JonathanRio personal page - To The Moon

JonathanRio

JonathanRio

No personal profile

76Follow

26Followers

0Topic

0Badge

2021-04-23

Like and comment

Intel stock falls despite earnings beat, as data-center sales slump more than 20%

2021-04-08

$SEMBCORP MARINE LTD(S51.SI)$Adding my position. Looks like we are at the bottom. ???

02-17

The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂

5 AI Stocks That Could Make You a Millionaire

2021-06-24

$Daqo New(DQ)$Just when you thought it is rebounding. Shit happens. ?.

2021-04-27

$SEMBCORP MARINE LTD(S51.SI)$Aren’t you bored of this 0.2 <> 0.205 thing? ?

2021-03-12

$OCEANUS GROUP LIMITED(579.SI)$How to postwith tiger logo?

2021-04-18

$OCEANUS GROUP LIMITED(579.SI)$Hope all investment are like these

2022-08-04

Money trap. I think it is good to short this stock. 😅

This Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain

2021-04-06

$SEMBCORP MARINE LTD(S51.SI)$Lots of peoplewant to gain a little in a short period of time. But in the end the price will still push up because this stock is very much undervalued.

2022-05-20

To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅

Apple: Be Careful, There's A Lot More Downside Risk

2021-04-29

$TOP GLOVE CORPORATION BHD(BVA.SI)$You became silent, Bit its okay. When is the next dividend date?

2021-04-08

$TOP GLOVE CORPORATION BHD(BVA.SI)$This stock offers both a generous capital gain and dividend. Just receive mine. ???

2021-03-23

$OCEANUS GROUP LIMITED(579.SI)$You are uietfor a while but soon you will fly:

2021-05-10

$OCEANUS GROUP LIMITED(579.SI)$Time to go up

2021-05-12

$OCEANUS GROUP LIMITED(579.SI)$Steady. Please comment

2021-04-29

$TOP GLOVE CORPORATION BHD(BVA.SI)$?

2021-04-19

$SEMBCORP MARINE LTD(S51.SI)$Give me 0.22 Please

2022-10-25

The author would like to increase his position in AAPL. 😅😅😅

Apple: You Have Been Warned

2022-08-29

Someone is trying to buy cheap AAPL stock 😂😂😂

Apple Stock Falls in Premarket Trading

2021-04-20

$SINGAPORE AIRLINES LTD(C6L.SI)$You may land for a while. But definitely will refuel for the next flight. Virus is uncontained in many countries and even surging. OMG

