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Jashy

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2021-06-27

Nio power

Ford Or NIO? The Final Verdict

2021-06-26

Dump it fast

3 Reasons to Sell AMC Stock Right Now

2021-06-28

I need it for mining [Cool]

Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants

2021-06-27

Lets game

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2021-06-26

Upupup

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2021-06-29

[LOL]

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2021-06-29

Wow

Tech stock rally sends S&P and Nasdaq to record highs

2021-06-27

Teva upupup

5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021

2021-06-26

Love nike

Jim Cramer says he feels better about Apple's China exposure after Nike earnings

2021-06-26

Will be huge rebounce soon

Bitcoin falls 8.5% to $31,700

2021-06-20

Buy buy buy

A Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens

2021-06-29

[Cool]

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2020-12-13

Wow

Ericsson Shares Slump as It Starts Legal Fight With Samsung

2021-06-29

Okay ?

Do Cannabis Stocks Need Tax Reform More Than Legalization?

2021-06-29

Power up NIO

NIO Will Surpass Tesla as China's Top EV Maker, Navellier Says

2021-06-28

Cool c.wood ?

Cathie Wood Goes Bargain Shopping: 3 Stocks She Just Bought

2021-06-28

Will soon hotter again

The IPO Market Has Never Been Hotter Than It Is Right Now

2021-06-28

[Miser]

Why Namibia Could Become The Biggest Oil Story of the Decade

2021-06-28

???

June jobs report, Consumer confidence: What to know this week

2021-06-27

Ohh right

GameStop Joined the Russell 1000. The Move Might Hurt the Stock.

