen existing clients spend 23% to 47% more on a year-over-year basis for the past 12 quarters, and recently reported that 64% of its customers have purchased at least four cloud module subscriptions. Scaling with its customers is CrowdStrike's ticket to big-time cash flow expansion.</p>\n<p><b>Facebook</b></p>\n<p>Brand-name businesses can make patient investors a fortune, and social media giant<b>Facebook</b>(NASDAQ:FB)is the perfect example.</p>\n<p>When the curtain closed on March, Facebook tallied 2.85 billion monthly active users (MAU) visiting its namesake site and an additional 600 million unique MAUs visiting WhatsApp or Instagram, which it also owns. All told, this equates to44% of the global populationinteracting with its owned sites each month. There's simply no social media platform businesses can go to get their message to a broader (or potentially targeted) audience, which is why Facebook ad-pricing power is so strong.</p>\n<p>But here's the kicker: Facebookhasn't even put the pedal to the metal. Although it's on track to generate more than $100 billion in advertising revenue in 2021, nearly all of these ad sales are coming from its namesake site and Instagram. WhatsApp and Facebook Messenger, which are two of the six most-visited social sites in the world, aren't being meaningfully monetized as of yet. Further, the company's Oculus virtual reality devices are still in the early stage of their growth. Suffice it to say, Facebook offers ample upside as its other operating segments are monetized and mature.</p>\n<p><b>NextEra Energy</b></p>\n<p>Another high-conviction stock to buy hand over fist the next time a crash or steep correction strikes is electric utility stock<b>NextEra Energy</b>(NYSE:NEE).</p>\n<p>Did I put you to sleep when I said \"electric utility stock?\" Electric utilities are traditionally known for their market-topping dividend yields and persistently low growth rates. But this doesn't describe NextEra Energy. NextEra has aggressively invested in renewable energy projects and is leading the country in solar and wind capacity. As a result of these investments, its electric generation costs have declined and its compound annual growth ratehas consistently been in the high single digitsfor more than a decade. It also doesn't hurt that NextEra is front-running any potential green-energy legislation that might come out of Washington.</p>\n<p>In addition to growth rates that are well above the sector average, NextEra still benefits from the predictability of energy demand. For instance, its regulated utilities (i.e., those not powered by renewable energy) require approval from state utility commissions before price hikes can be passed along to households. This might sound like an inconvenience, but it's actually great news. It means NextEra won't be exposed to potentially volatile wholesale pricing.</p>\n<p><b>Visa</b></p>\n<p>When the next stock market crash arrives, payment processing kingpin<b>Visa</b>(NYSE:V)is a winning company to confidently buy hand over fist. It's also another brand-name company thatcan still make its shareholders a fortune.</p>\n<p>Buying into the Visa growth story is a simple numbers game. Visa grows its revenue and profits when consumers and businesses are spending more. This happens when the U.S. and global economy are expanding. Although contractions and recessions are an inevitable part of the economic cycle, they tend to be short-lived. Meanwhile, periods of economic expansion are almost always measured in years. Buying into Visa during these short-lived crashes or corrections should allow long-term investors to be handsomely rewarded by this numbers game.</p>\n<p>The other interesting thing about Visa is thatit's shunned becoming a lender. You'd think that Visa could generate big bucks from interest income and fees by lending during these long-lived periods of expansion. But lending would also expose Visa to the credit delinquencies that arise during recessions. Operating solely as a payment processor means not having to set aside cash to cover delinquencies. It's why Visa rebounds so much faster than most financial stocks following a recession.</p>\n<p><b>Amazon</b></p>\n<p>Lastly (andwho couldn't see this coming?), investors should take any discount they can get during a crash on e-commerce behemoth<b>Amazon</b>(NASDAQ:AMZN).</p>\n<p>Amazon's online marketplace has proved virtually unstoppable for well over a decade. An April 2021 report from eMarketer pegged the company's share of U.S. online sales at 40.4%. That more than quintuples its next-closest competitor and effectively solidifies Amazon as the go-to source for online shopping in the U.S.</p>\n<p>What about those pesky low retail margins, you ask? Amazon has signed up more than 200 million people globally to a Prime membership. The fees collected from Prime members help to offset some of the company's retail-based margin weakness. Prime members are extremely loyal to the Amazon ecosystem and spend far more than non-members, too.</p>\n<p>But it's Amazon's cloud infrastructure segmentthat's the superstar. Amazon Web Services (AWS) brings in around one-eighth of the company's total sales but accounts for well over half its operating income. Since cloud margins are superior to retail and advertising margins, AWS is the company's key to explosive cash flow growth this decade.