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":3569032284794706,"uuid":"3569032284794706","gmtCreate":1606028289044,"gmtModify":1614222008138,"name":"JonathanRio","pinyin":"jonathanrio","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":26,"headSize":76,"tweetSize":87,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":274934127542568,"gmtCreate":1708160541170,"gmtModify":1708160546212,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂","listText":"The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂","text":"The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274934127542568","repostId":"2411658630","repostType":2,"repost":{"id":"2411658630","pubTimestamp":1708158761,"share":"https://ttm.financial/m/news/2411658630?lang=&edition=fundamental","pubTime":"2024-02-17 16:32","market":"us","language":"en","title":"5 AI Stocks That Could Make You a Millionaire","url":"https://stock-news.laohu8.com/highlight/detail?id=2411658630","media":"Motley Fool","summary":"Profiting from AI could mean casting a wide net with your stock portfolio.","content":"<html><head></head><body><ul style=\"\"><li><p>Artificial intelligence could create millionaires if they pick the right long-term stocks.</p></li><li><p>Predicting a new industry&#39;s winners is hard.</p></li><li><p>These leading hardware and software companies have a leg up on the field right now.</p></li></ul><p>While the hype hit new heights over the past year, artificial intelligence (AI) has been around for a while and the enthusiasm is here to stay. Bloomberg Intelligence (BI) estimates that the generative AI market could grow 40%-plus annually and reach $1.2 trillion by 2032. That level of growth will also create an estimated $280 billion in new revenue opportunities from software alone.</p><p>Emerging new industries are exciting, but picking the long-term winners can be challenging. For all investors know, the most prolific company of the next 20 years might not even exist yet. That suggests casting a wide net could be the best investment strategy. In this case, the best approach might be to find the early winners, own their stocks, and follow how AI progresses over time.</p><p>After pouring through dozens of companies, these five stood out for their strong positions to lead the industry&#39;s growth. Consider buying and holding these AI stocks. They enjoy pole positions in the AI industry and could generate life-changing investment returns over the next decade and beyond.</p><h2 id=\"id_4001698871\">1. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>: This company owns an estimated 90% of the AI chip market</h2><p>Artificial intelligence (AI) might seem like it became Wall Street&#39;s hottest trend overnight. Seemingly just as quickly, graphics chip company Nvidia has taken a stranglehold on the market for chips used to power AI models (it controls as much as 90% of the market). One of its competitors, Advanced Micro Devices, estimates the AI chip market will grow to $400 billion over the next several years. Do the math, and Nvidia&#39;s <em>companywide</em> revenue of $45 billion over the past year looks poised to skyrocket.</p><p>The competition will chase Nvidia, but the company&#39;s high-performance chips, combined with its popular CUDA computing software optimized to get the most out of them, create a turnkey package the industry keeps opting for. Perhaps Nvidia&#39;s competitors weren&#39;t ready for the AI surge. Shares have gained over 230% this past year alone, but the long-term demand for AI chips seems poised to drive the stock even higher as Nvidia grows.</p><h2 id=\"id_950857313\">2. <a href=\"https://laohu8.com/S/ASML\">ASML</a>: Manufacturing cutting-edge chips relies on this one manufacturer</h2><p>Ironically, most chip companies, including Nvidia, don&#39;t build their chips. They only design them. Chip factories, called fabs, do the building and require cutting-edge machines to make intricate patterns on silicon wafers. <a href=\"https://laohu8.com/S/ASML\">ASML </a> designs and builds extreme ultraviolet lithography (EUV) machines, which are used to create the most advanced chips hitting the market today.</p><p>Remarkably, ASML is the <em>only company</em> that makes this type of machine. This machine is so complex that it takes 13 shipping containers and 250 crates to ship and costs up to $400 million each. Naturally, AI and general technology will continue progressing. Breakthroughs will require increasingly better machines to make better chips. ASML should be a long-term beneficiary of the AI boom.</p><h2 id=\"id_3798283879\">3. <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>: Enterprises are flocking to use this company&#39;s custom software applications</h2><p>Big technology companies are spending to build advanced computer systems, but smaller enterprises want to use AI technology to help run their businesses. Because of this, Palantir Technologies is seeing growth take off. The company sells custom software applications built on three proprietary platforms: Gotham, Foundry, and AIP. Specifically, AIP was designed for building and deploying AI in commercial applications.</p><p>Palantir gets over half its revenue from government customers, the U.S. government being its largest and oldest customer. However, the commercial segment is thriving. Palantir&#39;s enterprise customer base grew 55% year over year in the fourth quarter and 22% over the previous three months to 221. That&#39;s just a couple of hundred companies in a broader corporate landscape of millions. If companies worldwide need AI to compete, Palantir could grow for years.</p><h2 id=\"id_636147198\">4. <a href=\"https://laohu8.com/S/SMCL\">Supermicro</a>: Turnkey server systems are in high demand, and this company is heating up</h2><p>Super Micro Computer, better known as Supermicro, has evolved from selling components to complete IT solutions over the decades. However, the explosion of data center demand for AI is beginning to reach Supermicro, and the business is taking off. The company&#39;s revenue growth has accelerated, and management believes its total revenue will double this fiscal year (ending over the summer).</p><p>Again, its success makes sense. Companies need AI capabilities, but non-technical businesses are far better off hiring a third party like Supermicro to come in and build a system for them. The modular design makes it easier to expand the system if their computing needs grow over time. Management estimates they&#39;re growing five times faster than the broader industry, meaning customers choose them over others. It&#39;s promising for Supermicro&#39;s long-term trajectory and shareholders alike.</p><h2 id=\"id_2023082877\">5. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>: Its partnership with ChatGPT&#39;s creator is a potential goldmine</h2><p>The AI hype may have begun with ChatGPT, a generative AI chatbot built by OpenAI. Tech giant Microsoft jumped on the opportunity and furthered its partnership with OpenAI, tying OpenAI&#39;s growth to its cloud platform, Azure. That has already bore fruit. Microsoft reported an uptick in Azure&#39;s growth in its latest quarter, noting that over half the Fortune 500 already uses Azure and OpenAI in their businesses. Azure is the world&#39;s second-leading cloud platform, only trailing Amazon&#39;s AWS.</p><p>But with Microsoft, you get a diversified business with revenue streams from cloud, gaming, enterprise software, and more. Its massive size and deep pockets also give it a higher floor than most stocks you&#39;ll come across. Of course, a $3.1 trillion market cap means it&#39;s probably too large to make you a millionaire alone. Instead, expect a steady portfolio performer that generally grinds higher over time.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 AI Stocks That Could Make You a Millionaire</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 AI Stocks That Could Make You a Millionaire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-17 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/16/5-artificial-intelligence-ai-stocks-that-could-mak/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence could create millionaires if they pick the right long-term stocks.Predicting a new industry's winners is hard.These leading hardware and software companies have a leg up on the...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/16/5-artificial-intelligence-ai-stocks-that-could-mak/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","ASML":"阿斯麦","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2024/02/16/5-artificial-intelligence-ai-stocks-that-could-mak/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411658630","content_text":"Artificial intelligence could create millionaires if they pick the right long-term stocks.Predicting a new industry's winners is hard.These leading hardware and software companies have a leg up on the field right now.While the hype hit new heights over the past year, artificial intelligence (AI) has been around for a while and the enthusiasm is here to stay. Bloomberg Intelligence (BI) estimates that the generative AI market could grow 40%-plus annually and reach $1.2 trillion by 2032. That level of growth will also create an estimated $280 billion in new revenue opportunities from software alone.Emerging new industries are exciting, but picking the long-term winners can be challenging. For all investors know, the most prolific company of the next 20 years might not even exist yet. That suggests casting a wide net could be the best investment strategy. In this case, the best approach might be to find the early winners, own their stocks, and follow how AI progresses over time.After pouring through dozens of companies, these five stood out for their strong positions to lead the industry's growth. Consider buying and holding these AI stocks. They enjoy pole positions in the AI industry and could generate life-changing investment returns over the next decade and beyond.1. Nvidia: This company owns an estimated 90% of the AI chip marketArtificial intelligence (AI) might seem like it became Wall Street's hottest trend overnight. Seemingly just as quickly, graphics chip company Nvidia has taken a stranglehold on the market for chips used to power AI models (it controls as much as 90% of the market). One of its competitors, Advanced Micro Devices, estimates the AI chip market will grow to $400 billion over the next several years. Do the math, and Nvidia's companywide revenue of $45 billion over the past year looks poised to skyrocket.The competition will chase Nvidia, but the company's high-performance chips, combined with its popular CUDA computing software optimized to get the most out of them, create a turnkey package the industry keeps opting for. Perhaps Nvidia's competitors weren't ready for the AI surge. Shares have gained over 230% this past year alone, but the long-term demand for AI chips seems poised to drive the stock even higher as Nvidia grows.2. ASML: Manufacturing cutting-edge chips relies on this one manufacturerIronically, most chip companies, including Nvidia, don't build their chips. They only design them. Chip factories, called fabs, do the building and require cutting-edge machines to make intricate patterns on silicon wafers. ASML  designs and builds extreme ultraviolet lithography (EUV) machines, which are used to create the most advanced chips hitting the market today.Remarkably, ASML is the only company that makes this type of machine. This machine is so complex that it takes 13 shipping containers and 250 crates to ship and costs up to $400 million each. Naturally, AI and general technology will continue progressing. Breakthroughs will require increasingly better machines to make better chips. ASML should be a long-term beneficiary of the AI boom.3. Palantir: Enterprises are flocking to use this company's custom software applicationsBig technology companies are spending to build advanced computer systems, but smaller enterprises want to use AI technology to help run their businesses. Because of this, Palantir Technologies is seeing growth take off. The company sells custom software applications built on three proprietary platforms: Gotham, Foundry, and AIP. Specifically, AIP was designed for building and deploying AI in commercial applications.Palantir gets over half its revenue from government customers, the U.S. government being its largest and oldest customer. However, the commercial segment is thriving. Palantir's enterprise customer base grew 55% year over year in the fourth quarter and 22% over the previous three months to 221. That's just a couple of hundred companies in a broader corporate landscape of millions. If companies worldwide need AI to compete, Palantir could grow for years.4. Supermicro: Turnkey server systems are in high demand, and this company is heating upSuper Micro Computer, better known as Supermicro, has evolved from selling components to complete IT solutions over the decades. However, the explosion of data center demand for AI is beginning to reach Supermicro, and the business is taking off. The company's revenue growth has accelerated, and management believes its total revenue will double this fiscal year (ending over the summer).Again, its success makes sense. Companies need AI capabilities, but non-technical businesses are far better off hiring a third party like Supermicro to come in and build a system for them. The modular design makes it easier to expand the system if their computing needs grow over time. Management estimates they're growing five times faster than the broader industry, meaning customers choose them over others. It's promising for Supermicro's long-term trajectory and shareholders alike.5. Microsoft: Its partnership with ChatGPT's creator is a potential goldmineThe AI hype may have begun with ChatGPT, a generative AI chatbot built by OpenAI. Tech giant Microsoft jumped on the opportunity and furthered its partnership with OpenAI, tying OpenAI's growth to its cloud platform, Azure. That has already bore fruit. Microsoft reported an uptick in Azure's growth in its latest quarter, noting that over half the Fortune 500 already uses Azure and OpenAI in their businesses. Azure is the world's second-leading cloud platform, only trailing Amazon's AWS.But with Microsoft, you get a diversified business with revenue streams from cloud, gaming, enterprise software, and more. Its massive size and deep pockets also give it a higher floor than most stocks you'll come across. Of course, a $3.1 trillion market cap means it's probably too large to make you a millionaire alone. Instead, expect a steady portfolio performer that generally grinds higher over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948824283,"gmtCreate":1680678040042,"gmtModify":1680678042767,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"No&nbsp;","listText":"No&nbsp;","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948824283","repostId":"2324248860","repostType":2,"repost":{"id":"2324248860","pubTimestamp":1680679048,"share":"https://ttm.financial/m/news/2324248860?lang=&edition=fundamental","pubTime":"2023-04-05 15:17","market":"us","language":"en","title":"Is It Time to Buy the Dow Jones' 3 Worst-Performing Stocks This Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=2324248860","media":"Motley Fool","summary":"These blue chips are down. Is it time to buy?","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Honeywell is coming off a strong fourth quarter, but sees moderating growth in 2023.</p></li><li><p>Johnson &amp; Johnson is dealing with costly litigation over its baby powder.</p></li><li><p>3M is also facing lawsuits and expects earnings and sales to decline this year.</p></li></ul><p>The <strong>Dow Jones Industrial Average</strong> managed to post a small gain in the first quarter of 2023. Unfortunately, not all 30 stocks participated in the modest move higher. A few stocks actually dropped more than 10% in the first three months of the year. </p><p>Let&#39;s take a closer look at the three worst-performing stocks in the Dow Jones Industrials through the end of March (in reverse order of performance) to see if any of them are worth buying.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/545c3e8a9c4245d6cf3ab0d0db1784b7\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><p></p><h2>3. Honeywell (down 11.8%)</h2><p><strong>Honeywell</strong>, like other industrial companies, has struggled on both sides of the income statement, facing weakening demand and rising costs due to inflation.</p><p>As a result, the stock has drifted lower over the course of the first quarter, missing out on the broader recovery in the stock market.</p><p>Other than its fourth-quarter earnings report, the main news out on the company so far this year is that current president and chief operating officer Vimal Kapur will succeed Darius Adamczyk on June 1.</p><p>Honeywell&#39;s top-line growth in the fourth quarter was solid with organic sales, which exclude currency exchange, up 10%, and reported revenue rose 6% to $9.19 billion, slightly below the consensus at $9.25 billion. </p><p>On the bottom line, Honeywell&#39;s adjusted earnings per share (EPS) improved, up from $2.09 to $2.52, but that was in line with analyst estimates.</p><p>Honeywell expects just modest growth in 2023 calling for 2% to 5% organic sales growth to $36 billion to $37 billion, and adjusted EPS growth of flat to 5%, reaching $8.80 to $9.20.</p><p>Based on that forecast, the stock trades at a price-to-earnings ratio of 21, and it could be vulnerable to a recession as it sells big-ticket times like smart building management systems and aircraft engines.</p><p>Given that, investors may be able to find better value elsewhere.</p><h2>2. Johnson &amp; Johnson (down 13.1%)</h2><p>It&#39;s hard to find a safer stock than <strong>Johnson &amp; Johnson</strong>. The company operates in healthcare, a mostly recession-proof industry, and it&#39;s diversified across three business segments: consumer goods (like Tylenol), medical devices, and pharmaceuticals, though it will spin off its consumer goods division.</p><p>The healthcare giant is also only one of two U.S. companies, along with <strong>Microsoft</strong>, to enjoy a AAA credit rating from S&amp;P Global Ratings, and it&#39;s a Dividend King, having raised its quarterly payout every year for more than 50 years.</p><p>However, those qualities haven&#39;t protected J&amp;J this year as the stock is down 13% through the first quarter, and like Honeywell, the stock steadily declined over most of the quarter. </p><p>The healthcare conglomerate received some bad news on the legal front as an appeals court rejected the company&#39;s attempt to move roughly 40,000 lawsuits over its talc-based baby powder causing cancer to a bankruptcy court. That will likely raise the end cost to J&amp;J, which some analysts have estimated to come to $10 billion.</p><p>The company also discontinued its RSV adult vaccine, a disappointment for investors.</p><p>In its January earnings report, the company called for modest EPS growth in 2023 at 3% to 5%, indicating 2023 could be a challenging year for the stock.</p><h2>1. <a href=\"https://laohu8.com/S/MMM\">3M</a> (down 14.3%)</h2><p>Like Johnson &amp; Johnson, <strong>3M </strong>has struggled this year in part because of legal troubles.</p><p>The company is embroiled in multiple liability lawsuits including over faulty earplugs and &#34;forever chemicals,&#34; or PFAS, as the company recently said it would stop making PFAS. </p><p>In fact, the recent ruling in the Johnson &amp; Johnson case has negative implications for 3M&#39;s own litigation around its earplugs.</p><p>3M&#39;s earnings report was also a disappointment as the company called for 2023 earnings per share of $8.50 to $9, below the $9.88 it reported in 2022, and short of the Wall Street consensus at $10.22. It also expects revenue to fall 2% to 6% this year.</p><p>The weakness was due in part to macroeconomic challenges as the company is cutting 2,500 jobs, exiting Russia, facing challenges in China, and dealing with the litigation mentioned above.</p><p>Given that reality, the stock seems better off avoided for now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the Dow Jones' 3 Worst-Performing Stocks This Year?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the Dow Jones' 3 Worst-Performing Stocks This Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 15:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/03/is-it-time-to-buy-the-dow-jones-3-worst-performing/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSHoneywell is coming off a strong fourth quarter, but sees moderating growth in 2023.Johnson & Johnson is dealing with costly litigation over its baby powder.3M is also facing lawsuits and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/03/is-it-time-to-buy-the-dow-jones-3-worst-performing/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4007":"制药","BK4533":"AQR资本管理(全球第二大对冲基金)","MMM":"3M","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4206":"工业集团企业","JNJ":"强生","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0882574055.USD":"富达全球健康医疗A ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1032466523.USD":"高盛全球多资产收益组合Acc","HON":"霍尼韦尔","BK4568":"美国抗疫概念","LU0122379950.USD":"贝莱德世界健康科学A2","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4512":"苹果概念","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/04/03/is-it-time-to-buy-the-dow-jones-3-worst-performing/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324248860","content_text":"KEY POINTSHoneywell is coming off a strong fourth quarter, but sees moderating growth in 2023.Johnson & Johnson is dealing with costly litigation over its baby powder.3M is also facing lawsuits and expects earnings and sales to decline this year.The Dow Jones Industrial Average managed to post a small gain in the first quarter of 2023. Unfortunately, not all 30 stocks participated in the modest move higher. A few stocks actually dropped more than 10% in the first three months of the year. Let's take a closer look at the three worst-performing stocks in the Dow Jones Industrials through the end of March (in reverse order of performance) to see if any of them are worth buying.Image source: Getty Images.3. Honeywell (down 11.8%)Honeywell, like other industrial companies, has struggled on both sides of the income statement, facing weakening demand and rising costs due to inflation.As a result, the stock has drifted lower over the course of the first quarter, missing out on the broader recovery in the stock market.Other than its fourth-quarter earnings report, the main news out on the company so far this year is that current president and chief operating officer Vimal Kapur will succeed Darius Adamczyk on June 1.Honeywell's top-line growth in the fourth quarter was solid with organic sales, which exclude currency exchange, up 10%, and reported revenue rose 6% to $9.19 billion, slightly below the consensus at $9.25 billion. On the bottom line, Honeywell's adjusted earnings per share (EPS) improved, up from $2.09 to $2.52, but that was in line with analyst estimates.Honeywell expects just modest growth in 2023 calling for 2% to 5% organic sales growth to $36 billion to $37 billion, and adjusted EPS growth of flat to 5%, reaching $8.80 to $9.20.Based on that forecast, the stock trades at a price-to-earnings ratio of 21, and it could be vulnerable to a recession as it sells big-ticket times like smart building management systems and aircraft engines.Given that, investors may be able to find better value elsewhere.2. Johnson & Johnson (down 13.1%)It's hard to find a safer stock than Johnson & Johnson. The company operates in healthcare, a mostly recession-proof industry, and it's diversified across three business segments: consumer goods (like Tylenol), medical devices, and pharmaceuticals, though it will spin off its consumer goods division.The healthcare giant is also only one of two U.S. companies, along with Microsoft, to enjoy a AAA credit rating from S&P Global Ratings, and it's a Dividend King, having raised its quarterly payout every year for more than 50 years.However, those qualities haven't protected J&J this year as the stock is down 13% through the first quarter, and like Honeywell, the stock steadily declined over most of the quarter. The healthcare conglomerate received some bad news on the legal front as an appeals court rejected the company's attempt to move roughly 40,000 lawsuits over its talc-based baby powder causing cancer to a bankruptcy court. That will likely raise the end cost to J&J, which some analysts have estimated to come to $10 billion.The company also discontinued its RSV adult vaccine, a disappointment for investors.In its January earnings report, the company called for modest EPS growth in 2023 at 3% to 5%, indicating 2023 could be a challenging year for the stock.1. 