Go to Tiger App to see more news

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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624921533,"share":"https://ttm.financial/m/news/2147837316?lang=&edition=fundamental","pubTime":"2021-06-29 07:05","market":"us","language":"en","title":"Tech stock rally sends S&P and Nasdaq to record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2147837316","media":"Reuters","summary":" - The Nasdaq and S&P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&P 500 and the Nasdaq.The S&P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.In contrast, cycl","content":"<p>(Reuters) - The Nasdaq and S&amp;P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.</p>\n<p>Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>The S&amp;P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.</p>\n<p>In contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&amp;P 500, down by 0.81% and 3.33%, respectively.</p>\n<p>“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.</p>\n<p>Stovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&amp;P 500 companies is expected to top 60%.</p>\n<p>The Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&amp;P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.</p>\n<p>Both the S&amp;P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.</p>\n<p>“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.</p>\n<p>Facebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.</p>\n<p>On the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.</p>\n<p>With the S&amp;P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.</p>\n<p>On the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.</p>\n<p>Volume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.</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>Tech stock rally sends S&P and Nasdaq to record highs</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\">\nTech stock rally sends S&P and Nasdaq to record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-29 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - The Nasdaq and S&amp;P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.</p>\n<p>Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>The S&amp;P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.</p>\n<p>In contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&amp;P 500, down by 0.81% and 3.33%, respectively.</p>\n<p>“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.</p>\n<p>Stovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&amp;P 500 companies is expected to top 60%.</p>\n<p>The Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&amp;P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.</p>\n<p>Both the S&amp;P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.</p>\n<p>“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.</p>\n<p>Facebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.</p>\n<p>On the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.</p>\n<p>With the S&amp;P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.</p>\n<p>On the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.</p>\n<p>Volume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QID":"纳指两倍做空ETF","NVDA":"英伟达","WBA":"沃尔格林联合博姿",".IXIC":"NASDAQ Composite","MU":"美光科技","TWTR":"Twitter","SQQQ":"纳指三倍做空ETF","NFLX":"奈飞","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","PSQ":"纳指反向ETF",".DJI":"道琼斯","QLD":"纳指两倍做多ETF","NDAQ":"纳斯达克OMX交易所","TQQQ":"纳指三倍做多ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147837316","content_text":"(Reuters) - The Nasdaq and S&P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.\nBig tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&P 500 and the Nasdaq.\nThe S&P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.\nIn contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&P 500, down by 0.81% and 3.33%, respectively.\n“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.\nStovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&P 500 companies is expected to top 60%.\nThe Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.\nBoth the S&P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.\n“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.\nFacebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.\nOn the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.\nWith the S&P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.\nOn the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.\nVolume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127732350,"gmtCreate":1624868432270,"gmtModify":1703846599364,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Btc upupup","listText":"Btc upupup","text":"Btc upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127732350","repostId":"1140232358","repostType":4,"repost":{"id":"1140232358","kind":"news","pubTimestamp":1624862850,"share":"https://ttm.financial/m/news/1140232358?lang=&edition=fundamental","pubTime":"2021-06-28 14:47","market":"us","language":"en","title":"Bitcoin Slumps Toward Another ‘Crypto Winter’","url":"https://stock-news.laohu8.com/highlight/detail?id=1140232358","media":"WSJ","summary":"New bitcoin investors felt the thrill of the digital currency’s most recent epic rally. Now, they ar","content":"<p>New bitcoin investors felt the thrill of the digital currency’s most recent epic rally. Now, they are experiencing the other side of that ride.</p>\n<p>Bitcoin rose from $5,000 in March 2020 to nearly $64,000 by April 2021. It then plummeted to as low as $29,002; Friday it settled at $32,212.</p>\n<p>As severe as the recent selloff is, though, it isn’t close to being the worst in the digital currency’s 12-year history.</p>\n<p>Since 2012, bitcoin has endured 14 selloffs of more than 30%, six of more than 50%, and three of more than 80%, according to data from Visual Capitalist.</p>\n<p>The deepest of those selloffs have been followed by long periods of flat trading. It’s a cycle that has come to be called “crypto winter.”</p>\n<p>In October and November 2013, bitcoin rose 10-fold and then fell 87% through January 2016. In 2017, the price rose nearly 20 times, and then fell 84% over the next year. It didn’t recover its previous high until late 2020.</p>\n<p>Bitcoin is driven mostly by sentiment and risk appetite, said DailyFX analyst Peter Hanks. Once an asset driven by those factors starts falling, it’s easier for it to keep falling, he said.</p>\n<p>“I think bitcoin is certainly headed for more losses here,” Mr. Hanks said. With $30,000 having been pierced, the next major level is $20,000, he said. “If it breaks that, then crypto winter is certainly back on the docket.”</p>\n<p>Each cycle’s rally has been driven by a new group of buyers, and each selloff has seen many of them leave the market. That may be happening again. Bitcoin’s biggest problem isn’ta crackdown by Chinaon cryptocurrencies or Elon Musk’ssnarky tweets, said J.P. Morgan analyst Nikolaos Panigirtzoglou. Its problem is money leaving the asset class.</p>\n<p>“More than a month after the May 19th crypto crash, bitcoin funds continue to bleed,” he wrote in a report. “Institutional investors, who tend to invest via regulated vehicles such as publicly listed bitcoin funds or CME Bitcoin futures, still exhibit little appetite to buy the bitcoin dip.”</p>\n<p>For the week ended June 18, crypto funds saw outflows of $79 million, according to investment firmCoinShares.That was a third straight week of outflows, totaling $211 million. The skid marked the longest such streak since February 2018.</p>\n<p>Bitcoin-only funds, the firm noted, endured a sixth straight week of outflows: $89 million last week, and $246 million in total for the first three weeks of June.</p>\n<p>Many in the market still believe institutional money will come back, though it might take longer than expected, said Sam Bankman-Fried, the founder of crypto exchange FTX. Still, a lot of the businesses in the sector did well in this last cycle and are in a good position to weather a downturn. And he still expects more institutional investors will show up, eventually.</p>\n<p>“Overall, I think this is a lot less deflated and grim than previous drawdowns,” he said.</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>Bitcoin Slumps Toward Another ‘Crypto Winter’</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\">\nBitcoin Slumps Toward Another ‘Crypto Winter’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/bitcoin-slumps-toward-another-crypto-winter-11624699802?mod=markets_lead_pos5><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New bitcoin investors felt the thrill of the digital currency’s most recent epic rally. Now, they are experiencing the other side of that ride.\nBitcoin rose from $5,000 in March 2020 to nearly $64,000...</p>\n\n<a href=\"https://www.wsj.com/articles/bitcoin-slumps-toward-another-crypto-winter-11624699802?mod=markets_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.wsj.com/articles/bitcoin-slumps-toward-another-crypto-winter-11624699802?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140232358","content_text":"New bitcoin investors felt the thrill of the digital currency’s most recent epic rally. Now, they are experiencing the other side of that ride.\nBitcoin rose from $5,000 in March 2020 to nearly $64,000 by April 2021. It then plummeted to as low as $29,002; Friday it settled at $32,212.\nAs severe as the recent selloff is, though, it isn’t close to being the worst in the digital currency’s 12-year history.\nSince 2012, bitcoin has endured 14 selloffs of more than 30%, six of more than 50%, and three of more than 80%, according to data from Visual Capitalist.\nThe deepest of those selloffs have been followed by long periods of flat trading. It’s a cycle that has come to be called “crypto winter.”\nIn October and November 2013, bitcoin rose 10-fold and then fell 87% through January 2016. In 2017, the price rose nearly 20 times, and then fell 84% over the next year. It didn’t recover its previous high until late 2020.\nBitcoin is driven mostly by sentiment and risk appetite, said DailyFX analyst Peter Hanks. Once an asset driven by those factors starts falling, it’s easier for it to keep falling, he said.\n“I think bitcoin is certainly headed for more losses here,” Mr. Hanks said. With $30,000 having been pierced, the next major level is $20,000, he said. “If it breaks that, then crypto winter is certainly back on the docket.”\nEach cycle’s rally has been driven by a new group of buyers, and each selloff has seen many of them leave the market. That may be happening again. Bitcoin’s biggest problem isn’ta crackdown by Chinaon cryptocurrencies or Elon Musk’ssnarky tweets, said J.P. Morgan analyst Nikolaos Panigirtzoglou. Its problem is money leaving the asset class.\n“More than a month after the May 19th crypto crash, bitcoin funds continue to bleed,” he wrote in a report. “Institutional investors, who tend to invest via regulated vehicles such as publicly listed bitcoin funds or CME Bitcoin futures, still exhibit little appetite to buy the bitcoin dip.”\nFor the week ended June 18, crypto funds saw outflows of $79 million, according to investment firmCoinShares.That was a third straight week of outflows, totaling $211 million. The skid marked the longest such streak since February 2018.\nBitcoin-only funds, the firm noted, endured a sixth straight week of outflows: $89 million last week, and $246 million in total for the first three weeks of June.\nMany in the market still believe institutional money will come back, though it might take longer than expected, said Sam Bankman-Fried, the founder of crypto exchange FTX. Still, a lot of the businesses in the sector did well in this last cycle and are in a good position to weather a downturn. And he still expects more institutional investors will show up, eventually.\n“Overall, I think this is a lot less deflated and grim than previous drawdowns,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127441145,"gmtCreate":1624866365787,"gmtModify":1703846539215,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Cool c.wood ?","listText":"Cool c.wood ?","text":"Cool c.wood ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127441145","repostId":"2146497002","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127663332,"gmtCreate":1624846442426,"gmtModify":1703846061554,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Will soon hotter again&nbsp;","listText":"Will soon hotter again&nbsp;","text":"Will soon hotter again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127663332","repostId":"1157825898","repostType":4,"repost":{"id":"1157825898","kind":"news","pubTimestamp":1624843887,"share":"https://ttm.financial/m/news/1157825898?lang=&edition=fundamental","pubTime":"2021-06-28 09:31","market":"us","language":"en","title":"The IPO Market Has Never Been Hotter Than It Is Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1157825898","media":"Bloomberg","summary":"Companies are racing to public markets like never before, cashing in onrecord-highstock prices.\nAn a","content":"<p>Companies are racing to public markets like never before, cashing in onrecord-highstock prices.</p>\n<p>An all-time high of almost $350 billion has been raised in initial public offerings in the first six months of this year, according to data compiled by Bloomberg, surpassing the previous peak of $282 billion from the second half of 2020 and enriching entrepreneurs and bankers alike.</p>\n<p>When the rush for IPOs kicked off last year, stay-at-home technology dominated the scene, seizing on investor interest in anything digital, while special-purpose acquisition companies also flooded the market. This year, with stocks continuing to push skyward, the trend has broadened to include renewable-energy companies and online retailers.</p>\n<p>Everyone from Swedish oat-milk company&nbsp;Oatly Group ABto boot&nbsp;maker&nbsp;Dr. Martens Plcsold shares in 2021. Still, tech accounts for a big chunk of the deals.Didi Global Inc.will rank among the biggest U.S. IPOs of the past decade if the Chinese ride-hailing giant carries through with plans to sell as much as $4 billion in stock.</p>\n<p>“The markets from New York to Hong Kong were on fire in the first half of this year and have left even the late 90sdotcomboom era in the rearview mirror,” said Aaron Arth, head of the financing group at Goldman Sachs Group Inc. in Asia ex-Japan.</p>\n<p>Riding High</p>\n<p>Stocks in hot sectors like tech and renewables top the charts this year...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a964f7a00f127e828df8eaafdb668f3b\" tg-width=\"958\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg NOTE: Listings with an offer size of $1 billion or more</span></p>\n<p>The boom has been fueled by a torrent of cash that central banks have pumped into the economy and the rise of individual investors, who are eager to buy a piece of their favorite companies.</p>\n<p>It’s delivered a windfall for investment banks around the world, who reap the rewards from underwriting and advisory fees. Goldman and Citigroup Inc. rank Nos. 1 and 2 in the global league tables for IPOs this year.</p>\n<p>With so many companies rushing to market, the industry is starting to look saturated. Investors say they can afford to be picky and are increasingly reluctant to pay steep valuations demanded by the fast-growing companies that populate the IPO market.</p>\n<p>As a result, a number of high-profile stocks have stumbled in theirtrading debutsthis year and some companies are gettingspooked. Food-delivery startupDeliveroo Plcplunged 26% on its first day of trading in London, whileOscar Health Inc., the insurance startup co-founded by Josh Kushner, has fallen 40% since joining the New York market.</p>\n<p>Down and Out</p>\n<p>...while those investors deemed too pricey bring up the rear</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/691814a92639672723f85bd73b226885\" tg-width=\"941\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><span>Source: BloombergNOTE: Listings with an offer size of $1 billion or more</span></p>\n<p>Russia’sNord Gold Plcon Tuesday pulled its IPO, citing market uncertainty and swings in the gold price, whileGenworth Financial Inc.last month postponed a U.S. offering for its Enact Holdings Inc. mortgage-insurance unit. And Friday, Hong Kong-tradedGeely Automobile Holdings Ltd.withdrew its application for a listing in Shanghai.</p>\n<p>“There has been a certain level of exhaustion among investors and increased selectivity,” said Saadi Soudavar, co-head of equity capital markets for Europe, the Middle East and Africa at Deutsche Bank AG. “It’s a record year after all, so they can have their pick among the multiple transactions coming their way.”</p>\n<p>Investor appetite for one type of listing hasalready faded. SPACs accounted for almost half the proceeds raised in the IPO market in the first quarter, but their share shrunk to about 13% this quarter.</p>\n<p>An index that tracks SPAC listings has dropped 23% from a February high. The poor performance, along with tougher regulatory scrutiny has been a blow to market sentiment. U.S. officials have cautioned individual investors against celebrity-endorsed cash shells and are scrutinizing accounting practices.</p>\n<p>Still, as long as the stock market is rising, the flow of IPOs is unlikely to dry up, and total proceeds this year are on track to eclipse the record of $420.1 billion set in 2007. The IPO boom will likely continue for the next six to 12 months, said Rob Leach, European head of equity capital markets at Jefferies Financial Group Inc.</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>The IPO Market Has Never Been Hotter Than It Is Right 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\">\nThe IPO Market Has Never Been Hotter Than It Is Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-27/the-global-ipo-market-has-never-been-hotter-than-it-is-right-now><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Companies are racing to public markets like never before, cashing in onrecord-highstock prices.\nAn all-time high of almost $350 billion has been raised in initial public offerings in the first six ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-27/the-global-ipo-market-has-never-been-hotter-than-it-is-right-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCMF":"DR MARTENS PLC","OTLY":"Oatly Group AB"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-27/the-global-ipo-market-has-never-been-hotter-than-it-is-right-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157825898","content_text":"Companies are racing to public markets like never before, cashing in onrecord-highstock prices.\nAn all-time high of almost $350 billion has been raised in initial public offerings in the first six months of this year, according to data compiled by Bloomberg, surpassing the previous peak of $282 billion from the second half of 2020 and enriching entrepreneurs and bankers alike.\nWhen the rush for IPOs kicked off last year, stay-at-home technology dominated the scene, seizing on investor interest in anything digital, while special-purpose acquisition companies also flooded the market. This year, with stocks continuing to push skyward, the trend has broadened to include renewable-energy companies and online retailers.\nEveryone from Swedish oat-milk company Oatly Group ABto boot maker Dr. Martens Plcsold shares in 2021. Still, tech accounts for a big chunk of the deals.Didi Global Inc.will rank among the biggest U.S. IPOs of the past decade if the Chinese ride-hailing giant carries through with plans to sell as much as $4 billion in stock.\n“The markets from New York to Hong Kong were on fire in the first half of this year and have left even the late 90sdotcomboom era in the rearview mirror,” said Aaron Arth, head of the financing group at Goldman Sachs Group Inc. in Asia ex-Japan.\nRiding High\nStocks in hot sectors like tech and renewables top the charts this year...\nSource: Bloomberg NOTE: Listings with an offer size of $1 billion or more\nThe boom has been fueled by a torrent of cash that central banks have pumped into the economy and the rise of individual investors, who are eager to buy a piece of their favorite companies.\nIt’s delivered a windfall for investment banks around the world, who reap the rewards from underwriting and advisory fees. Goldman and Citigroup Inc. rank Nos. 1 and 2 in the global league tables for IPOs this year.\nWith so many companies rushing to market, the industry is starting to look saturated. Investors say they can afford to be picky and are increasingly reluctant to pay steep valuations demanded by the fast-growing companies that populate the IPO market.\nAs a result, a number of high-profile stocks have stumbled in theirtrading debutsthis year and some companies are gettingspooked. Food-delivery startupDeliveroo Plcplunged 26% on its first day of trading in London, whileOscar Health Inc., the insurance startup co-founded by Josh Kushner, has fallen 40% since joining the New York market.\nDown and Out\n...while those investors deemed too pricey bring up the rear\nSource: BloombergNOTE: Listings with an offer size of $1 billion or more\nRussia’sNord Gold Plcon Tuesday pulled its IPO, citing market uncertainty and swings in the gold price, whileGenworth Financial Inc.last month postponed a U.S. offering for its Enact Holdings Inc. mortgage-insurance unit. And Friday, Hong Kong-tradedGeely Automobile Holdings Ltd.withdrew its application for a listing in Shanghai.\n“There has been a certain level of exhaustion among investors and increased selectivity,” said Saadi Soudavar, co-head of equity capital markets for Europe, the Middle East and Africa at Deutsche Bank AG. “It’s a record year after all, so they can have their pick among the multiple transactions coming their way.”\nInvestor appetite for one type of listing hasalready faded. SPACs accounted for almost half the proceeds raised in the IPO market in the first quarter, but their share shrunk to about 13% this quarter.\nAn index that tracks SPAC listings has dropped 23% from a February high. The poor performance, along with tougher regulatory scrutiny has been a blow to market sentiment. U.S. officials have cautioned individual investors against celebrity-endorsed cash shells and are scrutinizing accounting practices.\nStill, as long as the stock market is rising, the flow of IPOs is unlikely to dry up, and total proceeds this year are on track to eclipse the record of $420.1 billion set in 2007. The IPO boom will likely continue for the next six to 12 months, said Rob Leach, European head of equity capital markets at Jefferies Financial Group Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127669317,"gmtCreate":1624846401839,"gmtModify":1703846056778,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"I need it for mining [Cool]&nbsp;","listText":"I need it for mining [Cool]&nbsp;","text":"I need it for mining [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127669317","repostId":"1102536611","repostType":4,"repost":{"id":"1102536611","kind":"news","pubTimestamp":1624844282,"share":"https://ttm.financial/m/news/1102536611?lang=&edition=fundamental","pubTime":"2021-06-28 09:38","market":"us","language":"en","title":"Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1102536611","media":"Bloomberg","summary":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.The endorsement comes as the U.K. Competition and Markets Authority prepares t","content":"<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group&nbsp;Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.</p>\n<p>Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.</p>\n<p>The endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.</p>\n<p>RivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.</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>Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants</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\">\nNvidia’s Planned Arm Takeover Gets Boost From Chip Giants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102536611","content_text":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.\nThe endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.\nRivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127660117,"gmtCreate":1624846373339,"gmtModify":1703846055796,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127660117","repostId":"2146500068","repostType":4,"repost":{"id":"2146500068","kind":"news","pubTimestamp":1624845000,"share":"https://ttm.financial/m/news/2146500068?lang=&edition=fundamental","pubTime":"2021-06-28 09:50","market":"us","language":"en","title":"Why Namibia Could Become The Biggest Oil Story of the Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2146500068","media":"Oilprice.com","summary":"What we think is shaping up to potentially be the last great onshore oil discovery in the world has ","content":"<p>What we think is shaping up to potentially be the last great onshore oil discovery in the world has just announced encouraging results in the first section of its second well in Namibia’s giant Kavango Basin, and modern history suggests that first well successes are rarely reversed.</p>\n<p>That’s huge news for investors in the junior explorer, <b>Reconnaissance Energy Africa (TSXV:RECO, OTC:RECAF)</b>, that slipped into this massive play before the supermajors had time to blink.</p>\n<p><img src=\"https://static.tigerbbs.com/b8fe7d3973d0c7e387fdb032e355791c\" tg-width=\"450\" tg-height=\"234\" referrerpolicy=\"no-referrer\"></p>\n<p>What looks to have been a brilliantly timed acquisition based on a treasure trove of government-held data few knew existed is now hoping to help reshape poverty-stricken Namibia’s future.</p>\n<p>And at a mammoth 8.5 million acres, this basin spans an area comparable to the largest projects in the Lone Star state. And Recon Africa holds petroleum exploration licenses for the entire basin.</p>\n<p>If you’re not sure how big 8.5 million acres is, Stocktwits has superimposed it on the State of Florida for perspective:</p>\n<p><img src=\"https://static.tigerbbs.com/a9fe8b3fee74b7f004ecad05851e62a3\" tg-width=\"450\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Recently, some oil majors have been flocking to Africa since it’s considered to be among the last underexplored areas on Earth…</p>\n<p>Low production costs in frontier oil plays have led to some exciting opportunities that have helped put countries like Suriname and Guyana on the proverbial map.</p>\n<p>And Africa may be the final frontier, with an oil boom emerging as drilling spreads across the continent, according to <a href=\"https://laohu8.com/S/AONE\">one</a> report.</p>\n<p>But while companies like Shell and Exxon have latched onto offshore opportunities in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the continent’s most stable and friendliest governments…</p>\n<p>We think they completely missed the Namibian government’s treasure trove of data, including a potentially valuable high-quality aeromagnetic survey data that had never been interpreted.</p>\n<p>And when this junior discovered what the government had so skillfully acquired...</p>\n<p>They scooped up exploration rights for the entire Kavango Basin, giving them exclusive petroleum licenses to an area that’s millions of acres in size.</p>\n<p><b>This may truly be the final frontier of onshore oil exploration, among the last Permian-sized basins that have never been drilled.</b></p>\n<p>And it’s opportunities just like these that have produced impressive gains in recent years for other explorers that made a discovery.</p>\n<p>Africa Oil scored 379% gains after reporting a discovery of oil in Kenya.</p>\n<p>Valeura Energy Corp’s shares skyrocketed for 1,000% gains after reporting a discovery in Turkey.</p>\n<p>Now in Namibia, ReconAfrica is already up 377% in less than a year, having found indicators of the existence of a working petroleum system in its first well (6-2) in April and then encountering oil and gas again in the shallow section of its second drill (6-1), which is still ongoing.</p>\n<p>We think it would be flying far north of its 377% gain right now, but naked short sellers appear to have latched onto the stock, producing what look to be hit pieces in a desperate attempt to cover huge naked shorts before potential results confirm what we believe could end up being the last great onshore oil discovery in the world.</p>\n<p>The short sellers are running out of time to cover …</p>\n<p>Here’s why we think you should be keeping a close eye on Reconnaissance Energy Africa.</p>\n<p><b>First Well Successes Rarely Reverse</b></p>\n<p>On April 15th, Recon Africa <b>(</b>TSXV:RECO<b>, </b>OTC:RECAF<b>)</b> in a joint press release with the Ministry of Mines and Energy of Namibia announced the results of its first of three drills (6-2), showing clear evidence of an active petroleum system for this nearly 9-million-acre basin. The samples provide over 200 meters of light oil and natural gas indicators/shows over three discrete intervals in a stacked sequence of reservoir and source rock.</p>\n<p>The results were unexpected by the company as this was just the first of three stratigraphic planned wells, but there would be another surprise just weeks later as RECO got started on its second well ...</p>\n<p>On June 3rd, the first section of its second well (6-1) provided further evidence of a working petroleum system.</p>\n<p>At shallow depths, the well encountered 134 meters of light oil and gas.</p>\n<p><i>\"In these first two wells, the many oil and gas shows, with such variety, is certainly remarkable. It is highly encouraging to see clastic and thick carbonate sections which appear to have similar reservoir characteristics as observed in many other petroleum provinces,”</i> ReconAfrica director Dr. Jim Granath said in a statement.</p>\n<p>Recon Africa have since put out a further update letting investors know that a further 685 feet of hydrocarbon shows comprising a variety of light oil and natural gas have been discovered so far in the second section of well 2.</p>\n<p>With intermediate casing operations reportedly now complete and the company stating that everything is on schedule, RECO expects to finish drilling its 6-1 well during the first week of July.</p>\n<p>The company also unveiled its commitment to allocate a minimum of $10 million in ESG expenditures to the Kavango region in which it operates.</p>\n<p>While RECO is a high-risk/high-reward oil exploration play, exploration patterns from the past suggest that success in the first wells typically means a high potential of continued success.</p>\n<p>The former Vice-President and Head of Global Oil and Gas Research at CIBC World Markets, G. DeWolf Shaw CFA, notes that “during the modern era of the great oil discoveries, a geological success on the first well or a geological failure, was rarely reversed. First wells with successes like 6-2 mean progressively less risk for next 4 wells because of an exponential increase in new data.”</p>\n<p><b>And it helps that RECO has world-class geologists on its team ...</b></p>\n<p>The Kavango Basin is an enormous area spanning millions of acres across Namibia and Botswana.</p>\n<p>And at 8.50 million acres, that’s nearly the size of the massive Midland Basin in the Permian, which is owned by countless different producers today.</p>\n<p>So for this vast area’s exploration licenses to be held by one company is almost unheard of, especially for a junior explorer.</p>\n<p>That means the potential upside for this opportunity is unlike most we’ve seen in a decade.</p>\n<p>After acquiring rights to Namibia’s Aeromag data, Recon Africa (TSXV:RECO, OTC:RECAF) quickly had this analyzed by some of the most experienced experts in oil exploration.</p>\n<p>This data reportedly shows that the sedimentary basin could run as deep as 30,000 feet.</p>\n<p><b>That would make it as deep as the Permian Basin in West Texas, which has been estimated to contain a potential </b><b><i>46.3 billion</i></b><b> barrels of oil.</b></p>\n<p>And the most exciting part for us is that the majority of any potential production is expected to be <i>conventional</i>, which means no fracking and none of those exorbitant costs associated with unconventional plays.</p>\n<p>This could all add up to even greater potential for profits for Recon Africa and their investors, if a major discovery is made.</p>\n<p>But while this may be a small-cap explorer, to us there’s nothing small about the names behind it.</p>\n<p>When this all began, experienced geological interpreter Bill Cathey said the data on Kavango showed some of the best data he’d ever seen…</p>\n<p><b><i>“Nowhere in the world is there a sedimentary basin this deep that has not produced commercial quantities of hydrocarbons,” he said.&nbsp;</i></b></p>\n<p>Then they called in Daniel Jarvie, president of Worldwide Geochemistry LLC and a highly experienced geochemist, previously named “Hart Energy’s Most Influential People for the Petroleum Industry in the Next Decade” in 2010.</p>\n<p>After analyzing the data, Jarvie<b> estimated that ReconAfrica could be sitting on a basin that could generate up billions of barrels of oil…</b></p>\n<p>Based on only 12% of their holdings.</p>\n<p>These numbers might seem unbelievable, but Jarvie actually said this could be a conservative estimate of potential.</p>\n<p><i>“Given the nature of the basin and the tremendous thickness, this is pretty much a no-brainer...It will be productive and I’m expecting high-quality oil,” </i>he said.</p>\n<p>That was before RECO’s first two announcements in April and June.</p>\n<p>Now, both Cathey and Jarvie--not to mention the entire RECO team and all of its investors--could be vindicated.</p>\n<p>Not only does Recon Africa (TSXV:RECO, OTC:RECAF) hold petroleum licenses to the entire Kavango Basin, but one expert after another has stepped up to indicate the potential of this opportunity.</p>\n<p>Nick Steinberger, for example, has also joined ReconAfrica’s team as their Senior Vice President, Drilling, and Operations.</p>\n<p>After spending over 30 years helping to lead an oil and gas company that was sold for a reported $3.1 billion, he could have gone wherever he liked in the industry.</p>\n<p>So to have someone of his caliber on the team speaks volumes about how confident many are in the future of their drilling program.&nbsp; The entire management team are also reported to be shareholders.</p>\n<p>Steinberger has observed several similarities between the Kavango and the Permian basin, noting, “It’s the same setting, the same geological time frame, and looks like the same type of thickness.</p>\n<p>“The top of the Permian section of Kavango is expected to be 6,000-8,000 feet in depth, which is the same as the Permian in Texas.”