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens</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\">\nA Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/19/stock-market-crash-coming-5-high-conviction-stocks/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.\nSince the March 23, 2020 bottom, investors have enjoyed a historically strong bounce-back rally -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/19/stock-market-crash-coming-5-high-conviction-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NEP":"Nextera Energy Partners","AMZN":"亚马逊","V":"Visa","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/06/19/stock-market-crash-coming-5-high-conviction-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126454279","content_text":"It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.\nSince the March 23, 2020 bottom, investors have enjoyed a historically strong bounce-back rally -- the widely followedS&P 500(SNPINDEX:^GSPC)has gained an impressive 90%. But both history and valuation metrics unequivocally suggest that a big drop is upcoming for the stock market.\nHistory is pretty clear that trouble lies ahead\nFor example, there have beenone or two double-digit percentage declineswithin the three years following a bottom in each of the previous eight bear markets prior to the coronavirus crash (i.e., dating back to 1960). Although bull markets tend to last years, rebounds from a bear market are never this smooth. We're nearly 15 months past the March 2020 bear-market bottom in the S&P 500 and have yet to see anything close to a double-digit correction.\nTo add to this point, data from market analytics firm Yardeni Research shows that there have been 38 double-digit declines in the S&P 500 over the past 71 years. That's a crash or correction, on average,every 1.87 years. Though the market doesn't adhere to averages, it does give a general sense of when to expect these hiccups.\nOn a valuation basis, the S&P 500's Shiller price-to-earnings (P/E) ratio is a waving red flag. The S&P 500's Shiller P/E -- a measure of inflation-adjusted earnings over the previous 10 years -- almost hit 38 earlier this week. That more than doubles its 151-year average, and it's the highest level in nearly two decades. The previous four times the Shiller P/E surpassed and held above 30 during a bull market rally, the indexsubsequently declined by a minimum of 20%.\nMake no mistake about it -- a stock market crash is coming.\nEvery crash or correction is an opportunity for patient investors to make money\nHowever, a crash is no reason to duck and cover. While history may signal trouble ahead, it also tells us that each and every double-digit decline has been a buying opportunity. Eventually, every big drop in the major indexes is erased by a bull-market rally. When the next crash does occur, the following five high-conviction stocks can be confidently bought hand over fist.\nCrowdStrike Holdings\nCybersecurity is projected to beone of the safest double-digit growth trendsthis decade. No matter the size of the business or the state of the U.S./global economy, protecting enterprise and consumer data is paramount. This means cloud-based cybersecurity stockCrowdStrike Holdings(NASDAQ:CRWD)can thrive in any environment.\nCrowdStrike's successderives from its cloud-native Falcon security platform. Because it's built in the cloud and relies on artificial intelligence, it's growing smarter at identifying and responding to threats all the time. It's currently overseeing 6 trillion events on a weekly basis, and it's far more cost-effective at protecting data than on-premise solutions.\nWe can also look to the company's income statements to see clear-cut evidence that businesses favor CrowdStrike's cybersecurity platform. It's been retaining 98% of its clients, has seen existing clients spend 23% to 47% more on a year-over-year basis for the past 12 quarters, and recently reported that 64% of its customers have purchased at least four cloud module subscriptions. Scaling with its customers is CrowdStrike's ticket to big-time cash flow expansion.\nFacebook\nBrand-name businesses can make patient investors a fortune, and social media giantFacebook(NASDAQ:FB)is the perfect example.\nWhen the curtain closed on March, Facebook tallied 2.85 billion monthly active users (MAU) visiting its namesake site and an additional 600 million unique MAUs visiting WhatsApp or Instagram, which it also owns. All told, this equates to44% of the global populationinteracting with its owned sites each month. There's simply no social media platform businesses can go to get their message to a broader (or potentially targeted) audience, which is why Facebook ad-pricing power is so strong.\nBut here's the kicker: Facebookhasn't even put the pedal to the metal. Although it's on track to generate more than $100 billion in advertising revenue in 2021, nearly all of these ad sales are coming from its namesake site and Instagram. WhatsApp and Facebook Messenger, which are two of the six most-visited social sites in the world, aren't being meaningfully monetized as of yet. Further, the company's Oculus virtual reality devices are still in the early stage of their growth. Suffice it to say, Facebook offers ample upside as its other operating segments are monetized and mature.\nNextEra Energy\nAnother high-conviction stock to buy hand over fist the next time a crash or steep correction strikes is electric utility stockNextEra Energy(NYSE:NEE).\nDid I put you to sleep when I said \"electric utility stock?