3M (down 14.3%)Like Johnson & Johnson, 3M has struggled this year in part because of legal troubles.The company is embroiled in multiple liability lawsuits including over faulty earplugs and \"forever chemicals,\" or PFAS, as the company recently said it would stop making PFAS. In fact, the recent ruling in the Johnson & Johnson case has negative implications for 3M's own litigation around its earplugs.3M's earnings report was also a disappointment as the company called for 2023 earnings per share of $8.50 to $9, below the $9.88 it reported in 2022, and short of the Wall Street consensus at $10.22. It also expects revenue to fall 2% to 6% this year.The weakness was due in part to macroeconomic challenges as the company is cutting 2,500 jobs, exiting Russia, facing challenges in China, and dealing with the litigation mentioned above.Given that reality, the stock seems better off avoided for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963997257,"gmtCreate":1668562378180,"gmtModify":1676538076141,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963997257","repostId":"1185933105","repostType":2,"repost":{"id":"1185933105","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":1668561426,"share":"https://ttm.financial/m/news/1185933105?lang=&edition=fundamental","pubTime":"2022-11-16 09:17","market":"us","language":"en","title":"Slower U.S. Producer Price Growth Adds to Improving Inflation Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1185933105","media":"Reuters","summary":"SummaryProducer prices increase 0.2% in OctoberPPI excluding food, energy, trade climbs 0.2%PPI rise","content":"<html><head></head><body><p>Summary</p><ul><li>Producer prices increase 0.2% in October</li><li>PPI excluding food, energy, trade climbs 0.2%</li><li>PPI rises 8.0% year-on-year; Core PPI up 5.4%</li></ul><p>(Reuters) - U.S. producer prices increased less than expected in October as services fell for the first time in nearly two years, offering more evidence that inflation was starting to subside, potentially allowing the Federal Reserve to slow its aggressive pace of interest rate hikes.</p><p>The report from the Labor Department on Tuesday also showed a decline in the cost of wholesale goods excluding food and energy, reflecting improved supply chains as well as slowing demand from higher borrowing costs. This supports economists&#39; views that goods disinflation was underway.</p><p>Data last week showed consumer prices rose less than expected in October, pushing the annual increase below 8% for the first time in eight months.</p><p>&#34;This report will add to the narrative that inflation has peaked and, in particular, that pressures from the goods sector may be easing,&#34; said Conrad DeQuadros, senior economic advisor at Brean Capital in New York.</p><p>The producer price index for final demand rose 0.2% last month. Data for September was revised lower to show the PPI rebounding 0.2% instead of 0.4% as previously reported. In the 12 months through October, the PPI increased 8.0%. That was the smallest year-on-year increase since July 2021 and followed an 8.4% advance in September.</p><p>Economists polled by Reuters had forecast the PPI rising 0.4% and advancing 8.3% year-on-year.</p><p>A 0.6% increase in the price of goods accounted for the increase in the PPI last month. Goods prices rose 0.3% in September. Gasoline jumped 5.7%, making up 60% of the rise in goods prices. Food prices rose 0.5%, lifted by fresh and dry vegetables as well as eggs.</p><p>Excluding food and energy, goods prices dipped 0.1%. That was the first decrease in the so-called core goods prices since May 2020 and followed an unchanged reading in September. The department&#39;s consumer inflation report last week showed consumer core goods prices also declined in October.</p><p>Core goods disinflation has been at the center of economists expectations for a significant moderation in inflation next year. Goldman Sachs on Sunday said it expected underlying inflation to slowdown considerably, with goods prices falling.</p><p>The rotation of spending back to labor-intensive services and a still-tight jobs market will, however, likely keep inflation above the Fed&#39;s 2% target.</p><p>The U.S. central bank early this month delivered a fourth consecutive 75-basis-point interest rate hike, but signaled it may be nearing an inflection point in what has become the fastest rate hiking cycle since the 1980s.</p><p>Financial markets are betting that the Fed would shift to a half-point rate hike at the Dec. 13-14 policy meeting, according to the CME FedWatch Tool.</p><p>Stocks on Wall Street rallied. The dollar slipped against a basket of currencies. U.S. Treasury yields fell.</p><p>MODERATE READINGS</p><p>Despite the fourth straight month of moderate PPI readings, some economists said it was premature to conclude that the Fed would pivot from its aggressive tightening path, noting that inflation had previously shown signs of cooling only to heat up again. They also pointed out services inflation remained hot, despite the dip in wholesale services prices in October.</p><p>&#34;The Fed cares about producer prices to the extent they pass through to consumer prices,&#34; said Will Compernolle, senior economist at FHN Financial in New York. &#34;The most stubborn parts of CPI inflation in core services, like shelter, won&#39;t be influenced anytime soon from improvements in producer prices.&#34;</p><p>Services fell 0.1%, the first decline since November 2020, after rising 0.2% in September. There were decreases in trade services, which measure changes in profits received by wholesalers and retailers. Prices for transportation and warehousing services fell 0.2%.</p><p>The costs of portfolio management, long-distance motor carrying, automobile retailing as well as professional and commercial equipment wholesaling also declined.</p><p>But prices for hospital inpatient care increased 0.8%. There were also increases in prices for securities brokerage and dealing, apparel wholesaling and airline passenger services. Airline tickets rose 2.1%.</p><p>Services excluding trade, transportation and warehousing increased 0.2%. Core services shot up 0.5% in September.</p><p>Excluding the volatile food, energy and trade services components, producer prices rose 0.2% in October. The core PPI advanced 0.3% in September. In the 12 months through October, the core PPI rose 5.4% after increasing 5.6% in September.</p><p>With the CPI and PPI data in hand, economists estimate that the core personal consumption expenditures (PCE) price index gained between 0.2% and 0.3% in October after climbing 0.5% in September. The core PCE price index is forecast rising 5.0% on a year-on-year basis after increasing 5.1% in September. The Fed tracks the PCE price indexes for its inflation target.</p><p>Some worried about the rise in most medical services components in October, which they said were driven by wages.</p><p>&#34;This could be an even more concerning inflation dynamic for Fed officials that have been hesitant to acknowledge wages as a driver of strong price inflation,&#34; said Veronica Clark, an economist at Citigroup in New York.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Slower U.S. Producer Price Growth Adds to Improving Inflation Outlook</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\">\nSlower U.S. Producer Price Growth Adds to Improving Inflation Outlook\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\">2022-11-16 09:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Summary</p><ul><li>Producer prices increase 0.2% in October</li><li>PPI excluding food, energy, trade climbs 0.2%</li><li>PPI rises 8.0% year-on-year; Core PPI up 5.4%</li></ul><p>(Reuters) - U.S. producer prices increased less than expected in October as services fell for the first time in nearly two years, offering more evidence that inflation was starting to subside, potentially allowing the Federal Reserve to slow its aggressive pace of interest rate hikes.</p><p>The report from the Labor Department on Tuesday also showed a decline in the cost of wholesale goods excluding food and energy, reflecting improved supply chains as well as slowing demand from higher borrowing costs. This supports economists&#39; views that goods disinflation was underway.</p><p>Data last week showed consumer prices rose less than expected in October, pushing the annual increase below 8% for the first time in eight months.</p><p>&#34;This report will add to the narrative that inflation has peaked and, in particular, that pressures from the goods sector may be easing,&#34; said Conrad DeQuadros, senior economic advisor at Brean Capital in New York.</p><p>The producer price index for final demand rose 0.2% last month. Data for September was revised lower to show the PPI rebounding 0.2% instead of 0.4% as previously reported. In the 12 months through October, the PPI increased 8.0%. That was the smallest year-on-year increase since July 2021 and followed an 8.4% advance in September.</p><p>Economists polled by Reuters had forecast the PPI rising 0.4% and advancing 8.3% year-on-year.</p><p>A 0.6% increase in the price of goods accounted for the increase in the PPI last month. Goods prices rose 0.3% in September. Gasoline jumped 5.7%, making up 60% of the rise in goods prices. Food prices rose 0.5%, lifted by fresh and dry vegetables as well as eggs.</p><p>Excluding food and energy, goods prices dipped 0.1%. That was the first decrease in the so-called core goods prices since May 2020 and followed an unchanged reading in September. The department&#39;s consumer inflation report last week showed consumer core goods prices also declined in October.</p><p>Core goods disinflation has been at the center of economists expectations for a significant moderation in inflation next year. Goldman Sachs on Sunday said it expected underlying inflation to slowdown considerably, with goods prices falling.</p><p>The rotation of spending back to labor-intensive services and a still-tight jobs market will, however, likely keep inflation above the Fed&#39;s 2% target.</p><p>The U.S. central bank early this month delivered a fourth consecutive 75-basis-point interest rate hike, but signaled it may be nearing an inflection point in what has become the fastest rate hiking cycle since the 1980s.</p><p>Financial markets are betting that the Fed would shift to a half-point rate hike at the Dec. 13-14 policy meeting, according to the CME FedWatch Tool.</p><p>Stocks on Wall Street rallied. The dollar slipped against a basket of currencies. U.S. Treasury yields fell.</p><p>MODERATE READINGS</p><p>Despite the fourth straight month of moderate PPI readings, some economists said it was premature to conclude that the Fed would pivot from its aggressive tightening path, noting that inflation had previously shown signs of cooling only to heat up again. They also pointed out services inflation remained hot, despite the dip in wholesale services prices in October.</p><p>&#34;The Fed cares about producer prices to the extent they pass through to consumer prices,&#34; said Will Compernolle, senior economist at FHN Financial in New York. &#34;The most stubborn parts of CPI inflation in core services, like shelter, won&#39;t be influenced anytime soon from improvements in producer prices.&#34;</p><p>Services fell 0.1%, the first decline since November 2020, after rising 0.2% in September. There were decreases in trade services, which measure changes in profits received by wholesalers and retailers. Prices for transportation and warehousing services fell 0.2%.</p><p>The costs of portfolio management, long-distance motor carrying, automobile retailing as well as professional and commercial equipment wholesaling also declined.</p><p>But prices for hospital inpatient care increased 0.8%. There were also increases in prices for securities brokerage and dealing, apparel wholesaling and airline passenger services. Airline tickets rose 2.1%.</p><p>Services excluding trade, transportation and warehousing increased 0.2%. Core services shot up 0.5% in September.</p><p>Excluding the volatile food, energy and trade services components, producer prices rose 0.2% in October. The core PPI advanced 0.3% in September. In the 12 months through October, the core PPI rose 5.4% after increasing 5.6% in September.</p><p>With the CPI and PPI data in hand, economists estimate that the core personal consumption expenditures (PCE) price index gained between 0.2% and 0.3% in October after climbing 0.5% in September. The core PCE price index is forecast rising 5.0% on a year-on-year basis after increasing 5.1% in September. The Fed tracks the PCE price indexes for its inflation target.</p><p>Some worried about the rise in most medical services components in October, which they said were driven by wages.</p><p>&#34;This could be an even more concerning inflation dynamic for Fed officials that have been hesitant to acknowledge wages as a driver of strong price inflation,&#34; said Veronica Clark, an economist at Citigroup in New York.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185933105","content_text":"SummaryProducer prices increase 0.2% in OctoberPPI excluding food, energy, trade climbs 0.2%PPI rises 8.0% year-on-year; Core PPI up 5.4%(Reuters) - U.S. producer prices increased less than expected in October as services fell for the first time in nearly two years, offering more evidence that inflation was starting to subside, potentially allowing the Federal Reserve to slow its aggressive pace of interest rate hikes.The report from the Labor Department on Tuesday also showed a decline in the cost of wholesale goods excluding food and energy, reflecting improved supply chains as well as slowing demand from higher borrowing costs. This supports economists' views that goods disinflation was underway.Data last week showed consumer prices rose less than expected in October, pushing the annual increase below 8% for the first time in eight months.\"This report will add to the narrative that inflation has peaked and, in particular, that pressures from the goods sector may be easing,\" said Conrad DeQuadros, senior economic advisor at Brean Capital in New York.The producer price index for final demand rose 0.2% last month. Data for September was revised lower to show the PPI rebounding 0.2% instead of 0.4% as previously reported. In the 12 months through October, the PPI increased 8.0%. That was the smallest year-on-year increase since July 2021 and followed an 8.4% advance in September.Economists polled by Reuters had forecast the PPI rising 0.4% and advancing 8.3% year-on-year.A 0.6% increase in the price of goods accounted for the increase in the PPI last month. Goods prices rose 0.3% in September. Gasoline jumped 5.7%, making up 60% of the rise in goods prices. Food prices rose 0.5%, lifted by fresh and dry vegetables as well as eggs.Excluding food and energy, goods prices dipped 0.1%. That was the first decrease in the so-called core goods prices since May 2020 and followed an unchanged reading in September. The department's consumer inflation report last week showed consumer core goods prices also declined in October.Core goods disinflation has been at the center of economists expectations for a significant moderation in inflation next year. Goldman Sachs on Sunday said it expected underlying inflation to slowdown considerably, with goods prices falling.The rotation of spending back to labor-intensive services and a still-tight jobs market will, however, likely keep inflation above the Fed's 2% target.The U.S. central bank early this month delivered a fourth consecutive 75-basis-point interest rate hike, but signaled it may be nearing an inflection point in what has become the fastest rate hiking cycle since the 1980s.Financial markets are betting that the Fed would shift to a half-point rate hike at the Dec. 13-14 policy meeting, according to the CME FedWatch Tool.Stocks on Wall Street rallied. The dollar slipped against a basket of currencies. U.S. Treasury yields fell.MODERATE READINGSDespite the fourth straight month of moderate PPI readings, some economists said it was premature to conclude that the Fed would pivot from its aggressive tightening path, noting that inflation had previously shown signs of cooling only to heat up again. They also pointed out services inflation remained hot, despite the dip in wholesale services prices in October.\"The Fed cares about producer prices to the extent they pass through to consumer prices,\" said Will Compernolle, senior economist at FHN Financial in New York. \"The most stubborn parts of CPI inflation in core services, like shelter, won't be influenced anytime soon from improvements in producer prices.\"Services fell 0.1%, the first decline since November 2020, after rising 0.2% in September. There were decreases in trade services, which measure changes in profits received by wholesalers and retailers. Prices for transportation and warehousing services fell 0.2%.The costs of portfolio management, long-distance motor carrying, automobile retailing as well as professional and commercial equipment wholesaling also declined.But prices for hospital inpatient care increased 0.8%. There were also increases in prices for securities brokerage and dealing, apparel wholesaling and airline passenger services. Airline tickets rose 2.1%.Services excluding trade, transportation and warehousing increased 0.2%. Core services shot up 0.5% in September.Excluding the volatile food, energy and trade services components, producer prices rose 0.2% in October. The core PPI advanced 0.3% in September. In the 12 months through October, the core PPI rose 5.4% after increasing 5.6% in September.With the CPI and PPI data in hand, economists estimate that the core personal consumption expenditures (PCE) price index gained between 0.2% and 0.3% in October after climbing 0.5% in September. The core PCE price index is forecast rising 5.0% on a year-on-year basis after increasing 5.1% in September. The Fed tracks the PCE price indexes for its inflation target.Some worried about the rise in most medical services components in October, which they said were driven by wages.\"This could be an even more concerning inflation dynamic for Fed officials that have been hesitant to acknowledge wages as a driver of strong price inflation,\" said Veronica Clark, an economist at Citigroup in New York.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988179686,"gmtCreate":1666706509745,"gmtModify":1676537793306,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"The author would like to increase his position in AAPL. 😅😅😅","listText":"The author would like to increase his position in AAPL. 😅😅😅","text":"The author would like to increase his position in AAPL. 😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988179686","repostId":"2278020272","repostType":4,"repost":{"id":"2278020272","pubTimestamp":1666700972,"share":"https://ttm.financial/m/news/2278020272?lang=&edition=fundamental","pubTime":"2022-10-25 20:29","market":"us","language":"en","title":"Apple: You Have Been Warned","url":"https://stock-news.laohu8.com/highlight/detail?id=2278020272","media":"Seeking Alpha","summary":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the dem","content":"<html><head></head><body><h2>Summary</h2><ul><li>While iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.</li><li>The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.</li><li>China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.</li><li>My 1-year target price for Apple is $135. This represents an 8% downside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ivan-balvan</span></p><p>In my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14&#39;s low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.</p><p>In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter&#39;s earnings report.</p><h2>Investment thesis</h2><p>I continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.</p><p>Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.</p><p>All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.</p><h2>Demand for iPhones falling off after the initial strong response</h2><p>According to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.</p><p>We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region&#39;s strength has actually resulted in an almost 30% sell-through for the iPhone.</p><p>As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9509834e5f505bcb3a9da3aa70fc47f\" tg-width=\"536\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>iPhone availability in the US (UBS)</span></p><p>However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0450e3eda6b8a53cacc483158a045d03\" tg-width=\"524\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)</span></p><h2>Declining demand and the implications for near-term results</h2><p>As I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.</p><p>While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.</p><p>As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.</p><h2>China weakness remains a near-term headwind</h2><p>There are worrying trends for Apple&#39;s iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.</p><p>This is because China&#39;s economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.</p><p>Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.</p><h2>Valuation</h2><p>My 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple&#39;s FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.</p><p>Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.</p><h2>Risks</h2><h3>Weakening macroeconomic environment</h3><p>The global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.</p><p>For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple&#39;s products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.</p><h3>China demand</h3><p>As the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.</p><h3>Market share loss in smartphone markets</h3><p>I continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple&#39;s current dominant position in the industry.</p><h2>Conclusion</h2><p>To sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.</p><p><i>This article is written by </i><i>Simple Investing</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: You Have Been Warned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: You Have Been Warned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned\">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"},"source_url":"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278020272","content_text":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.My 1-year target price for Apple is $135. This represents an 8% downside from current levels.Ivan-balvanIn my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14's low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter's earnings report.Investment thesisI continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.Demand for iPhones falling off after the initial strong responseAccording to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region's strength has actually resulted in an almost 30% sell-through for the iPhone.As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.iPhone availability in the US (UBS)However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)Declining demand and the implications for near-term resultsAs I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.China weakness remains a near-term headwindThere are worrying trends for Apple's iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.This is because China's economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.ValuationMy 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple's FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.RisksWeakening macroeconomic environmentThe global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple's products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.China demandAs the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.Market share loss in smartphone marketsI continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple's current dominant position in the industry.ConclusionTo sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.This article is written by Simple Investing for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932549043,"gmtCreate":1662962785882,"gmtModify":1676537172595,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"New release but old news. Be very careful","listText":"New release but old news. Be very careful","text":"New release but old news. Be very careful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932549043","repostId":"1129033207","repostType":2,"repost":{"id":"1129033207","pubTimestamp":1662961763,"share":"https://ttm.financial/m/news/1129033207?lang=&edition=fundamental","pubTime":"2022-09-12 13:49","market":"fut","language":"en","title":"Fuel-Shortage Risks Make Investors Bullish on Energy Stocks, Survey Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=1129033207","media":"Bloomberg","summary":"Energy stocks and bonds are poised to get a fresh boost from investors positioning to benefit from t","content":"<html><head></head><body><p>Energy stocks and bonds are poised to get a fresh boost from investors positioning to benefit from the surging electricity prices and fuel shortages expected later this year.</p><p>Two-thirds of respondents to an MLIV Pulse survey -- which includes portfolio managers and retail investors -- plan to increase exposure to the sector over the next six months. They see electricity and natural gas prices driving global inflation and expect that Russia will choke off flows of natural gas to Europe, leading to shortages of key fuels this winter.</p><p><img src=\"https://static.tigerbbs.com/120edd9b79322f2834f7dc1eec9e9110\" tg-width=\"698\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/>Energy stocks are one of the rare bright spots in the world’s equity markets, with an index of energy companies in the S&amp;P 500 rallying more than 40% so far this year as profits surged along with oil and gas prices. Yet, they remain significantly cheaper than their S&amp;P 500 peers, based on their prices relative to the earnings they’re expected to report in the year ahead. While junk-rated energy bonds are expensive when compared with the global index, the US energy debt rated at investment grade BBB is relatively attractive, trading at a higher spread than the average of its peers by rating and duration.