</p>\n<p>Haywood Securities initiated coverage on RECO in November and has adjusted its price target three times since. They also participated in RECO’s C$25-million bought deal financing.&nbsp;See latest news release…the financing closed at $41+mm</p>\n<p>A discovery success, says Haywood, would present manifold opportunities for strategic joint ventures for further de-risking--without additional shareholder dilution. This play “has all the ingredients to establish the existence of a working hydrocarbon system (in a relatively short cycle time) and subsequently evaluate and exploit the potential of the Kavango Basin”, Haywood wrote in its most recent report.</p>\n<p>That includes “a fully-funded three well program, nearly 100% working interest in acreage across a vast, relatively straightforward land access, an owned drilling rig, a committed and capable management and technical team, stable governments with attractive fiscal terms and proven commitment to responsible development” … among other things.</p>\n<p>Even without the recent positive first and second drill results showing indicators of a petroleum system, Haywood sees material upside as Kavango is further de-risked and have recently moved their short term price target up to $16.00 CAD.</p>\n<p>In a further boost of confidence, Wood Mackenzie compared RECO’s Kavango basin to the Midland Basin in Texas which has a development value of $540 billion.</p>\n<p><b>More News Could Be Just Days or Weeks Away</b></p>\n<p>RECO’s second announcement that it encountered indicators of oil and gas in the second drill (6-1) was only in the shallower section…</p>\n<p>There’s more to come.</p>\n<p>Drill no. 2 is expected to be completed by the end of this month …</p>\n<p>And the preliminary analysis of all results from the wells 6-1 and 6-2 are anticipated at the end of July.</p>\n<p>From the first well (6-2) over 150 sidewall cores have been taken to Core Labs in Houston and 37 sidewall cores are on their way there as well from the shallower section of the 6-1 well.</p>\n<p>Then we’ve got drill three and possibly four which is expected this year, too.</p>\n<p>And that’s just in the near term. Further out, the news flow could get even more exciting because this is a huge basin. If a commercial discovery is established in the future, we may be looking at a juicy potential JV deal that could be the biggest reward for investors.</p>\n<p>In the meantime, while they’re hoping for great success by turning Kavango into the last major onshore oil play in the world, they’re not forgetting Namibia, and they’re committed to ensuring that the people of Namibia don’t become victims of yet another African “resource curse”.</p>\n<p>ReconAfrica isn’t operating in a vacuum here. They seem fully aware of what this could mean to the people of Namibia.</p>\n<p>For starters, RECO’s founder Craig Steinke says the carbonates they found so far&nbsp;“look like carbonate rocks seen in northern Africa where basically conventional completion methods will make them productive. No fracking.”</p>\n<p>And for Namibia, a huge, conventional oil play could be “transformational”, particularly for the 250,000 people in the Kavango region, 40% of whom live in generational poverty.</p>\n<p>“This will provide the local citizens with good-paying jobs, upwardly mobile jobs, that will help pull them out of poverty, provide access to fresh water and basic medical services,” Steinke says. RECO reports it is already employing 200 people in the area.</p>\n<p>Water is also a major problem that RECO recognized from the start.</p>\n<p>“One of the glaring problems in the region is the local population don’t have the wherewithal to drill water wells but there is a freshwater aquifer right under their feet. They have to walk up to 10 km per day with 45 lbs of water on their heads,” Steinke says.</p>\n<p>And to that end, RECO has committed a minimum of C$10 million for ESG expenditures in Namibia.</p>\n<p>As soon as RECO’s rig hit the ground in Kavango, the company reported it set up shop with the local authorities to drill water wells. They’ve announced drilling of four water wells so far and are permitting sixteen more.</p>\n<p><b>The Final Word</b></p>\n<ul>\n <li>RECO scooped up licenses for an 8.5-million-acre play the size of Belgium in the Kavango Basin before supermajors had a chance to blink.</li>\n <li>Then they started drilling water wells for the local communities, and have committed to allocating millions to ESG performance standards.</li>\n <li>They’ve got veteran geologists on their team. One says, “nowhere in the world is there a sedimentary basin this deep that does not produce commercial quantities of hydrocarbons.” The other estimates the basin could have generated billions of barrels of oil and gas.</li>\n <li>Wood Mackenzie compares it to the Midland Basin which has a development value of $540-billion.</li>\n <li>Market value is already up 377% year-to-date, with potential to increase if results keep coming in as they have been, and short sellers may have a hard time covering.</li>\n <li>RECO has encountered oil and gas indicators in its first 2 drills so far, and they aren’t even done with the second of three.</li>\n <li>They appear well-funded for this 3-drill campaign, and beyond. After the three-well program and 2D seismic, they estimate they’ll have over $50 million remaining in the treasury.</li>\n <li>More news looks set to come at the end of this month when RECO is expected to complete its second drill, and then again in July when lab analysis is anticipated back …</li>\n</ul>\n<p>Other companies looking to capitalize on an increase in oil prices:</p>\n<p><b>ConocoPhillips Company (NYSE:COP)</b>&nbsp;as the largest pure upstream company, has performed relatively well in this depressed market, generating ample free cash flow and returning a good chunk of it to shareholders.&nbsp; Unlike many of its peers who continued to expand aggressively during the shale boom, COP has taken several steps to lower costs and fortify its balance sheet.</p>\n<p>Like many of its peers, ConocoPhillips has been gradually offloading non-core assets, including the sale of its North Sea oil and gas assets for $2.7 billion and the planned sale of its Australian assets for $1.4B. Its asset portfolio, however, remains healthy.</p>\n<p>Thanks to a global recovery in demand, Conoco has seen an increasingly bullish look on the industry, and it was one of the few companies which did not partake in the mass-layoffs seen in the industry last year. In addition, Conoco has also seen a fairly decent about of insiders buying into its stock, which is a good sign.</p>\n<p><b>Petrobras (NYSE:PBR)</b>&nbsp;is focused on developing its pre-salt operations. And it’s easy to see why. Those upstream projects being approved for development must have a breakeven price of $35 per Brent or less. Brazil’s national oil company has budgeted&nbsp;capital spending&nbsp;for exploration and production activities of $46.5 billion from 2021 to 2025.</p>\n<p>Clearly, while the pandemic has hit Brazil’s oil industry causing production to fall because of savage budget cuts and well shut-ins, it appears to have done no material long-term damage. &nbsp;Demand for Petrobras’ low sulfur content fuel is firm and will grow because of the global push to significantly reduce emissions, which will ultimately make Petrobras even more valuable over time.</p>\n<p>Petrobras remains one of the most underrated oil majors in the world. It’s got desirable crude oil, a massive footprint in its domestic industry, and a growing amount of interest from investors. It’s also bouncing off of low share prices like the rest of the industry, indicating there could be some upside left.</p>\n<p><b>Chevron (NYSE:CVX)&nbsp;</b>is a leader in the industry, and the second-largest oil company on the&nbsp; New York Stock Exchange. Chevron is also betting big on Africa, particularly Nigeria and Angola. The supermajor ranks among the top oil producers in the two African nations. Other areas on the continent where the company holds interests include Benin, Ghana, the Republic of Congo and Togo. Chevron also holds a 36.7 percent interest in the West African Gas Pipeline Company Limited, which supplies Nigerian natural gas to customers in the region. With bets on both oil and natural gas, the company is looking to take advantage of both fossil fuels. Though prices are still depressed at the moment, as fuel demand returns to normal, Chevron could be a big winner as prices climb back up to pre-pandemic levels.</p>\n<p>While Chevron still has not fully recovered from the massive hit it took back in March 2020, where it dropped to a 5-year low of just $59, the oil giant has made some progress thanks to recovering oil prices. Sitting at $104 at the time of writing, Chevron is slowly recuperating some of its losses and is positioned well to benefit in the mid to long term</p>\n<p><b>Royal Dutch Shell (NYSE:RDS.A)&nbsp;</b>is the third largest NYSE-listed company, coming in just under Chevron. And similar to Chevron, Shell has also made some big bets in Africa. In fact, it is one of the leaders in the region. The Dutch oil giant began drilling in the region over 70 years ago and now has energy assets in over 20 countries across the continent. Though it has sold off a number of its prized plays in the region in recent years, it continues to maintain a strong presence, especially in South Africa.</p>\n<p>Africa, in particular South Africa is key for Shell because the government has been significantly more stable than some of the other big bets on the continent. Moreover, the country has been very open to Shell in its projects. The company’s operations in South Africa include retail and commercial fuel, lubricant, chemical, and manufacturing. It’s also heavily invested in upstream exploration. It even holds the exploration rights to the <a href=\"https://laohu8.com/S/ORAN\">Orange</a> Basin Deep Water area, off the country’s west coast, and has applications for shale gas exploration rights in the Karoo, in central South Africa.</p>\n<p><b>Kinder Morgan (NYSE:KMI)</b>, a major North American pipeline operator&nbsp;, has been particularly upbeat in recent months. In fact, in early December, it issued optimistic updates, planning higher dividends and expecting more profits in 2021, after the challenges the oil industry has faced last year due to the COVID-19 pandemic and the wider market crash. Kinder Morgan also expects to raise its dividend for 2021 by 3 percent compared to this year.</p>\n<p>Kinder Morgan Inc's chief executive officer Steve Kean noted, \"With budgeted excess coverage of that dividend, we expect also to be able to engage in share repurchases on an opportunistic basis.”</p>\n<p>Kinder Morgan is a must-watch in the industry. With dividends on the rise, oil prices increasing, and bullish sentiment returning to the oil industry, there could be some significant upside left for this pipeline operator, especially as oil begins flowing at pre-pandemic levels.</p>\n<p><b>Canadian Natural Resources (NYSE:CNQ; TSX:CNQ)</b>&nbsp;has been able to do what many of its Canadian counterparts haven’t been able to, keep its dividend intact after swinging to a loss for the first half of the COVID pandemic, while Canada's producers are scaling back production by around 1 million bpd amid low oil prices and demand. Though Canadian Natural Resources kept its dividend, it withdrew its production guidance for 2020, however. It also said it would curtail some production at high-cost conventional projects in North America and oil sands operations and carry out planned turnaround activities at oil sands projects in the second half of 2020.</p>\n<p>Though there is a lot of negative press surrounding Canada’s oil sands, the industry is starting to clean up its act a bit. And Canadian Natural Resources is leading the charge. And if analysts are right about Canada’s comeback, Canadian Natural Resources could be in for a big year.</p>\n<p>Though the Canadian energy giant has seen its stock price slump this year, it could provide a potential opportunity for investors as oil prices rebound. It is already up over 170% from its March 2020 lows, but it is just getting started. If oil prices continue to climb, it could be huge news for investors that held on.</p>\n<p><b>Enbridge (NYSE:ENB, TSX:ENB</b>) is a giant in Canada’s oil industry, and it is in a great position as oil and gas stages its 2021 comeback. As one of the more potentially undervalued companies in the sector, it could be set to win big this year. But that’s only if it can overcome some of the challenges in its path. Most specifically, its Line 3 project has faced scrutiny from environmentalists.</p>\n<p>The massive multi-billion project plans to replace Enbridge's existing&nbsp;282 miles&nbsp;of 34-inch pipeline with 337 miles of 36-inch pipe. The new Line 3 would have the capacity to move&nbsp;370,000 barrels&nbsp;of oil per day, alleviating the takeaway capacity constraints that Canadian oil producers have been struggling with for years now. Line 3 is one of two pipeline projects in the works that are—in their unfinished state—keeping Canada's oil industry from reaching its potential.</p>\n<p>Though this challenge seem prove difficult for Enbridge to overcome, the overall health of the Canadian oil industry is improving, and with it, the outlook for Canadian producers such as Enbridge. Enbridge started the year off with a bang, and if oil prices continue the upward trajectory they’ve seen over the past few months, the Canadian giant could see some upside still.</p>\n<p><b>TC Energy Corporation (NYSE:TRP, TSX:TRP)</b>&nbsp;is a Calgary-based energy giant. The company owns and operates energy infrastructure throughout North America. TC Energy is one of the continent’s largest providers of gas storage and owns and has interests in approximately 11,800 megawatts of power generation. It’s also one of the continent’s most important pipeline operators. With TC Energy’s massive influence throughout North America, it is no wonder that the company is among one of Canada’s strongest and well-known companies.</p>\n<p>Like a number of its peers, one of TC Energy’s biggest challenges in recent years was grappling with the particularly difficult approval process for its Keystone Pipeline. But that’s all history now, and with the bounce back in oil and gas demand, TC Energy could stand to benefit. While TC Energy’s stock price has yet to recover from pre-pandemic levels, it is one of the few industry giants which has managed to keep high dividends rolling in. With quarterly payouts exceeding 6%, TC has remained appealing for investors in the industry.</p>\n<p><b>Suncor Energy (TSX:SU)</b>&nbsp;is another giant in Canada’s industry. It has set itself apart from some of its peers through a number of high-tech solutions for finding, pumping, storing, and delivering its resources. Not only is it big in the oil sector, but it is also a leader in renewable energy. Recently, the company invested $300 million in a wind farm located in Alberta, showing that it is committed to reducing its carbon footprint.</p>\n<p>Now that oil prices are finally recovering, giants like Suncor looking to capitalize. While many of the oil majors have given up on oil sands production – those who focus on technological advancements in the area have a great long-term outlook. And that upside is further amplified by the fact that it is currently looking particularly under-valued compared to its peers, especially as lithium, which is present in Canada’s oil sands, becomes an even more desirable commodity.</p>\n<p><b>CNOOC Limited (TSX:CNU)</b>&nbsp;is one of the world’s most interesting oil and gas companies. It is China’s most significant producer of offshore crude oil and natural gas, and may well be one of the most controversial oil stocks for investors on the market. A label that has nothing to do with its operations, however.</p>\n<p>The relationship between the United States and China has admittedly been better, and if things were to take a turn for the worst, it could have a major impact on global natural gas, given that CNOOC is China's largest importer of LNG. But the Biden administration has been working to improve relations and as such, Chinese companies, including CNOOC, are likely to breathe freely once again, and it be great news for investors in Chinese stocks.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Namibia Could Become The Biggest Oil Story of the Decade</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\">\nWhy Namibia Could Become The Biggest Oil Story of the Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-namibia-could-become-biggest-230000550.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What we think is shaping up to potentially be the last great onshore oil discovery in the world has just announced encouraging results in the first section of its second well in Namibia’s giant ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-namibia-could-become-biggest-230000550.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PBR":"巴西石油公司","COP":"康菲石油","KMI":"金德尔摩根","CVX":"雪佛龙","RECAF":"Reconnaissance Energy Africa Ltd.","TRP":"TC Energy","ENB":"安桥"},"source_url":"https://finance.yahoo.com/news/why-namibia-could-become-biggest-230000550.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146500068","content_text":"What we think is shaping up to potentially be the last great onshore oil discovery in the world has just announced encouraging results in the first section of its second well in Namibia’s giant Kavango Basin, and modern history suggests that first well successes are rarely reversed.\nThat’s huge news for investors in the junior explorer, Reconnaissance Energy Africa (TSXV:RECO, OTC:RECAF), that slipped into this massive play before the supermajors had time to blink.\n\nWhat looks to have been a brilliantly timed acquisition based on a treasure trove of government-held data few knew existed is now hoping to help reshape poverty-stricken Namibia’s future.\nAnd at a mammoth 8.5 million acres, this basin spans an area comparable to the largest projects in the Lone Star state. And Recon Africa holds petroleum exploration licenses for the entire basin.\nIf you’re not sure how big 8.5 million acres is, Stocktwits has superimposed it on the State of Florida for perspective:\n\nRecently, some oil majors have been flocking to Africa since it’s considered to be among the last underexplored areas on Earth…\nLow production costs in frontier oil plays have led to some exciting opportunities that have helped put countries like Suriname and Guyana on the proverbial map.\nAnd Africa may be the final frontier, with an oil boom emerging as drilling spreads across the continent, according to one report.\nBut while companies like Shell and Exxon have latched onto offshore opportunities in one of the continent’s most stable and friendliest governments…\nWe think they completely missed the Namibian government’s treasure trove of data, including a potentially valuable high-quality aeromagnetic survey data that had never been interpreted.\nAnd when this junior discovered what the government had so skillfully acquired...\nThey scooped up exploration rights for the entire Kavango Basin, giving them exclusive petroleum licenses to an area that’s millions of acres in size.\nThis may truly be the final frontier of onshore oil exploration, among the last Permian-sized basins that have never been drilled.\nAnd it’s opportunities just like these that have produced impressive gains in recent years for other explorers that made a discovery.\nAfrica Oil scored 379% gains after reporting a discovery of oil in Kenya.\nValeura Energy Corp’s shares skyrocketed for 1,000% gains after reporting a discovery in Turkey.\nNow in Namibia, ReconAfrica is already up 377% in less than a year, having found indicators of the existence of a working petroleum system in its first well (6-2) in April and then encountering oil and gas again in the shallow section of its second drill (6-1), which is still ongoing.\nWe think it would be flying far north of its 377% gain right now, but naked short sellers appear to have latched onto the stock, producing what look to be hit pieces in a desperate attempt to cover huge naked shorts before potential results confirm what we believe could end up being the last great onshore oil discovery in the world.\nThe short sellers are running out of time to cover …\nHere’s why we think you should be keeping a close eye on Reconnaissance Energy Africa.\nFirst Well Successes Rarely Reverse\nOn April 15th, Recon Africa (TSXV:RECO, OTC:RECAF) in a joint press release with the Ministry of Mines and Energy of Namibia announced the results of its first of three drills (6-2), showing clear evidence of an active petroleum system for this nearly 9-million-acre basin. The samples provide over 200 meters of light oil and natural gas indicators/shows over three discrete intervals in a stacked sequence of reservoir and source rock.\nThe results were unexpected by the company as this was just the first of three stratigraphic planned wells, but there would be another surprise just weeks later as RECO got started on its second well ...\nOn June 3rd, the first section of its second well (6-1) provided further evidence of a working petroleum system.\nAt shallow depths, the well encountered 134 meters of light oil and gas.\n\"In these first two wells, the many oil and gas shows, with such variety, is certainly remarkable. It is highly encouraging to see clastic and thick carbonate sections which appear to have similar reservoir characteristics as observed in many other petroleum provinces,” ReconAfrica director Dr. Jim Granath said in a statement.\nRecon Africa have since put out a further update letting investors know that a further 685 feet of hydrocarbon shows comprising a variety of light oil and natural gas have been discovered so far in the second section of well 2.\nWith intermediate casing operations reportedly now complete and the company stating that everything is on schedule, RECO expects to finish drilling its 6-1 well during the first week of July.\nThe company also unveiled its commitment to allocate a minimum of $10 million in ESG expenditures to the Kavango region in which it operates.\nWhile RECO is a high-risk/high-reward oil exploration play, exploration patterns from the past suggest that success in the first wells typically means a high potential of continued success.\nThe former Vice-President and Head of Global Oil and Gas Research at CIBC World Markets, G. DeWolf Shaw CFA, notes that “during the modern era of the great oil discoveries, a geological success on the first well or a geological failure, was rarely reversed. First wells with successes like 6-2 mean progressively less risk for next 4 wells because of an exponential increase in new data.”\nAnd it helps that RECO has world-class geologists on its team ...\nThe Kavango Basin is an enormous area spanning millions of acres across Namibia and Botswana.\nAnd at 8.50 million acres, that’s nearly the size of the massive Midland Basin in the Permian, which is owned by countless different producers today.\nSo for this vast area’s exploration licenses to be held by one company is almost unheard of, especially for a junior explorer.\nThat means the potential upside for this opportunity is unlike most we’ve seen in a decade.\nAfter acquiring rights to Namibia’s Aeromag data, Recon Africa (TSXV:RECO, OTC:RECAF) quickly had this analyzed by some of the most experienced experts in oil exploration.\nThis data reportedly shows that the sedimentary basin could run as deep as 30,000 feet.\nThat would make it as deep as the Permian Basin in West Texas, which has been estimated to contain a potential 46.3 billion barrels of oil.\nAnd the most exciting part for us is that the majority of any potential production is expected to be conventional, which means no fracking and none of those exorbitant costs associated with unconventional plays.\nThis could all add up to even greater potential for profits for Recon Africa and their investors, if a major discovery is made.\nBut while this may be a small-cap explorer, to us there’s nothing small about the names behind it.\nWhen this all began, experienced geological interpreter Bill Cathey said the data on Kavango showed some of the best data he’d ever seen…\n“Nowhere in the world is there a sedimentary basin this deep that has not produced commercial quantities of hydrocarbons,” he said. \nThen they called in Daniel Jarvie, president of Worldwide Geochemistry LLC and a highly experienced geochemist, previously named “Hart Energy’s Most Influential People for the Petroleum Industry in the Next Decade” in 2010.\nAfter analyzing the data, Jarvie estimated that ReconAfrica could be sitting on a basin that could generate up billions of barrels of oil…\nBased on only 12% of their holdings.\nThese numbers might seem unbelievable, but Jarvie actually said this could be a conservative estimate of potential.\n“Given the nature of the basin and the tremendous thickness, this is pretty much a no-brainer...It will be productive and I’m expecting high-quality oil,” he said.\nThat was before RECO’s first two announcements in April and June.\nNow, both Cathey and Jarvie--not to mention the entire RECO team and all of its investors--could be vindicated.\nNot only does Recon Africa (TSXV:RECO, OTC:RECAF) hold petroleum licenses to the entire Kavango Basin, but one expert after another has stepped up to indicate the potential of this opportunity.\nNick Steinberger, for example, has also joined ReconAfrica’s team as their Senior Vice President, Drilling, and Operations.\nAfter spending over 30 years helping to lead an oil and gas company that was sold for a reported $3.1 billion, he could have gone wherever he liked in the industry.\nSo to have someone of his caliber on the team speaks volumes about how confident many are in the future of their drilling program.  The entire management team are also reported to be shareholders.\nSteinberger has observed several similarities between the Kavango and the Permian basin, noting, “It’s the same setting, the same geological time frame, and looks like the same type of thickness.\n“The top of the Permian section of Kavango is expected to be 6,000-8,000 feet in depth, which is the same as the Permian in Texas.”\nHaywood Securities initiated coverage on RECO in November and has adjusted its price target three times since. They also participated in RECO’s C$25-million bought deal financing. See latest news release…the financing closed at $41+mm\nA discovery success, says Haywood, would present manifold opportunities for strategic joint ventures for further de-risking--without additional shareholder dilution. This play “has all the ingredients to establish the existence of a working hydrocarbon system (in a relatively short cycle time) and subsequently evaluate and exploit the potential of the Kavango Basin”, Haywood wrote in its most recent report.\nThat includes “a fully-funded three well program, nearly 100% working interest in acreage across a vast, relatively straightforward land access, an owned drilling rig, a committed and capable management and technical team, stable governments with attractive fiscal terms and proven commitment to responsible development” … among other things.\nEven without the recent positive first and second drill results showing indicators of a petroleum system, Haywood sees material upside as Kavango is further de-risked and have recently moved their short term price target up to $16.00 CAD.\nIn a further boost of confidence, Wood Mackenzie compared RECO’s Kavango basin to the Midland Basin in Texas which has a development value of $540 billion.\nMore News Could Be Just Days or Weeks Away\nRECO’s second announcement that it encountered indicators of oil and gas in the second drill (6-1) was only in the shallower section…\nThere’s more to come.\nDrill no. 2 is expected to be completed by the end of this month …\nAnd the preliminary analysis of all results from the wells 6-1 and 6-2 are anticipated at the end of July.\nFrom the first well (6-2) over 150 sidewall cores have been taken to Core Labs in Houston and 37 sidewall cores are on their way there as well from the shallower section of the 6-1 well.\nThen we’ve got drill three and possibly four which is expected this year, too.\nAnd that’s just in the near term. Further out, the news flow could get even more exciting because this is a huge basin. If a commercial discovery is established in the future, we may be looking at a juicy potential JV deal that could be the biggest reward for investors.\nIn the meantime, while they’re hoping for great success by turning Kavango into the last major onshore oil play in the world, they’re not forgetting Namibia, and they’re committed to ensuring that the people of Namibia don’t become victims of yet another African “resource curse”.\nReconAfrica isn’t operating in a vacuum here. They seem fully aware of what this could mean to the people of Namibia.\nFor starters, RECO’s founder Craig Steinke says the carbonates they found so far “look like carbonate rocks seen in northern Africa where basically conventional completion methods will make them productive. No fracking.”\nAnd for Namibia, a huge, conventional oil play could be “transformational”, particularly for the 250,000 people in the Kavango region, 40% of whom live in generational poverty.\n“This will provide the local citizens with good-paying jobs, upwardly mobile jobs, that will help pull them out of poverty, provide access to fresh water and basic medical services,” Steinke says. RECO reports it is already employing 200 people in the area.\nWater is also a major problem that RECO recognized from the start.\n“One of the glaring problems in the region is the local population don’t have the wherewithal to drill water wells but there is a freshwater aquifer right under their feet. They have to walk up to 10 km per day with 45 lbs of water on their heads,” Steinke says.\nAnd to that end, RECO has committed a minimum of C$10 million for ESG expenditures in Namibia.\nAs soon as RECO’s rig hit the ground in Kavango, the company reported it set up shop with the local authorities to drill water wells. They’ve announced drilling of four water wells so far and are permitting sixteen more.\nThe Final Word\n\nRECO scooped up licenses for an 8.5-million-acre play the size of Belgium in the Kavango Basin before supermajors had a chance to blink.\nThen they started drilling water wells for the local communities, and have committed to allocating millions to ESG performance standards.\nThey’ve got veteran geologists on their team. One says, “nowhere in the world is there a sedimentary basin this deep that does not produce commercial quantities of hydrocarbons.” The other estimates the basin could have generated billions of barrels of oil and gas.\nWood Mackenzie compares it to the Midland Basin which has a development value of $540-billion.\nMarket value is already up 377% year-to-date, with potential to increase if results keep coming in as they have been, and short sellers may have a hard time covering.\nRECO has encountered oil and gas indicators in its first 2 drills so far, and they aren’t even done with the second of three.\nThey appear well-funded for this 3-drill campaign, and beyond. After the three-well program and 2D seismic, they estimate they’ll have over $50 million remaining in the treasury.\nMore news looks set to come at the end of this month when RECO is expected to complete its second drill, and then again in July when lab analysis is anticipated back …\n\nOther companies looking to capitalize on an increase in oil prices:\nConocoPhillips Company (NYSE:COP) as the largest pure upstream company, has performed relatively well in this depressed market, generating ample free cash flow and returning a good chunk of it to shareholders.  Unlike many of its peers who continued to expand aggressively during the shale boom, COP has taken several steps to lower costs and fortify its balance sheet.\nLike many of its peers, ConocoPhillips has been gradually offloading non-core assets, including the sale of its North Sea oil and gas assets for $2.7 billion and the planned sale of its Australian assets for $1.4B. Its asset portfolio, however, remains healthy.\nThanks to a global recovery in demand, Conoco has seen an increasingly bullish look on the industry, and it was one of the few companies which did not partake in the mass-layoffs seen in the industry last year. In addition, Conoco has also seen a fairly decent about of insiders buying into its stock, which is a good sign.\nPetrobras (NYSE:PBR) is focused on developing its pre-salt operations. And it’s easy to see why. Those upstream projects being approved for development must have a breakeven price of $35 per Brent or less. Brazil’s national oil company has budgeted capital spending for exploration and production activities of $46.5 billion from 2021 to 2025.\nClearly, while the pandemic has hit Brazil’s oil industry causing production to fall because of savage budget cuts and well shut-ins, it appears to have done no material long-term damage.  Demand for Petrobras’ low sulfur content fuel is firm and will grow because of the global push to significantly reduce emissions, which will ultimately make Petrobras even more valuable over time.\nPetrobras remains one of the most underrated oil majors in the world. It’s got desirable crude oil, a massive footprint in its domestic industry, and a growing amount of interest from investors. It’s also bouncing off of low share prices like the rest of the industry, indicating there could be some upside left.\nChevron (NYSE:CVX) is a leader in the industry, and the second-largest oil company on the  New York Stock Exchange. Chevron is also betting big on Africa, particularly Nigeria and Angola. The supermajor ranks among the top oil producers in the two African nations. Other areas on the continent where the company holds interests include Benin, Ghana, the Republic of Congo and Togo. Chevron also holds a 36.7 percent interest in the West African Gas Pipeline Company Limited, which supplies Nigerian natural gas to customers in the region. With bets on both oil and natural gas, the company is looking to take advantage of both fossil fuels. Though prices are still depressed at the moment, as fuel demand returns to normal, Chevron could be a big winner as prices climb back up to pre-pandemic levels.