\" Electric utilities are traditionally known for their market-topping dividend yields and persistently low growth rates. But this doesn't describe NextEra Energy. NextEra has aggressively invested in renewable energy projects and is leading the country in solar and wind capacity. As a result of these investments, its electric generation costs have declined and its compound annual growth ratehas consistently been in the high single digitsfor more than a decade. It also doesn't hurt that NextEra is front-running any potential green-energy legislation that might come out of Washington.\nIn addition to growth rates that are well above the sector average, NextEra still benefits from the predictability of energy demand. For instance, its regulated utilities (i.e., those not powered by renewable energy) require approval from state utility commissions before price hikes can be passed along to households. This might sound like an inconvenience, but it's actually great news. It means NextEra won't be exposed to potentially volatile wholesale pricing.\nVisa\nWhen the next stock market crash arrives, payment processing kingpinVisa(NYSE:V)is a winning company to confidently buy hand over fist. It's also another brand-name company thatcan still make its shareholders a fortune.\nBuying into the Visa growth story is a simple numbers game. Visa grows its revenue and profits when consumers and businesses are spending more. This happens when the U.S. and global economy are expanding. Although contractions and recessions are an inevitable part of the economic cycle, they tend to be short-lived. Meanwhile, periods of economic expansion are almost always measured in years. Buying into Visa during these short-lived crashes or corrections should allow long-term investors to be handsomely rewarded by this numbers game.\nThe other interesting thing about Visa is thatit's shunned becoming a lender. You'd think that Visa could generate big bucks from interest income and fees by lending during these long-lived periods of expansion. But lending would also expose Visa to the credit delinquencies that arise during recessions. Operating solely as a payment processor means not having to set aside cash to cover delinquencies. It's why Visa rebounds so much faster than most financial stocks following a recession.\nAmazon\nLastly (andwho couldn't see this coming?), investors should take any discount they can get during a crash on e-commerce behemothAmazon(NASDAQ:AMZN).\nAmazon's online marketplace has proved virtually unstoppable for well over a decade. An April 2021 report from eMarketer pegged the company's share of U.S. online sales at 40.4%. That more than quintuples its next-closest competitor and effectively solidifies Amazon as the go-to source for online shopping in the U.S.\nWhat about those pesky low retail margins, you ask? Amazon has signed up more than 200 million people globally to a Prime membership. The fees collected from Prime members help to offset some of the company's retail-based margin weakness. Prime members are extremely loyal to the Amazon ecosystem and spend far more than non-members, too.\nBut it's Amazon's cloud infrastructure segmentthat's the superstar. Amazon Web Services (AWS) brings in around one-eighth of the company's total sales but accounts for well over half its operating income. Since cloud margins are superior to retail and advertising margins, AWS is the company's key to explosive cash flow growth this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":213893605712128,"gmtCreate":1693238181683,"gmtModify":1693239083126,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Nio May not reach targets&nbsp;","listText":"Nio May not reach targets&nbsp;","text":"Nio May not reach targets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/213893605712128","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043001704,"gmtCreate":1655854721509,"gmtModify":1676535716978,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Let's Go&nbsp;[Miser]&nbsp;","listText":"Let's Go&nbsp;[Miser]&nbsp;","text":"Let's Go [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043001704","repostId":"1163119608","repostType":2,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002019578,"gmtCreate":1641861575009,"gmtModify":1676533655790,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Time to go in to ifast?&nbsp;","listText":"Time to go in to ifast?&nbsp;","text":"Time to go in to ifast?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002019578","repostId":"1162840862","repostType":2,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003399171,"gmtCreate":1640872300446,"gmtModify":1676533549500,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Not bad for a good buy~&nbsp;","listText":"Not bad for a good buy~&nbsp;","text":"Not bad for a good buy~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003399171","repostId":"2195217493","repostType":4,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892566865,"gmtCreate":1628673542957,"gmtModify":1676529817122,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674825770783","authorIdStr":"3567674825770783"},"themes":[],"htmlText":"Let’s hope it drops more to buy in!!&nbsp;","listText":"Let’s hope it drops more to buy in!!&nbsp;","text":"Let’s hope it drops more to buy in!!","images":[{"img":"https://static.tigerbbs.com/e6ff1ea5985f2a8e82a5fd4c0e77a8c4","width":"1125","height":"2992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892566865","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}