</p><p>“I definitely want to remain invested in energy stocks because of massive supply constraints,” Chris Wood, global head of equity strategy at Jefferies LLC, said in a Bloomberg TV interview. “The other reason to own energy is quite simply that you need a hedge against the growing risk of escalation in Ukraine.”</p><p>Energy markets have come under further strain as Russia constricts deliveries of natural gas through its Nord Stream pipeline, causing prices to almost triple in Europe this year. European Union sanctions are set to squeeze Russian oil supplies when they take effect in December.</p><p>Europe’s worst energy crisis in five decades is making rationing look all but inevitable this winter. The EU has already created a voluntary 15% demand-reduction target for gas, with the option of making it obligatory if needed, and warned of “further drastic reductions” if temperatures are especially low.</p><p>Almost three quarters of 814 respondents expect electricity and natural gas prices to drive global inflation the most this winter. A similar majority said that if there will be any shortages over the next six months, it will be of key fuels, including natural gas.</p><p>Years of under-investment during the attempt to transition away from the fossil fuels have left global supplies unable to satisfy the post-pandemic rebound in demand.</p><p>“It’s ultimately the revenge of the old economy: if you don’t invest in the old economy, it comes back to haunt you,” said Jeff Currie, head of commodities research at Goldman Sachs Group Inc. “The only way you’re solving the energy problem in the long run is through investment – and oil companies are the conduit for the capex to solve the problem.”</p><p>The surge in energy prices has hit major economies with a brutal wave of inflation, which has reached record levels in the Euro-area and the hottest pace in almost four decades in the US. Goldman Sachs has warned that inflation in the UK could top 22% next year if natural-gas prices remain elevated. Economists increasingly predict a Euro-area recession in the coming quarters as the rising cost of living saps demand, undermining the pandemic rebound.</p><p><img src=\"https://static.tigerbbs.com/00ecaf517d320f992329642d6c330fce\" tg-width=\"736\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/>“The European gas market is likely to remain tight throughout the 2020s,” said Katja Yafimava, a senior research fellow at Oxford Institute for Energy Studies. The “global shortage of gas, hesitancy about new investment in new gas production” and the EU’s “political decision to phase out its dependence on Russian gas altogether” are driving the tightness.</p><p>Nonetheless, bullish investors may have their nerves tested in the months ahead as the inflationary wave batters the global economy. Demand in China, the world’s second-biggest consumer, remainsovershadowedby the property crisis and virus restrictions.</p><p>In the oil market, there are already signs of demand destruction taking place, with crude prices retreating about 25% over the past three months.</p><p>Most respondents expect oil prices to remain between $70 and this year’s peak of $139, with only 10% seeing crude surging above that level. About 46% expect energy crisis to accelerate the pace of green power generation.</p><p>Energy price volatility is itself posing a risk to the financial system, with the rising prices forcing utilities to put up more collateral for fuel-delivery contracts purchased with loans. Norwegian energy company Equinor ASA warned that margin calls of at least $1.5 trillion are straining energy trading and pushing governments to provide greater liquidity buffers.</p><p>Yet energy bulls are unperturbed. Even if a global economic slowdown causes oil prices to falter, they see another line of defense in the OPEC+ producers’ cartel led by Saudi Arabia. The alliance demonstrated its readiness to intervene by announcing a symbolic production cutback earlier this month.</p><p>The kingdom and its partners are likely to either hold production steady or cut rather than increase it over the next six months, according to the survey. Some 44% of respondents believe that oil prices are failing to reflect the realities of supply and demand -- a disconnect recently identified by Saudi Energy Minister Prince Abdulaziz bin Salman.</p><p>“We continue to warn of significantly tighter markets at year-end,” said Amrita Sen, chief oil analyst at consultant Energy Aspects. “OPEC+ has provided a price put which should serve as a clear reminder that they will stop stockpiles from building should the world economy slump into a severe recession.”</p><p>The appetite for energy stocks appears to be sector-specific, as majority of respondents said they will keep their exposure to the S&amp;P 500 the same over the next month. Information technology and communication services shares, which have underperformed this year, are sensitive to economic slowdowns. Meanwhile, those of financial services companies, heading for their worst year since 2018, have been taking their cues from the Federal Reserve as it steps up its monetary tightening regiment to tame inflation.</p></body></html>","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>Fuel-Shortage Risks Make Investors Bullish on Energy Stocks, Survey Shows</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\">\nFuel-Shortage Risks Make Investors Bullish on Energy Stocks, Survey Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-12 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-11/looming-fuel-shortages-make-investors-bullish-on-energy-stocks-and-bonds?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Energy stocks and bonds are poised to get a fresh boost from investors positioning to benefit from the surging electricity prices and fuel shortages expected later this year.Two-thirds of respondents ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-11/looming-fuel-shortages-make-investors-bullish-on-energy-stocks-and-bonds?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","CVX":"雪佛龙"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-11/looming-fuel-shortages-make-investors-bullish-on-energy-stocks-and-bonds?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129033207","content_text":"Energy stocks and bonds are poised to get a fresh boost from investors positioning to benefit from the surging electricity prices and fuel shortages expected later this year.Two-thirds of respondents to an MLIV Pulse survey -- which includes portfolio managers and retail investors -- plan to increase exposure to the sector over the next six months. They see electricity and natural gas prices driving global inflation and expect that Russia will choke off flows of natural gas to Europe, leading to shortages of key fuels this winter.Energy stocks are one of the rare bright spots in the world’s equity markets, with an index of energy companies in the S&P 500 rallying more than 40% so far this year as profits surged along with oil and gas prices. Yet, they remain significantly cheaper than their S&P 500 peers, based on their prices relative to the earnings they’re expected to report in the year ahead. While junk-rated energy bonds are expensive when compared with the global index, the US energy debt rated at investment grade BBB is relatively attractive, trading at a higher spread than the average of its peers by rating and duration.“I definitely want to remain invested in energy stocks because of massive supply constraints,” Chris Wood, global head of equity strategy at Jefferies LLC, said in a Bloomberg TV interview. “The other reason to own energy is quite simply that you need a hedge against the growing risk of escalation in Ukraine.”Energy markets have come under further strain as Russia constricts deliveries of natural gas through its Nord Stream pipeline, causing prices to almost triple in Europe this year. European Union sanctions are set to squeeze Russian oil supplies when they take effect in December.Europe’s worst energy crisis in five decades is making rationing look all but inevitable this winter. The EU has already created a voluntary 15% demand-reduction target for gas, with the option of making it obligatory if needed, and warned of “further drastic reductions” if temperatures are especially low.Almost three quarters of 814 respondents expect electricity and natural gas prices to drive global inflation the most this winter. A similar majority said that if there will be any shortages over the next six months, it will be of key fuels, including natural gas.Years of under-investment during the attempt to transition away from the fossil fuels have left global supplies unable to satisfy the post-pandemic rebound in demand.“It’s ultimately the revenge of the old economy: if you don’t invest in the old economy, it comes back to haunt you,” said Jeff Currie, head of commodities research at Goldman Sachs Group Inc. “The only way you’re solving the energy problem in the long run is through investment – and oil companies are the conduit for the capex to solve the problem.”The surge in energy prices has hit major economies with a brutal wave of inflation, which has reached record levels in the Euro-area and the hottest pace in almost four decades in the US. Goldman Sachs has warned that inflation in the UK could top 22% next year if natural-gas prices remain elevated. Economists increasingly predict a Euro-area recession in the coming quarters as the rising cost of living saps demand, undermining the pandemic rebound.“The European gas market is likely to remain tight throughout the 2020s,” said Katja Yafimava, a senior research fellow at Oxford Institute for Energy Studies. The “global shortage of gas, hesitancy about new investment in new gas production” and the EU’s “political decision to phase out its dependence on Russian gas altogether” are driving the tightness.Nonetheless, bullish investors may have their nerves tested in the months ahead as the inflationary wave batters the global economy. Demand in China, the world’s second-biggest consumer, remainsovershadowedby the property crisis and virus restrictions.In the oil market, there are already signs of demand destruction taking place, with crude prices retreating about 25% over the past three months.Most respondents expect oil prices to remain between $70 and this year’s peak of $139, with only 10% seeing crude surging above that level. About 46% expect energy crisis to accelerate the pace of green power generation.Energy price volatility is itself posing a risk to the financial system, with the rising prices forcing utilities to put up more collateral for fuel-delivery contracts purchased with loans. Norwegian energy company Equinor ASA warned that margin calls of at least $1.5 trillion are straining energy trading and pushing governments to provide greater liquidity buffers.Yet energy bulls are unperturbed. Even if a global economic slowdown causes oil prices to falter, they see another line of defense in the OPEC+ producers’ cartel led by Saudi Arabia. The alliance demonstrated its readiness to intervene by announcing a symbolic production cutback earlier this month.The kingdom and its partners are likely to either hold production steady or cut rather than increase it over the next six months, according to the survey. Some 44% of respondents believe that oil prices are failing to reflect the realities of supply and demand -- a disconnect recently identified by Saudi Energy Minister Prince Abdulaziz bin Salman.“We continue to warn of significantly tighter markets at year-end,” said Amrita Sen, chief oil analyst at consultant Energy Aspects. “OPEC+ has provided a price put which should serve as a clear reminder that they will stop stockpiles from building should the world economy slump into a severe recession.”The appetite for energy stocks appears to be sector-specific, as majority of respondents said they will keep their exposure to the S&P 500 the same over the next month. Information technology and communication services shares, which have underperformed this year, are sensitive to economic slowdowns. Meanwhile, those of financial services companies, heading for their worst year since 2018, have been taking their cues from the Federal Reserve as it steps up its monetary tightening regiment to tame inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997184933,"gmtCreate":1661762479624,"gmtModify":1676536574396,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Someone is trying to buy cheap AAPL stock 😂😂😂","listText":"Someone is trying to buy cheap AAPL stock 😂😂😂","text":"Someone is trying to buy cheap AAPL stock 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997184933","repostId":"1114806799","repostType":2,"repost":{"id":"1114806799","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661761936,"share":"https://ttm.financial/m/news/1114806799?lang=&edition=fundamental","pubTime":"2022-08-29 16:32","market":"us","language":"en","title":"Apple Stock Falls in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114806799","media":"Tiger Newspress","summary":"The Department of Justice is in the \"early stages\" of draft an antitrust complaint against Apple.","content":"<html><head></head><body><p>Apple Stock Falls in Premarket Trading. The Department of Justice is in the &#34;early stages&#34; of draft an antitrust complaint against <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and could bring the lawsuit as soon as this year, Politico reported on Friday.<img src=\"https://static.tigerbbs.com/bfa1a5837d2f49ce90a2f24500a07c35\" tg-width=\"843\" tg-height=\"720\" width=\"100%\" height=\"auto\"/></p><p>The news outlet, citing a person with direct knowledge, noted that lawyers from the DOJ are drafting the complaint. Additionally, lawyers from inside the government agency are bringing pieces together for a potential lawsuit.</p><p>The news outlet stressed that the Justice Department has not made a decision on whether to sue Apple (AAPL), according to one person and it&#39;s possible that no case will be filed, citing another person familiar with the situation.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Falls in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Falls in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-29 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Stock Falls in Premarket Trading. The Department of Justice is in the &#34;early stages&#34; of draft an antitrust complaint against <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and could bring the lawsuit as soon as this year, Politico reported on Friday.<img src=\"https://static.tigerbbs.com/bfa1a5837d2f49ce90a2f24500a07c35\" tg-width=\"843\" tg-height=\"720\" width=\"100%\" height=\"auto\"/></p><p>The news outlet, citing a person with direct knowledge, noted that lawyers from the DOJ are drafting the complaint. Additionally, lawyers from inside the government agency are bringing pieces together for a potential lawsuit.</p><p>The news outlet stressed that the Justice Department has not made a decision on whether to sue Apple (AAPL), according to one person and it&#39;s possible that no case will be filed, citing another person familiar with the situation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114806799","content_text":"Apple Stock Falls in Premarket Trading. The Department of Justice is in the \"early stages\" of draft an antitrust complaint against Apple and could bring the lawsuit as soon as this year, Politico reported on Friday.The news outlet, citing a person with direct knowledge, noted that lawyers from the DOJ are drafting the complaint. Additionally, lawyers from inside the government agency are bringing pieces together for a potential lawsuit.The news outlet stressed that the Justice Department has not made a decision on whether to sue Apple (AAPL), according to one person and it's possible that no case will be filed, citing another person familiar with the situation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906715482,"gmtCreate":1659589418250,"gmtModify":1705981983167,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Money trap. I think it is good to short this stock. 😅","listText":"Money trap. I think it is good to short this stock. 😅","text":"Money trap. I think it is good to short this stock. 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906715482","repostId":"2256282915","repostType":2,"repost":{"id":"2256282915","pubTimestamp":1659572388,"share":"https://ttm.financial/m/news/2256282915?lang=&edition=fundamental","pubTime":"2022-08-04 08:19","market":"us","language":"en","title":"This Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2256282915","media":"Bloomberg ","summary":"The world, apparently, has a new financial giant.AMTD Digital, a Hong Kong-based company that listed","content":"<html><head></head><body><p>The world, apparently, has a new financial giant.</p><p>AMTD Digital, a Hong Kong-based company that listed in New York less than three weeks ago, has surged so much that the combined market value of its Class A and Class B shares hit more than $US310 billion ($446 billion) this week. That means the firm — which develops digital businesses, including financial services — is worth more than Bank of America, <a href=\"https://laohu8.com/S/MSSXL\">Morgan Stanley</a> and Goldman Sachs, despite reporting just $US25 million in revenue for the year ended April 2021.</p><p>At least on paper, that makes it the fifth-biggest financial company in the world, trailing Berkshire Hathaway Inc., JPMorgan Chase &amp; Co., Bank of America Corp. and Industrial &amp; Commercial Bank of China Ltd.<img src=\"https://static.tigerbbs.com/330b8880ceb5e3790789acca16db3c31\" tg-width=\"647\" tg-height=\"472\" width=\"100%\" height=\"auto\"/>While those firms have a long list of shareholders, AMTD Digital has a convoluted ownership structure that ultimately leads to one key name: Calvin Choi, an ex-UBS banker, who’s currently fighting an industry ban in Hong Kong for failing to disclose conflicts of interest.</p><p>Despite that, Choi was on the floor of the New York Stock Exchange on July 15, ringing the bell as shares of AMTD Digital were about to begin their upward journey. They’re since up more than 14,000 per cent from the initial public offering price of $US7.80 , even after a 50 per cent retreat on Wednesday.</p><p>It’s a mystery why the stock has surged, though some analysts have pointed to its tiny public float. It’s also not clear why investment bank AMTD Idea Group, another stock under the AMTD Group umbrella, has joined in the rally, soaring 525 per cent between July 15 and Tuesday’s close. That stock was the fourth-most-bought company on Fidelity’s trading platform on Wednesday, indicating that it’s become a favourite of retail traders, despite sliding 9.7 per cent on Wednesday.</p><p>AMTD Digital didn’t immediately reply to a request for comment. It said in a statement on Tuesday that it’s monitoring the market for any trading abnormalities and doesn’t know of any “material circumstances, events, nor other matters” that could be affecting the stock price.</p><h2>Well-Known Backers</h2><p>Choi joined AMTD Group in 2016 as chairman and chief executive officer after spending five years at UBS. </p><p>Created in 2003 with backing from Li Ka-shing’s company CK Hutchison Holdings, it’s the parent of AMTD Digital and AMTD Idea Group, which is listed both in Singapore and the US.</p><p>AMTD Idea also has well-known backers. Century City International Holdings., owned by members of Hong Kong’s real estate tycoon Lo family, holds a 5.8 per cent stake in the firm. A unit of <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a> invested in a funding round in 2019.</p><p>Choi, a Hong Kong native and Canadian citizen who studied accounting at the University of Waterloo, is the sole owner of a vehicle that controls 32.5 per cent of AMTD Group. His father is also involved after a company that belongs to him acquired a majority stake in it in 2015. AMTD Group owns 50.6 per cent of AMTD Idea, which in turn owns 88.7 per cent of AMTD Digital.<img src=\"https://static.tigerbbs.com/d7aa3508b629e96c3d022ab2c656d3ac\" tg-width=\"832\" tg-height=\"831\" width=\"100%\" height=\"auto\"/>Choi has been a fixture at annual financial technology events in Singapore in recent years. At an event co-organised by the Monetary Authority of Singapore, AMTD Group was among the biggest sponsors for three consecutive years through 2019, when Choi spoke on panels with executives including Standard Chartered Chief Executive Officer Bill Winters.</p><p>Earlier this year, though, Hong Kong regulators banned Choi from the securities industry for two years for failing to disclose conflicts of interest in transactions he worked on while at UBS. He’s appealing the decision. China Minsheng Investment Group, an AMTD Group investor that installed Choi as CEO, turned against him and at one point placed banners in Hong Kong’s central district denouncing him.</p><p>Separately, Hindenburg Research has blasted AMTD Group. In an April 2021 report on Ebang International Holdings, a China-based crypto company, the short seller said its track record as an underwriter was “abysmal,” with 87 per cent of its US IPOs resulting in losses.</p><p>Choi admitted in a statement last year that he’s faced challenges.</p><p>“There are those who envy and [are] jealous, and those who are cold-eyed and mockers, and malicious, there are slanderers,” he said. “However, entrepreneurs must insist that development is the last word.”</p><p>AMTD’s surge has those from Hong Kong to New York speculating about what, if anything, is behind the moves in the stock. One explanation is that only a small portion of its shares are available for trading.</p><p>“The stock is highly overvalued,” said Thomas Nip, a research analyst at Valuable Capital in Hong Kong. “The low free float in the company’s shares means it will be easier for big shareholders to push up the stock price.”</p><p>While the recent rally in the US was reminiscent of the retail trading mania that drove up shares of companies including GameStop last year, some Reddit and Twitter users appeared baffled by the gains, denouncing claims that the sub-reddit WallStreetBets was behind the moves. At one point on Tuesday, AMTD Digital’s market value rose above $US400 billion, while AMTD Idea shares surged as much as 520 per cent.</p><p>“Given the speed of its ascent, I have a feeling this one will nosedive,” said Oktay Kavrak, director at Leverage Shares. “I hope investors take profits along the way as the inevitable crash will send HKD back to relative obscurity.”