\nWhile Chevron still has not fully recovered from the massive hit it took back in March 2020, where it dropped to a 5-year low of just $59, the oil giant has made some progress thanks to recovering oil prices. Sitting at $104 at the time of writing, Chevron is slowly recuperating some of its losses and is positioned well to benefit in the mid to long term\nRoyal Dutch Shell (NYSE:RDS.A) is the third largest NYSE-listed company, coming in just under Chevron. And similar to Chevron, Shell has also made some big bets in Africa. In fact, it is one of the leaders in the region. The Dutch oil giant began drilling in the region over 70 years ago and now has energy assets in over 20 countries across the continent. Though it has sold off a number of its prized plays in the region in recent years, it continues to maintain a strong presence, especially in South Africa.\nAfrica, in particular South Africa is key for Shell because the government has been significantly more stable than some of the other big bets on the continent. Moreover, the country has been very open to Shell in its projects. The company’s operations in South Africa include retail and commercial fuel, lubricant, chemical, and manufacturing. It’s also heavily invested in upstream exploration. It even holds the exploration rights to the Orange Basin Deep Water area, off the country’s west coast, and has applications for shale gas exploration rights in the Karoo, in central South Africa.\nKinder Morgan (NYSE:KMI), a major North American pipeline operator , has been particularly upbeat in recent months. In fact, in early December, it issued optimistic updates, planning higher dividends and expecting more profits in 2021, after the challenges the oil industry has faced last year due to the COVID-19 pandemic and the wider market crash. Kinder Morgan also expects to raise its dividend for 2021 by 3 percent compared to this year.\nKinder Morgan Inc's chief executive officer Steve Kean noted, \"With budgeted excess coverage of that dividend, we expect also to be able to engage in share repurchases on an opportunistic basis.”\nKinder Morgan is a must-watch in the industry. With dividends on the rise, oil prices increasing, and bullish sentiment returning to the oil industry, there could be some significant upside left for this pipeline operator, especially as oil begins flowing at pre-pandemic levels.\nCanadian Natural Resources (NYSE:CNQ; TSX:CNQ) has been able to do what many of its Canadian counterparts haven’t been able to, keep its dividend intact after swinging to a loss for the first half of the COVID pandemic, while Canada's producers are scaling back production by around 1 million bpd amid low oil prices and demand. Though Canadian Natural Resources kept its dividend, it withdrew its production guidance for 2020, however. It also said it would curtail some production at high-cost conventional projects in North America and oil sands operations and carry out planned turnaround activities at oil sands projects in the second half of 2020.\nThough there is a lot of negative press surrounding Canada’s oil sands, the industry is starting to clean up its act a bit. And Canadian Natural Resources is leading the charge. And if analysts are right about Canada’s comeback, Canadian Natural Resources could be in for a big year.\nThough the Canadian energy giant has seen its stock price slump this year, it could provide a potential opportunity for investors as oil prices rebound. It is already up over 170% from its March 2020 lows, but it is just getting started. If oil prices continue to climb, it could be huge news for investors that held on.\nEnbridge (NYSE:ENB, TSX:ENB) is a giant in Canada’s oil industry, and it is in a great position as oil and gas stages its 2021 comeback. As one of the more potentially undervalued companies in the sector, it could be set to win big this year. But that’s only if it can overcome some of the challenges in its path. Most specifically, its Line 3 project has faced scrutiny from environmentalists.\nThe massive multi-billion project plans to replace Enbridge's existing 282 miles of 34-inch pipeline with 337 miles of 36-inch pipe. The new Line 3 would have the capacity to move 370,000 barrels of oil per day, alleviating the takeaway capacity constraints that Canadian oil producers have been struggling with for years now. Line 3 is one of two pipeline projects in the works that are—in their unfinished state—keeping Canada's oil industry from reaching its potential.\nThough this challenge seem prove difficult for Enbridge to overcome, the overall health of the Canadian oil industry is improving, and with it, the outlook for Canadian producers such as Enbridge. Enbridge started the year off with a bang, and if oil prices continue the upward trajectory they’ve seen over the past few months, the Canadian giant could see some upside still.\nTC Energy Corporation (NYSE:TRP, TSX:TRP) is a Calgary-based energy giant. The company owns and operates energy infrastructure throughout North America. TC Energy is one of the continent’s largest providers of gas storage and owns and has interests in approximately 11,800 megawatts of power generation. It’s also one of the continent’s most important pipeline operators. With TC Energy’s massive influence throughout North America, it is no wonder that the company is among one of Canada’s strongest and well-known companies.\nLike a number of its peers, one of TC Energy’s biggest challenges in recent years was grappling with the particularly difficult approval process for its Keystone Pipeline. But that’s all history now, and with the bounce back in oil and gas demand, TC Energy could stand to benefit. While TC Energy’s stock price has yet to recover from pre-pandemic levels, it is one of the few industry giants which has managed to keep high dividends rolling in. With quarterly payouts exceeding 6%, TC has remained appealing for investors in the industry.\nSuncor Energy (TSX:SU) is another giant in Canada’s industry. It has set itself apart from some of its peers through a number of high-tech solutions for finding, pumping, storing, and delivering its resources. Not only is it big in the oil sector, but it is also a leader in renewable energy. Recently, the company invested $300 million in a wind farm located in Alberta, showing that it is committed to reducing its carbon footprint.\nNow that oil prices are finally recovering, giants like Suncor looking to capitalize. While many of the oil majors have given up on oil sands production – those who focus on technological advancements in the area have a great long-term outlook. And that upside is further amplified by the fact that it is currently looking particularly under-valued compared to its peers, especially as lithium, which is present in Canada’s oil sands, becomes an even more desirable commodity.\nCNOOC Limited (TSX:CNU) is one of the world’s most interesting oil and gas companies. It is China’s most significant producer of offshore crude oil and natural gas, and may well be one of the most controversial oil stocks for investors on the market. A label that has nothing to do with its operations, however.\nThe relationship between the United States and China has admittedly been better, and if things were to take a turn for the worst, it could have a major impact on global natural gas, given that CNOOC is China's largest importer of LNG. But the Biden administration has been working to improve relations and as such, Chinese companies, including CNOOC, are likely to breathe freely once again, and it be great news for investors in Chinese stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127686783,"gmtCreate":1624846248142,"gmtModify":1703846049221,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127686783","repostId":"2146007118","repostType":4,"repost":{"id":"2146007118","kind":"news","pubTimestamp":1624826996,"share":"https://ttm.financial/m/news/2146007118?lang=&edition=fundamental","pubTime":"2021-06-28 04:49","market":"us","language":"en","title":"June jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2146007118","media":"Yahoo Finance","summary":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.However, a confluence of ","content":"<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.</p>\n<p>On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.</p>\n<p>Non-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.</p>\n<p>\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"</p>\n<p>Even with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.</p>\n<p>But both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b881fe96eccc72cff61bf35b0dfa72fa\" tg-width=\"5210\" tg-height=\"3404\" referrerpolicy=\"no-referrer\"><span>SAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</span></p>\n<p>\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"</p>\n<p>However, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.</p>\n<p>\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"</p>\n<p>\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"</p>\n<h2>Consumer confidence</h2>\n<h2></h2>\n<p>Another closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.</p>\n<p>The headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.</p>\n<p>Like investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.</p>\n<p>Not only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.</p>\n<p>\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"</p>\n<p>Still, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.</p>\n<h2>Economic Calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&amp;P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)</p></li>\n</ul>\n<h2>Earnings Calendar</h2>\n<ul>\n <li><p><b>Monday:</b> N/A</p></li>\n <li><p><b>Tuesday: </b>N/A</p></li>\n <li><p><b>Wednesday: </b>Constellation Brands (STZ), Bed Bath &amp; Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close</p></li>\n <li><p><b>Thursday: </b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market open</p></li>\n <li><p><b>Friday:</b> N/A</p></li>\n</ul>","source":"yahoofinance_au","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>June jobs report, Consumer confidence: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nJune jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 04:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146007118","content_text":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.\nOn Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.\nNon-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.\n\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"\nEven with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.\nBut both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.\nSAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\n\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"\nHowever, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.\n\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"\n\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"\nConsumer confidence\n\nAnother closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.\nThe headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.\nLike investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.\nNot only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.\n\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"\nStill, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.\nEconomic Calendar\n\nMonday: Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)\nTuesday: FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&P CoreLogic Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)\nWednesday: MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);\nThursday: Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); Markit US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)\nFriday: Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)\n\nEarnings Calendar\n\nMonday: N/A\nTuesday: N/A\nWednesday: Constellation Brands (STZ), Bed Bath & Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close\nThursday: Walgreens Boots Alliance (WBA) before market open\nFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124625098,"gmtCreate":1624763287814,"gmtModify":1703844682151,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Opchs&nbsp;","listText":"Opchs&nbsp;","text":"Opchs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124625098","repostId":"1121141266","repostType":4,"repost":{"id":"1121141266","kind":"news","pubTimestamp":1624760169,"share":"https://ttm.financial/m/news/1121141266?lang=&edition=fundamental","pubTime":"2021-06-27 10:16","market":"us","language":"en","title":"Tesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121141266","media":"Barrons","summary":"Tesla will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on Friday.Tesla  apologized on Weibo, a Chinese social media site. “We apologize for the inconvenience caused by this recall to all car owners,” the company said, according toThe Wall Street Journal. “Tesla will continue to improve safety in strict accordance with national requirements.”The notice from","content":"<p>Tesla&nbsp;will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on Friday.</p>\n<p>Tesla (ticker: TSLA) apologized on Weibo, a Chinese social media site. “We apologize for the inconvenience caused by this recall to all car owners,” the company said, according toThe Wall Street Journal. “Tesla will continue to improve safety in strict accordance with national requirements.”</p>\n<p>The notice from the Chinese regulator said that the cruise control system could be activated by accident, which could cause a collision, according to newswire service&nbsp;AFP. Tesla will be able to update the software for impacted customers remotely, so they will not have to return their cars, the report said. The regulator did not immediately answer a question from<i>Barron’s</i>on whether the issue had already led to collisions in China.</p>\n<p>China is a key market for Tesla, which sells about 30% of its vehicles there. Sales in China have been spotty lately, with a decline in April followed by&nbsp;more promising May numbers. Tesla has been making vehicles at a Shanghai plant since 2019.</p>\n<p>Lately, there have been complaints from some Chinese customers about Tesla’s quality and service, with&nbsp;a protest at the Shanghai Auto Show in April. Tesla apologized to customers in April for how it dealt with customer complaints.</p>\n<p>The issues are part of&nbsp;a larger public relations problem&nbsp;that may be weighing on Tesla stock, which is down 5% this year after rising eight-fold in 2020. That said, the stock was&nbsp;on an upswing over the past week, perhaps related to optimism about end-of-quarter vehicle deliveries. Tesla has not announced the date of its second-quarter earnings report yet.</p>\n<p>It’s not clear if the issue in China could also impact vehicles in the U.S. Tesla did not immediately respond to a request for comment on Saturday morning.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-recall-china-51624718932?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-recall-china-51624718932?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-recall-china-51624718932?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121141266","content_text":"Tesla will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on Friday.\nTesla (ticker: TSLA) apologized on Weibo, a Chinese social media site. “We apologize for the inconvenience caused by this recall to all car owners,” the company said, according toThe Wall Street Journal. “Tesla will continue to improve safety in strict accordance with national requirements.”\nThe notice from the Chinese regulator said that the cruise control system could be activated by accident, which could cause a collision, according to newswire service AFP. Tesla will be able to update the software for impacted customers remotely, so they will not have to return their cars, the report said. The regulator did not immediately answer a question fromBarron’son whether the issue had already led to collisions in China.\nChina is a key market for Tesla, which sells about 30% of its vehicles there. Sales in China have been spotty lately, with a decline in April followed by more promising May numbers. Tesla has been making vehicles at a Shanghai plant since 2019.\nLately, there have been complaints from some Chinese customers about Tesla’s quality and service, with a protest at the Shanghai Auto Show in April. Tesla apologized to customers in April for how it dealt with customer complaints.\nThe issues are part of a larger public relations problem that may be weighing on Tesla stock, which is down 5% this year after rising eight-fold in 2020. That said, the stock was on an upswing over the past week, perhaps related to optimism about end-of-quarter vehicle deliveries. Tesla has not announced the date of its second-quarter earnings report yet.\nIt’s not clear if the issue in China could also impact vehicles in the U.S. Tesla did not immediately respond to a request for comment on Saturday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124622235,"gmtCreate":1624763270127,"gmtModify":1703844681990,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Lets game","listText":"Lets game","text":"Lets game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124622235","repostId":"2146000990","repostType":4,"repost":{"id":"2146000990","kind":"highlight","pubTimestamp":1624762068,"share":"https://ttm.financial/m/news/2146000990?lang=&edition=fundamental","pubTime":"2021-06-27 10:47","market":"us","language":"en","title":"Better Buy: Activision Blizzard vs. Take Two","url":"https://stock-news.laohu8.com/highlight/detail?id=2146000990","media":"Motley Fool","summary":"Which top gaming stock will deliver the better return over the next five years?","content":"<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from <b>Sony</b>&nbsp;and <b>Microsoft</b>, are catalysts for the big game companies to sell more content into a wider installed base.</p>\n<p><b>Activision Blizzard</b> (NASDAQ:ATVI) and <b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>&nbsp;(NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for <i>Call of Duty</i> and <i>World of Warcraft</i> and generates over $8 billion a year in bookings (a non-GAAP measure of revenue).&nbsp;Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>'s <i>Grand Theft Auto V</i> has sold a staggering 145 million copies,&nbsp;which has pushed the company's bookings to over $3 billion.</p>\n<p>I'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e93ec376dbf9d2b1e80588b2008646\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>The margin gap</h2>\n<p>Activision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings.&nbsp;It has a large player base of over 400 million monthly active users,&nbsp;and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.</p>\n<p>While Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011,&nbsp;is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since <i>Grand Theft Auto V</i>&nbsp;launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.</p>\n<p>Compared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf60ea29fdc7bd56d2ec45cb947ce369\" tg-width=\"720\" tg-height=\"387\"><span>ATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.</span></p>\n<p>If Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.</p>\n<p>Here are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>2021</th>\n   <th>2022</th>\n   <th>2023</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>42.8%</td>\n   <td>44.1%</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS</td>\n   <td>8.4%</td>\n   <td>18%</td>\n   <td>4.6%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance.</p>\n<p>Here are the same estimates for Take-Two.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>Fiscal 2022</th>\n   <th>Fiscal 2023</th>\n   <th>Fiscal 2024</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>19%</td>\n   <td>23.2%</td>\n   <td>24.6%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS (loss)</td>\n   <td>(28.5%)</td>\n   <td>49.9%</td>\n   <td>30.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance. Take-Two's fiscal year ends in March.</p>\n<p>Take-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years.&nbsp;It's&nbsp;hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.</p>\n<p>Beyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.</p>\n<h2>Take-Two stock is cheaper with more upside</h2>\n<p>Activision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business.&nbsp;But investors are paying a higher price for&nbsp;Activision's greater game diversity, and perceived lower business risk.</p>\n<p>Activision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6.&nbsp;But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.</p>\n<p>Take-Two's <i>Grand Theft Auto V</i> and <i>Red Dead Redemption 2</i> have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.</p>\n<p>Because of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.</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>Better Buy: Activision Blizzard vs. Take Two</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\">\nBetter Buy: Activision Blizzard vs. Take Two\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146000990","content_text":"The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from Sony and Microsoft, are catalysts for the big game companies to sell more content into a wider installed base.\nActivision Blizzard (NASDAQ:ATVI) and Take-Two Interactive (NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for Call of Duty and World of Warcraft and generates over $8 billion a year in bookings (a non-GAAP measure of revenue). Take-Two's Grand Theft Auto V has sold a staggering 145 million copies, which has pushed the company's bookings to over $3 billion.\nI'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.\nImage source: Getty Images.\nThe margin gap\nActivision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings. It has a large player base of over 400 million monthly active users, and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.\nWhile Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011, is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since Grand Theft Auto V launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.\nCompared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.\nATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.\nIf Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.\nHere are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.\n\n\n\nMetric\n2021\n2022\n2023\n\n\nAdjusted operating margin\n42.8%\n44.1%\n45%\n\n\nAdjusted EPS\n8.4%\n18%\n4.6%\n\n\n\nData source: Atom Finance.\nHere are the same estimates for Take-Two.\n\n\n\nMetric\nFiscal 2022\nFiscal 2023\nFiscal 2024\n\n\nAdjusted operating margin\n19%\n23.2%\n24.6%\n\n\nAdjusted EPS (loss)\n(28.5%)\n49.9%\n30.8%\n\n\n\nData source: Atom Finance. Take-Two's fiscal year ends in March.\nTake-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years. It's hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.\nBeyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.\nTake-Two stock is cheaper with more upside\nActivision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business. But investors are paying a higher price for Activision's greater game diversity, and perceived lower business risk.\nActivision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6. But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.\nTake-Two's Grand Theft Auto V and Red Dead Redemption 2 have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.\nBecause of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124622857,"gmtCreate":1624763252679,"gmtModify":1703844681506,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Ohh right","listText":"Ohh right","text":"Ohh right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124622857","repostId":"1172710941","repostType":4,"repost":{"id":"1172710941","kind":"news","pubTimestamp":1624753126,"share":"https://ttm.financial/m/news/1172710941?lang=&edition=fundamental","pubTime":"2021-06-27 08:18","market":"us","language":"en","title":"GameStop Joined the Russell 1000. The Move Might Hurt the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172710941","media":"Barrons","summary":"The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.The videogame retailer officially made it into the Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.As one of the stocks favored by retail traders this year, GameStop  met that thresho","content":"<p>The Reddit army has succeeded in launching&nbsp;GameStop&nbsp;to a new stratosphere—but it could actually hurt the stock in the short-term.</p>\n<p>The videogame retailer officially made it into the&nbsp;Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.</p>\n<p>As one of the&nbsp;stocks favored by retail traders this year, GameStop (ticker: GME) met that threshold because it had an $11.2 billion market cap by the deadline, while&nbsp;AMC Entertainment(AMC) didn’t. That said, AMC has rocketed higher since May 7, multiplying by more than five times and surpassing GameStop’s market value—hitting a recent $27 billion compared to GameStop’s $15 billion.</p>\n<p>It may seem counterintuitive, but the Russell 1000 “promotion” may actually be bad for GameStop’s stock,as&nbsp;Barron’s&nbsp;explained earlier this month.Funds that track the small-capRussell 2000will have to sell GameStop shares on June 28, and funds that track the Russell 1000 will have to buy them. Three times as much money is invested in funds that track the Russell 1000, but GameStop’s overall weight in that index will be much lower than it has been in the Russell 2000. In the Russell 2000, GameStop made up about half a percentage point of the index, while it will be less than 0.1% of the Russell 1000. GameStop will look tiny next to behemoths like&nbsp;Apple(AAPL).</p>\n<p>Experts like Jefferies strategist Steven DeSanctis expect that there will be net selling in GameStop of about 5 million shares, or about half of the stock’s recent average daily volume, after the rebalancing.</p>\n<p>Meanwhile, AMC will be the largest member of the Russell 2000 by far—more than three times as large as its nearest competitor as of last week. See the full post-rebalancing list of Russell 1000 stocks&nbsp;<a href=\"https://content.ftserussell.com/sites/default/files/ru1000_membershiplist_20210628.pdf\" target=\"_blank\">here</a>&nbsp;and Russell 2000 stocks&nbsp;<a href=\"https://content.ftserussell.com/sites/default/files/ru2000_membershiplist_20210628.pdf\" target=\"_blank\">here</a>.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Joined the Russell 1000. The Move Might Hurt the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Joined the Russell 1000. The Move Might Hurt the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.\nThe videogame retailer officially made it into the Russell 1000 index,...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172710941","content_text":"The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.\nThe videogame retailer officially made it into the Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.\nAs one of the stocks favored by retail traders this year, GameStop (ticker: GME) met that threshold because it had an $11.2 billion market cap by the deadline, while AMC Entertainment(AMC) didn’t. That said, AMC has rocketed higher since May 7, multiplying by more than five times and surpassing GameStop’s market value—hitting a recent $27 billion compared to GameStop’s $15 billion.\nIt may seem counterintuitive, but the Russell 1000 “promotion” may actually be bad for GameStop’s stock,as Barron’s explained earlier this month.Funds that track the small-capRussell 2000will have to sell GameStop shares on June 28, and funds that track the Russell 1000 will have to buy them. Three times as much money is invested in funds that track the Russell 1000, but GameStop’s overall weight in that index will be much lower than it has been in the Russell 2000. In the Russell 2000, GameStop made up about half a percentage point of the index, while it will be less than 0.1% of the Russell 1000. GameStop will look tiny next to behemoths like Apple(AAPL).\nExperts like Jefferies strategist Steven DeSanctis expect that there will be net selling in GameStop of about 5 million shares, or about half of the stock’s recent average daily volume, after the rebalancing.\nMeanwhile, AMC will be the largest member of the Russell 2000 by far—more than three times as large as its nearest competitor as of last week. See the full post-rebalancing list of Russell 1000 stocks here and Russell 2000 stocks here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124626581,"gmtCreate":1624763234143,"gmtModify":1703844680697,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"EV world coming&nbsp;","listText":"EV world coming&nbsp;","text":"EV world coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124626581","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","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":{"NIO":"蔚来","F":"福特汽车"},"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":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124628002,"gmtCreate":1624763131306,"gmtModify":1703844677615,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Nio power&nbsp;","listText":"Nio power&nbsp;","text":"Nio power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124628002","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","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":{"NIO":"蔚来","F":"福特汽车"},"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":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124621675,"gmtCreate":1624763109297,"gmtModify":1703844676809,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Teva upupup","listText":"Teva upupup","text":"Teva upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124621675","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","kind":"highlight","pubTimestamp":1624755315,"share":"https://ttm.financial/m/news/2146090006?lang=&edition=fundamental","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</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>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MA":"万事达","TEVA":"梯瓦制药","BMY":"施贵宝","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125850261,"gmtCreate":1624668663653,"gmtModify":1703843127065,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Dump it fast&nbsp;","listText":"Dump it fast&nbsp;","text":"Dump it fast","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125850261","repostId":"2146072291","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125828208,"gmtCreate":1624668496804,"gmtModify":1703843118928,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Love nike","listText":"Love nike","text":"Love nike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125828208","repostId":"1165822342","repostType":4,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125828300,"gmtCreate":1624668480900,"gmtModify":1703843117955,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568203731965647","authorIdStr":"3568203731965647"},"themes":[],"htmlText":"Will be huge rebounce soon","listText":"Will be huge rebounce soon","text":"Will be huge rebounce soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125828300","repostId":"2146500392","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124628002,"gmtCreate":1624763131306,"gmtModify":1703844677615,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Nio power&nbsp;","listText":"Nio power&nbsp;","text":"Nio power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124628002","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","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":{"NIO":"蔚来","F":"福特汽车"},"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":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125850261,"gmtCreate":1624668663653,"gmtModify":1703843127065,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Dump it fast&nbsp;","listText":"Dump it fast&nbsp;","text":"Dump it fast","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125850261","repostId":"2146072291","repostType":4,"repost":{"id":"2146072291","kind":"highlight","pubTimestamp":1624633800,"share":"https://ttm.financial/m/news/2146072291?lang=&edition=fundamental","pubTime":"2021-06-25 23:10","market":"us","language":"en","title":"3 Reasons to Sell AMC Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2146072291","media":"Motley Fool","summary":"The future looks bleak for this entertainment giant.","content":"<p>Meme stocks are a relatively new phenomenon. The term refers to equities that have skyrocketed in value without any fundamental justification but are instead seeing their stock prices turn quite volatile based mostly on hype, often from social media platforms.</p>\n<p>Notably, <b>AMC Entertainment Holdings</b> (NYSE:AMC) is among the most popular meme stocks at the moment. Its share price has surged 2,500% this year, driven by irrational enthusiasm from retail investors looking to strike it rich. And some have certainly succeeded, becoming millionaires almost overnight. But many others are likely to get burned when the stock price finally returns to more normal levels.</p>\n<p>If you own shares, here are three reasons to sell AMC stock right now.</p>\n<h3>1. Fundamentals always matter</h3>\n<p>Famed investor Benjamin Graham once said: \"In the short run, the market is a voting machine; but in the long run, it is a weighing machine.\" In other words, popularity drives price action in the short term, but fundamentals matter more over time.</p>\n<p><img src=\"https://static.tigerbbs.com/61107d3657db19f73a4afdc7a9e9a8e5\" tg-width=\"700\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images</p>\n<p>Anecdotally, I've read comments from a shocking number of AMC shareholders who assert that fundamentals (things like revenue, cash flow, and valuation) simply don't matter. When confronted with these metrics, they dismiss them and instead resort to accusations of short interest. And maybe some of the dissenters are short-sellers, but I have never been long or short AMC stock.</p>\n<p>Here's the unfortunate truth: Fundamentals always matter. Maybe not today, maybe not tomorrow, but eventually the stock price will reflect that. And if AMC's financial picture doesn't improve, the stock price will eventually plunge. And management knows that.</p>\n<p>In fact, in a recently filed Form 8-K, management issued this warning to shareholders: \"Under the circumstances, we caution you against investing in our [stock], unless you are prepared to incur the risk of losing all or a substantial portion of your investment.\"</p>\n<h3>2. AMC stock is wildly overvalued</h3>\n<p>The pandemic hit AMC hard last year, forcing the company to shutter theaters around the world. Not surprisingly, that sparked sharp declines in attendance, sales, and profitability. And despite reopening many locations this year, those metrics are still in free fall.