</p></body></html>","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>This Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain</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\">\nThis Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-03/amtd-digital-run-by-ex-ubs-banker-becomes-bigger-than-goldman-with-stock-surge?srnd=economics-vp><strong>Bloomberg </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world, apparently, has a new financial giant.AMTD Digital, a Hong Kong-based company that listed in New York less than three weeks ago, has surged so much that the combined market value of its ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-03/amtd-digital-run-by-ex-ubs-banker-becomes-bigger-than-goldman-with-stock-surge?srnd=economics-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMTD":"Amtd Idea","HKD":"尚乘数科"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-03/amtd-digital-run-by-ex-ubs-banker-becomes-bigger-than-goldman-with-stock-surge?srnd=economics-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256282915","content_text":"The world, apparently, has a new financial giant.AMTD Digital, a Hong Kong-based company that listed in New York less than three weeks ago, has surged so much that the combined market value of its Class A and Class B shares hit more than $US310 billion ($446 billion) this week. That means the firm — which develops digital businesses, including financial services — is worth more than Bank of America, Morgan Stanley and Goldman Sachs, despite reporting just $US25 million in revenue for the year ended April 2021.At least on paper, that makes it the fifth-biggest financial company in the world, trailing Berkshire Hathaway Inc., JPMorgan Chase & Co., Bank of America Corp. and Industrial & Commercial Bank of China Ltd.While those firms have a long list of shareholders, AMTD Digital has a convoluted ownership structure that ultimately leads to one key name: Calvin Choi, an ex-UBS banker, who’s currently fighting an industry ban in Hong Kong for failing to disclose conflicts of interest.Despite that, Choi was on the floor of the New York Stock Exchange on July 15, ringing the bell as shares of AMTD Digital were about to begin their upward journey. They’re since up more than 14,000 per cent from the initial public offering price of $US7.80 , even after a 50 per cent retreat on Wednesday.It’s a mystery why the stock has surged, though some analysts have pointed to its tiny public float. It’s also not clear why investment bank AMTD Idea Group, another stock under the AMTD Group umbrella, has joined in the rally, soaring 525 per cent between July 15 and Tuesday’s close. That stock was the fourth-most-bought company on Fidelity’s trading platform on Wednesday, indicating that it’s become a favourite of retail traders, despite sliding 9.7 per cent on Wednesday.AMTD Digital didn’t immediately reply to a request for comment. It said in a statement on Tuesday that it’s monitoring the market for any trading abnormalities and doesn’t know of any “material circumstances, events, nor other matters” that could be affecting the stock price.Well-Known BackersChoi joined AMTD Group in 2016 as chairman and chief executive officer after spending five years at UBS. Created in 2003 with backing from Li Ka-shing’s company CK Hutchison Holdings, it’s the parent of AMTD Digital and AMTD Idea Group, which is listed both in Singapore and the US.AMTD Idea also has well-known backers. Century City International Holdings., owned by members of Hong Kong’s real estate tycoon Lo family, holds a 5.8 per cent stake in the firm. A unit of Morgan Stanley invested in a funding round in 2019.Choi, a Hong Kong native and Canadian citizen who studied accounting at the University of Waterloo, is the sole owner of a vehicle that controls 32.5 per cent of AMTD Group. His father is also involved after a company that belongs to him acquired a majority stake in it in 2015. AMTD Group owns 50.6 per cent of AMTD Idea, which in turn owns 88.7 per cent of AMTD Digital.Choi has been a fixture at annual financial technology events in Singapore in recent years. At an event co-organised by the Monetary Authority of Singapore, AMTD Group was among the biggest sponsors for three consecutive years through 2019, when Choi spoke on panels with executives including Standard Chartered Chief Executive Officer Bill Winters.Earlier this year, though, Hong Kong regulators banned Choi from the securities industry for two years for failing to disclose conflicts of interest in transactions he worked on while at UBS. He’s appealing the decision. China Minsheng Investment Group, an AMTD Group investor that installed Choi as CEO, turned against him and at one point placed banners in Hong Kong’s central district denouncing him.Separately, Hindenburg Research has blasted AMTD Group. In an April 2021 report on Ebang International Holdings, a China-based crypto company, the short seller said its track record as an underwriter was “abysmal,” with 87 per cent of its US IPOs resulting in losses.Choi admitted in a statement last year that he’s faced challenges.“There are those who envy and [are] jealous, and those who are cold-eyed and mockers, and malicious, there are slanderers,” he said. “However, entrepreneurs must insist that development is the last word.”AMTD’s surge has those from Hong Kong to New York speculating about what, if anything, is behind the moves in the stock. One explanation is that only a small portion of its shares are available for trading.“The stock is highly overvalued,” said Thomas Nip, a research analyst at Valuable Capital in Hong Kong. “The low free float in the company’s shares means it will be easier for big shareholders to push up the stock price.”While the recent rally in the US was reminiscent of the retail trading mania that drove up shares of companies including GameStop last year, some Reddit and Twitter users appeared baffled by the gains, denouncing claims that the sub-reddit WallStreetBets was behind the moves. At one point on Tuesday, AMTD Digital’s market value rose above $US400 billion, while AMTD Idea shares surged as much as 520 per cent.“Given the speed of its ascent, I have a feeling this one will nosedive,” said Oktay Kavrak, director at Leverage Shares. “I hope investors take profits along the way as the inevitable crash will send HKD back to relative obscurity.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107015407846850","authorId":"4107015407846850","authorIdStr":"4107015407846850","name":"FattAgain69","avatar":"https://community-static.tradeup.com/news/a4e3d511c15de9227ee9ebca3021f903","crmLevel":5,"crmLevelSwitch":0,"idStr":"4107015407846850"},"content":"Don't even think about that. Prices may be manipulated and might go against your shorts, then reversing when your shorts have been called off.","text":"Don't even think about that. Prices may be manipulated and might go against your shorts, then reversing when your shorts have been called off.","html":"Don't even think about that. Prices may be manipulated and might go against your shorts, then reversing when your shorts have been called off."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021166191,"gmtCreate":1653014015313,"gmtModify":1676535208632,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅","listText":"To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅","text":"To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021166191","repostId":"2236670897","repostType":4,"repost":{"id":"2236670897","pubTimestamp":1653011211,"share":"https://ttm.financial/m/news/2236670897?lang=&edition=fundamental","pubTime":"2022-05-20 09:46","market":"us","language":"en","title":"Apple: Be Careful, There's A Lot More Downside Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2236670897","media":"Seekingalpha","summary":"SummaryApple is a fundamentally strong company that will generate some business growth in the coming","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is a fundamentally strong company that will generate some business growth in the coming years.</li><li>The huge baseline means that relative growth won&#39;t be too strong, and at the same time, AAPL&#39;s buybacks are way less effective than they used to be.</li><li>AAPL shares have sold off considerably, but they are still far from cheap. In fact, another 30% share price drop could bring the valuation to the long-term average.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155c5440be53b77f03e11163375aa17c\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>24K-Production/iStock via Getty Images</span></p><p><b>Article Thesis</b></p><p>Apple (NASDAQ:AAPL) is a fundamentally strong company, but its growth is not outrageously high. At the same time, shares trade well above the historical norm, which makes its buybacks less effective and which results in multiplecompression risk. Over the last couple of months, Apple has already seen its shares pull back considerably. Depending on where rates are headed, shares could fall further, however.</p><p><b>Apple Has A Strong Business, But Not Too Much Growth</b></p><p>Looking at Apple&#39;s fundamentals, we can say that this is clearly a strong company. Not only does Apple have a great balance sheet with ample cash resources, but Apple also operates with attractive margins and returns on capital.</p><p>During the last four quarters, Apple&#39;s net margin was 26%. That does not only mean that Apple generates a hefty amount of profit for every additional sale it makes, but Apple&#39;s margins also are reducing risks in times of inflation. Some companies have already seen their margins compress due to the current high-inflation environment. That is way more dangerous for companies with low margins, as a 200-basis point margin hit would cut profits in half for a company with a 4% net margin. Apple, in the same scenario, would see its profits decline by less than 10%, which means that high-margin businesses such as Apple are lower-risk investments in times such as these.</p><p>A high-quality company isn&#39;t necessarily a high-growth company, however. In Apple&#39;s case, the enormous baseline means that growing the business further is far from easy. A company that generates annual revenue of close to $400 billion needs to add billions of dollars in revenue every year just for a paltry 1% revenue growth rate. If the company wants a 5% growth rate, which is solid but far from spectacular, $20 billion in additional sales during a single year are required. Price increases for its hardware products such as the iPhone, iPad, Mac, etc. help drive some revenue growth in the long run, but volume growth is not too much of a tailwind. After all, most people that want a smartphone or a tablet already have one and replacing existing ones does not lead to long-term volume growth. Apple&#39;s services business has generated above-average growth in recent years, but that will likely not be enough to lead to great business growth in the long run. After all, even when Apple rolls out new services over time that add a billion in revenue or two, that barely moves the needle for a $400 billion-a-year giant.</p><p>Not too surprisingly, Apple&#39;s forecasted revenue growth is thus not overly strong:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b34d4d22439ea64352caf9220cffbb8b\" tg-width=\"640\" tg-height=\"146\" width=\"100%\" height=\"auto\"/><span>AAPL revenue growth forecast (Source: Seeking Alpha)</span></p><p>Growth during the current year is forecasted at a little less than 8%, partially made possible thanks to a still somewhat easy comparison to the pandemic-impacted quarters last year. Beyond the current year, growth is forecasted to decelerate meaningfully, however, to just 5% in 2023 and 4% in 2024-2025.</p><p>Earnings per share growth is not only coming from revenue growth, of course. Margin expansion can boost earnings further, but due to Apple&#39;s already very high margins and due to inflationary pressures in all kinds of products and commodities, it seems doubtful whether Apple will be able to boost its margins dramatically from the already very elevated level.</p><p>Last but not least, buybacks can result in earnings per share growing faster than the company&#39;s overall net profits. That has been the case for Apple for many years, and it will likely hold true in the future as well. Unfortunately, Apple&#39;s buybacks have become a lot less efficient over time. Between May 2013 and May 2020, Apple&#39;s share count declined by 32%, which pencils out to a 5.4% annual reduction rate (CAGR). Over the last two years, however, Apple has only reduced its share count by 4.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f8fa0d831de491cef772ea0668d8b1\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The annual share count reduction pace in that time frame was thus just 2.4%, or significantly less than half the buyback pace seen over the previous seven years. That is not the result of a reduction in Apple&#39;s absolute buyback spending. Instead, Apple&#39;s shares have become way more expensive than they used to be over the last decade, which has made buybacks less efficient - naturally, buying back shares when they are cheap is more impactful than buying back shares when they are expensive.</p><p>Since Apple&#39;s shares are still very pricey when compared to the historical norm, we can expect that Apple&#39;s buybacks will continue to lack behind the historic average in relative terms. The earnings per share growth tailwinds from buybacks should thus continue to underwhelm going forward, compared to the way more pronounced buyback impact we have seen in prior years when Apple was able to scoop up shares at a way lower valuation.</p><p>Due to the baseline effect/law of large numbers that makes maintaining a lot of business growth difficult, and due to the fact that smartphones, PCs, and so on aren&#39;t really a growth industry, combined with a weak impact from buybacks, Apple is thus not expected to grow its earnings per share very much going forward. I still do expect that Apple will generate a solid earnings per share growth pace in the long run, but not an exciting one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18547e21264db45381f14fec12e30f17\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Over the last decade, Apple has grown its earnings per share by a huge 305%. That pencils out to an annual earnings per share growth rate of 15.0%. Going forward, the analyst community is predicting earnings per share growth that is roughly half as high:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0e4b495e8312d0585f3bd55eb891d6\" tg-width=\"640\" tg-height=\"296\" width=\"100%\" height=\"auto\"/><span>AAPL EPS growth forecast (Source: Seeking Alpha)</span></p><p>We see expected EPS growth of 10% this year, while earnings per share growth is forecasted to decelerate to as low as 4% in the years beyond 2022. Overall, earnings per share are forecasted to rise by just 80% over the coming nine years, while Apple roughly quadrupled its EPS over the last ten years. Clearly, growth in the coming years will likely be way lower than it used to be in the past. That is not necessarily a disaster. In fact, growth deceleration over time has to be expected as companies mature eventually. The lower future growth should be reflected in the company&#39;s valuation, however, and that does not seem to be the case at all.</p><p><b>AAPL Stock: Expensive By Historical Standards</b></p><p>Right now, Apple is trading for $141 per share, which is down by 23% from the 52-week high. But that has by far not made Apple into a cheap stock:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d84af723e478e338c15dddd6434ab26\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In the above chart, we see that Apple is now trading for 23x forward net profits, while the 10-year median earnings multiple is 16.4. In other words, Apple is still trading at a 40% premium compared to how shares were valued, on average, in the past. Looking at the company&#39;s enterprise value to EBITDA multiple, which accounts for changes in net cash due to using EV, the premium versus the historical valuation is even more pronounced. At a 19x forward EV/EBITDA multiple, Apple is trading at a premium of almost 80% compared to the 10-year median EV/EBITDA ratio of 10.6.</p><p>We can thus summarize that Apple&#39;s current valuation is still way higher than it was, on average, over the last decade - despite the 20%+ share price decline since the company peaked earlier this year. At the same time, Apple&#39;s expected revenue and earnings per share growth rate for the coming years is way<i>lower</i>than the growth the company has delivered over the last decade. A way higher valuation for a company that will be delivering way less growth in the coming years does not seem like an attractive investment proposal to me.</p><p>Another way to look at Apple&#39;s valuation is a comparison between its earnings yield and the US Treasury yield:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf71cfbf6927b0cbc348428cff0fb3b\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>We see that Apple&#39;s earnings yield is currently 1.1% higher than the 10-year treasury rate. Historically, the risk premium has been much larger, often around 3%, but even higher at times. We can thus say that, relative to risk-free investments (treasuries), Apple has become more expensive over the last couple of years, as its spread has dwindled. That does not necessarily mean that Treasuries are a better investment. But it seems clear that Apple has been getting way more expensive in recent years, as investors bid up its shares further and further, pushing the yield spread versus risk-free investments lower and lower.</p><p><b>What It Means</b></p><p>The combination of these factors means that Apple could have considerably more downside potential. The company, which will most likely not grow as much in the future as it did in the past, could see its shares fall by another 30%, and it would still not be cheap by historical standards. Instead, Apple would be trading perfectly in line with its 10-year median earnings multiple of 16 in that scenario. Apple&#39;s shares are not as overvalued as they were when they traded at $160, $170, or even higher. But even at $141, AAPL is still very clearly on the expensive side by historical standards. With interest rates rising, which is a clear negative for equity valuations, Apple has considerably more downside risk. That will not necessarily materialize, but investors should at least know that buying Apple at $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Be Careful, There's A Lot More Downside Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Be Careful, There's A Lot More Downside Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is a fundamentally strong company that will generate some business growth in the coming years.The huge baseline means that relative growth won't be too strong, and at the same time, AAPL'...</p>\n\n<a href=\"https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk\">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"},"source_url":"https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236670897","content_text":"SummaryApple is a fundamentally strong company that will generate some business growth in the coming years.The huge baseline means that relative growth won't be too strong, and at the same time, AAPL's buybacks are way less effective than they used to be.AAPL shares have sold off considerably, but they are still far from cheap. In fact, another 30% share price drop could bring the valuation to the long-term average.24K-Production/iStock via Getty ImagesArticle ThesisApple (NASDAQ:AAPL) is a fundamentally strong company, but its growth is not outrageously high. At the same time, shares trade well above the historical norm, which makes its buybacks less effective and which results in multiplecompression risk. Over the last couple of months, Apple has already seen its shares pull back considerably. Depending on where rates are headed, shares could fall further, however.Apple Has A Strong Business, But Not Too Much GrowthLooking at Apple's fundamentals, we can say that this is clearly a strong company. Not only does Apple have a great balance sheet with ample cash resources, but Apple also operates with attractive margins and returns on capital.During the last four quarters, Apple's net margin was 26%. That does not only mean that Apple generates a hefty amount of profit for every additional sale it makes, but Apple's margins also are reducing risks in times of inflation. Some companies have already seen their margins compress due to the current high-inflation environment. That is way more dangerous for companies with low margins, as a 200-basis point margin hit would cut profits in half for a company with a 4% net margin. Apple, in the same scenario, would see its profits decline by less than 10%, which means that high-margin businesses such as Apple are lower-risk investments in times such as these.A high-quality company isn't necessarily a high-growth company, however. In Apple's case, the enormous baseline means that growing the business further is far from easy. A company that generates annual revenue of close to $400 billion needs to add billions of dollars in revenue every year just for a paltry 1% revenue growth rate. If the company wants a 5% growth rate, which is solid but far from spectacular, $20 billion in additional sales during a single year are required. Price increases for its hardware products such as the iPhone, iPad, Mac, etc. help drive some revenue growth in the long run, but volume growth is not too much of a tailwind. After all, most people that want a smartphone or a tablet already have one and replacing existing ones does not lead to long-term volume growth. Apple's services business has generated above-average growth in recent years, but that will likely not be enough to lead to great business growth in the long run. After all, even when Apple rolls out new services over time that add a billion in revenue or two, that barely moves the needle for a $400 billion-a-year giant.Not too surprisingly, Apple's forecasted revenue growth is thus not overly strong:AAPL revenue growth forecast (Source: Seeking Alpha)Growth during the current year is forecasted at a little less than 8%, partially made possible thanks to a still somewhat easy comparison to the pandemic-impacted quarters last year. Beyond the current year, growth is forecasted to decelerate meaningfully, however, to just 5% in 2023 and 4% in 2024-2025.Earnings per share growth is not only coming from revenue growth, of course. Margin expansion can boost earnings further, but due to Apple's already very high margins and due to inflationary pressures in all kinds of products and commodities, it seems doubtful whether Apple will be able to boost its margins dramatically from the already very elevated level.Last but not least, buybacks can result in earnings per share growing faster than the company's overall net profits. That has been the case for Apple for many years, and it will likely hold true in the future as well. Unfortunately, Apple's buybacks have become a lot less efficient over time. Between May 2013 and May 2020, Apple's share count declined by 32%, which pencils out to a 5.4% annual reduction rate (CAGR). Over the last two years, however, Apple has only reduced its share count by 4.8%:Data by YChartsThe annual share count reduction pace in that time frame was thus just 2.4%, or significantly less than half the buyback pace seen over the previous seven years. That is not the result of a reduction in Apple's absolute buyback spending. Instead, Apple's shares have become way more expensive than they used to be over the last decade, which has made buybacks less efficient - naturally, buying back shares when they are cheap is more impactful than buying back shares when they are expensive.Since Apple's shares are still very pricey when compared to the historical norm, we can expect that Apple's buybacks will continue to lack behind the historic average in relative terms. The earnings per share growth tailwinds from buybacks should thus continue to underwhelm going forward, compared to the way more pronounced buyback impact we have seen in prior years when Apple was able to scoop up shares at a way lower valuation.Due to the baseline effect/law of large numbers that makes maintaining a lot of business growth difficult, and due to the fact that smartphones, PCs, and so on aren't really a growth industry, combined with a weak impact from buybacks, Apple is thus not expected to grow its earnings per share very much going forward. I still do expect that Apple will generate a solid earnings per share growth pace in the long run, but not an exciting one.Data by YChartsOver the last decade, Apple has grown its earnings per share by a huge 305%. That pencils out to an annual earnings per share growth rate of 15.0%. Going forward, the analyst community is predicting earnings per share growth that is roughly half as high:AAPL EPS growth forecast (Source: Seeking Alpha)We see expected EPS growth of 10% this year, while earnings per share growth is forecasted to decelerate to as low as 4% in the years beyond 2022. Overall, earnings per share are forecasted to rise by just 80% over the coming nine years, while Apple roughly quadrupled its EPS over the last ten years. Clearly, growth in the coming years will likely be way lower than it used to be in the past. That is not necessarily a disaster. In fact, growth deceleration over time has to be expected as companies mature eventually. The lower future growth should be reflected in the company's valuation, however, and that does not seem to be the case at all.AAPL Stock: Expensive By Historical StandardsRight now, Apple is trading for $141 per share, which is down by 23% from the 52-week high. But that has by far not made Apple into a cheap stock:Data by YChartsIn the above chart, we see that Apple is now trading for 23x forward net profits, while the 10-year median earnings multiple is 16.4. In other words, Apple is still trading at a 40% premium compared to how shares were valued, on average, in the past. Looking at the company's enterprise value to EBITDA multiple, which accounts for changes in net cash due to using EV, the premium versus the historical valuation is even more pronounced. At a 19x forward EV/EBITDA multiple, Apple is trading at a premium of almost 80% compared to the 10-year median EV/EBITDA ratio of 10.6.We can thus summarize that Apple's current valuation is still way higher than it was, on average, over the last decade - despite the 20%+ share price decline since the company peaked earlier this year. At the same time, Apple's expected revenue and earnings per share growth rate for the coming years is waylowerthan the growth the company has delivered over the last decade. A way higher valuation for a company that will be delivering way less growth in the coming years does not seem like an attractive investment proposal to me.Another way to look at Apple's valuation is a comparison between its earnings yield and the US Treasury yield:Data by YChartsWe see that Apple's earnings yield is currently 1.1% higher than the 10-year treasury rate. Historically, the risk premium has been much larger, often around 3%, but even higher at times. We can thus say that, relative to risk-free investments (treasuries), Apple has become more expensive over the last couple of years, as its spread has dwindled. That does not necessarily mean that Treasuries are a better investment. But it seems clear that Apple has been getting way more expensive in recent years, as investors bid up its shares further and further, pushing the yield spread versus risk-free investments lower and lower.What It MeansThe combination of these factors means that Apple could have considerably more downside potential. The company, which will most likely not grow as much in the future as it did in the past, could see its shares fall by another 30%, and it would still not be cheap by historical standards. Instead, Apple would be trading perfectly in line with its 10-year median earnings multiple of 16 in that scenario. Apple's shares are not as overvalued as they were when they traded at $160, $170, or even higher. But even at $141, AAPL is still very clearly on the expensive side by historical standards. With interest rates rising, which is a clear negative for equity valuations, Apple has considerably more downside risk. That will not necessarily materialize, but investors should at least know that buying Apple at $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012888220,"gmtCreate":1649304087785,"gmtModify":1676534489059,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Easy money for Elon Just he because he put money at twitter. Followers of Elon lost money while Elon gained Making the rich got richer","listText":"Easy money for Elon Just he because he put money at twitter. Followers of Elon lost money while Elon gained Making the rich got richer","text":"Easy money for Elon Just he because he put money at twitter. Followers of Elon lost money while Elon gained Making the rich got richer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012888220","repostId":"1173645974","repostType":4,"repost":{"id":"1173645974","pubTimestamp":1649303188,"share":"https://ttm.financial/m/news/1173645974?lang=&edition=fundamental","pubTime":"2022-04-07 11:46","market":"us","language":"en","title":"Elon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It","url":"https://stock-news.laohu8.com/highlight/detail?id=1173645974","media":"CNN Business","summary":"Call it a rounding error.In fact Musk disclosed onTwitterWednesday that he had made an error in his initial filing that showed he had purchased 73.5 million shares, which works out to a 9.2% stake in the company.His filing Tuesday night disclosed the correct number of shares: 73.1 million shares, or a 9.1% stake. When some took that to mean he had already sold nearly 400,000 of those initial 73.5 million shares, he responded that the difference was due to a filing mistake.As for how little a $1 ","content":"<html><head></head><body><p><b>New York (CNN Business)</b> <b>-</b> Elon Musk has gotten a lot of attention from buying a 9.1% stake in Twitter, along with landing a seat onthe company&#39;s board. He&#39;s also worth an additional $1 billion.