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Q2 2020</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q4 2020</p></th>\n   <th><p>Q1 2021</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"144\"><p>YOY attendance growth (decline)</p></td>\n   <td width=\"120\"><p>(100%)</p></td>\n   <td width=\"126\"><p>(93%)</p></td>\n   <td width=\"120\"><p>(91%)</p></td>\n   <td width=\"114\"><p>(89%)</p></td>\n  </tr>\n  <tr>\n   <td width=\"144\"><p>Revenue growth (decline)</p></td>\n   <td width=\"120\"><p>(99%)</p></td>\n   <td width=\"126\"><p>(91%)</p></td>\n   <td width=\"120\"><p>(89%)</p></td>\n   <td width=\"114\"><p>(84%)</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: AMC&nbsp;SEC filings. YOY: Year-over-year.</p>\n<p>Oddly, as sales have plummeted, the share price has hit new highs, driving the price-to-sales (P/S) ratio to nonsensical levels. If AMC was competing in a high-growth industry, its present valuation might not be alarming. But it competes in a slow-growing sector of the entertainment industry. Case in point: Box office revenue grew less than 1% per year between 2010 and 2019.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Q4 2014</p></th>\n   <th><p>Q4 2017</p></th>\n   <th><p>Q4 2020</p></th>\n   <th><p>Q1 2021</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"125\"><p>Price-to-sales ratio</p></td>\n   <td width=\"125\"><p>0.95</p></td>\n   <td width=\"125\"><p>0.38</p></td>\n   <td width=\"125\"><p>0.20</p></td>\n   <td width=\"125\"><p>24.22</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Ycharts. P/S multiples reflect data from the last day of each quarter.</p>\n<p>I'll end with this observation: Competition from streaming services has never been greater, and AMC's financial performance has never been weaker, so why is AMC stock valued more highly than ever before? At its current price, this is a dangerous investment.</p>\n<h3>3. AMC has a liquidity problem</h3>\n<p>Before the pandemic, AMC had $265 million in cash and $4.7 billion in debt on its balance sheet. It also had $4.9 billion in operating lease liabilities (i.e., rent).</p>\n<p>When the pandemic hit, the company deferred a portion of its rent, but still couldn't cover operating expenses and interest payments. So AMC issued more debt and new shares several times during 2020, effectively digging the hole deeper.</p>\n<p>As of March 31, 2021, AMC's balance sheet was insolvent&nbsp;-- even if the company sold every last asset, it still wouldn't have enough cash to cover its liabilities.</p>\n<p>Now, in order to meet its minimum liquidity requirements, attendance must reach 85% of pre-COVID levels by the fourth quarter of this year. If that doesn't happen, management said it would likely seek a \"restructuring of [its] liabilities.\" That's a fancy phrase that means shareholders would be completely wiped out.</p>\n<p>So let's ignore the red flags raised by AMC's valuation. Investors still need to ask this question: Can attendance reach 85% of pre-pandemic levels in that time frame? If you aren't certain the answer is yes, then it's time to sell this stock. There are better places to put your money.</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 Reasons to Sell AMC Stock Right 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\">\n3 Reasons to Sell AMC Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/25/3-reasons-to-sell-amc-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks are a relatively new phenomenon. The term refers to equities that have skyrocketed in value without any fundamental justification but are instead seeing their stock prices turn quite ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/25/3-reasons-to-sell-amc-stock-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/06/25/3-reasons-to-sell-amc-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146072291","content_text":"Meme stocks are a relatively new phenomenon. The term refers to equities that have skyrocketed in value without any fundamental justification but are instead seeing their stock prices turn quite volatile based mostly on hype, often from social media platforms.\nNotably, AMC Entertainment Holdings (NYSE:AMC) is among the most popular meme stocks at the moment. Its share price has surged 2,500% this year, driven by irrational enthusiasm from retail investors looking to strike it rich. And some have certainly succeeded, becoming millionaires almost overnight. But many others are likely to get burned when the stock price finally returns to more normal levels.\nIf you own shares, here are three reasons to sell AMC stock right now.\n1. Fundamentals always matter\nFamed investor Benjamin Graham once said: \"In the short run, the market is a voting machine; but in the long run, it is a weighing machine.\" In other words, popularity drives price action in the short term, but fundamentals matter more over time.\n\nImage source: Getty Images\nAnecdotally, I've read comments from a shocking number of AMC shareholders who assert that fundamentals (things like revenue, cash flow, and valuation) simply don't matter. When confronted with these metrics, they dismiss them and instead resort to accusations of short interest. And maybe some of the dissenters are short-sellers, but I have never been long or short AMC stock.\nHere's the unfortunate truth: Fundamentals always matter. Maybe not today, maybe not tomorrow, but eventually the stock price will reflect that. And if AMC's financial picture doesn't improve, the stock price will eventually plunge. And management knows that.\nIn fact, in a recently filed Form 8-K, management issued this warning to shareholders: \"Under the circumstances, we caution you against investing in our [stock], unless you are prepared to incur the risk of losing all or a substantial portion of your investment.\"\n2. AMC stock is wildly overvalued\nThe pandemic hit AMC hard last year, forcing the company to shutter theaters around the world. Not surprisingly, that sparked sharp declines in attendance, sales, and profitability. And despite reopening many locations this year, those metrics are still in free fall.\n\n\n\nMetric\nQ2 2020\nQ3 2020\nQ4 2020\nQ1 2021\n\n\n\n\nYOY attendance growth (decline)\n(100%)\n(93%)\n(91%)\n(89%)\n\n\nRevenue growth (decline)\n(99%)\n(91%)\n(89%)\n(84%)\n\n\n\nSource: AMC SEC filings. YOY: Year-over-year.\nOddly, as sales have plummeted, the share price has hit new highs, driving the price-to-sales (P/S) ratio to nonsensical levels. If AMC was competing in a high-growth industry, its present valuation might not be alarming. But it competes in a slow-growing sector of the entertainment industry. Case in point: Box office revenue grew less than 1% per year between 2010 and 2019.\n\n\n\nMetric\nQ4 2014\nQ4 2017\nQ4 2020\nQ1 2021\n\n\n\n\nPrice-to-sales ratio\n0.95\n0.38\n0.20\n24.22\n\n\n\nSource: Ycharts. P/S multiples reflect data from the last day of each quarter.\nI'll end with this observation: Competition from streaming services has never been greater, and AMC's financial performance has never been weaker, so why is AMC stock valued more highly than ever before? At its current price, this is a dangerous investment.\n3. AMC has a liquidity problem\nBefore the pandemic, AMC had $265 million in cash and $4.7 billion in debt on its balance sheet. It also had $4.9 billion in operating lease liabilities (i.e., rent).\nWhen the pandemic hit, the company deferred a portion of its rent, but still couldn't cover operating expenses and interest payments. So AMC issued more debt and new shares several times during 2020, effectively digging the hole deeper.\nAs of March 31, 2021, AMC's balance sheet was insolvent -- even if the company sold every last asset, it still wouldn't have enough cash to cover its liabilities.\nNow, in order to meet its minimum liquidity requirements, attendance must reach 85% of pre-COVID levels by the fourth quarter of this year. If that doesn't happen, management said it would likely seek a \"restructuring of [its] liabilities.\" That's a fancy phrase that means shareholders would be completely wiped out.\nSo let's ignore the red flags raised by AMC's valuation. Investors still need to ask this question: Can attendance reach 85% of pre-pandemic levels in that time frame? If you aren't certain the answer is yes, then it's time to sell this stock. There are better places to put your money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127669317,"gmtCreate":1624846401839,"gmtModify":1703846056778,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"I need it for mining [Cool]&nbsp;","listText":"I need it for mining [Cool]&nbsp;","text":"I need it for mining [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127669317","repostId":"1102536611","repostType":4,"repost":{"id":"1102536611","kind":"news","pubTimestamp":1624844282,"share":"https://ttm.financial/m/news/1102536611?lang=&edition=fundamental","pubTime":"2021-06-28 09:38","market":"us","language":"en","title":"Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1102536611","media":"Bloomberg","summary":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.The endorsement comes as the U.K. Competition and Markets Authority prepares t","content":"<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group&nbsp;Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.</p>\n<p>Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.</p>\n<p>The endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.</p>\n<p>RivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.</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>Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants</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\">\nNvidia’s Planned Arm Takeover Gets Boost From Chip Giants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102536611","content_text":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.\nThe endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.\nRivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124622235,"gmtCreate":1624763270127,"gmtModify":1703844681990,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Lets game","listText":"Lets game","text":"Lets game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124622235","repostId":"2146000990","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125829711,"gmtCreate":1624668422033,"gmtModify":1703843114377,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Upupup","listText":"Upupup","text":"Upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125829711","repostId":"2146026425","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159902507,"gmtCreate":1624934008809,"gmtModify":1703848293101,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"[LOL]&nbsp;","listText":"[LOL]&nbsp;","text":"[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159902507","repostId":"2147551855","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159906718,"gmtCreate":1624933971334,"gmtModify":1703848291806,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159906718","repostId":"2147837316","repostType":4,"repost":{"id":"2147837316","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624921533,"share":"https://ttm.financial/m/news/2147837316?lang=&edition=fundamental","pubTime":"2021-06-29 07:05","market":"us","language":"en","title":"Tech stock rally sends S&P and Nasdaq to record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2147837316","media":"Reuters","summary":" - The Nasdaq and S&P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&P 500 and the Nasdaq.The S&P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.In contrast, cycl","content":"<p>(Reuters) - The Nasdaq and S&amp;P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.</p>\n<p>Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>The S&amp;P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.</p>\n<p>In contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&amp;P 500, down by 0.81% and 3.33%, respectively.</p>\n<p>“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.</p>\n<p>Stovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&amp;P 500 companies is expected to top 60%.</p>\n<p>The Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&amp;P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.</p>\n<p>Both the S&amp;P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.</p>\n<p>“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.</p>\n<p>Facebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.</p>\n<p>On the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.</p>\n<p>With the S&amp;P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.</p>\n<p>On the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.</p>\n<p>Volume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.</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>Tech stock rally sends S&P and Nasdaq to record highs</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\">\nTech stock rally sends S&P and Nasdaq to record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-29 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - The Nasdaq and S&amp;P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.</p>\n<p>Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>The S&amp;P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.</p>\n<p>In contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&amp;P 500, down by 0.81% and 3.33%, respectively.</p>\n<p>“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.</p>\n<p>Stovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&amp;P 500 companies is expected to top 60%.</p>\n<p>The Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&amp;P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.</p>\n<p>Both the S&amp;P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.</p>\n<p>“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.</p>\n<p>Facebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.</p>\n<p>On the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.</p>\n<p>With the S&amp;P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.</p>\n<p>On the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.</p>\n<p>Volume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QID":"纳指两倍做空ETF","NVDA":"英伟达","WBA":"沃尔格林联合博姿",".IXIC":"NASDAQ Composite","MU":"美光科技","TWTR":"Twitter","SQQQ":"纳指三倍做空ETF","NFLX":"奈飞","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","PSQ":"纳指反向ETF",".DJI":"道琼斯","QLD":"纳指两倍做多ETF","NDAQ":"纳斯达克OMX交易所","TQQQ":"纳指三倍做多ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147837316","content_text":"(Reuters) - The Nasdaq and S&P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.\nBig tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&P 500 and the Nasdaq.\nThe S&P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.\nIn contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&P 500, down by 0.81% and 3.33%, respectively.\n“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.\nStovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&P 500 companies is expected to top 60%.\nThe Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.\nBoth the S&P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.\n“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.\nFacebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.\nOn the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.\nWith the S&P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.\nOn the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.\nVolume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124621675,"gmtCreate":1624763109297,"gmtModify":1703844676809,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Teva upupup","listText":"Teva upupup","text":"Teva upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124621675","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","kind":"highlight","pubTimestamp":1624755315,"share":"https://ttm.financial/m/news/2146090006?lang=&edition=fundamental","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</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>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MA":"万事达","TEVA":"梯瓦制药","BMY":"施贵宝","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125828208,"gmtCreate":1624668496804,"gmtModify":1703843118928,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Love nike","listText":"Love nike","text":"Love nike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125828208","repostId":"1165822342","repostType":4,"repost":{"id":"1165822342","kind":"news","pubTimestamp":1624636113,"share":"https://ttm.financial/m/news/1165822342?lang=&edition=fundamental","pubTime":"2021-06-25 23:48","market":"us","language":"en","title":"Jim Cramer says he feels better about Apple's China exposure after Nike earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1165822342","media":"cnbc","summary":"CNBC’s Jim Cramer indicated Friday he’s feeling more comfortable about the geopolitical risks facing","content":"<div>\n<p>CNBC’s Jim Cramer indicated Friday he’s feeling more comfortable about the geopolitical risks facing U.S. companies with important exposure to China such asAppleandTesla.\nCramer pointed to a pair of ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/25/cramer-feels-better-about-apples-china-exposure-after-nike-earnings.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer says he feels better about Apple's China exposure after Nike earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJim Cramer says he feels better about Apple's China exposure after Nike earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 23:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/25/cramer-feels-better-about-apples-china-exposure-after-nike-earnings.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CNBC’s Jim Cramer indicated Friday he’s feeling more comfortable about the geopolitical risks facing U.S. companies with important exposure to China such asAppleandTesla.\nCramer pointed to a pair of ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/25/cramer-feels-better-about-apples-china-exposure-after-nike-earnings.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NKE":"耐克","SBUX":"星巴克"},"source_url":"https://www.cnbc.com/2021/06/25/cramer-feels-better-about-apples-china-exposure-after-nike-earnings.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1165822342","content_text":"CNBC’s Jim Cramer indicated Friday he’s feeling more comfortable about the geopolitical risks facing U.S. companies with important exposure to China such asAppleandTesla.\nCramer pointed to a pair of developments Thursday evening that altered his present outlook: comments fromNikemanagement on its earnings conference call and remarks fromStarbucksCEO Kevin Johnson on“Mad Money.”\n“This is ... a clarion call for Apple; they make things there. If it’s good for Nike, good for Starbucks, it’s going to be good for Apple,” Cramer said on“Squawk Box.”\nWhile Nike’s sales in Greater China were up just 17% in its fiscal fourth quarter, which ended May 31, CFO Matt Friend said on the conference call that the company saw improvements in May and June after a weaker April.\nFriend also mentioned Nike’s 40-year history in the region and said, “We continue to invest in serving consumers with the best products Nike has to offer in locally relevant ways.”\nIn late March, Nike began to experience backlash in China for a statement regarding forced labor allegations in the western region of Xinjiang. Citi in Aprildowngraded Nike’s stock to neutral from buy, citing China concerns as a key reason.\nCramer had previously expressed concerns about geopolitics potentially weighing on Nike. Last week, for example, hesaid of Nike: “Great story, but not if China stays as important as it’s been.”\nShares of Nike were soaring Friday, rising by more than 13% to touch a new intraday all-time high.\nCramer said Johnson also relieved some of his near-term investment concerns surrounding China risk after he interviewed the Starbucks boss on “Mad Money.”\n“We have built Starbucks in China, for China,” Johnson told Cramer on Thursday, while also emphasizing the coffee chain’s intentions to lead “by example of how we can take care of all stakeholders.”\nReflecting on that interview and Nike’s call on“Squawk on the Street”on Friday, Cramer said: “I think that what happened last night with Nike and with Starbucks was incredible.”\nCramer said what he took away is “there is no rift between the People’s Republic of China government and American companies that build plants there, which means to me one of the big worries about Tesla — whether China would embrace it — [is] off the table.”\n“If I were an Apple analyst, I would say, you know what, I have much greater conviction that Apple is going to have good numbers because they build there,” Cramer added.\nThe U.S. is Apple’s biggest country for revenue, but mainland China is second, according to FactSet estimates.\nCramer said he also feels better now aboutSkyworks Solutions, which makes semiconductor components. “Skyworks builds there; I would buy Skyworks,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125828300,"gmtCreate":1624668480900,"gmtModify":1703843117955,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Will be huge rebounce soon","listText":"Will be huge rebounce soon","text":"Will be huge rebounce soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125828300","repostId":"2146500392","repostType":4,"repost":{"id":"2146500392","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624658618,"share":"https://ttm.financial/m/news/2146500392?lang=&edition=fundamental","pubTime":"2021-06-26 06:03","market":"fut","language":"en","title":"Bitcoin falls 8.5% to $31,700","url":"https://stock-news.laohu8.com/highlight/detail?id=2146500392","media":"Reuters","summary":"June 25 (Reuters) - Bitcoin dipped 8.51% to $31,699.83 at 22:04 GMT on Friday, losing $2,937.27 from","content":"<p>June 25 (Reuters) - Bitcoin dipped 8.51% to $31,699.83 at 22:04 GMT on Friday, losing $2,937.27 from its previous close.</p>\n<p>Bitcoin, the world's biggest and best-known cryptocurrency, is up 14.3% from the year's low of $27,734 on Jan. 4.</p>\n<p>Ether, the coin linked to the ethereum blockchain network, dropped 7.37 % to $1,843.07 on Friday, losing $146.56 from its previous close.</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>Bitcoin falls 8.5% to $31,700</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\">\nBitcoin falls 8.5% to $31,700\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-26 06:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 25 (Reuters) - Bitcoin dipped 8.51% to $31,699.83 at 22:04 GMT on Friday, losing $2,937.27 from its previous close.</p>\n<p>Bitcoin, the world's biggest and best-known cryptocurrency, is up 14.3% from the year's low of $27,734 on Jan. 4.</p>\n<p>Ether, the coin linked to the ethereum blockchain network, dropped 7.37 % to $1,843.07 on Friday, losing $146.56 from its previous close.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146500392","content_text":"June 25 (Reuters) - Bitcoin dipped 8.51% to $31,699.83 at 22:04 GMT on Friday, losing $2,937.27 from its previous close.\nBitcoin, the world's biggest and best-known cryptocurrency, is up 14.3% from the year's low of $27,734 on Jan. 4.\nEther, the coin linked to the ethereum blockchain network, dropped 7.37 % to $1,843.07 on Friday, losing $146.56 from its previous close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165730740,"gmtCreate":1624157097380,"gmtModify":1703829680834,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165730740","repostId":"1126454279","repostType":4,"repost":{"id":"1126454279","kind":"news","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":{"AMZN":"亚马逊","NEP":"Nextera Energy Partners","CRWD":"CrowdStrike Holdings, Inc.","V":"Visa"},"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":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159902382,"gmtCreate":1624933990846,"gmtModify":1703848292291,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159902382","repostId":"1166488790","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394014436,"gmtCreate":1607861411225,"gmtModify":1704972138308,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/394014436","repostId":"2090649638","repostType":4,"repost":{"id":"2090649638","kind":"news","pubTimestamp":1607677647,"share":"https://ttm.financial/m/news/2090649638?lang=&edition=fundamental","pubTime":"2020-12-11 17:07","market":"us","language":"en","title":"Ericsson Shares Slump as It Starts Legal Fight With Samsung","url":"https://stock-news.laohu8.com/highlight/detail?id=2090649638","media":"Bloomberg","summary":"(Bloomberg) -- Ericsson is suing Samsung Electronics Co. Ltd. in the U.S., in a dispute that alleges","content":"<p>(Bloomberg) -- Ericsson is suing Samsung Electronics Co. Ltd. in the U.S., in a dispute that alleges the South Korean telecoms giant hasn’t followed a licensing agreement between the two companies.</p>\n<p>The case will address alleged breaches of certain obligations by Samsung “and seeks to obtain a ruling by the court that Ericsson has complied with its own commitments,” according to a statement on Friday.</p>\n<p>As several of the company’s licensing deals will expire next year, Ericsson says it faces a risk of delayed royalty payments while the agreements are renegotiated. Its shares fell as much as 8.2% after trading started in Stockholm, the company’s biggest slump since March.</p>\n<p>Friday’s news helps explain Ericsson’s “vague 2021 guidance at the recent capital markets day,” Handelsbanken analysts said in a client note.</p>\n<p>“A deferral of close to half of Ericsson’s quarterly IPR [intellectual property rights] revenues corresponds to roughly 20-25% of the quarterly adjusted Ebit,” the analysts said.</p>\n<p>The Swedish telecoms firm says the processes risk denting its operating income by as much as 1.5 billion kronor ($178 million) next quarter, due in part to litigation costs. It also said “current geopolitical conditions” and the transition to 5G technology are hampering handset sales, which will lead to lower licensing revenue.</p>\n<p>The lawsuit will be heard by the U.S District Court for the Eastern District of Texas.</p>","source":"yahoofinance","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>Ericsson Shares Slump as It Starts Legal Fight With Samsung</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\">\nEricsson Shares Slump as It Starts Legal Fight With Samsung\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-11 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ericsson-shares-slump-starts-legal-090727516.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Ericsson is suing Samsung Electronics Co. Ltd. in the U.S., in a dispute that alleges the South Korean telecoms giant hasn’t followed a licensing agreement between the two companies.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/ericsson-shares-slump-starts-legal-090727516.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/012ea6b400e3c70cdfb6e24e78e71a62","relate_stocks":{"ERIC":"爱立信","SSNLF":"三星电子"},"source_url":"https://finance.yahoo.com/news/ericsson-shares-slump-starts-legal-090727516.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2090649638","content_text":"(Bloomberg) -- Ericsson is suing Samsung Electronics Co. Ltd. in the U.S., in a dispute that alleges the South Korean telecoms giant hasn’t followed a licensing agreement between the two companies.\nThe case will address alleged breaches of certain obligations by Samsung “and seeks to obtain a ruling by the court that Ericsson has complied with its own commitments,” according to a statement on Friday.\nAs several of the company’s licensing deals will expire next year, Ericsson says it faces a risk of delayed royalty payments while the agreements are renegotiated. Its shares fell as much as 8.2% after trading started in Stockholm, the company’s biggest slump since March.\nFriday’s news helps explain Ericsson’s “vague 2021 guidance at the recent capital markets day,” Handelsbanken analysts said in a client note.\n“A deferral of close to half of Ericsson’s quarterly IPR [intellectual property rights] revenues corresponds to roughly 20-25% of the quarterly adjusted Ebit,” the analysts said.\nThe Swedish telecoms firm says the processes risk denting its operating income by as much as 1.5 billion kronor ($178 million) next quarter, due in part to litigation costs. It also said “current geopolitical conditions” and the transition to 5G technology are hampering handset sales, which will lead to lower licensing revenue.\nThe lawsuit will be heard by the U.S District Court for the Eastern District of Texas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159904515,"gmtCreate":1624934062637,"gmtModify":1703848296181,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Okay ?","listText":"Okay ?","text":"Okay ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159904515","repostId":"2146831625","repostType":4,"repost":{"id":"2146831625","kind":"highlight","pubTimestamp":1624932300,"share":"https://ttm.financial/m/news/2146831625?lang=&edition=fundamental","pubTime":"2021-06-29 10:05","market":"us","language":"en","title":"Do Cannabis Stocks Need Tax Reform More Than Legalization?","url":"https://stock-news.laohu8.com/highlight/detail?id=2146831625","media":"Motley Fool","summary":"Pot companies may do better dealing with a fairer tax code than navigating a regulatory labyrinth.","content":"<p>The patchwork, state-by-state legalization of marijuana in the U.S. has created a market for cannabis companies that is less than ideal, leaving many people hoping the federal government will finally decriminalize pot, as Canada has.</p>\n<p>Yet the rollout of legal weed north of the border has also been marked by bureaucratic bungling that has inhibited cannabis stocks from realizing their full potential. Legalizing marijuana at the federal level in the U.S. might create a regulatory burden that's even more prohibitive than what legal pot companies already experience from the individual states.</p>\n<p>What the marijuana industry might need more than legalization is tax reform, because the current code is at odds with how legal cannabis businesses operate -- and with common sense.</p>\n<h2>Carrying a heavy burden</h2>\n<p>To prevent drug traffickers from profiting off their illegal activity, the federal government naturally prohibits them from taking tax deductions.</p>\n<p>While you wouldn't think that was necessary since what traffickers are doing is against the law, the tax court in the 1970s actually allowed a cocaine and amphetamines trafficker to deduct his \"business expenses,\" and Congress ended up enacting a law to prevent traffickers from doing that again.</p>\n<p>People don't consider their local marijuana dispensary owner to be anything like the guy hauling kilos of cocaine across the ocean in a cigarette boat and evading the Coast Guard. But because cannabis remains a Class I controlled dangerous substance, the Internal Revenue Service doesn't make any such distinctions.</p>\n<p>So legal cannabis companies like <b>Trulieve</b> (OTC:TCNNF) and <b>Cresco Labs</b> (OTC:CRLBF) are not permitted to deduct legitimate business expenses like marketing and advertising, health insurance premiums, interest, rent, or even employee salaries.</p>\n<p>Those deductions could be the difference between being profitable and running ruinous losses -- or for companies that do manage to turn a profit, from having additional resources to invest in their business.</p>\n<h2>Double jeopardy</h2>\n<p>The offending section of the tax code is Section 280e, which allows a cannabis business to deduct only the expenses directly related to sales of product, and not those associated with carrying on the actual business. So they're able to deduct the cost of goods sold, but not expenses related to selling, general, and administrative efforts.</p>\n<p>All this means a marijuana company is being taxed on its gross profits rather than operating income, which could make its effective tax rate well more than double a similarly structured business not in the cannabis industry. In short, marijuana companies might be taxed on more income than they actually make.</p>\n<p>Tim Winkler, controller at Ferro Cannabis, a Michigan-based cultivator of pot for medical and adult use, says the problem is more acute for dispensaries than for grow operations, but \"this is cash, so EBITDA [earnings before interest, taxes, depreciation, and amortization] takes the hit as well.\"</p>\n<p>EBITDA is a metric many investors use to compare businesses, as it largely focuses on how a company is operating, its profitability, and its cash flow. While not perfect, it serves as shorthand for investors evaluating a business -- and since marijuana companies are not able to deduct any of the listed expenses, they are put at a disadvantage. And obviously, the bigger the business, the bigger the hit it takes in taxes.</p>\n<h2>The high cost of success</h2>\n<p>All this is why many marijuana companies don't operate in the U.S. <b>Canopy Growth</b>, <b>HEXO</b>, <b>Tilray</b>, and others remain firmly ensconced in Canada so that they're not subject to Section 280e oversight.</p>\n<p>Meanwhile, some companies -- such as multistate dispensary operators like <b>Curaleaf Holdings</b>&nbsp;(OTC:CURLF), <b>Green Thumb Industries</b> (OTC:GTBIF), Trulieve, and <b>Harvest Health &amp; Recreation </b>(OTC:HRVSF) (which Trulieve is acquiring) -- actually have it worse.</p>\n<p>Even though they're Canadian companies subject to Canadian taxes, because they operate state-level legal cannabis businesses in the U.S., they are taxed a second time as U.S. corporations. And in states that align their local tax codes with the IRS code, they can't deduct normal business expenses locally, either.</p>\n<p>The results are evident in their financial statements: As their business grows, their tax liability often increases exponentially.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Company</b></p></th>\n   <th><p><b>2019-2020 Revenue Increase %</b></p></th>\n   <th><p><b>2019-2020 Income Tax Provision Increase %</b></p></th>\n   <th><p><b>No. of States Where It Operates</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Cresco Labs</p></td>\n   <td><p>292%</p></td>\n   <td><p>232%</p></td>\n   <td><p>18</p></td>\n  </tr>\n  <tr>\n   <td><p>Curaleaf</p></td>\n   <td><p>160%</p></td>\n   <td><p>247%</p></td>\n   <td><p>23</p></td>\n  </tr>\n  <tr>\n   <td><p>Green Thumb Industries</p></td>\n   <td><p>157%</p></td>\n   <td><p>802%</p></td>\n   <td><p>12</p></td>\n  </tr>\n  <tr>\n   <td><p>Harvest Health</p></td>\n   <td><p>98%</p></td>\n   <td><p>230%</p></td>\n   <td><p>5</p></td>\n  </tr>\n  <tr>\n   <td><p>Trulieve</p></td>\n   <td><p>106%</p></td>\n   <td><p>87%</p></td>\n   <td><p>6</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company websites.