</p><p>In a new filing late Tuesday, Musk disclosed how much he paid for the 73 million shares he started purchasing in late January and completed with a final buy Friday. The average price was $36.16 per share.</p><p>The news of his Twitter investment sent shares up 27% Monday, and another 2% by Tuesday&#39;s close, before slipping slightly in Wednesday trading. But even with that step back in price, Musk is looking at an on-paper profit of roughly $1.1 billion on his $2.6 billion investment. That equates to a return of about 40%. Not bad for a two-month investment.</p><p>Of course, that amount is essentially sofa cushion change for the world&#39;s richest human being. Musk&#39;s initial investment represented less than 1% of his net worth, which Forbes estimates at $282 billion. A $1 billion profit? Call it a rounding error.</p><p>In fact Musk disclosed on Twitter Wednesday that he had made an error in his initial filing that showed he had purchased 73.5 million shares, which works out to a 9.2% stake in the company.</p><p>His filing Tuesday night disclosed the correct number of shares: 73.1 million shares, or a 9.1% stake. When some took that to mean he had already sold nearly 400,000 of those initial 73.5 million shares, he responded that the difference was due to a filing mistake.</p><p>As for how little a $1 billion profit might mean to someone as rich as he is, here&#39;s some context: The Federal Reserve estimates that the US median household net worth is $121,700. So if a typical family had the same percentage increase in their net worth that Musk just got from his Twitter windfall, it would total $461. Not exactly earthshaking.</p><p>So given his vast wealth, it&#39;s fairly safe to say that no person on the planet has ever needed an extra $1 billion less than Elon Musk.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It</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\">\nElon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/04/06/investing/elon-musk-twitter-stake-profit/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Elon Musk has gotten a lot of attention from buying a 9.1% stake in Twitter, along with landing a seat onthe company's board. He's also worth an additional $1 billion.In a ...</p>\n\n<a href=\"https://edition.cnn.com/2022/04/06/investing/elon-musk-twitter-stake-profit/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2022/04/06/investing/elon-musk-twitter-stake-profit/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173645974","content_text":"New York (CNN Business) - Elon Musk has gotten a lot of attention from buying a 9.1% stake in Twitter, along with landing a seat onthe company's board. He's also worth an additional $1 billion.In a new filing late Tuesday, Musk disclosed how much he paid for the 73 million shares he started purchasing in late January and completed with a final buy Friday. The average price was $36.16 per share.The news of his Twitter investment sent shares up 27% Monday, and another 2% by Tuesday's close, before slipping slightly in Wednesday trading. But even with that step back in price, Musk is looking at an on-paper profit of roughly $1.1 billion on his $2.6 billion investment. That equates to a return of about 40%. Not bad for a two-month investment.Of course, that amount is essentially sofa cushion change for the world's richest human being. Musk's initial investment represented less than 1% of his net worth, which Forbes estimates at $282 billion. A $1 billion profit? Call it a rounding error.In fact Musk disclosed on Twitter Wednesday that he had made an error in his initial filing that showed he had purchased 73.5 million shares, which works out to a 9.2% stake in the company.His filing Tuesday night disclosed the correct number of shares: 73.1 million shares, or a 9.1% stake. When some took that to mean he had already sold nearly 400,000 of those initial 73.5 million shares, he responded that the difference was due to a filing mistake.As for how little a $1 billion profit might mean to someone as rich as he is, here's some context: The Federal Reserve estimates that the US median household net worth is $121,700. So if a typical family had the same percentage increase in their net worth that Musk just got from his Twitter windfall, it would total $461. Not exactly earthshaking.So given his vast wealth, it's fairly safe to say that no person on the planet has ever needed an extra $1 billion less than Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883240256,"gmtCreate":1631247900875,"gmtModify":1676530508567,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Agree, this news manipulates the price action and fooled investors to sell. Not the embargo is lifted. The only direction is going up.","listText":"Agree, this news manipulates the price action and fooled investors to sell. Not the embargo is lifted. The only direction is going up.","text":"Agree, this news manipulates the price action and fooled investors to sell. Not the embargo is lifted. The only direction is going up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883240256","repostId":"1192948406","repostType":2,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883201196,"gmtCreate":1631240955615,"gmtModify":1676530506353,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>Buy now on the uptrend. This has been low for quite some time. Going to 2.0 anytime soon","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>Buy now on the uptrend. This has been low for quite some time. Going to 2.0 anytime soon","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$Buy now on the uptrend. This has been low for quite some time. Going to 2.0 anytime soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883201196","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801746324,"gmtCreate":1627538253268,"gmtModify":1703491944085,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Chinese regulators must be very rich now after manipulating chinese stocks. ???","listText":"Chinese regulators must be very rich now after manipulating chinese stocks. ???","text":"Chinese regulators must be very rich now after manipulating chinese stocks. ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801746324","repostId":"1184074920","repostType":2,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803442562,"gmtCreate":1627460185956,"gmtModify":1703490381882,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Apple said the same thing last quarter about uncertain outlook with blowout earning. Is&nbsp;the outlook is the reason for the drop in price? What is the advantage of apple telling the outlook is dark?","listText":"Apple said the same thing last quarter about uncertain outlook with blowout earning. Is&nbsp;the outlook is the reason for the drop in price? What is the advantage of apple telling the outlook is dark?","text":"Apple said the same thing last quarter about uncertain outlook with blowout earning. Is the outlook is the reason for the drop in price? What is the advantage of apple telling the outlook is dark?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803442562","repostId":"1195067283","repostType":4,"repost":{"id":"1195067283","pubTimestamp":1627459353,"share":"https://ttm.financial/m/news/1195067283?lang=&edition=fundamental","pubTime":"2021-07-28 16:02","market":"us","language":"en","title":"Apple’s blowout earnings didn’t help its stock, and here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1195067283","media":"MarketWatch","summary":"CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales. Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS. Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing ha","content":"<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.5%&nbsp;in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/46b6dcdfd6c3341849a132b84908df8a\" tg-width=\"881\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df758af59b72a37be435c6d3859ce151\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS</span></p>\n<p>Apple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.</p>\n<p>Apple&nbsp;reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.</p>\n<p>“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”</p>\n<p>Apple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.</p>\n<p>Beyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.</p>\n<p>“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.</p>\n<p>That growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.</p>\n<p>“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.</p>\n<p>When asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.</p>\n<p>While it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead</p>\n<p>As Cook phrased it Tuesday, “the road to recovery will be a winding one.”</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s blowout earnings didn’t help its stock, and here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s blowout earnings didn’t help its stock, and here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195067283","content_text":"Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales\nApple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS\nApple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.\nApple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.\n“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”\nApple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.\nBeyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.\n“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.\nThat growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.\n“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.\nWhen asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.\nWhile it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead\nAs Cook phrased it Tuesday, “the road to recovery will be a winding one.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128982515,"gmtCreate":1624498179037,"gmtModify":1703838409010,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DQ\">$Daqo New(DQ)$</a>Just when you thought it is rebounding. Shit happens. ?.&nbsp;","listText":"<a href=\"https://laohu8.com/S/DQ\">$Daqo New(DQ)$</a>Just when you thought it is rebounding. Shit happens. ?.&nbsp;","text":"$Daqo New(DQ)$Just when you thought it is rebounding. Shit happens. ?.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/128982515","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129877892,"gmtCreate":1624369980616,"gmtModify":1703834669390,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DQ\">$Daqo New(DQ)$</a>This stock sucks. No bottom no support. ???","listText":"<a href=\"https://laohu8.com/S/DQ\">$Daqo New(DQ)$</a>This stock sucks. No bottom no support. ???","text":"$Daqo New(DQ)$This stock sucks. No bottom no support. ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129877892","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193557649,"gmtCreate":1620802697181,"gmtModify":1704348648748,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Steady. Please comment","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Steady. Please comment","text":"$OCEANUS GROUP LIMITED(579.SI)$Steady. Please comment","images":[{"img":"https://static.tigerbbs.com/6e2b77be03e080a49ed2163ca1bb2d85","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193557649","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193521715,"gmtCreate":1620801340037,"gmtModify":1704348626186,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Nothing. Just plain old coin. Please like and respond","listText":"Nothing. Just plain old coin. Please like and respond","text":"Nothing. Just plain old coin. Please like and respond","images":[{"img":"https://static.tigerbbs.com/a21fd75bdc705caabd4d737ea495b77b","width":"1125","height":"3213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193521715","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199573145,"gmtCreate":1620722515087,"gmtModify":1704347312873,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Why did it go down further?","listText":"Why did it go down further?","text":"Why did it go down further?","images":[{"img":"https://static.tigerbbs.com/56ec970aaddc1debfbbe402dcb869584","width":"1125","height":"2605"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199573145","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190215149,"gmtCreate":1620623021781,"gmtModify":1704345723696,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Time to go up","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Time to go up","text":"$OCEANUS GROUP LIMITED(579.SI)$Time to go up","images":[{"img":"https://static.tigerbbs.com/780309cb910ac9e800cb2d5babcdd29b","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190215149","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190212219,"gmtCreate":1620622971531,"gmtModify":1704345723046,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"If lockdown continue, SS likely to go up","listText":"If lockdown continue, SS likely to go up","text":"If lockdown continue, SS likely to go up","images":[{"img":"https://static.tigerbbs.com/9e79132be777bde773cd551c7bae8df4","width":"1125","height":"2198"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190212219","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":376243213,"gmtCreate":1619134388932,"gmtModify":1704720048651,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/376243213","repostId":"2129482339","repostType":4,"repost":{"id":"2129482339","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1619128620,"share":"https://ttm.financial/m/news/2129482339?lang=&edition=fundamental","pubTime":"2021-04-23 05:57","market":"hk","language":"en","title":"Intel stock falls despite earnings beat, as data-center sales slump more than 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2129482339","media":"Dow Jones","summary":"CEO Gelsinger says Intel will 'fight for every socket' in the competitive data-center market.Intel Corp. shares fell in the extended session Thursday despite a big earnings beat and a raised annual forecast, as a large dip in data-center sales was papered over by strength in sales of personal computers and a departing memory business.Intel $$ shares fell about 2.2% in after-hours trading, following a 1.8% decline in the regular session to close at $62.57.\"We are already shipping Ice Lake to more","content":"<blockquote>CEO Gelsinger says Intel will 'fight for every socket' in the competitive data-center market.</blockquote><p>Intel Corp. shares fell in the extended session Thursday despite a big earnings beat and a raised annual forecast, as a large dip in data-center sales was papered over by strength in sales of personal computers and a departing memory business.</p><p>Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> shares fell about 2.2% in after-hours trading, following a 1.8% decline in the regular session to close at $62.57.</p><p><img src=\"https://static.tigerbbs.com/5684028a3e7fc16650bb39913601ae27\" tg-width=\"1114\" tg-height=\"506\"></p><p>Intel's data-center group saw revenue fall more than 20% to $5.56 billion, while analysts surveyed by FactSet expected $5.89 billion. Intel is facing increased competition from rival Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and GPU specialist Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the data-center category.</p><p>On a call with analysts, Intel Chief Executive Pat Gelsinger, in his first earnings report since officially taking over, noted that Intel had just recently launched its new generation of Xeon server chips, codenamed \"Ice Lake,\" and that the industry is just beginning to emerge from a digestion phase from data centers and that Intel is \"starting to see signs that they want to start the next build phase in their cloud.\"</p><p>\"We are already shipping Ice Lake to more than 30 customers including major cloud providers communication service providers, enterprise, and [high performance computing] customers,\" Gelsinger said, adding that Intel was going to be very aggressive in marketing to data centers.</p><p>\"We're going to fight for every socket in the market,\" Gelsinger said.</p><p>On the PC side, Gelsinger said PC demand leapt to levels not seen since 2012 because of COVID-19.</p><p>\"And that's continuing,\" Gelsinger said. \"2021 is shaping up to be the largest PC market ever. In fact, we shipped more notebook CPUs in Q1 than in any other quarter in our history.\" The CEO said that \"<a href=\"https://laohu8.com/S/AONE\">one</a> PC in every home is no longer enough.\"</p><p>Intel's largest segment -- client-computing, the traditional PC group -- grew more than 8% to $10.6 billion, with analysts expecting $10.17 billion.</p><p>As incoming CEO, Gelsinger dropped into Intel's last earnings conference call   after taking the helm.</p><p>Intel reported first-quarter net income of $3.4 billion, or 82 cents a share, compared with $5.66 billion, or $1.31 a share, in the year-ago period. After adjusting for more than $2.2 billion for restructuring and other efforts, as well as other adjustments, Intel reported earnings of $1.39 a share, compared with $1.45 a share from a year ago.</p><p>Revenue declined to $19.7 billion from $19.83 billion in the year-ago quarter, for a third straight quarter of year-over-year revenue declines, but came in much higher than expected. Analysts had estimated adjusted earnings of $1.15 a share on revenue of $17.79 billion, while Intel had forecast adjusted earnings of $1.10 a share on revenue of about $17.5 billion. Intel also noted that revenue after removing results from the memory business it is in process of selling was $18.6 billion, still well higher than analysts' estimates.</p><p>Intel predicted Thursday annual revenue of approximately $77 billion, or $72.5 billion without the memory business, and adjusted earnings of $4.60 a share. Gelsinger had previously targeted $4.55 a share on sales of $76.5 billion.</p><p>For the second quarter, Intel forecast revenue of $18.9 billion, or $17.8 billion when removing the memory business, and GAAP and non-GAAP earnings of $1.05 a share. Analysts on average expected adjusted second-quarter earnings of $1.09 a share on revenue of $17.55 billion.</p><p>\"Overall, Intel had a good quarter as it is taking advantage of the huge uptick in overall compute demand for computers,\" said Patrick Moorhead, principal analyst at Moor Insights &amp; Strategy, in emailed comments. \"The data-center numbers were planned to be down at these levels, but I think some industry analysts may be making some misallocations in their calculations.\"</p><p>Intel reported that nonvolatile memory-solutions revenue declined slightly to $1.11 billion, far surpassing Wall Street's expectations of $563.8 million. \"Internet of Things,\" or IoT, revenue rose to $914 million, compared with an expected $774.9 million. <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> revenue was $377 million, while the Street had expected $332.3 million.</p><p>Over the past 12 months, Intel shares have gained 4%, while the Dow Jones Industrial Average  -- which counts Intel as a component -- has gained 44%, the S&amp;P 500 index  has grown 48%, the tech-heavy Nasdaq Composite Index  has surged 63%, and the PHLX Semiconductor Index  has ballooned 86%.</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>Intel stock falls despite earnings beat, as data-center sales slump more than 20%</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\">\nIntel stock falls despite earnings beat, as data-center sales slump more than 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-23 05:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>CEO Gelsinger says Intel will 'fight for every socket' in the competitive data-center market.</blockquote><p>Intel Corp. shares fell in the extended session Thursday despite a big earnings beat and a raised annual forecast, as a large dip in data-center sales was papered over by strength in sales of personal computers and a departing memory business.</p><p>Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> shares fell about 2.2% in after-hours trading, following a 1.8% decline in the regular session to close at $62.57.</p><p><img src=\"https://static.tigerbbs.com/5684028a3e7fc16650bb39913601ae27\" tg-width=\"1114\" tg-height=\"506\"></p><p>Intel's data-center group saw revenue fall more than 20% to $5.56 billion, while analysts surveyed by FactSet expected $5.89 billion. Intel is facing increased competition from rival Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and GPU specialist Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the data-center category.</p><p>On a call with analysts, Intel Chief Executive Pat Gelsinger, in his first earnings report since officially taking over, noted that Intel had just recently launched its new generation of Xeon server chips, codenamed \"Ice Lake,\" and that the industry is just beginning to emerge from a digestion phase from data centers and that Intel is \"starting to see signs that they want to start the next build phase in their cloud.\"</p><p>\"We are already shipping Ice Lake to more than 30 customers including major cloud providers communication service providers, enterprise, and [high performance computing] customers,\" Gelsinger said, adding that Intel was going to be very aggressive in marketing to data centers.</p><p>\"We're going to fight for every socket in the market,\" Gelsinger said.</p><p>On the PC side, Gelsinger said PC demand leapt to levels not seen since 2012 because of COVID-19.</p><p>\"And that's continuing,\" Gelsinger said. \"2021 is shaping up to be the largest PC market ever. In fact, we shipped more notebook CPUs in Q1 than in any other quarter in our history.\" The CEO said that \"<a href=\"https://laohu8.com/S/AONE\">one</a> PC in every home is no longer enough.\"</p><p>Intel's largest segment -- client-computing, the traditional PC group -- grew more than 8% to $10.6 billion, with analysts expecting $10.17 billion.</p><p>As incoming CEO, Gelsinger dropped into Intel's last earnings conference call   after taking the helm.</p><p>Intel reported first-quarter net income of $3.4 billion, or 82 cents a share, compared with $5.66 billion, or $1.31 a share, in the year-ago period. After adjusting for more than $2.2 billion for restructuring and other efforts, as well as other adjustments, Intel reported earnings of $1.39 a share, compared with $1.45 a share from a year ago.</p><p>Revenue declined to $19.7 billion from $19.83 billion in the year-ago quarter, for a third straight quarter of year-over-year revenue declines, but came in much higher than expected. Analysts had estimated adjusted earnings of $1.15 a share on revenue of $17.79 billion, while Intel had forecast adjusted earnings of $1.10 a share on revenue of about $17.5 billion. Intel also noted that revenue after removing results from the memory business it is in process of selling was $18.6 billion, still well higher than analysts' estimates.</p><p>Intel predicted Thursday annual revenue of approximately $77 billion, or $72.5 billion without the memory business, and adjusted earnings of $4.60 a share. Gelsinger had previously targeted $4.55 a share on sales of $76.5 billion.</p><p>For the second quarter, Intel forecast revenue of $18.9 billion, or $17.8 billion when removing the memory business, and GAAP and non-GAAP earnings of $1.05 a share. Analysts on average expected adjusted second-quarter earnings of $1.09 a share on revenue of $17.55 billion.</p><p>\"Overall, Intel had a good quarter as it is taking advantage of the huge uptick in overall compute demand for computers,\" said Patrick Moorhead, principal analyst at Moor Insights &amp; Strategy, in emailed comments. \"The data-center numbers were planned to be down at these levels, but I think some industry analysts may be making some misallocations in their calculations.\"</p><p>Intel reported that nonvolatile memory-solutions revenue declined slightly to $1.11 billion, far surpassing Wall Street's expectations of $563.8 million. \"Internet of Things,\" or IoT, revenue rose to $914 million, compared with an expected $774.9 million. <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> revenue was $377 million, while the Street had expected $332.3 million.</p><p>Over the past 12 months, Intel shares have gained 4%, while the Dow Jones Industrial Average  -- which counts Intel as a component -- has gained 44%, the S&amp;P 500 index  has grown 48%, the tech-heavy Nasdaq Composite Index  has surged 63%, and the PHLX Semiconductor Index  has ballooned 86%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129482339","content_text":"CEO Gelsinger says Intel will 'fight for every socket' in the competitive data-center market.Intel Corp. shares fell in the extended session Thursday despite a big earnings beat and a raised annual forecast, as a large dip in data-center sales was papered over by strength in sales of personal computers and a departing memory business.Intel $(INTC)$ shares fell about 2.2% in after-hours trading, following a 1.8% decline in the regular session to close at $62.57.Intel's data-center group saw revenue fall more than 20% to $5.56 billion, while analysts surveyed by FactSet expected $5.89 billion. Intel is facing increased competition from rival Advanced Micro Devices Inc. $(AMD)$ and GPU specialist Nvidia Corp. $(NVDA)$ in the data-center category.On a call with analysts, Intel Chief Executive Pat Gelsinger, in his first earnings report since officially taking over, noted that Intel had just recently launched its new generation of Xeon server chips, codenamed \"Ice Lake,\" and that the industry is just beginning to emerge from a digestion phase from data centers and that Intel is \"starting to see signs that they want to start the next build phase in their cloud.\"\"We are already shipping Ice Lake to more than 30 customers including major cloud providers communication service providers, enterprise, and [high performance computing] customers,\" Gelsinger said, adding that Intel was going to be very aggressive in marketing to data centers.\"We're going to fight for every socket in the market,\" Gelsinger said.On the PC side, Gelsinger said PC demand leapt to levels not seen since 2012 because of COVID-19.\"And that's continuing,\" Gelsinger said. \"2021 is shaping up to be the largest PC market ever. In fact, we shipped more notebook CPUs in Q1 than in any other quarter in our history.\" The CEO said that \"one PC in every home is no longer enough.\"Intel's largest segment -- client-computing, the traditional PC group -- grew more than 8% to $10.6 billion, with analysts expecting $10.17 billion.As incoming CEO, Gelsinger dropped into Intel's last earnings conference call   after taking the helm.Intel reported first-quarter net income of $3.4 billion, or 82 cents a share, compared with $5.66 billion, or $1.31 a share, in the year-ago period. After adjusting for more than $2.2 billion for restructuring and other efforts, as well as other adjustments, Intel reported earnings of $1.39 a share, compared with $1.45 a share from a year ago.Revenue declined to $19.7 billion from $19.83 billion in the year-ago quarter, for a third straight quarter of year-over-year revenue declines, but came in much higher than expected. Analysts had estimated adjusted earnings of $1.15 a share on revenue of $17.79 billion, while Intel had forecast adjusted earnings of $1.10 a share on revenue of about $17.5 billion. Intel also noted that revenue after removing results from the memory business it is in process of selling was $18.6 billion, still well higher than analysts' estimates.Intel predicted Thursday annual revenue of approximately $77 billion, or $72.5 billion without the memory business, and adjusted earnings of $4.60 a share. Gelsinger had previously targeted $4.55 a share on sales of $76.5 billion.For the second quarter, Intel forecast revenue of $18.9 billion, or $17.8 billion when removing the memory business, and GAAP and non-GAAP earnings of $1.05 a share. Analysts on average expected adjusted second-quarter earnings of $1.09 a share on revenue of $17.55 billion.\"Overall, Intel had a good quarter as it is taking advantage of the huge uptick in overall compute demand for computers,\" said Patrick Moorhead, principal analyst at Moor Insights & Strategy, in emailed comments. \"The data-center numbers were planned to be down at these levels, but I think some industry analysts may be making some misallocations in their calculations.\"Intel reported that nonvolatile memory-solutions revenue declined slightly to $1.11 billion, far surpassing Wall Street's expectations of $563.8 million. \"Internet of Things,\" or IoT, revenue rose to $914 million, compared with an expected $774.9 million. Mobileye revenue was $377 million, while the Street had expected $332.3 million.Over the past 12 months, Intel shares have gained 4%, while the Dow Jones Industrial Average  -- which counts Intel as a component -- has gained 44%, the S&P 500 index  has grown 48%, the tech-heavy Nasdaq Composite Index  has surged 63%, and the PHLX Semiconductor Index  has ballooned 86%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578544701064972","authorId":"3578544701064972","authorIdStr":"3578544701064972","name":"Joe0319","avatar":"https://static.tigerbbs.com/9b84d55e902f3cdc3167d94be984be1f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3578544701064972"},"content":"response please","text":"response please","html":"response please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341478039,"gmtCreate":1617851519221,"gmtModify":1704703934824,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Adding my position. Looks like we are at the bottom. ???","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Adding my position. Looks like we are at the bottom. ???","text":"$SEMBCORP MARINE LTD(S51.SI)$Adding my position. Looks like we are at the bottom. ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/341478039","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574900438263615","authorId":"3574900438263615","authorIdStr":"3574900438263615","name":"Jason1989","avatar":"https://static.tigerbbs.com/76dc78bffeef938c039d38e48e2042e1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574900438263615"},"content":"$0.20 shld be now the support","text":"$0.20 shld be now the support","html":"$0.20 shld be now the support"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274934127542568,"gmtCreate":1708160541170,"gmtModify":1708160546212,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂","listText":"The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂","text":"The complete title: 5 AI stock that could make you millionaire if you have 950k 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274934127542568","repostId":"2411658630","repostType":2,"repost":{"id":"2411658630","pubTimestamp":1708158761,"share":"https://ttm.financial/m/news/2411658630?lang=&edition=fundamental","pubTime":"2024-02-17 16:32","market":"us","language":"en","title":"5 AI Stocks That Could Make You a Millionaire","url":"https://stock-news.laohu8.com/highlight/detail?id=2411658630","media":"Motley Fool","summary":"Profiting from AI could mean casting a wide net with your stock portfolio.","content":"<html><head></head><body><ul style=\"\"><li><p>Artificial intelligence could create millionaires if they pick the right long-term stocks.</p></li><li><p>Predicting a new industry&#39;s winners is hard.</p></li><li><p>These leading hardware and software companies have a leg up on the field right now.</p></li></ul><p>While the hype hit new heights over the past year, artificial intelligence (AI) has been around for a while and the enthusiasm is here to stay. Bloomberg Intelligence (BI) estimates that the generative AI market could grow 40%-plus annually and reach $1.2 trillion by 2032. That level of growth will also create an estimated $280 billion in new revenue opportunities from software alone.</p><p>Emerging new industries are exciting, but picking the long-term winners can be challenging. For all investors know, the most prolific company of the next 20 years might not even exist yet. That suggests casting a wide net could be the best investment strategy. In this case, the best approach might be to find the early winners, own their stocks, and follow how AI progresses over time.</p><p>After pouring through dozens of companies, these five stood out for their strong positions to lead the industry&#39;s growth. Consider buying and holding these AI stocks. They enjoy pole positions in the AI industry and could generate life-changing investment returns over the next decade and beyond.</p><h2 id=\"id_4001698871\">1. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>: This company owns an estimated 90% of the AI chip market</h2><p>Artificial intelligence (AI) might seem like it became Wall Street&#39;s hottest trend overnight. Seemingly just as quickly, graphics chip company Nvidia has taken a stranglehold on the market for chips used to power AI models (it controls as much as 90% of the market). One of its competitors, Advanced Micro Devices, estimates the AI chip market will grow to $400 billion over the next several years. Do the math, and Nvidia&#39;s <em>companywide</em> revenue of $45 billion over the past year looks poised to skyrocket.</p><p>The competition will chase Nvidia, but the company&#39;s high-performance chips, combined with its popular CUDA computing software optimized to get the most out of them, create a turnkey package the industry keeps opting for. Perhaps Nvidia&#39;s competitors weren&#39;t ready for the AI surge. Shares have gained over 230% this past year alone, but the long-term demand for AI chips seems poised to drive the stock even higher as Nvidia grows.</p><h2 id=\"id_950857313\">2. <a href=\"https://laohu8.com/S/ASML\">ASML</a>: Manufacturing cutting-edge chips relies on this one manufacturer</h2><p>Ironically, most chip companies, including Nvidia, don&#39;t build their chips. They only design them. Chip factories, called fabs, do the building and require cutting-edge machines to make intricate patterns on silicon wafers. <a href=\"https://laohu8.com/S/ASML\">ASML </a> designs and builds extreme ultraviolet lithography (EUV) machines, which are used to create the most advanced chips hitting the market today.</p><p>Remarkably, ASML is the <em>only company</em> that makes this type of machine. This machine is so complex that it takes 13 shipping containers and 250 crates to ship and costs up to $400 million each. Naturally, AI and general technology will continue progressing. Breakthroughs will require increasingly better machines to make better chips. ASML should be a long-term beneficiary of the AI boom.</p><h2 id=\"id_3798283879\">3. <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>: Enterprises are flocking to use this company&#39;s custom software applications</h2><p>Big technology companies are spending to build advanced computer systems, but smaller enterprises want to use AI technology to help run their businesses. Because of this, Palantir Technologies is seeing growth take off. The company sells custom software applications built on three proprietary platforms: Gotham, Foundry, and AIP. Specifically, AIP was designed for building and deploying AI in commercial applications.</p><p>Palantir gets over half its revenue from government customers, the U.S. government being its largest and oldest customer. However, the commercial segment is thriving. Palantir&#39;s enterprise customer base grew 55% year over year in the fourth quarter and 22% over the previous three months to 221. That&#39;s just a couple of hundred companies in a broader corporate landscape of millions. If companies worldwide need AI to compete, Palantir could grow for years.</p><h2 id=\"id_636147198\">4. <a href=\"https://laohu8.com/S/SMCL\">Supermicro</a>: Turnkey server systems are in high demand, and this company is heating up</h2><p>Super Micro Computer, better known as Supermicro, has evolved from selling components to complete IT solutions over the decades. However, the explosion of data center demand for AI is beginning to reach Supermicro, and the business is taking off. The company&#39;s revenue growth has accelerated, and management believes its total revenue will double this fiscal year (ending over the summer).</p><p>Again, its success makes sense. Companies need AI capabilities, but non-technical businesses are far better off hiring a third party like Supermicro to come in and build a system for them. The modular design makes it easier to expand the system if their computing needs grow over time. Management estimates they&#39;re growing five times faster than the broader industry, meaning customers choose them over others. It&#39;s promising for Supermicro&#39;s long-term trajectory and shareholders alike.</p><h2 id=\"id_2023082877\">5. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>: Its partnership with ChatGPT&#39;s creator is a potential goldmine</h2><p>The AI hype may have begun with ChatGPT, a generative AI chatbot built by OpenAI. Tech giant Microsoft jumped on the opportunity and furthered its partnership with OpenAI, tying OpenAI&#39;s growth to its cloud platform, Azure. That has already bore fruit. Microsoft reported an uptick in Azure&#39;s growth in its latest quarter, noting that over half the Fortune 500 already uses Azure and OpenAI in their businesses. Azure is the world&#39;s second-leading cloud platform, only trailing Amazon&#39;s AWS.</p><p>But with Microsoft, you get a diversified business with revenue streams from cloud, gaming, enterprise software, and more. Its massive size and deep pockets also give it a higher floor than most stocks you&#39;ll come across. Of course, a $3.1 trillion market cap means it&#39;s probably too large to make you a millionaire alone. Instead, expect a steady portfolio performer that generally grinds higher over time.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 AI Stocks That Could Make You a Millionaire</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 AI Stocks That Could Make You a Millionaire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-17 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/16/5-artificial-intelligence-ai-stocks-that-could-mak/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence could create millionaires if they pick the right long-term stocks.Predicting a new industry's winners is hard.These leading hardware and software companies have a leg up on the...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/16/5-artificial-intelligence-ai-stocks-that-could-mak/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","ASML":"阿斯麦","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2024/02/16/5-artificial-intelligence-ai-stocks-that-could-mak/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411658630","content_text":"Artificial intelligence could create millionaires if they pick the right long-term stocks.Predicting a new industry's winners is hard.These leading hardware and software companies have a leg up on the field right now.While the hype hit new heights over the past year, artificial intelligence (AI) has been around for a while and the enthusiasm is here to stay. Bloomberg Intelligence (BI) estimates that the generative AI market could grow 40%-plus annually and reach $1.2 trillion by 2032. That level of growth will also create an estimated $280 billion in new revenue opportunities from software alone.Emerging new industries are exciting, but picking the long-term winners can be challenging. For all investors know, the most prolific company of the next 20 years might not even exist yet. That suggests casting a wide net could be the best investment strategy. In this case, the best approach might be to find the early winners, own their stocks, and follow how AI progresses over time.After pouring through dozens of companies, these five stood out for their strong positions to lead the industry's growth. Consider buying and holding these AI stocks. They enjoy pole positions in the AI industry and could generate life-changing investment returns over the next decade and beyond.1. Nvidia: This company owns an estimated 90% of the AI chip marketArtificial intelligence (AI) might seem like it became Wall Street's hottest trend overnight. Seemingly just as quickly, graphics chip company Nvidia has taken a stranglehold on the market for chips used to power AI models (it controls as much as 90% of the market). One of its competitors, Advanced Micro Devices, estimates the AI chip market will grow to $400 billion over the next several years. Do the math, and Nvidia's companywide revenue of $45 billion over the past year looks poised to skyrocket.The competition will chase Nvidia, but the company's high-performance chips, combined with its popular CUDA computing software optimized to get the most out of them, create a turnkey package the industry keeps opting for. Perhaps Nvidia's competitors weren't ready for the AI surge. Shares have gained over 230% this past year alone, but the long-term demand for AI chips seems poised to drive the stock even higher as Nvidia grows.2. ASML: Manufacturing cutting-edge chips relies on this one manufacturerIronically, most chip companies, including Nvidia, don't build their chips. They only design them. Chip factories, called fabs, do the building and require cutting-edge machines to make intricate patterns on silicon wafers. ASML  designs and builds extreme ultraviolet lithography (EUV) machines, which are used to create the most advanced chips hitting the market today.Remarkably, ASML is the only company that makes this type of machine. This machine is so complex that it takes 13 shipping containers and 250 crates to ship and costs up to $400 million each. Naturally, AI and general technology will continue progressing. Breakthroughs will require increasingly better machines to make better chips. ASML should be a long-term beneficiary of the AI boom.3. Palantir: Enterprises are flocking to use this company's custom software applicationsBig technology companies are spending to build advanced computer systems, but smaller enterprises want to use AI technology to help run their businesses. Because of this, Palantir Technologies is seeing growth take off. The company sells custom software applications built on three proprietary platforms: Gotham, Foundry, and AIP. Specifically, AIP was designed for building and deploying AI in commercial applications.Palantir gets over half its revenue from government customers, the U.S. government being its largest and oldest customer. However, the commercial segment is thriving. Palantir's enterprise customer base grew 55% year over year in the fourth quarter and 22% over the previous three months to 221. That's just a couple of hundred companies in a broader corporate landscape of millions. If companies worldwide need AI to compete, Palantir could grow for years.4. Supermicro: Turnkey server systems are in high demand, and this company is heating upSuper Micro Computer, better known as Supermicro, has evolved from selling components to complete IT solutions over the decades. However, the explosion of data center demand for AI is beginning to reach Supermicro, and the business is taking off. The company's revenue growth has accelerated, and management believes its total revenue will double this fiscal year (ending over the summer).Again, its success makes sense. Companies need AI capabilities, but non-technical businesses are far better off hiring a third party like Supermicro to come in and build a system for them. The modular design makes it easier to expand the system if their computing needs grow over time. Management estimates they're growing five times faster than the broader industry, meaning customers choose them over others. It's promising for Supermicro's long-term trajectory and shareholders alike.5. Microsoft: Its partnership with ChatGPT's creator is a potential goldmineThe AI hype may have begun with ChatGPT, a generative AI chatbot built by OpenAI. Tech giant Microsoft jumped on the opportunity and furthered its partnership with OpenAI, tying OpenAI's growth to its cloud platform, Azure. That has already bore fruit. Microsoft reported an uptick in Azure's growth in its latest quarter, noting that over half the Fortune 500 already uses Azure and OpenAI in their businesses. Azure is the world's second-leading cloud platform, only trailing Amazon's AWS.But with Microsoft, you get a diversified business with revenue streams from cloud, gaming, enterprise software, and more. Its massive size and deep pockets also give it a higher floor than most stocks you'll come across. Of course, a $3.1 trillion market cap means it's probably too large to make you a millionaire alone. Instead, expect a steady portfolio performer that generally grinds higher over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128982515,"gmtCreate":1624498179037,"gmtModify":1703838409010,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DQ\">$Daqo New(DQ)$</a>Just when you thought it is rebounding. Shit happens. ?.&nbsp;","listText":"<a href=\"https://laohu8.com/S/DQ\">$Daqo New(DQ)$</a>Just when you thought it is rebounding. Shit happens. ?.&nbsp;","text":"$Daqo New(DQ)$Just when you thought it is rebounding. Shit happens. ?.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/128982515","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377938350,"gmtCreate":1619488318070,"gmtModify":1704724766922,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Aren’t you bored of this 0.2 &lt;&gt; 0.205 thing? ?","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Aren’t you bored of this 0.2 &lt;&gt; 0.205 thing? ?","text":"$SEMBCORP MARINE LTD(S51.SI)$Aren’t you bored of this 0.2 <> 0.205 thing? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/377938350","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550998686387787","authorId":"3550998686387787","authorIdStr":"3550998686387787","name":"Soyabean89","avatar":"https://community-static.tradeup.com/news/eb77581e98e9ecdbe378a1373a31b0e9","crmLevel":7,"crmLevelSwitch":0,"idStr":"3550998686387787"},"content":"feel free to pump moar $ to jump start this dead fish... Still in bloody red","text":"feel free to pump moar $ to jump start this dead fish... Still in bloody red","html":"feel free to pump moar $ to jump start this dead fish... Still in bloody red"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328623662,"gmtCreate":1615522264156,"gmtModify":1704784044572,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>How to postwith tiger logo?","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>How to postwith tiger logo?","text":"$OCEANUS GROUP LIMITED(579.SI)$How to postwith tiger logo?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/328623662","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576011627102264","authorId":"3576011627102264","authorIdStr":"3576011627102264","name":"BYLUA","avatar":"https://static.tigerbbs.com/e51f214ab00328627e371c1247db7d3e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576011627102264"},"content":"From your trade position, select the shares that You want to share, At right side, there’s a Share icon","text":"From your trade position, select the shares that You want to share, At right side, there’s a Share icon","html":"From your trade position, select the shares that You want to share, At right side, there’s a Share icon"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379850580,"gmtCreate":1618718351140,"gmtModify":1704714296066,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Hope all investment are like these","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Hope all investment are like these","text":"$OCEANUS GROUP LIMITED(579.SI)$Hope all investment are like these","images":[{"img":"https://static.tigerbbs.com/c4db78135c4ec7bd61eb023fbb233234","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379850580","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906715482,"gmtCreate":1659589418250,"gmtModify":1705981983167,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Money trap. I think it is good to short this stock. 😅","listText":"Money trap. I think it is good to short this stock. 😅","text":"Money trap. I think it is good to short this stock. 