</p>\n<h2>Paying their fair share</h2>\n<p>Federal legalization of marijuana would obviously eliminate the undue burden cannabis companies face when calculating their taxes, but as noted previously, it could unleash a regulatory burden that might be just as bad as the current system.</p>\n<p>There's a reason the black market in marijuana still proliferates even where states have legalized it: The government has made the cost of doing business too expensive, which shows up in prices. It's often just cheaper to buy illegal weed.</p>\n<p>It's a testament to their businesses that Cresco and Trulieve have been able to grow sales faster than their taxes, but if cannabis companies had their druthers, they might just prefer the government to enact tax reform over marijuana legalization.</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>Do Cannabis Stocks Need Tax Reform More Than Legalization?</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\">\nDo Cannabis Stocks Need Tax Reform More Than Legalization?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/28/do-cannabis-stocks-need-tax-reform-more-than-legal/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The patchwork, state-by-state legalization of marijuana in the U.S. has created a market for cannabis companies that is less than ideal, leaving many people hoping the federal government will finally ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/do-cannabis-stocks-need-tax-reform-more-than-legal/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","CRLBF":"Cresco Labs Inc."},"source_url":"https://www.fool.com/investing/2021/06/28/do-cannabis-stocks-need-tax-reform-more-than-legal/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146831625","content_text":"The patchwork, state-by-state legalization of marijuana in the U.S. has created a market for cannabis companies that is less than ideal, leaving many people hoping the federal government will finally decriminalize pot, as Canada has.\nYet the rollout of legal weed north of the border has also been marked by bureaucratic bungling that has inhibited cannabis stocks from realizing their full potential. Legalizing marijuana at the federal level in the U.S. might create a regulatory burden that's even more prohibitive than what legal pot companies already experience from the individual states.\nWhat the marijuana industry might need more than legalization is tax reform, because the current code is at odds with how legal cannabis businesses operate -- and with common sense.\nCarrying a heavy burden\nTo prevent drug traffickers from profiting off their illegal activity, the federal government naturally prohibits them from taking tax deductions.\nWhile you wouldn't think that was necessary since what traffickers are doing is against the law, the tax court in the 1970s actually allowed a cocaine and amphetamines trafficker to deduct his \"business expenses,\" and Congress ended up enacting a law to prevent traffickers from doing that again.\nPeople don't consider their local marijuana dispensary owner to be anything like the guy hauling kilos of cocaine across the ocean in a cigarette boat and evading the Coast Guard. But because cannabis remains a Class I controlled dangerous substance, the Internal Revenue Service doesn't make any such distinctions.\nSo legal cannabis companies like Trulieve (OTC:TCNNF) and Cresco Labs (OTC:CRLBF) are not permitted to deduct legitimate business expenses like marketing and advertising, health insurance premiums, interest, rent, or even employee salaries.\nThose deductions could be the difference between being profitable and running ruinous losses -- or for companies that do manage to turn a profit, from having additional resources to invest in their business.\nDouble jeopardy\nThe offending section of the tax code is Section 280e, which allows a cannabis business to deduct only the expenses directly related to sales of product, and not those associated with carrying on the actual business. So they're able to deduct the cost of goods sold, but not expenses related to selling, general, and administrative efforts.\nAll this means a marijuana company is being taxed on its gross profits rather than operating income, which could make its effective tax rate well more than double a similarly structured business not in the cannabis industry. In short, marijuana companies might be taxed on more income than they actually make.\nTim Winkler, controller at Ferro Cannabis, a Michigan-based cultivator of pot for medical and adult use, says the problem is more acute for dispensaries than for grow operations, but \"this is cash, so EBITDA [earnings before interest, taxes, depreciation, and amortization] takes the hit as well.\"\nEBITDA is a metric many investors use to compare businesses, as it largely focuses on how a company is operating, its profitability, and its cash flow. While not perfect, it serves as shorthand for investors evaluating a business -- and since marijuana companies are not able to deduct any of the listed expenses, they are put at a disadvantage. And obviously, the bigger the business, the bigger the hit it takes in taxes.\nThe high cost of success\nAll this is why many marijuana companies don't operate in the U.S. Canopy Growth, HEXO, Tilray, and others remain firmly ensconced in Canada so that they're not subject to Section 280e oversight.\nMeanwhile, some companies -- such as multistate dispensary operators like Curaleaf Holdings (OTC:CURLF), Green Thumb Industries (OTC:GTBIF), Trulieve, and Harvest Health & Recreation (OTC:HRVSF) (which Trulieve is acquiring) -- actually have it worse.\nEven though they're Canadian companies subject to Canadian taxes, because they operate state-level legal cannabis businesses in the U.S., they are taxed a second time as U.S. corporations. And in states that align their local tax codes with the IRS code, they can't deduct normal business expenses locally, either.\nThe results are evident in their financial statements: As their business grows, their tax liability often increases exponentially.\n\n\n\nCompany\n2019-2020 Revenue Increase %\n2019-2020 Income Tax Provision Increase %\nNo. of States Where It Operates\n\n\n\n\nCresco Labs\n292%\n232%\n18\n\n\nCuraleaf\n160%\n247%\n23\n\n\nGreen Thumb Industries\n157%\n802%\n12\n\n\nHarvest Health\n98%\n230%\n5\n\n\nTrulieve\n106%\n87%\n6\n\n\n\nData source: Company websites.\nPaying their fair share\nFederal legalization of marijuana would obviously eliminate the undue burden cannabis companies face when calculating their taxes, but as noted previously, it could unleash a regulatory burden that might be just as bad as the current system.\nThere's a reason the black market in marijuana still proliferates even where states have legalized it: The government has made the cost of doing business too expensive, which shows up in prices. It's often just cheaper to buy illegal weed.\nIt's a testament to their businesses that Cresco and Trulieve have been able to grow sales faster than their taxes, but if cannabis companies had their druthers, they might just prefer the government to enact tax reform over marijuana legalization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159905783,"gmtCreate":1624934038942,"gmtModify":1703848294882,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Power up NIO","listText":"Power up NIO","text":"Power up NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159905783","repostId":"1195734655","repostType":4,"repost":{"id":"1195734655","kind":"news","pubTimestamp":1624932851,"share":"https://ttm.financial/m/news/1195734655?lang=&edition=fundamental","pubTime":"2021-06-29 10:14","market":"us","language":"en","title":"NIO Will Surpass Tesla as China's Top EV Maker, Navellier Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1195734655","media":"thestreet","summary":"NIO (NIO) -Get Report shares rose Monday after Louis Navellier, chief investment officer of money ma","content":"<p>NIO&nbsp;(<b>NIO</b>) -Get Report&nbsp;shares rose Monday after Louis Navellier, chief investment officer of money manager Navellier, said the Chinese electric-car maker will surpass Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;in China.</p>\n<p>“Another electric vehicle company will eventually displace Tesla as the biggest manufacturer of EVs in China,” he wrote in a commentary.</p>\n<p>“I’m talking about NIO. The reality is that this company is on the verge of dominating the EV market in China and Hong Kong.”</p>\n<p>NIO American depositary receipts recently traded at $49.23, up 9.2%. They have climbed 27% in the past month amid investor enthusiasm for EVs.</p>\n<p>Tesla recently traded at $687.47, up 2.3%, and has gained 9% in the past month.</p>\n<p>As for NIO, “the company boasts that it is the ‘next-generation car company,’ as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence,” Navellier said.</p>\n<p>“The company is also partnering with cutting-edge chip companies like Nvidia&nbsp;(<b>NVDA</b>) -Get Report.”</p>\n<p>Earlier this month,NIO said that \"Gemini\" was the code namefor a new high-end electric-vehicle lineup to be launched next year. The move buried speculation that the Shanghai EV maker was looking to release a less-expensive mass-entry-level electric car.</p>\n<p>NIO supplier JAC Group last month invited bids to build a NIO production line code-named “Gemini” that would produce 60,000 units a year. That sparked speculation that it would be a new entry-level NIO model.</p>\n<p>Also in June,NIO reported a more than 95% year-over-year increasein deliveries for May. Citi analyst Jeff Chung upgraded the stock to buy from neutral while raising his price target to $58.30 from $57.60.</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 Will Surpass Tesla as China's Top EV Maker, Navellier Says</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 Will Surpass Tesla as China's Top EV Maker, Navellier Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nio-to-surpass-tesla-in-china-electric-vehicles-navellier-says><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NIO) -Get Report shares rose Monday after Louis Navellier, chief investment officer of money manager Navellier, said the Chinese electric-car maker will surpass Tesla (TSLA) -Get Report in China....</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-to-surpass-tesla-in-china-electric-vehicles-navellier-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-to-surpass-tesla-in-china-electric-vehicles-navellier-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195734655","content_text":"NIO (NIO) -Get Report shares rose Monday after Louis Navellier, chief investment officer of money manager Navellier, said the Chinese electric-car maker will surpass Tesla (TSLA) -Get Report in China.\n“Another electric vehicle company will eventually displace Tesla as the biggest manufacturer of EVs in China,” he wrote in a commentary.\n“I’m talking about NIO. The reality is that this company is on the verge of dominating the EV market in China and Hong Kong.”\nNIO American depositary receipts recently traded at $49.23, up 9.2%. They have climbed 27% in the past month amid investor enthusiasm for EVs.\nTesla recently traded at $687.47, up 2.3%, and has gained 9% in the past month.\nAs for NIO, “the company boasts that it is the ‘next-generation car company,’ as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence,” Navellier said.\n“The company is also partnering with cutting-edge chip companies like Nvidia (NVDA) -Get Report.”\nEarlier this month,NIO said that \"Gemini\" was the code namefor a new high-end electric-vehicle lineup to be launched next year. The move buried speculation that the Shanghai EV maker was looking to release a less-expensive mass-entry-level electric car.\nNIO supplier JAC Group last month invited bids to build a NIO production line code-named “Gemini” that would produce 60,000 units a year. That sparked speculation that it would be a new entry-level NIO model.\nAlso in June,NIO reported a more than 95% year-over-year increasein deliveries for May. Citi analyst Jeff Chung upgraded the stock to buy from neutral while raising his price target to $58.30 from $57.60.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127441145,"gmtCreate":1624866365787,"gmtModify":1703846539215,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Cool c.wood ?","listText":"Cool c.wood ?","text":"Cool c.wood ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127441145","repostId":"2146497002","repostType":4,"repost":{"id":"2146497002","kind":"highlight","pubTimestamp":1624864767,"share":"https://ttm.financial/m/news/2146497002?lang=&edition=fundamental","pubTime":"2021-06-28 15:19","market":"us","language":"en","title":"Cathie Wood Goes Bargain Shopping: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2146497002","media":"Motley Fool","summary":"Following Wood's lead and buying these stocks could turn out to be a very good investment decision.","content":"<p>ARK Invest CEO Cathie Wood has garnered a lot of attention recently as her company's exchange-traded funds (ETFs) have put up impressive returns.</p>\n<p>And investors looking for some of Wood's top picks to add to their own portfolios would be smart to take a closer look at a few tech companies she snatched up as their share prices dropped recently. These include <b>Unity Software</b> (NYSE:U), <b>JD.com</b> (NASDAQ:JD), and <b>Roblox </b>(NYSE:RBLX). Here's why three Motley Fool contributors think investors should consider buying these stocks now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feadb7f4cbb4c919fe13761b9b015ca3\" tg-width=\"700\" tg-height=\"434\"><span>Image source: Getty Images.</span></p>\n<h2>Tapping video games, 3D creation, virtual reality, and more</h2>\n<p><b>Danny Vena (Unity Software):</b> One stock Cathie Wood has been buying hand over fist in recent weeks is Unity Software. Wood has added to already substantial positions in four of ARK's six flagship ETFs, making Unity a top 10 position in three of them. All told, the four funds own more than 10.6 million shares of the stock, worth more than $1.2 billion.</p>\n<p>It's easy to see why Wood is so enthusiastic about Unity Software. The company provides the world's leading platform for creating and operating interactive, real-time 3D content. It offers a comprehensive set of tools and software that help developers create 2D and 3D content for mobile phones, tablets, PCs, and consoles, as well as augmented reality and virtual reality devices.</p>\n<p>Unity has unrivaled scale and reach. In fact, 53% of the top 1,000 mobile games on <b>Apple</b>'s App Store and <b>Alphabet</b>'s Google Play store -- as well as over 50% of mobile games, PC games, and console games combined -- are made using Unity's platform. The company boasts 1.5 million monthly active creators in 190 countries, who account for more than 3 billion app downloads per month.</p>\n<p>What attracts developers to Unity is the ability to see and modify their creations in real time. This results in a significant decrease in design and development time, making developers more productive. It also helps them react and adapt their games and apps to end-user feedback, again in real time. Games built on Unity's platform can be created once and instantly deployed across more than 20 popular platforms, including <b>Microsoft</b>&nbsp;Windows and Xbox, <b>Sony</b> PlayStation, Mac, iOS, and Android, among others.</p>\n<p>Unity's full-year revenue for 2020 increased 43% year over year to $772 million. That strong growth continued into the first quarter, with revenue of $235 million up 41%. Like many early stage, high-growth companies, Unity is awash in red ink, but the news isn't all bad. Adjusting for <a href=\"https://laohu8.com/S/AONE\">one</a>-time IPO-related charges, its 2020 operating loss improved by 45%.</p>\n<p>Wood has other reasons for investing heavily in Unity Software. In ARK Invest's <i>Big Ideas for 2021</i> report, she pointed out that revenue from virtual worlds -- which include video games, augmented reality, and virtual reality -- is expected to grow at 17% annually over the next several years, from $180 billion today to $390 billion by 2025. With its unique position in a large and growing ecosystem, Unity could be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest beneficiaries of this accelerating trend.</p>\n<p>Lastly, Unity Software's stock is currently available at a bargain basement price, selling for 31% off its recent highs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6881ca12a327c150585c346eaa00cb65\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Maybe it's time to get in on this e-commerce leader</h2>\n<p><b>Brian Withers (JD): </b>JD.com seems to be a Cathie Wood favorite. Not surprisingly, it's the second-largest holding in the ARK <b>Autonomous Technology &amp; Robotics ETF</b>, as the leading Chinese retailer depends on robotics technology for warehousing functions and even last-mile delivery. But this technology-first company is also a holding in three other ARK ETFs. Let's look at why Wood has added more shares in the last several weeks.</p>\n<p>First, the stock is down more than 30% off its high, and not because the business is doing poorly. In fact, the company just put up stellar first-quarter results. Second, the ARK funds have owned shares of JD since mid-2017, and in the first quarter, the funds more than doubled the share count over the quarter. It's likely these buys over the course of this year and the recent purchases show that they are excited about the company's performance, long-term prospects, and valuation.</p>\n<p>Let's look at its most recent quarter. Not surprisingly, the top line decreased sequentially from the holiday quarter, but managed to beat analysts' expectations and post a 39% year-over-year increase. The company income from operations remains in the black, but still runs thin margins as it is investing profits into growth efforts. Lastly and probably most exciting to investors is that the platform continues to attract customers at a rapid pace, even with hundreds of millions already on the platform.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q1 FY2020</p></th>\n   <th><p>Q4 FY2020</p></th>\n   <th><p>Q1 FY2021</p></th>\n   <th><p>QOQ Change (Decline)</p></th>\n   <th><p>YOY Change</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$20.6 billion</p></td>\n   <td><p>$34.4 billion</p></td>\n   <td><p>$31.0 billion</p></td>\n   <td><p>(10%)</p></td>\n   <td><p>39%</p></td>\n  </tr>\n  <tr>\n   <td><p>Income from operations</p></td>\n   <td><p>$328 million</p></td>\n   <td><p>$91 million</p></td>\n   <td><p>$253 million</p></td>\n   <td><p>178%</p></td>\n   <td><p>(23%)</p></td>\n  </tr>\n  <tr>\n   <td><p>Active customer accounts</p></td>\n   <td><p>387 million</p></td>\n   <td><p>472 million</p></td>\n   <td><p>500 million</p></td>\n   <td><p>6%</p></td>\n   <td><p>29%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>Looking ahead, the company is deepening its reach into rural China. Over the past 12 months, more than 80% of its 112 million new active customers have come from lower-tier markets. And the company is expanding its footprint to better serve those regions. With its more than 1,000 warehouses across the region, its logistics team can now reach almost the entire country with rapid delivery services. Lastly, it's newly formed business group, Jingxi, is set up to serve price-sensitive customers in lower-tier regions. In its first quarter of operation, Jingxi served 17 provinces with its e-commerce operations.</p>\n<p>There's lots to like about this leading Chinese e-commerce retailer's business, especially with its stock trading at reasonable valuations. Compared to <b>Sea Limited</b>'s lofty price-to-sales ratio of 25 and <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b>'s 16, JD shares are valued at a 1 P/S ratio. Additionally, it has a P/E ratio of a cool 15, whereas its Latin American and Southeast Asian counterparts don't have earnings to record a P/E ratio.</p>\n<p>It's no wonder that the Cathie Wood and the ARK investment team are adding to their position with the shares at a discount to its recent high. Maybe it's time you did the same?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5285fb5addec9f4ee008390f0b414fd2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2><b>This video game&nbsp;stock is anything but child's play&nbsp;</b></h2>\n<p><b>Chris Neiger (Roblox):</b> Roblox is a popular video game platform that not only allows users to play games but also to create their own games -- and it's been a massive success so far.</p>\n<p>Cathie Wood has taken notice of the company as well and bought more shares of Roblox just last week. The stock is down about 4% over the past 30 days, which might have spurred Wood's funds to add to their Roblox position.</p>\n<p>And investors may be wise to follow in Wood's footsteps. Roblox has created a video game platform unlike anything its competitors have, and is adding new players and increasing platform engagement at a healthy clip.</p>\n<p>Roblox has more than 43 million daily active users, 8 million developers creating games on its platform, and 100 million global active users.</p>\n<p>In the most recent quarter, sales spiked 140% from the year-ago quarter, and its users spent 9.8 <i>billion</i> hours engaged with the platform, an increase of 98% year over year.</p>\n<p>Investors should know that this company isn't profitable (it posted a loss of $134 million in the most recent quarter), and it just went public back in March. Both of these factors mean that the share price could be volatile in the short term as the company continues to grow.</p>\n<p>But the long-term potential for this company is firmly intact. Roblox is tapping into the fast-growing video game market that's estimated to increase from $157 billion last year to $293 billion by 2027.</p>\n<p>And with the company's impressive user base, its growing number of developers, and its unique position of allowing its own users to create games for the platform, investors may want to follow Wood's lead on this one and pick up some shares for their own portfolio.</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>Cathie Wood Goes Bargain Shopping: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Bargain Shopping: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/27/cathie-wood-goes-bargain-shopping-3-stocks-she-jus/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest CEO Cathie Wood has garnered a lot of attention recently as her company's exchange-traded funds (ETFs) have put up impressive returns.\nAnd investors looking for some of Wood's top picks to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/27/cathie-wood-goes-bargain-shopping-3-stocks-she-jus/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","RBLX":"Roblox Corporation","JD":"京东"},"source_url":"https://www.fool.com/investing/2021/06/27/cathie-wood-goes-bargain-shopping-3-stocks-she-jus/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146497002","content_text":"ARK Invest CEO Cathie Wood has garnered a lot of attention recently as her company's exchange-traded funds (ETFs) have put up impressive returns.\nAnd investors looking for some of Wood's top picks to add to their own portfolios would be smart to take a closer look at a few tech companies she snatched up as their share prices dropped recently. These include Unity Software (NYSE:U), JD.com (NASDAQ:JD), and Roblox (NYSE:RBLX). Here's why three Motley Fool contributors think investors should consider buying these stocks now.\nImage source: Getty Images.\nTapping video games, 3D creation, virtual reality, and more\nDanny Vena (Unity Software): One stock Cathie Wood has been buying hand over fist in recent weeks is Unity Software. Wood has added to already substantial positions in four of ARK's six flagship ETFs, making Unity a top 10 position in three of them. All told, the four funds own more than 10.6 million shares of the stock, worth more than $1.2 billion.\nIt's easy to see why Wood is so enthusiastic about Unity Software. The company provides the world's leading platform for creating and operating interactive, real-time 3D content. It offers a comprehensive set of tools and software that help developers create 2D and 3D content for mobile phones, tablets, PCs, and consoles, as well as augmented reality and virtual reality devices.\nUnity has unrivaled scale and reach. In fact, 53% of the top 1,000 mobile games on Apple's App Store and Alphabet's Google Play store -- as well as over 50% of mobile games, PC games, and console games combined -- are made using Unity's platform. The company boasts 1.5 million monthly active creators in 190 countries, who account for more than 3 billion app downloads per month.\nWhat attracts developers to Unity is the ability to see and modify their creations in real time. This results in a significant decrease in design and development time, making developers more productive. It also helps them react and adapt their games and apps to end-user feedback, again in real time. Games built on Unity's platform can be created once and instantly deployed across more than 20 popular platforms, including Microsoft Windows and Xbox, Sony PlayStation, Mac, iOS, and Android, among others.\nUnity's full-year revenue for 2020 increased 43% year over year to $772 million. That strong growth continued into the first quarter, with revenue of $235 million up 41%. Like many early stage, high-growth companies, Unity is awash in red ink, but the news isn't all bad. Adjusting for one-time IPO-related charges, its 2020 operating loss improved by 45%.\nWood has other reasons for investing heavily in Unity Software. In ARK Invest's Big Ideas for 2021 report, she pointed out that revenue from virtual worlds -- which include video games, augmented reality, and virtual reality -- is expected to grow at 17% annually over the next several years, from $180 billion today to $390 billion by 2025. With its unique position in a large and growing ecosystem, Unity could be one of the biggest beneficiaries of this accelerating trend.\nLastly, Unity Software's stock is currently available at a bargain basement price, selling for 31% off its recent highs.\nImage source: Getty Images.\nMaybe it's time to get in on this e-commerce leader\nBrian Withers (JD): JD.com seems to be a Cathie Wood favorite. Not surprisingly, it's the second-largest holding in the ARK Autonomous Technology & Robotics ETF, as the leading Chinese retailer depends on robotics technology for warehousing functions and even last-mile delivery. But this technology-first company is also a holding in three other ARK ETFs. Let's look at why Wood has added more shares in the last several weeks.\nFirst, the stock is down more than 30% off its high, and not because the business is doing poorly. In fact, the company just put up stellar first-quarter results. Second, the ARK funds have owned shares of JD since mid-2017, and in the first quarter, the funds more than doubled the share count over the quarter. It's likely these buys over the course of this year and the recent purchases show that they are excited about the company's performance, long-term prospects, and valuation.\nLet's look at its most recent quarter. Not surprisingly, the top line decreased sequentially from the holiday quarter, but managed to beat analysts' expectations and post a 39% year-over-year increase. The company income from operations remains in the black, but still runs thin margins as it is investing profits into growth efforts. Lastly and probably most exciting to investors is that the platform continues to attract customers at a rapid pace, even with hundreds of millions already on the platform.\n\n\n\nMetrics\nQ1 FY2020\nQ4 FY2020\nQ1 FY2021\nQOQ Change (Decline)\nYOY Change\n\n\n\n\nRevenue\n$20.6 billion\n$34.4 billion\n$31.0 billion\n(10%)\n39%\n\n\nIncome from operations\n$328 million\n$91 million\n$253 million\n178%\n(23%)\n\n\nActive customer accounts\n387 million\n472 million\n500 million\n6%\n29%\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nLooking ahead, the company is deepening its reach into rural China. Over the past 12 months, more than 80% of its 112 million new active customers have come from lower-tier markets. And the company is expanding its footprint to better serve those regions. With its more than 1,000 warehouses across the region, its logistics team can now reach almost the entire country with rapid delivery services. Lastly, it's newly formed business group, Jingxi, is set up to serve price-sensitive customers in lower-tier regions. In its first quarter of operation, Jingxi served 17 provinces with its e-commerce operations.\nThere's lots to like about this leading Chinese e-commerce retailer's business, especially with its stock trading at reasonable valuations. Compared to Sea Limited's lofty price-to-sales ratio of 25 and MercadoLibre's 16, JD shares are valued at a 1 P/S ratio. Additionally, it has a P/E ratio of a cool 15, whereas its Latin American and Southeast Asian counterparts don't have earnings to record a P/E ratio.\nIt's no wonder that the Cathie Wood and the ARK investment team are adding to their position with the shares at a discount to its recent high. Maybe it's time you did the same?\nImage source: Getty Images.\nThis video game stock is anything but child's play \nChris Neiger (Roblox): Roblox is a popular video game platform that not only allows users to play games but also to create their own games -- and it's been a massive success so far.\nCathie Wood has taken notice of the company as well and bought more shares of Roblox just last week. The stock is down about 4% over the past 30 days, which might have spurred Wood's funds to add to their Roblox position.\nAnd investors may be wise to follow in Wood's footsteps. Roblox has created a video game platform unlike anything its competitors have, and is adding new players and increasing platform engagement at a healthy clip.\nRoblox has more than 43 million daily active users, 8 million developers creating games on its platform, and 100 million global active users.\nIn the most recent quarter, sales spiked 140% from the year-ago quarter, and its users spent 9.8 billion hours engaged with the platform, an increase of 98% year over year.\nInvestors should know that this company isn't profitable (it posted a loss of $134 million in the most recent quarter), and it just went public back in March. Both of these factors mean that the share price could be volatile in the short term as the company continues to grow.\nBut the long-term potential for this company is firmly intact. Roblox is tapping into the fast-growing video game market that's estimated to increase from $157 billion last year to $293 billion by 2027.\nAnd with the company's impressive user base, its growing number of developers, and its unique position of allowing its own users to create games for the platform, investors may want to follow Wood's lead on this one and pick up some shares for their own portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127663332,"gmtCreate":1624846442426,"gmtModify":1703846061554,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Will soon hotter again&nbsp;","listText":"Will soon hotter again&nbsp;","text":"Will soon hotter again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127663332","repostId":"1157825898","repostType":4,"repost":{"id":"1157825898","kind":"news","pubTimestamp":1624843887,"share":"https://ttm.financial/m/news/1157825898?lang=&edition=fundamental","pubTime":"2021-06-28 09:31","market":"us","language":"en","title":"The IPO Market Has Never Been Hotter Than It Is Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1157825898","media":"Bloomberg","summary":"Companies are racing to public markets like never before, cashing in onrecord-highstock prices.\nAn a","content":"<p>Companies are racing to public markets like never before, cashing in onrecord-highstock prices.</p>\n<p>An all-time high of almost $350 billion has been raised in initial public offerings in the first six months of this year, according to data compiled by Bloomberg, surpassing the previous peak of $282 billion from the second half of 2020 and enriching entrepreneurs and bankers alike.</p>\n<p>When the rush for IPOs kicked off last year, stay-at-home technology dominated the scene, seizing on investor interest in anything digital, while special-purpose acquisition companies also flooded the market. This year, with stocks continuing to push skyward, the trend has broadened to include renewable-energy companies and online retailers.</p>\n<p>Everyone from Swedish oat-milk company&nbsp;Oatly Group ABto boot&nbsp;maker&nbsp;Dr. Martens Plcsold shares in 2021. Still, tech accounts for a big chunk of the deals.Didi Global Inc.will rank among the biggest U.S. IPOs of the past decade if the Chinese ride-hailing giant carries through with plans to sell as much as $4 billion in stock.</p>\n<p>“The markets from New York to Hong Kong were on fire in the first half of this year and have left even the late 90sdotcomboom era in the rearview mirror,” said Aaron Arth, head of the financing group at Goldman Sachs Group Inc. in Asia ex-Japan.</p>\n<p>Riding High</p>\n<p>Stocks in hot sectors like tech and renewables top the charts this year...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a964f7a00f127e828df8eaafdb668f3b\" tg-width=\"958\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg NOTE: Listings with an offer size of $1 billion or more</span></p>\n<p>The boom has been fueled by a torrent of cash that central banks have pumped into the economy and the rise of individual investors, who are eager to buy a piece of their favorite companies.</p>\n<p>It’s delivered a windfall for investment banks around the world, who reap the rewards from underwriting and advisory fees. Goldman and Citigroup Inc. rank Nos. 1 and 2 in the global league tables for IPOs this year.</p>\n<p>With so many companies rushing to market, the industry is starting to look saturated. Investors say they can afford to be picky and are increasingly reluctant to pay steep valuations demanded by the fast-growing companies that populate the IPO market.</p>\n<p>As a result, a number of high-profile stocks have stumbled in theirtrading debutsthis year and some companies are gettingspooked. Food-delivery startupDeliveroo Plcplunged 26% on its first day of trading in London, whileOscar Health Inc., the insurance startup co-founded by Josh Kushner, has fallen 40% since joining the New York market.</p>\n<p>Down and Out</p>\n<p>...while those investors deemed too pricey bring up the rear</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/691814a92639672723f85bd73b226885\" tg-width=\"941\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><span>Source: BloombergNOTE: Listings with an offer size of $1 billion or more</span></p>\n<p>Russia’sNord Gold Plcon Tuesday pulled its IPO, citing market uncertainty and swings in the gold price, whileGenworth Financial Inc.last month postponed a U.S. offering for its Enact Holdings Inc. mortgage-insurance unit. And Friday, Hong Kong-tradedGeely Automobile Holdings Ltd.withdrew its application for a listing in Shanghai.</p>\n<p>“There has been a certain level of exhaustion among investors and increased selectivity,” said Saadi Soudavar, co-head of equity capital markets for Europe, the Middle East and Africa at Deutsche Bank AG. “It’s a record year after all, so they can have their pick among the multiple transactions coming their way.”</p>\n<p>Investor appetite for one type of listing hasalready faded. SPACs accounted for almost half the proceeds raised in the IPO market in the first quarter, but their share shrunk to about 13% this quarter.</p>\n<p>An index that tracks SPAC listings has dropped 23% from a February high. The poor performance, along with tougher regulatory scrutiny has been a blow to market sentiment. U.S. officials have cautioned individual investors against celebrity-endorsed cash shells and are scrutinizing accounting practices.</p>\n<p>Still, as long as the stock market is rising, the flow of IPOs is unlikely to dry up, and total proceeds this year are on track to eclipse the record of $420.1 billion set in 2007. The IPO boom will likely continue for the next six to 12 months, said Rob Leach, European head of equity capital markets at Jefferies Financial Group Inc.</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>The IPO Market Has Never Been Hotter Than It Is Right 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\">\nThe IPO Market Has Never Been Hotter Than It Is Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-27/the-global-ipo-market-has-never-been-hotter-than-it-is-right-now><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Companies are racing to public markets like never before, cashing in onrecord-highstock prices.\nAn all-time high of almost $350 billion has been raised in initial public offerings in the first six ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-27/the-global-ipo-market-has-never-been-hotter-than-it-is-right-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCMF":"DR MARTENS PLC","OTLY":"Oatly Group AB"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-27/the-global-ipo-market-has-never-been-hotter-than-it-is-right-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157825898","content_text":"Companies are racing to public markets like never before, cashing in onrecord-highstock prices.\nAn all-time high of almost $350 billion has been raised in initial public offerings in the first six months of this year, according to data compiled by Bloomberg, surpassing the previous peak of $282 billion from the second half of 2020 and enriching entrepreneurs and bankers alike.\nWhen the rush for IPOs kicked off last year, stay-at-home technology dominated the scene, seizing on investor interest in anything digital, while special-purpose acquisition companies also flooded the market. This year, with stocks continuing to push skyward, the trend has broadened to include renewable-energy companies and online retailers.\nEveryone from Swedish oat-milk company Oatly Group ABto boot maker Dr. Martens Plcsold shares in 2021. Still, tech accounts for a big chunk of the deals.Didi Global Inc.will rank among the biggest U.S. IPOs of the past decade if the Chinese ride-hailing giant carries through with plans to sell as much as $4 billion in stock.\n“The markets from New York to Hong Kong were on fire in the first half of this year and have left even the late 90sdotcomboom era in the rearview mirror,” said Aaron Arth, head of the financing group at Goldman Sachs Group Inc. in Asia ex-Japan.\nRiding High\nStocks in hot sectors like tech and renewables top the charts this year...\nSource: Bloomberg NOTE: Listings with an offer size of $1 billion or more\nThe boom has been fueled by a torrent of cash that central banks have pumped into the economy and the rise of individual investors, who are eager to buy a piece of their favorite companies.\nIt’s delivered a windfall for investment banks around the world, who reap the rewards from underwriting and advisory fees. Goldman and Citigroup Inc. rank Nos. 1 and 2 in the global league tables for IPOs this year.\nWith so many companies rushing to market, the industry is starting to look saturated. Investors say they can afford to be picky and are increasingly reluctant to pay steep valuations demanded by the fast-growing companies that populate the IPO market.\nAs a result, a number of high-profile stocks have stumbled in theirtrading debutsthis year and some companies are gettingspooked. Food-delivery startupDeliveroo Plcplunged 26% on its first day of trading in London, whileOscar Health Inc., the insurance startup co-founded by Josh Kushner, has fallen 40% since joining the New York market.\nDown and Out\n...while those investors deemed too pricey bring up the rear\nSource: BloombergNOTE: Listings with an offer size of $1 billion or more\nRussia’sNord Gold Plcon Tuesday pulled its IPO, citing market uncertainty and swings in the gold price, whileGenworth Financial Inc.last month postponed a U.S. offering for its Enact Holdings Inc. mortgage-insurance unit. And Friday, Hong Kong-tradedGeely Automobile Holdings Ltd.withdrew its application for a listing in Shanghai.\n“There has been a certain level of exhaustion among investors and increased selectivity,” said Saadi Soudavar, co-head of equity capital markets for Europe, the Middle East and Africa at Deutsche Bank AG. “It’s a record year after all, so they can have their pick among the multiple transactions coming their way.”\nInvestor appetite for one type of listing hasalready faded. SPACs accounted for almost half the proceeds raised in the IPO market in the first quarter, but their share shrunk to about 13% this quarter.\nAn index that tracks SPAC listings has dropped 23% from a February high. The poor performance, along with tougher regulatory scrutiny has been a blow to market sentiment. U.S. officials have cautioned individual investors against celebrity-endorsed cash shells and are scrutinizing accounting practices.\nStill, as long as the stock market is rising, the flow of IPOs is unlikely to dry up, and total proceeds this year are on track to eclipse the record of $420.1 billion set in 2007. The IPO boom will likely continue for the next six to 12 months, said Rob Leach, European head of equity capital markets at Jefferies Financial Group Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127660117,"gmtCreate":1624846373339,"gmtModify":1703846055796,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127660117","repostId":"2146500068","repostType":4,"repost":{"id":"2146500068","kind":"news","pubTimestamp":1624845000,"share":"https://ttm.financial/m/news/2146500068?lang=&edition=fundamental","pubTime":"2021-06-28 09:50","market":"us","language":"en","title":"Why Namibia Could Become The Biggest Oil Story of the Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2146500068","media":"Oilprice.com","summary":"What we think is shaping up to potentially be the last great onshore oil discovery in the world has ","content":"<p>What we think is shaping up to potentially be the last great onshore oil discovery in the world has just announced encouraging results in the first section of its second well in Namibia’s giant Kavango Basin, and modern history suggests that first well successes are rarely reversed.</p>\n<p>That’s huge news for investors in the junior explorer, <b>Reconnaissance Energy Africa (TSXV:RECO, OTC:RECAF)</b>, that slipped into this massive play before the supermajors had time to blink.</p>\n<p><img src=\"https://static.tigerbbs.com/b8fe7d3973d0c7e387fdb032e355791c\" tg-width=\"450\" tg-height=\"234\" referrerpolicy=\"no-referrer\"></p>\n<p>What looks to have been a brilliantly timed acquisition based on a treasure trove of government-held data few knew existed is now hoping to help reshape poverty-stricken Namibia’s future.</p>\n<p>And at a mammoth 8.5 million acres, this basin spans an area comparable to the largest projects in the Lone Star state. And Recon Africa holds petroleum exploration licenses for the entire basin.</p>\n<p>If you’re not sure how big 8.5 million acres is, Stocktwits has superimposed it on the State of Florida for perspective:</p>\n<p><img src=\"https://static.tigerbbs.com/a9fe8b3fee74b7f004ecad05851e62a3\" tg-width=\"450\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Recently, some oil majors have been flocking to Africa since it’s considered to be among the last underexplored areas on Earth…</p>\n<p>Low production costs in frontier oil plays have led to some exciting opportunities that have helped put countries like Suriname and Guyana on the proverbial map.</p>\n<p>And Africa may be the final frontier, with an oil boom emerging as drilling spreads across the continent, according to <a href=\"https://laohu8.com/S/AONE\">one</a> report.</p>\n<p>But while companies like Shell and Exxon have latched onto offshore opportunities in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the continent’s most stable and friendliest governments…</p>\n<p>We think they completely missed the Namibian government’s treasure trove of data, including a potentially valuable high-quality aeromagnetic survey data that had never been interpreted.</p>\n<p>And when this junior discovered what the government had so skillfully acquired...</p>\n<p>They scooped up exploration rights for the entire Kavango Basin, giving them exclusive petroleum licenses to an area that’s millions of acres in size.</p>\n<p><b>This may truly be the final frontier of onshore oil exploration, among the last Permian-sized basins that have never been drilled.</b></p>\n<p>And it’s opportunities just like these that have produced impressive gains in recent years for other explorers that made a discovery.</p>\n<p>Africa Oil scored 379% gains after reporting a discovery of oil in Kenya.</p>\n<p>Valeura Energy Corp’s shares skyrocketed for 1,000% gains after reporting a discovery in Turkey.</p>\n<p>Now in Namibia, ReconAfrica is already up 377% in less than a year, having found indicators of the existence of a working petroleum system in its first well (6-2) in April and then encountering oil and gas again in the shallow section of its second drill (6-1), which is still ongoing.</p>\n<p>We think it would be flying far north of its 377% gain right now, but naked short sellers appear to have latched onto the stock, producing what look to be hit pieces in a desperate attempt to cover huge naked shorts before potential results confirm what we believe could end up being the last great onshore oil discovery in the world.</p>\n<p>The short sellers are running out of time to cover …</p>\n<p>Here’s why we think you should be keeping a close eye on Reconnaissance Energy Africa.</p>\n<p><b>First Well Successes Rarely Reverse</b></p>\n<p>On April 15th, Recon Africa <b>(</b>TSXV:RECO<b>, </b>OTC:RECAF<b>)</b> in a joint press release with the Ministry of Mines and Energy of Namibia announced the results of its first of three drills (6-2), showing clear evidence of an active petroleum system for this nearly 9-million-acre basin. The samples provide over 200 meters of light oil and natural gas indicators/shows over three discrete intervals in a stacked sequence of reservoir and source rock.</p>\n<p>The results were unexpected by the company as this was just the first of three stratigraphic planned wells, but there would be another surprise just weeks later as RECO got started on its second well ...</p>\n<p>On June 3rd, the first section of its second well (6-1) provided further evidence of a working petroleum system.</p>\n<p>At shallow depths, the well encountered 134 meters of light oil and gas.</p>\n<p><i>\"In these first two wells, the many oil and gas shows, with such variety, is certainly remarkable. It is highly encouraging to see clastic and thick carbonate sections which appear to have similar reservoir characteristics as observed in many other petroleum provinces,”</i> ReconAfrica director Dr. Jim Granath said in a statement.</p>\n<p>Recon Africa have since put out a further update letting investors know that a further 685 feet of hydrocarbon shows comprising a variety of light oil and natural gas have been discovered so far in the second section of well 2.</p>\n<p>With intermediate casing operations reportedly now complete and the company stating that everything is on schedule, RECO expects to finish drilling its 6-1 well during the first week of July.</p>\n<p>The company also unveiled its commitment to allocate a minimum of $10 million in ESG expenditures to the Kavango region in which it operates.</p>\n<p>While RECO is a high-risk/high-reward oil exploration play, exploration patterns from the past suggest that success in the first wells typically means a high potential of continued success.</p>\n<p>The former Vice-President and Head of Global Oil and Gas Research at CIBC World Markets, G. DeWolf Shaw CFA, notes that “during the modern era of the great oil discoveries, a geological success on the first well or a geological failure, was rarely reversed. First wells with successes like 6-2 mean progressively less risk for next 4 wells because of an exponential increase in new data.”</p>\n<p><b>And it helps that RECO has world-class geologists on its team ...</b></p>\n<p>The Kavango Basin is an enormous area spanning millions of acres across Namibia and Botswana.</p>\n<p>And at 8.50 million acres, that’s nearly the size of the massive Midland Basin in the Permian, which is owned by countless different producers today.</p>\n<p>So for this vast area’s exploration licenses to be held by one company is almost unheard of, especially for a junior explorer.</p>\n<p>That means the potential upside for this opportunity is unlike most we’ve seen in a decade.</p>\n<p>After acquiring rights to Namibia’s Aeromag data, Recon Africa (TSXV:RECO, OTC:RECAF) quickly had this analyzed by some of the most experienced experts in oil exploration.</p>\n<p>This data reportedly shows that the sedimentary basin could run as deep as 30,000 feet.</p>\n<p><b>That would make it as deep as the Permian Basin in West Texas, which has been estimated to contain a potential </b><b><i>46.3 billion</i></b><b> barrels of oil.</b></p>\n<p>And the most exciting part for us is that the majority of any potential production is expected to be <i>conventional</i>, which means no fracking and none of those exorbitant costs associated with unconventional plays.</p>\n<p>This could all add up to even greater potential for profits for Recon Africa and their investors, if a major discovery is made.</p>\n<p>But while this may be a small-cap explorer, to us there’s nothing small about the names behind it.</p>\n<p>When this all began, experienced geological interpreter Bill Cathey said the data on Kavango showed some of the best data he’d ever seen…</p>\n<p><b><i>“Nowhere in the world is there a sedimentary basin this deep that has not produced commercial quantities of hydrocarbons,” he said.&nbsp;</i></b></p>\n<p>Then they called in Daniel Jarvie, president of Worldwide Geochemistry LLC and a highly experienced geochemist, previously named “Hart Energy’s Most Influential People for the Petroleum Industry in the Next Decade” in 2010.</p>\n<p>After analyzing the data, Jarvie<b> estimated that ReconAfrica could be sitting on a basin that could generate up billions of barrels of oil…</b></p>\n<p>Based on only 12% of their holdings.</p>\n<p>These numbers might seem unbelievable, but Jarvie actually said this could be a conservative estimate of potential.</p>\n<p><i>“Given the nature of the basin and the tremendous thickness, this is pretty much a no-brainer...It will be productive and I’m expecting high-quality oil,” </i>he said.</p>\n<p>That was before RECO’s first two announcements in April and June.</p>\n<p>Now, both Cathey and Jarvie--not to mention the entire RECO team and all of its investors--could be vindicated.</p>\n<p>Not only does Recon Africa (TSXV:RECO, OTC:RECAF) hold petroleum licenses to the entire Kavango Basin, but one expert after another has stepped up to indicate the potential of this opportunity.</p>\n<p>Nick Steinberger, for example, has also joined ReconAfrica’s team as their Senior Vice President, Drilling, and Operations.</p>\n<p>After spending over 30 years helping to lead an oil and gas company that was sold for a reported $3.1 billion, he could have gone wherever he liked in the industry.</p>\n<p>So to have someone of his caliber on the team speaks volumes about how confident many are in the future of their drilling program.&nbsp; The entire management team are also reported to be shareholders.</p>\n<p>Steinberger has observed several similarities between the Kavango and the Permian basin, noting, “It’s the same setting, the same geological time frame, and looks like the same type of thickness.</p>\n<p>“The top of the Permian section of Kavango is expected to be 6,000-8,000 feet in depth, which is the same as the Permian in Texas.”</p>\n<p>Haywood Securities initiated coverage on RECO in November and has adjusted its price target three times since. They also participated in RECO’s C$25-million bought deal financing.&nbsp;See latest news release…the financing closed at $41+mm</p>\n<p>A discovery success, says Haywood, would present manifold opportunities for strategic joint ventures for further de-risking--without additional shareholder dilution. This play “has all the ingredients to establish the existence of a working hydrocarbon system (in a relatively short cycle time) and subsequently evaluate and exploit the potential of the Kavango Basin”, Haywood wrote in its most recent report.</p>\n<p>That includes “a fully-funded three well program, nearly 100% working interest in acreage across a vast, relatively straightforward land access, an owned drilling rig, a committed and capable management and technical team, stable governments with attractive fiscal terms and proven commitment to responsible development” … among other things.</p>\n<p>Even without the recent positive first and second drill results showing indicators of a petroleum system, Haywood sees material upside as Kavango is further de-risked and have recently moved their short term price target up to $16.00 CAD.</p>\n<p>In a further boost of confidence, Wood Mackenzie compared RECO’s Kavango basin to the Midland Basin in Texas which has a development value of $540 billion.</p>\n<p><b>More News Could Be Just Days or Weeks Away</b></p>\n<p>RECO’s second announcement that it encountered indicators of oil and gas in the second drill (6-1) was only in the shallower section…</p>\n<p>There’s more to come.</p>\n<p>Drill no. 2 is expected to be completed by the end of this month …</p>\n<p>And the preliminary analysis of all results from the wells 6-1 and 6-2 are anticipated at the end of July.</p>\n<p>From the first well (6-2) over 150 sidewall cores have been taken to Core Labs in Houston and 37 sidewall cores are on their way there as well from the shallower section of the 6-1 well.</p>\n<p>Then we’ve got drill three and possibly four which is expected this year, too.</p>\n<p>And that’s just in the near term. Further out, the news flow could get even more exciting because this is a huge basin. If a commercial discovery is established in the future, we may be looking at a juicy potential JV deal that could be the biggest reward for investors.</p>\n<p>In the meantime, while they’re hoping for great success by turning Kavango into the last major onshore oil play in the world, they’re not forgetting Namibia, and they’re committed to ensuring that the people of Namibia don’t become victims of yet another African “resource curse”.</p>\n<p>ReconAfrica isn’t operating in a vacuum here. They seem fully aware of what this could mean to the people of Namibia.</p>\n<p>For starters, RECO’s founder Craig Steinke says the carbonates they found so far&nbsp;“look like carbonate rocks seen in northern Africa where basically conventional completion methods will make them productive. No fracking.”</p>\n<p>And for Namibia, a huge, conventional oil play could be “transformational”, particularly for the 250,000 people in the Kavango region, 40% of whom live in generational poverty.</p>\n<p>“This will provide the local citizens with good-paying jobs, upwardly mobile jobs, that will help pull them out of poverty, provide access to fresh water and basic medical services,” Steinke says. RECO reports it is already employing 200 people in the area.</p>\n<p>Water is also a major problem that RECO recognized from the start.</p>\n<p>“One of the glaring problems in the region is the local population don’t have the wherewithal to drill water wells but there is a freshwater aquifer right under their feet. They have to walk up to 10 km per day with 45 lbs of water on their heads,” Steinke says.</p>\n<p>And to that end, RECO has committed a minimum of C$10 million for ESG expenditures in Namibia.</p>\n<p>As soon as RECO’s rig hit the ground in Kavango, the company reported it set up shop with the local authorities to drill water wells. They’ve announced drilling of four water wells so far and are permitting sixteen more.</p>\n<p><b>The Final Word</b></p>\n<ul>\n <li>RECO scooped up licenses for an 8.5-million-acre play the size of Belgium in the Kavango Basin before supermajors had a chance to blink.</li>\n <li>Then they started drilling water wells for the local communities, and have committed to allocating millions to ESG performance standards.</li>\n <li>They’ve got veteran geologists on their team. One says, “nowhere in the world is there a sedimentary basin this deep that does not produce commercial quantities of hydrocarbons.” The other estimates the basin could have generated billions of barrels of oil and gas.</li>\n <li>Wood Mackenzie compares it to the Midland Basin which has a development value of $540-billion.</li>\n <li>Market value is already up 377% year-to-date, with potential to increase if results keep coming in as they have been, and short sellers may have a hard time covering.</li>\n <li>RECO has encountered oil and gas indicators in its first 2 drills so far, and they aren’t even done with the second of three.</li>\n <li>They appear well-funded for this 3-drill campaign, and beyond. After the three-well program and 2D seismic, they estimate they’ll have over $50 million remaining in the treasury.</li>\n <li>More news looks set to come at the end of this month when RECO is expected to complete its second drill, and then again in July when lab analysis is anticipated back …</li>\n</ul>\n<p>Other companies looking to capitalize on an increase in oil prices:</p>\n<p><b>ConocoPhillips Company (NYSE:COP)</b>&nbsp;as the largest pure upstream company, has performed relatively well in this depressed market, generating ample free cash flow and returning a good chunk of it to shareholders.&nbsp; Unlike many of its peers who continued to expand aggressively during the shale boom, COP has taken several steps to lower costs and fortify its balance sheet.</p>\n<p>Like many of its peers, ConocoPhillips has been gradually offloading non-core assets, including the sale of its North Sea oil and gas assets for $2.7 billion and the planned sale of its Australian assets for $1.4B. Its asset portfolio, however, remains healthy.</p>\n<p>Thanks to a global recovery in demand, Conoco has seen an increasingly bullish look on the industry, and it was one of the few companies which did not partake in the mass-layoffs seen in the industry last year. In addition, Conoco has also seen a fairly decent about of insiders buying into its stock, which is a good sign.</p>\n<p><b>Petrobras (NYSE:PBR)</b>&nbsp;is focused on developing its pre-salt operations. And it’s easy to see why. Those upstream projects being approved for development must have a breakeven price of $35 per Brent or less. Brazil’s national oil company has budgeted&nbsp;capital spending&nbsp;for exploration and production activities of $46.5 billion from 2021 to 2025.</p>\n<p>Clearly, while the pandemic has hit Brazil’s oil industry causing production to fall because of savage budget cuts and well shut-ins, it appears to have done no material long-term damage. &nbsp;Demand for Petrobras’ low sulfur content fuel is firm and will grow because of the global push to significantly reduce emissions, which will ultimately make Petrobras even more valuable over time.</p>\n<p>Petrobras remains one of the most underrated oil majors in the world. It’s got desirable crude oil, a massive footprint in its domestic industry, and a growing amount of interest from investors. It’s also bouncing off of low share prices like the rest of the industry, indicating there could be some upside left.</p>\n<p><b>Chevron (NYSE:CVX)&nbsp;</b>is a leader in the industry, and the second-largest oil company on the&nbsp; New York Stock Exchange. Chevron is also betting big on Africa, particularly Nigeria and Angola. The supermajor ranks among the top oil producers in the two African nations. Other areas on the continent where the company holds interests include Benin, Ghana, the Republic of Congo and Togo. Chevron also holds a 36.7 percent interest in the West African Gas Pipeline Company Limited, which supplies Nigerian natural gas to customers in the region. With bets on both oil and natural gas, the company is looking to take advantage of both fossil fuels. Though prices are still depressed at the moment, as fuel demand returns to normal, Chevron could be a big winner as prices climb back up to pre-pandemic levels.</p>\n<p>While Chevron still has not fully recovered from the massive hit it took back in March 2020, where it dropped to a 5-year low of just $59, the oil giant has made some progress thanks to recovering oil prices. Sitting at $104 at the time of writing, Chevron is slowly recuperating some of its losses and is positioned well to benefit in the mid to long term</p>\n<p><b>Royal Dutch Shell (NYSE:RDS.A)&nbsp;</b>is the third largest NYSE-listed company, coming in just under Chevron. And similar to Chevron, Shell has also made some big bets in Africa. In fact, it is one of the leaders in the region. The Dutch oil giant began drilling in the region over 70 years ago and now has energy assets in over 20 countries across the continent. Though it has sold off a number of its prized plays in the region in recent years, it continues to maintain a strong presence, especially in South Africa.</p>\n<p>Africa, in particular South Africa is key for Shell because the government has been significantly more stable than some of the other big bets on the continent. Moreover, the country has been very open to Shell in its projects. The company’s operations in South Africa include retail and commercial fuel, lubricant, chemical, and manufacturing. It’s also heavily invested in upstream exploration. It even holds the exploration rights to the <a href=\"https://laohu8.com/S/ORAN\">Orange</a> Basin Deep Water area, off the country’s west coast, and has applications for shale gas exploration rights in the Karoo, in central South Africa.</p>\n<p><b>Kinder Morgan (NYSE:KMI)</b>, a major North American pipeline operator&nbsp;, has been particularly upbeat in recent months. In fact, in early December, it issued optimistic updates, planning higher dividends and expecting more profits in 2021, after the challenges the oil industry has faced last year due to the COVID-19 pandemic and the wider market crash. Kinder Morgan also expects to raise its dividend for 2021 by 3 percent compared to this year.</p>\n<p>Kinder Morgan Inc's chief executive officer Steve Kean noted, \"With budgeted excess coverage of that dividend, we expect also to be able to engage in share repurchases on an opportunistic basis.”</p>\n<p>Kinder Morgan is a must-watch in the industry. With dividends on the rise, oil prices increasing, and bullish sentiment returning to the oil industry, there could be some significant upside left for this pipeline operator, especially as oil begins flowing at pre-pandemic levels.</p>\n<p><b>Canadian Natural Resources (NYSE:CNQ; TSX:CNQ)</b>&nbsp;has been able to do what many of its Canadian counterparts haven’t been able to, keep its dividend intact after swinging to a loss for the first half of the COVID pandemic, while Canada's producers are scaling back production by around 1 million bpd amid low oil prices and demand. Though Canadian Natural Resources kept its dividend, it withdrew its production guidance for 2020, however. It also said it would curtail some production at high-cost conventional projects in North America and oil sands operations and carry out planned turnaround activities at oil sands projects in the second half of 2020.</p>\n<p>Though there is a lot of negative press surrounding Canada’s oil sands, the industry is starting to clean up its act a bit. And Canadian Natural Resources is leading the charge. And if analysts are right about Canada’s comeback, Canadian Natural Resources could be in for a big year.</p>\n<p>Though the Canadian energy giant has seen its stock price slump this year, it could provide a potential opportunity for investors as oil prices rebound. It is already up over 170% from its March 2020 lows, but it is just getting started. If oil prices continue to climb, it could be huge news for investors that held on.</p>\n<p><b>Enbridge (NYSE:ENB, TSX:ENB</b>) is a giant in Canada’s oil industry, and it is in a great position as oil and gas stages its 2021 comeback. As one of the more potentially undervalued companies in the sector, it could be set to win big this year. But that’s only if it can overcome some of the challenges in its path. Most specifically, its Line 3 project has faced scrutiny from environmentalists.</p>\n<p>The massive multi-billion project plans to replace Enbridge's existing&nbsp;282 miles&nbsp;of 34-inch pipeline with 337 miles of 36-inch pipe. The new Line 3 would have the capacity to move&nbsp;370,000 barrels&nbsp;of oil per day, alleviating the takeaway capacity constraints that Canadian oil producers have been struggling with for years now. Line 3 is one of two pipeline projects in the works that are—in their unfinished state—keeping Canada's oil industry from reaching its potential.</p>\n<p>Though this challenge seem prove difficult for Enbridge to overcome, the overall health of the Canadian oil industry is improving, and with it, the outlook for Canadian producers such as Enbridge. Enbridge started the year off with a bang, and if oil prices continue the upward trajectory they’ve seen over the past few months, the Canadian giant could see some upside still.</p>\n<p><b>TC Energy Corporation (NYSE:TRP, TSX:TRP)</b>&nbsp;is a Calgary-based energy giant. The company owns and operates energy infrastructure throughout North America. TC Energy is one of the continent’s largest providers of gas storage and owns and has interests in approximately 11,800 megawatts of power generation. It’s also one of the continent’s most important pipeline operators. With TC Energy’s massive influence throughout North America, it is no wonder that the company is among one of Canada’s strongest and well-known companies.</p>\n<p>Like a number of its peers, one of TC Energy’s biggest challenges in recent years was grappling with the particularly difficult approval process for its Keystone Pipeline. But that’s all history now, and with the bounce back in oil and gas demand, TC Energy could stand to benefit. While TC Energy’s stock price has yet to recover from pre-pandemic levels, it is one of the few industry giants which has managed to keep high dividends rolling in. With quarterly payouts exceeding 6%, TC has remained appealing for investors in the industry.</p>\n<p><b>Suncor Energy (TSX:SU)</b>&nbsp;is another giant in Canada’s industry. It has set itself apart from some of its peers through a number of high-tech solutions for finding, pumping, storing, and delivering its resources. Not only is it big in the oil sector, but it is also a leader in renewable energy. Recently, the company invested $300 million in a wind farm located in Alberta, showing that it is committed to reducing its carbon footprint.</p>\n<p>Now that oil prices are finally recovering, giants like Suncor looking to capitalize. While many of the oil majors have given up on oil sands production – those who focus on technological advancements in the area have a great long-term outlook. And that upside is further amplified by the fact that it is currently looking particularly under-valued compared to its peers, especially as lithium, which is present in Canada’s oil sands, becomes an even more desirable commodity.</p>\n<p><b>CNOOC Limited (TSX:CNU)</b>&nbsp;is one of the world’s most interesting oil and gas companies. It is China’s most significant producer of offshore crude oil and natural gas, and may well be one of the most controversial oil stocks for investors on the market. A label that has nothing to do with its operations, however.</p>\n<p>The relationship between the United States and China has admittedly been better, and if things were to take a turn for the worst, it could have a major impact on global natural gas, given that CNOOC is China's largest importer of LNG. But the Biden administration has been working to improve relations and as such, Chinese companies, including CNOOC, are likely to breathe freely once again, and it be great news for investors in Chinese stocks.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Namibia Could Become The Biggest Oil Story of the Decade</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\">\nWhy Namibia Could Become The Biggest Oil Story of the Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-namibia-could-become-biggest-230000550.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What we think is shaping up to potentially be the last great onshore oil discovery in the world has just announced encouraging results in the first section of its second well in Namibia’s giant ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-namibia-could-become-biggest-230000550.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PBR":"巴西石油公司","COP":"康菲石油","KMI":"金德尔摩根","CVX":"雪佛龙","RECAF":"Reconnaissance Energy Africa Ltd.","TRP":"TC Energy","ENB":"安桥"},"source_url":"https://finance.yahoo.com/news/why-namibia-could-become-biggest-230000550.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146500068","content_text":"What we think is shaping up to potentially be the last great onshore oil discovery in the world has just announced encouraging results in the first section of its second well in Namibia’s giant Kavango Basin, and modern history suggests that first well successes are rarely reversed.\nThat’s huge news for investors in the junior explorer, Reconnaissance Energy Africa (TSXV:RECO, OTC:RECAF), that slipped into this massive play before the supermajors had time to blink.\n\nWhat looks to have been a brilliantly timed acquisition based on a treasure trove of government-held data few knew existed is now hoping to help reshape poverty-stricken Namibia’s future.\nAnd at a mammoth 8.5 million acres, this basin spans an area comparable to the largest projects in the Lone Star state. And Recon Africa holds petroleum exploration licenses for the entire basin.\nIf you’re not sure how big 8.5 million acres is, Stocktwits has superimposed it on the State of Florida for perspective:\n\nRecently, some oil majors have been flocking to Africa since it’s considered to be among the last underexplored areas on Earth…\nLow production costs in frontier oil plays have led to some exciting opportunities that have helped put countries like Suriname and Guyana on the proverbial map.\nAnd Africa may be the final frontier, with an oil boom emerging as drilling spreads across the continent, according to one report.\nBut while companies like Shell and Exxon have latched onto offshore opportunities in one of the continent’s most stable and friendliest governments…\nWe think they completely missed the Namibian government’s treasure trove of data, including a potentially valuable high-quality aeromagnetic survey data that had never been interpreted.\nAnd when this junior discovered what the government had so skillfully acquired...\nThey scooped up exploration rights for the entire Kavango Basin, giving them exclusive petroleum licenses to an area that’s millions of acres in size.\nThis may truly be the final frontier of onshore oil exploration, among the last Permian-sized basins that have never been drilled.\nAnd it’s opportunities just like these that have produced impressive gains in recent years for other explorers that made a discovery.\nAfrica Oil scored 379% gains after reporting a discovery of oil in Kenya.\nValeura Energy Corp’s shares skyrocketed for 1,000% gains after reporting a discovery in Turkey.\nNow in Namibia, ReconAfrica is already up 377% in less than a year, having found indicators of the existence of a working petroleum system in its first well (6-2) in April and then encountering oil and gas again in the shallow section of its second drill (6-1), which is still ongoing.\nWe think it would be flying far north of its 377% gain right now, but naked short sellers appear to have latched onto the stock, producing what look to be hit pieces in a desperate attempt to cover huge naked shorts before potential results confirm what we believe could end up being the last great onshore oil discovery in the world.\nThe short sellers are running out of time to cover …\nHere’s why we think you should be keeping a close eye on Reconnaissance Energy Africa.\nFirst Well Successes Rarely Reverse\nOn April 15th, Recon Africa (TSXV:RECO, OTC:RECAF) in a joint press release with the Ministry of Mines and Energy of Namibia announced the results of its first of three drills (6-2), showing clear evidence of an active petroleum system for this nearly 9-million-acre basin. The samples provide over 200 meters of light oil and natural gas indicators/shows over three discrete intervals in a stacked sequence of reservoir and source rock.\nThe results were unexpected by the company as this was just the first of three stratigraphic planned wells, but there would be another surprise just weeks later as RECO got started on its second well ...\nOn June 3rd, the first section of its second well (6-1) provided further evidence of a working petroleum system.\nAt shallow depths, the well encountered 134 meters of light oil and gas.\n\"In these first two wells, the many oil and gas shows, with such variety, is certainly remarkable. It is highly encouraging to see clastic and thick carbonate sections which appear to have similar reservoir characteristics as observed in many other petroleum provinces,” ReconAfrica director Dr. Jim Granath said in a statement.\nRecon Africa have since put out a further update letting investors know that a further 685 feet of hydrocarbon shows comprising a variety of light oil and natural gas have been discovered so far in the second section of well 2.\nWith intermediate casing operations reportedly now complete and the company stating that everything is on schedule, RECO expects to finish drilling its 6-1 well during the first week of July.\nThe company also unveiled its commitment to allocate a minimum of $10 million in ESG expenditures to the Kavango region in which it operates.\nWhile RECO is a high-risk/high-reward oil exploration play, exploration patterns from the past suggest that success in the first wells typically means a high potential of continued success.\nThe former Vice-President and Head of Global Oil and Gas Research at CIBC World Markets, G. DeWolf Shaw CFA, notes that “during the modern era of the great oil discoveries, a geological success on the first well or a geological failure, was rarely reversed. First wells with successes like 6-2 mean progressively less risk for next 4 wells because of an exponential increase in new data.”\nAnd it helps that RECO has world-class geologists on its team ...\nThe Kavango Basin is an enormous area spanning millions of acres across Namibia and Botswana.\nAnd at 8.50 million acres, that’s nearly the size of the massive Midland Basin in the Permian, which is owned by countless different producers today.\nSo for this vast area’s exploration licenses to be held by one company is almost unheard of, especially for a junior explorer.\nThat means the potential upside for this opportunity is unlike most we’ve seen in a decade.\nAfter acquiring rights to Namibia’s Aeromag data, Recon Africa (TSXV:RECO, OTC:RECAF) quickly had this analyzed by some of the most experienced experts in oil exploration.\nThis data reportedly shows that the sedimentary basin could run as deep as 30,000 feet.\nThat would make it as deep as the Permian Basin in West Texas, which has been estimated to contain a potential 46.3 billion barrels of oil.\nAnd the most exciting part for us is that the majority of any potential production is expected to be conventional, which means no fracking and none of those exorbitant costs associated with unconventional plays.\nThis could all add up to even greater potential for profits for Recon Africa and their investors, if a major discovery is made.\nBut while this may be a small-cap explorer, to us there’s nothing small about the names behind it.\nWhen this all began, experienced geological interpreter Bill Cathey said the data on Kavango showed some of the best data he’d ever seen…\n“Nowhere in the world is there a sedimentary basin this deep that has not produced commercial quantities of hydrocarbons,” he said. \nThen they called in Daniel Jarvie, president of Worldwide Geochemistry LLC and a highly experienced geochemist, previously named “Hart Energy’s Most Influential People for the Petroleum Industry in the Next Decade” in 2010.\nAfter analyzing the data, Jarvie estimated that ReconAfrica could be sitting on a basin that could generate up billions of barrels of oil…\nBased on only 12% of their holdings.\nThese numbers might seem unbelievable, but Jarvie actually said this could be a conservative estimate of potential.\n“Given the nature of the basin and the tremendous thickness, this is pretty much a no-brainer...It will be productive and I’m expecting high-quality oil,” he said.\nThat was before RECO’s first two announcements in April and June.\nNow, both Cathey and Jarvie--not to mention the entire RECO team and all of its investors--could be vindicated.\nNot only does Recon Africa (TSXV:RECO, OTC:RECAF) hold petroleum licenses to the entire Kavango Basin, but one expert after another has stepped up to indicate the potential of this opportunity.\nNick Steinberger, for example, has also joined ReconAfrica’s team as their Senior Vice President, Drilling, and Operations.\nAfter spending over 30 years helping to lead an oil and gas company that was sold for a reported $3.1 billion, he could have gone wherever he liked in the industry.\nSo to have someone of his caliber on the team speaks volumes about how confident many are in the future of their drilling program.  The entire management team are also reported to be shareholders.\nSteinberger has observed several similarities between the Kavango and the Permian basin, noting, “It’s the same setting, the same geological time frame, and looks like the same type of thickness.\n“The top of the Permian section of Kavango is expected to be 6,000-8,000 feet in depth, which is the same as the Permian in Texas.”\nHaywood Securities initiated coverage on RECO in November and has adjusted its price target three times since. They also participated in RECO’s C$25-million bought deal financing. See latest news release…the financing closed at $41+mm\nA discovery success, says Haywood, would present manifold opportunities for strategic joint ventures for further de-risking--without additional shareholder dilution. This play “has all the ingredients to establish the existence of a working hydrocarbon system (in a relatively short cycle time) and subsequently evaluate and exploit the potential of the Kavango Basin”, Haywood wrote in its most recent report.\nThat includes “a fully-funded three well program, nearly 100% working interest in acreage across a vast, relatively straightforward land access, an owned drilling rig, a committed and capable management and technical team, stable governments with attractive fiscal terms and proven commitment to responsible development” … among other things.\nEven without the recent positive first and second drill results showing indicators of a petroleum system, Haywood sees material upside as Kavango is further de-risked and have recently moved their short term price target up to $16.00 CAD.\nIn a further boost of confidence, Wood Mackenzie compared RECO’s Kavango basin to the Midland Basin in Texas which has a development value of $540 billion.\nMore News Could Be Just Days or Weeks Away\nRECO’s second announcement that it encountered indicators of oil and gas in the second drill (6-1) was only in the shallower section…\nThere’s more to come.\nDrill no. 2 is expected to be completed by the end of this month …\nAnd the preliminary analysis of all results from the wells 6-1 and 6-2 are anticipated at the end of July.\nFrom the first well (6-2) over 150 sidewall cores have been taken to Core Labs in Houston and 37 sidewall cores are on their way there as well from the shallower section of the 6-1 well.\nThen we’ve got drill three and possibly four which is expected this year, too.\nAnd that’s just in the near term. Further out, the news flow could get even more exciting because this is a huge basin. If a commercial discovery is established in the future, we may be looking at a juicy potential JV deal that could be the biggest reward for investors.\nIn the meantime, while they’re hoping for great success by turning Kavango into the last major onshore oil play in the world, they’re not forgetting Namibia, and they’re committed to ensuring that the people of Namibia don’t become victims of yet another African “resource curse”.\nReconAfrica isn’t operating in a vacuum here. They seem fully aware of what this could mean to the people of Namibia.\nFor starters, RECO’s founder Craig Steinke says the carbonates they found so far “look like carbonate rocks seen in northern Africa where basically conventional completion methods will make them productive. No fracking.”\nAnd for Namibia, a huge, conventional oil play could be “transformational”, particularly for the 250,000 people in the Kavango region, 40% of whom live in generational poverty.\n“This will provide the local citizens with good-paying jobs, upwardly mobile jobs, that will help pull them out of poverty, provide access to fresh water and basic medical services,” Steinke says. RECO reports it is already employing 200 people in the area.\nWater is also a major problem that RECO recognized from the start.\n“One of the glaring problems in the region is the local population don’t have the wherewithal to drill water wells but there is a freshwater aquifer right under their feet. They have to walk up to 10 km per day with 45 lbs of water on their heads,” Steinke says.\nAnd to that end, RECO has committed a minimum of C$10 million for ESG expenditures in Namibia.\nAs soon as RECO’s rig hit the ground in Kavango, the company reported it set up shop with the local authorities to drill water wells. They’ve announced drilling of four water wells so far and are permitting sixteen more.\nThe Final Word\n\nRECO scooped up licenses for an 8.5-million-acre play the size of Belgium in the Kavango Basin before supermajors had a chance to blink.\nThen they started drilling water wells for the local communities, and have committed to allocating millions to ESG performance standards.\nThey’ve got veteran geologists on their team. One says, “nowhere in the world is there a sedimentary basin this deep that does not produce commercial quantities of hydrocarbons.” The other estimates the basin could have generated billions of barrels of oil and gas.\nWood Mackenzie compares it to the Midland Basin which has a development value of $540-billion.\nMarket value is already up 377% year-to-date, with potential to increase if results keep coming in as they have been, and short sellers may have a hard time covering.\nRECO has encountered oil and gas indicators in its first 2 drills so far, and they aren’t even done with the second of three.\nThey appear well-funded for this 3-drill campaign, and beyond. After the three-well program and 2D seismic, they estimate they’ll have over $50 million remaining in the treasury.\nMore news looks set to come at the end of this month when RECO is expected to complete its second drill, and then again in July when lab analysis is anticipated back …\n\nOther companies looking to capitalize on an increase in oil prices:\nConocoPhillips Company (NYSE:COP) as the largest pure upstream company, has performed relatively well in this depressed market, generating ample free cash flow and returning a good chunk of it to shareholders.  Unlike many of its peers who continued to expand aggressively during the shale boom, COP has taken several steps to lower costs and fortify its balance sheet.\nLike many of its peers, ConocoPhillips has been gradually offloading non-core assets, including the sale of its North Sea oil and gas assets for $2.7 billion and the planned sale of its Australian assets for $1.4B. Its asset portfolio, however, remains healthy.\nThanks to a global recovery in demand, Conoco has seen an increasingly bullish look on the industry, and it was one of the few companies which did not partake in the mass-layoffs seen in the industry last year. In addition, Conoco has also seen a fairly decent about of insiders buying into its stock, which is a good sign.\nPetrobras (NYSE:PBR) is focused on developing its pre-salt operations. And it’s easy to see why. Those upstream projects being approved for development must have a breakeven price of $35 per Brent or less. Brazil’s national oil company has budgeted capital spending for exploration and production activities of $46.5 billion from 2021 to 2025.\nClearly, while the pandemic has hit Brazil’s oil industry causing production to fall because of savage budget cuts and well shut-ins, it appears to have done no material long-term damage.  Demand for Petrobras’ low sulfur content fuel is firm and will grow because of the global push to significantly reduce emissions, which will ultimately make Petrobras even more valuable over time.\nPetrobras remains one of the most underrated oil majors in the world. It’s got desirable crude oil, a massive footprint in its domestic industry, and a growing amount of interest from investors. It’s also bouncing off of low share prices like the rest of the industry, indicating there could be some upside left.\nChevron (NYSE:CVX) is a leader in the industry, and the second-largest oil company on the  New York Stock Exchange. Chevron is also betting big on Africa, particularly Nigeria and Angola. The supermajor ranks among the top oil producers in the two African nations. Other areas on the continent where the company holds interests include Benin, Ghana, the Republic of Congo and Togo. Chevron also holds a 36.7 percent interest in the West African Gas Pipeline Company Limited, which supplies Nigerian natural gas to customers in the region. With bets on both oil and natural gas, the company is looking to take advantage of both fossil fuels. Though prices are still depressed at the moment, as fuel demand returns to normal, Chevron could be a big winner as prices climb back up to pre-pandemic levels.\nWhile Chevron still has not fully recovered from the massive hit it took back in March 2020, where it dropped to a 5-year low of just $59, the oil giant has made some progress thanks to recovering oil prices. Sitting at $104 at the time of writing, Chevron is slowly recuperating some of its losses and is positioned well to benefit in the mid to long term\nRoyal Dutch Shell (NYSE:RDS.A) is the third largest NYSE-listed company, coming in just under Chevron. And similar to Chevron, Shell has also made some big bets in Africa. In fact, it is one of the leaders in the region. The Dutch oil giant began drilling in the region over 70 years ago and now has energy assets in over 20 countries across the continent. Though it has sold off a number of its prized plays in the region in recent years, it continues to maintain a strong presence, especially in South Africa.\nAfrica, in particular South Africa is key for Shell because the government has been significantly more stable than some of the other big bets on the continent. Moreover, the country has been very open to Shell in its projects. The company’s operations in South Africa include retail and commercial fuel, lubricant, chemical, and manufacturing. It’s also heavily invested in upstream exploration. It even holds the exploration rights to the Orange Basin Deep Water area, off the country’s west coast, and has applications for shale gas exploration rights in the Karoo, in central South Africa.\nKinder Morgan (NYSE:KMI), a major North American pipeline operator , has been particularly upbeat in recent months. In fact, in early December, it issued optimistic updates, planning higher dividends and expecting more profits in 2021, after the challenges the oil industry has faced last year due to the COVID-19 pandemic and the wider market crash. Kinder Morgan also expects to raise its dividend for 2021 by 3 percent compared to this year.\nKinder Morgan Inc's chief executive officer Steve Kean noted, \"With budgeted excess coverage of that dividend, we expect also to be able to engage in share repurchases on an opportunistic basis.”\nKinder Morgan is a must-watch in the industry. With dividends on the rise, oil prices increasing, and bullish sentiment returning to the oil industry, there could be some significant upside left for this pipeline operator, especially as oil begins flowing at pre-pandemic levels.\nCanadian Natural Resources (NYSE:CNQ; TSX:CNQ) has been able to do what many of its Canadian counterparts haven’t been able to, keep its dividend intact after swinging to a loss for the first half of the COVID pandemic, while Canada's producers are scaling back production by around 1 million bpd amid low oil prices and demand. Though Canadian Natural Resources kept its dividend, it withdrew its production guidance for 2020, however. It also said it would curtail some production at high-cost conventional projects in North America and oil sands operations and carry out planned turnaround activities at oil sands projects in the second half of 2020.\nThough there is a lot of negative press surrounding Canada’s oil sands, the industry is starting to clean up its act a bit. And Canadian Natural Resources is leading the charge. And if analysts are right about Canada’s comeback, Canadian Natural Resources could be in for a big year.\nThough the Canadian energy giant has seen its stock price slump this year, it could provide a potential opportunity for investors as oil prices rebound. It is already up over 170% from its March 2020 lows, but it is just getting started. If oil prices continue to climb, it could be huge news for investors that held on.\nEnbridge (NYSE:ENB, TSX:ENB) is a giant in Canada’s oil industry, and it is in a great position as oil and gas stages its 2021 comeback. As one of the more potentially undervalued companies in the sector, it could be set to win big this year. But that’s only if it can overcome some of the challenges in its path. Most specifically, its Line 3 project has faced scrutiny from environmentalists.\nThe massive multi-billion project plans to replace Enbridge's existing 282 miles of 34-inch pipeline with 337 miles of 36-inch pipe. The new Line 3 would have the capacity to move 370,000 barrels of oil per day, alleviating the takeaway capacity constraints that Canadian oil producers have been struggling with for years now. Line 3 is one of two pipeline projects in the works that are—in their unfinished state—keeping Canada's oil industry from reaching its potential.\nThough this challenge seem prove difficult for Enbridge to overcome, the overall health of the Canadian oil industry is improving, and with it, the outlook for Canadian producers such as Enbridge. Enbridge started the year off with a bang, and if oil prices continue the upward trajectory they’ve seen over the past few months, the Canadian giant could see some upside still.\nTC Energy Corporation (NYSE:TRP, TSX:TRP) is a Calgary-based energy giant. The company owns and operates energy infrastructure throughout North America. TC Energy is one of the continent’s largest providers of gas storage and owns and has interests in approximately 11,800 megawatts of power generation. It’s also one of the continent’s most important pipeline operators. With TC Energy’s massive influence throughout North America, it is no wonder that the company is among one of Canada’s strongest and well-known companies.\nLike a number of its peers, one of TC Energy’s biggest challenges in recent years was grappling with the particularly difficult approval process for its Keystone Pipeline. But that’s all history now, and with the bounce back in oil and gas demand, TC Energy could stand to benefit. While TC Energy’s stock price has yet to recover from pre-pandemic levels, it is one of the few industry giants which has managed to keep high dividends rolling in. With quarterly payouts exceeding 6%, TC has remained appealing for investors in the industry.\nSuncor Energy (TSX:SU) is another giant in Canada’s industry. It has set itself apart from some of its peers through a number of high-tech solutions for finding, pumping, storing, and delivering its resources. Not only is it big in the oil sector, but it is also a leader in renewable energy. Recently, the company invested $300 million in a wind farm located in Alberta, showing that it is committed to reducing its carbon footprint.\nNow that oil prices are finally recovering, giants like Suncor looking to capitalize. While many of the oil majors have given up on oil sands production – those who focus on technological advancements in the area have a great long-term outlook. And that upside is further amplified by the fact that it is currently looking particularly under-valued compared to its peers, especially as lithium, which is present in Canada’s oil sands, becomes an even more desirable commodity.\nCNOOC Limited (TSX:CNU) is one of the world’s most interesting oil and gas companies. It is China’s most significant producer of offshore crude oil and natural gas, and may well be one of the most controversial oil stocks for investors on the market. A label that has nothing to do with its operations, however.\nThe relationship between the United States and China has admittedly been better, and if things were to take a turn for the worst, it could have a major impact on global natural gas, given that CNOOC is China's largest importer of LNG. But the Biden administration has been working to improve relations and as such, Chinese companies, including CNOOC, are likely to breathe freely once again, and it be great news for investors in Chinese stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127686783,"gmtCreate":1624846248142,"gmtModify":1703846049221,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127686783","repostId":"2146007118","repostType":4,"repost":{"id":"2146007118","kind":"news","pubTimestamp":1624826996,"share":"https://ttm.financial/m/news/2146007118?lang=&edition=fundamental","pubTime":"2021-06-28 04:49","market":"us","language":"en","title":"June jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2146007118","media":"Yahoo Finance","summary":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.However, a confluence of ","content":"<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.</p>\n<p>On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.</p>\n<p>Non-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.</p>\n<p>\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"</p>\n<p>Even with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.</p>\n<p>But both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b881fe96eccc72cff61bf35b0dfa72fa\" tg-width=\"5210\" tg-height=\"3404\" referrerpolicy=\"no-referrer\"><span>SAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</span></p>\n<p>\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"</p>\n<p>However, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.</p>\n<p>\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"</p>\n<p>\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"</p>\n<h2>Consumer confidence</h2>\n<h2></h2>\n<p>Another closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.</p>\n<p>The headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.</p>\n<p>Like investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.</p>\n<p>Not only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.</p>\n<p>\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"</p>\n<p>Still, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.</p>\n<h2>Economic Calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&amp;P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)</p></li>\n</ul>\n<h2>Earnings Calendar</h2>\n<ul>\n <li><p><b>Monday:</b> N/A</p></li>\n <li><p><b>Tuesday: </b>N/A</p></li>\n <li><p><b>Wednesday: </b>Constellation Brands (STZ), Bed Bath &amp; Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close</p></li>\n <li><p><b>Thursday: </b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market open</p></li>\n <li><p><b>Friday:</b> N/A</p></li>\n</ul>","source":"yahoofinance_au","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>June jobs report, Consumer confidence: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nJune jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 04:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146007118","content_text":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.\nOn Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.\nNon-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.\n\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"\nEven with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.\nBut both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.\nSAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\n\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"\nHowever, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.\n\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"\n\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"\nConsumer confidence\n\nAnother closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.\nThe headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.\nLike investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.\nNot only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.\n\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"\nStill, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.\nEconomic Calendar\n\nMonday: Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)\nTuesday: FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&P CoreLogic Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)\nWednesday: MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);\nThursday: Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); Markit US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)\nFriday: Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)\n\nEarnings Calendar\n\nMonday: N/A\nTuesday: N/A\nWednesday: Constellation Brands (STZ), Bed Bath & Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close\nThursday: Walgreens Boots Alliance (WBA) before market open\nFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124622857,"gmtCreate":1624763252679,"gmtModify":1703844681506,"author":{"id":"3568203731965647","authorId":"3568203731965647","name":"Jashy","avatar":"https://static.tigerbbs.com/6a85be6f241d6a60d6acfcc56870f537","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568203731965647","idStr":"3568203731965647"},"themes":[],"htmlText":"Ohh right","listText":"Ohh right","text":"Ohh right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124622857","repostId":"1172710941","repostType":4,"repost":{"id":"1172710941","kind":"news","pubTimestamp":1624753126,"share":"https://ttm.financial/m/news/1172710941?lang=&edition=fundamental","pubTime":"2021-06-27 08:18","market":"us","language":"en","title":"GameStop Joined the Russell 1000. The Move Might Hurt the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172710941","media":"Barrons","summary":"The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.The videogame retailer officially made it into the Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.As one of the stocks favored by retail traders this year, GameStop  met that thresho","content":"<p>The Reddit army has succeeded in launching&nbsp;GameStop&nbsp;to a new stratosphere—but it could actually hurt the stock in the short-term.</p>\n<p>The videogame retailer officially made it into the&nbsp;Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.</p>\n<p>As one of the&nbsp;stocks favored by retail traders this year, GameStop (ticker: GME) met that threshold because it had an $11.2 billion market cap by the deadline, while&nbsp;AMC Entertainment(AMC) didn’t. That said, AMC has rocketed higher since May 7, multiplying by more than five times and surpassing GameStop’s market value—hitting a recent $27 billion compared to GameStop’s $15 billion.</p>\n<p>It may seem counterintuitive, but the Russell 1000 “promotion” may actually be bad for GameStop’s stock,as&nbsp;Barron’s&nbsp;explained earlier this month.Funds that track the small-capRussell 2000will have to sell GameStop shares on June 28, and funds that track the Russell 1000 will have to buy them. Three times as much money is invested in funds that track the Russell 1000, but GameStop’s overall weight in that index will be much lower than it has been in the Russell 2000. In the Russell 2000, GameStop made up about half a percentage point of the index, while it will be less than 0.1% of the Russell 1000. GameStop will look tiny next to behemoths like&nbsp;Apple(AAPL).</p>\n<p>Experts like Jefferies strategist Steven DeSanctis expect that there will be net selling in GameStop of about 5 million shares, or about half of the stock’s recent average daily volume, after the rebalancing.</p>\n<p>Meanwhile, AMC will be the largest member of the Russell 2000 by far—more than three times as large as its nearest competitor as of last week. See the full post-rebalancing list of Russell 1000 stocks&nbsp;<a href=\"https://content.ftserussell.com/sites/default/files/ru1000_membershiplist_20210628.pdf\" target=\"_blank\">here</a>&nbsp;and Russell 2000 stocks&nbsp;<a href=\"https://content.ftserussell.com/sites/default/files/ru2000_membershiplist_20210628.pdf\" target=\"_blank\">here</a>.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Joined the Russell 1000. The Move Might Hurt the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Joined the Russell 1000. The Move Might Hurt the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.\nThe videogame retailer officially made it into the Russell 1000 index,...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172710941","content_text":"The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.\nThe videogame retailer officially made it into the Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.\nAs one of the stocks favored by retail traders this year, GameStop (ticker: GME) met that threshold because it had an $11.2 billion market cap by the deadline, while AMC Entertainment(AMC) didn’t. That said, AMC has rocketed higher since May 7, multiplying by more than five times and surpassing GameStop’s market value—hitting a recent $27 billion compared to GameStop’s $15 billion.\nIt may seem counterintuitive, but the Russell 1000 “promotion” may actually be bad for GameStop’s stock,as Barron’s explained earlier this month.Funds that track the small-capRussell 2000will have to sell GameStop shares on June 28, and funds that track the Russell 1000 will have to buy them. Three times as much money is invested in funds that track the Russell 1000, but GameStop’s overall weight in that index will be much lower than it has been in the Russell 2000. In the Russell 2000, GameStop made up about half a percentage point of the index, while it will be less than 0.1% of the Russell 1000. GameStop will look tiny next to behemoths like Apple(AAPL).\nExperts like Jefferies strategist Steven DeSanctis expect that there will be net selling in GameStop of about 5 million shares, or about half of the stock’s recent average daily volume, after the rebalancing.\nMeanwhile, AMC will be the largest member of the Russell 2000 by far—more than three times as large as its nearest competitor as of last week. See the full post-rebalancing list of Russell 1000 stocks here and Russell 2000 stocks here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}