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906715482","repostId":"2256282915","repostType":2,"repost":{"id":"2256282915","pubTimestamp":1659572388,"share":"https://ttm.financial/m/news/2256282915?lang=&edition=fundamental","pubTime":"2022-08-04 08:19","market":"us","language":"en","title":"This Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2256282915","media":"Bloomberg ","summary":"The world, apparently, has a new financial giant.AMTD Digital, a Hong Kong-based company that listed","content":"<html><head></head><body><p>The world, apparently, has a new financial giant.</p><p>AMTD Digital, a Hong Kong-based company that listed in New York less than three weeks ago, has surged so much that the combined market value of its Class A and Class B shares hit more than $US310 billion ($446 billion) this week. That means the firm — which develops digital businesses, including financial services — is worth more than Bank of America, <a href=\"https://laohu8.com/S/MSSXL\">Morgan Stanley</a> and Goldman Sachs, despite reporting just $US25 million in revenue for the year ended April 2021.</p><p>At least on paper, that makes it the fifth-biggest financial company in the world, trailing Berkshire Hathaway Inc., JPMorgan Chase &amp; Co., Bank of America Corp. and Industrial &amp; Commercial Bank of China Ltd.<img src=\"https://static.tigerbbs.com/330b8880ceb5e3790789acca16db3c31\" tg-width=\"647\" tg-height=\"472\" width=\"100%\" height=\"auto\"/>While those firms have a long list of shareholders, AMTD Digital has a convoluted ownership structure that ultimately leads to one key name: Calvin Choi, an ex-UBS banker, who’s currently fighting an industry ban in Hong Kong for failing to disclose conflicts of interest.</p><p>Despite that, Choi was on the floor of the New York Stock Exchange on July 15, ringing the bell as shares of AMTD Digital were about to begin their upward journey. They’re since up more than 14,000 per cent from the initial public offering price of $US7.80 , even after a 50 per cent retreat on Wednesday.</p><p>It’s a mystery why the stock has surged, though some analysts have pointed to its tiny public float. It’s also not clear why investment bank AMTD Idea Group, another stock under the AMTD Group umbrella, has joined in the rally, soaring 525 per cent between July 15 and Tuesday’s close. That stock was the fourth-most-bought company on Fidelity’s trading platform on Wednesday, indicating that it’s become a favourite of retail traders, despite sliding 9.7 per cent on Wednesday.</p><p>AMTD Digital didn’t immediately reply to a request for comment. It said in a statement on Tuesday that it’s monitoring the market for any trading abnormalities and doesn’t know of any “material circumstances, events, nor other matters” that could be affecting the stock price.</p><h2>Well-Known Backers</h2><p>Choi joined AMTD Group in 2016 as chairman and chief executive officer after spending five years at UBS. </p><p>Created in 2003 with backing from Li Ka-shing’s company CK Hutchison Holdings, it’s the parent of AMTD Digital and AMTD Idea Group, which is listed both in Singapore and the US.</p><p>AMTD Idea also has well-known backers. Century City International Holdings., owned by members of Hong Kong’s real estate tycoon Lo family, holds a 5.8 per cent stake in the firm. A unit of <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a> invested in a funding round in 2019.</p><p>Choi, a Hong Kong native and Canadian citizen who studied accounting at the University of Waterloo, is the sole owner of a vehicle that controls 32.5 per cent of AMTD Group. His father is also involved after a company that belongs to him acquired a majority stake in it in 2015. AMTD Group owns 50.6 per cent of AMTD Idea, which in turn owns 88.7 per cent of AMTD Digital.<img src=\"https://static.tigerbbs.com/d7aa3508b629e96c3d022ab2c656d3ac\" tg-width=\"832\" tg-height=\"831\" width=\"100%\" height=\"auto\"/>Choi has been a fixture at annual financial technology events in Singapore in recent years. At an event co-organised by the Monetary Authority of Singapore, AMTD Group was among the biggest sponsors for three consecutive years through 2019, when Choi spoke on panels with executives including Standard Chartered Chief Executive Officer Bill Winters.</p><p>Earlier this year, though, Hong Kong regulators banned Choi from the securities industry for two years for failing to disclose conflicts of interest in transactions he worked on while at UBS. He’s appealing the decision. China Minsheng Investment Group, an AMTD Group investor that installed Choi as CEO, turned against him and at one point placed banners in Hong Kong’s central district denouncing him.</p><p>Separately, Hindenburg Research has blasted AMTD Group. In an April 2021 report on Ebang International Holdings, a China-based crypto company, the short seller said its track record as an underwriter was “abysmal,” with 87 per cent of its US IPOs resulting in losses.</p><p>Choi admitted in a statement last year that he’s faced challenges.</p><p>“There are those who envy and [are] jealous, and those who are cold-eyed and mockers, and malicious, there are slanderers,” he said. “However, entrepreneurs must insist that development is the last word.”</p><p>AMTD’s surge has those from Hong Kong to New York speculating about what, if anything, is behind the moves in the stock. One explanation is that only a small portion of its shares are available for trading.</p><p>“The stock is highly overvalued,” said Thomas Nip, a research analyst at Valuable Capital in Hong Kong. “The low free float in the company’s shares means it will be easier for big shareholders to push up the stock price.”</p><p>While the recent rally in the US was reminiscent of the retail trading mania that drove up shares of companies including GameStop last year, some Reddit and Twitter users appeared baffled by the gains, denouncing claims that the sub-reddit WallStreetBets was behind the moves. At one point on Tuesday, AMTD Digital’s market value rose above $US400 billion, while AMTD Idea shares surged as much as 520 per cent.</p><p>“Given the speed of its ascent, I have a feeling this one will nosedive,” said Oktay Kavrak, director at Leverage Shares. “I hope investors take profits along the way as the inevitable crash will send HKD back to relative obscurity.”</p></body></html>","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>This Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain</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\">\nThis Tiny Firm Just Surpassed Goldman Sachs With a 14,000% Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-03/amtd-digital-run-by-ex-ubs-banker-becomes-bigger-than-goldman-with-stock-surge?srnd=economics-vp><strong>Bloomberg </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world, apparently, has a new financial giant.AMTD Digital, a Hong Kong-based company that listed in New York less than three weeks ago, has surged so much that the combined market value of its ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-03/amtd-digital-run-by-ex-ubs-banker-becomes-bigger-than-goldman-with-stock-surge?srnd=economics-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMTD":"Amtd Idea","HKD":"尚乘数科"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-03/amtd-digital-run-by-ex-ubs-banker-becomes-bigger-than-goldman-with-stock-surge?srnd=economics-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256282915","content_text":"The world, apparently, has a new financial giant.AMTD Digital, a Hong Kong-based company that listed in New York less than three weeks ago, has surged so much that the combined market value of its Class A and Class B shares hit more than $US310 billion ($446 billion) this week. That means the firm — which develops digital businesses, including financial services — is worth more than Bank of America, Morgan Stanley and Goldman Sachs, despite reporting just $US25 million in revenue for the year ended April 2021.At least on paper, that makes it the fifth-biggest financial company in the world, trailing Berkshire Hathaway Inc., JPMorgan Chase & Co., Bank of America Corp. and Industrial & Commercial Bank of China Ltd.While those firms have a long list of shareholders, AMTD Digital has a convoluted ownership structure that ultimately leads to one key name: Calvin Choi, an ex-UBS banker, who’s currently fighting an industry ban in Hong Kong for failing to disclose conflicts of interest.Despite that, Choi was on the floor of the New York Stock Exchange on July 15, ringing the bell as shares of AMTD Digital were about to begin their upward journey. They’re since up more than 14,000 per cent from the initial public offering price of $US7.80 , even after a 50 per cent retreat on Wednesday.It’s a mystery why the stock has surged, though some analysts have pointed to its tiny public float. It’s also not clear why investment bank AMTD Idea Group, another stock under the AMTD Group umbrella, has joined in the rally, soaring 525 per cent between July 15 and Tuesday’s close. That stock was the fourth-most-bought company on Fidelity’s trading platform on Wednesday, indicating that it’s become a favourite of retail traders, despite sliding 9.7 per cent on Wednesday.AMTD Digital didn’t immediately reply to a request for comment. It said in a statement on Tuesday that it’s monitoring the market for any trading abnormalities and doesn’t know of any “material circumstances, events, nor other matters” that could be affecting the stock price.Well-Known BackersChoi joined AMTD Group in 2016 as chairman and chief executive officer after spending five years at UBS. Created in 2003 with backing from Li Ka-shing’s company CK Hutchison Holdings, it’s the parent of AMTD Digital and AMTD Idea Group, which is listed both in Singapore and the US.AMTD Idea also has well-known backers. Century City International Holdings., owned by members of Hong Kong’s real estate tycoon Lo family, holds a 5.8 per cent stake in the firm. A unit of Morgan Stanley invested in a funding round in 2019.Choi, a Hong Kong native and Canadian citizen who studied accounting at the University of Waterloo, is the sole owner of a vehicle that controls 32.5 per cent of AMTD Group. His father is also involved after a company that belongs to him acquired a majority stake in it in 2015. AMTD Group owns 50.6 per cent of AMTD Idea, which in turn owns 88.7 per cent of AMTD Digital.Choi has been a fixture at annual financial technology events in Singapore in recent years. At an event co-organised by the Monetary Authority of Singapore, AMTD Group was among the biggest sponsors for three consecutive years through 2019, when Choi spoke on panels with executives including Standard Chartered Chief Executive Officer Bill Winters.Earlier this year, though, Hong Kong regulators banned Choi from the securities industry for two years for failing to disclose conflicts of interest in transactions he worked on while at UBS. He’s appealing the decision. China Minsheng Investment Group, an AMTD Group investor that installed Choi as CEO, turned against him and at one point placed banners in Hong Kong’s central district denouncing him.Separately, Hindenburg Research has blasted AMTD Group. In an April 2021 report on Ebang International Holdings, a China-based crypto company, the short seller said its track record as an underwriter was “abysmal,” with 87 per cent of its US IPOs resulting in losses.Choi admitted in a statement last year that he’s faced challenges.“There are those who envy and [are] jealous, and those who are cold-eyed and mockers, and malicious, there are slanderers,” he said. “However, entrepreneurs must insist that development is the last word.”AMTD’s surge has those from Hong Kong to New York speculating about what, if anything, is behind the moves in the stock. One explanation is that only a small portion of its shares are available for trading.“The stock is highly overvalued,” said Thomas Nip, a research analyst at Valuable Capital in Hong Kong. “The low free float in the company’s shares means it will be easier for big shareholders to push up the stock price.”While the recent rally in the US was reminiscent of the retail trading mania that drove up shares of companies including GameStop last year, some Reddit and Twitter users appeared baffled by the gains, denouncing claims that the sub-reddit WallStreetBets was behind the moves. At one point on Tuesday, AMTD Digital’s market value rose above $US400 billion, while AMTD Idea shares surged as much as 520 per cent.“Given the speed of its ascent, I have a feeling this one will nosedive,” said Oktay Kavrak, director at Leverage Shares. “I hope investors take profits along the way as the inevitable crash will send HKD back to relative obscurity.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107015407846850","authorId":"4107015407846850","authorIdStr":"4107015407846850","name":"FattAgain69","avatar":"https://community-static.tradeup.com/news/a4e3d511c15de9227ee9ebca3021f903","crmLevel":5,"crmLevelSwitch":0,"idStr":"4107015407846850"},"content":"Don't even think about that. Prices may be manipulated and might go against your shorts, then reversing when your shorts have been called off.","text":"Don't even think about that. Prices may be manipulated and might go against your shorts, then reversing when your shorts have been called off.","html":"Don't even think about that. Prices may be manipulated and might go against your shorts, then reversing when your shorts have been called off."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343322748,"gmtCreate":1617679734484,"gmtModify":1704701715131,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Lots of peoplewant to gain a little in a short period of time. But in the end the price will still push up because this stock is very much undervalued.","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Lots of peoplewant to gain a little in a short period of time. But in the end the price will still push up because this stock is very much undervalued.","text":"$SEMBCORP MARINE LTD(S51.SI)$Lots of peoplewant to gain a little in a short period of time. But in the end the price will still push up because this stock is very much undervalued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343322748","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021166191,"gmtCreate":1653014015313,"gmtModify":1676535208632,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅","listText":"To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅","text":"To summarize the article, it is saying, sell-off your apple stocks so that we can buy it more cheaper. 😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021166191","repostId":"2236670897","repostType":4,"repost":{"id":"2236670897","pubTimestamp":1653011211,"share":"https://ttm.financial/m/news/2236670897?lang=&edition=fundamental","pubTime":"2022-05-20 09:46","market":"us","language":"en","title":"Apple: Be Careful, There's A Lot More Downside Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2236670897","media":"Seekingalpha","summary":"SummaryApple is a fundamentally strong company that will generate some business growth in the coming","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is a fundamentally strong company that will generate some business growth in the coming years.</li><li>The huge baseline means that relative growth won&#39;t be too strong, and at the same time, AAPL&#39;s buybacks are way less effective than they used to be.</li><li>AAPL shares have sold off considerably, but they are still far from cheap. In fact, another 30% share price drop could bring the valuation to the long-term average.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155c5440be53b77f03e11163375aa17c\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>24K-Production/iStock via Getty Images</span></p><p><b>Article Thesis</b></p><p>Apple (NASDAQ:AAPL) is a fundamentally strong company, but its growth is not outrageously high. At the same time, shares trade well above the historical norm, which makes its buybacks less effective and which results in multiplecompression risk. Over the last couple of months, Apple has already seen its shares pull back considerably. Depending on where rates are headed, shares could fall further, however.</p><p><b>Apple Has A Strong Business, But Not Too Much Growth</b></p><p>Looking at Apple&#39;s fundamentals, we can say that this is clearly a strong company. Not only does Apple have a great balance sheet with ample cash resources, but Apple also operates with attractive margins and returns on capital.</p><p>During the last four quarters, Apple&#39;s net margin was 26%. That does not only mean that Apple generates a hefty amount of profit for every additional sale it makes, but Apple&#39;s margins also are reducing risks in times of inflation. Some companies have already seen their margins compress due to the current high-inflation environment. That is way more dangerous for companies with low margins, as a 200-basis point margin hit would cut profits in half for a company with a 4% net margin. Apple, in the same scenario, would see its profits decline by less than 10%, which means that high-margin businesses such as Apple are lower-risk investments in times such as these.</p><p>A high-quality company isn&#39;t necessarily a high-growth company, however. In Apple&#39;s case, the enormous baseline means that growing the business further is far from easy. A company that generates annual revenue of close to $400 billion needs to add billions of dollars in revenue every year just for a paltry 1% revenue growth rate. If the company wants a 5% growth rate, which is solid but far from spectacular, $20 billion in additional sales during a single year are required. Price increases for its hardware products such as the iPhone, iPad, Mac, etc. help drive some revenue growth in the long run, but volume growth is not too much of a tailwind. After all, most people that want a smartphone or a tablet already have one and replacing existing ones does not lead to long-term volume growth. Apple&#39;s services business has generated above-average growth in recent years, but that will likely not be enough to lead to great business growth in the long run. After all, even when Apple rolls out new services over time that add a billion in revenue or two, that barely moves the needle for a $400 billion-a-year giant.</p><p>Not too surprisingly, Apple&#39;s forecasted revenue growth is thus not overly strong:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b34d4d22439ea64352caf9220cffbb8b\" tg-width=\"640\" tg-height=\"146\" width=\"100%\" height=\"auto\"/><span>AAPL revenue growth forecast (Source: Seeking Alpha)</span></p><p>Growth during the current year is forecasted at a little less than 8%, partially made possible thanks to a still somewhat easy comparison to the pandemic-impacted quarters last year. Beyond the current year, growth is forecasted to decelerate meaningfully, however, to just 5% in 2023 and 4% in 2024-2025.</p><p>Earnings per share growth is not only coming from revenue growth, of course. Margin expansion can boost earnings further, but due to Apple&#39;s already very high margins and due to inflationary pressures in all kinds of products and commodities, it seems doubtful whether Apple will be able to boost its margins dramatically from the already very elevated level.</p><p>Last but not least, buybacks can result in earnings per share growing faster than the company&#39;s overall net profits. That has been the case for Apple for many years, and it will likely hold true in the future as well. Unfortunately, Apple&#39;s buybacks have become a lot less efficient over time. Between May 2013 and May 2020, Apple&#39;s share count declined by 32%, which pencils out to a 5.4% annual reduction rate (CAGR). Over the last two years, however, Apple has only reduced its share count by 4.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f8fa0d831de491cef772ea0668d8b1\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The annual share count reduction pace in that time frame was thus just 2.4%, or significantly less than half the buyback pace seen over the previous seven years. That is not the result of a reduction in Apple&#39;s absolute buyback spending. Instead, Apple&#39;s shares have become way more expensive than they used to be over the last decade, which has made buybacks less efficient - naturally, buying back shares when they are cheap is more impactful than buying back shares when they are expensive.</p><p>Since Apple&#39;s shares are still very pricey when compared to the historical norm, we can expect that Apple&#39;s buybacks will continue to lack behind the historic average in relative terms. The earnings per share growth tailwinds from buybacks should thus continue to underwhelm going forward, compared to the way more pronounced buyback impact we have seen in prior years when Apple was able to scoop up shares at a way lower valuation.</p><p>Due to the baseline effect/law of large numbers that makes maintaining a lot of business growth difficult, and due to the fact that smartphones, PCs, and so on aren&#39;t really a growth industry, combined with a weak impact from buybacks, Apple is thus not expected to grow its earnings per share very much going forward. I still do expect that Apple will generate a solid earnings per share growth pace in the long run, but not an exciting one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18547e21264db45381f14fec12e30f17\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Over the last decade, Apple has grown its earnings per share by a huge 305%. That pencils out to an annual earnings per share growth rate of 15.0%. Going forward, the analyst community is predicting earnings per share growth that is roughly half as high:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0e4b495e8312d0585f3bd55eb891d6\" tg-width=\"640\" tg-height=\"296\" width=\"100%\" height=\"auto\"/><span>AAPL EPS growth forecast (Source: Seeking Alpha)</span></p><p>We see expected EPS growth of 10% this year, while earnings per share growth is forecasted to decelerate to as low as 4% in the years beyond 2022. Overall, earnings per share are forecasted to rise by just 80% over the coming nine years, while Apple roughly quadrupled its EPS over the last ten years. Clearly, growth in the coming years will likely be way lower than it used to be in the past. That is not necessarily a disaster. In fact, growth deceleration over time has to be expected as companies mature eventually. The lower future growth should be reflected in the company&#39;s valuation, however, and that does not seem to be the case at all.</p><p><b>AAPL Stock: Expensive By Historical Standards</b></p><p>Right now, Apple is trading for $141 per share, which is down by 23% from the 52-week high. But that has by far not made Apple into a cheap stock:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d84af723e478e338c15dddd6434ab26\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In the above chart, we see that Apple is now trading for 23x forward net profits, while the 10-year median earnings multiple is 16.4. In other words, Apple is still trading at a 40% premium compared to how shares were valued, on average, in the past. Looking at the company&#39;s enterprise value to EBITDA multiple, which accounts for changes in net cash due to using EV, the premium versus the historical valuation is even more pronounced. At a 19x forward EV/EBITDA multiple, Apple is trading at a premium of almost 80% compared to the 10-year median EV/EBITDA ratio of 10.6.</p><p>We can thus summarize that Apple&#39;s current valuation is still way higher than it was, on average, over the last decade - despite the 20%+ share price decline since the company peaked earlier this year. At the same time, Apple&#39;s expected revenue and earnings per share growth rate for the coming years is way<i>lower</i>than the growth the company has delivered over the last decade. A way higher valuation for a company that will be delivering way less growth in the coming years does not seem like an attractive investment proposal to me.</p><p>Another way to look at Apple&#39;s valuation is a comparison between its earnings yield and the US Treasury yield:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf71cfbf6927b0cbc348428cff0fb3b\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>We see that Apple&#39;s earnings yield is currently 1.1% higher than the 10-year treasury rate. Historically, the risk premium has been much larger, often around 3%, but even higher at times. We can thus say that, relative to risk-free investments (treasuries), Apple has become more expensive over the last couple of years, as its spread has dwindled. That does not necessarily mean that Treasuries are a better investment. But it seems clear that Apple has been getting way more expensive in recent years, as investors bid up its shares further and further, pushing the yield spread versus risk-free investments lower and lower.</p><p><b>What It Means</b></p><p>The combination of these factors means that Apple could have considerably more downside potential. The company, which will most likely not grow as much in the future as it did in the past, could see its shares fall by another 30%, and it would still not be cheap by historical standards. Instead, Apple would be trading perfectly in line with its 10-year median earnings multiple of 16 in that scenario. Apple&#39;s shares are not as overvalued as they were when they traded at $160, $170, or even higher. But even at $141, AAPL is still very clearly on the expensive side by historical standards. With interest rates rising, which is a clear negative for equity valuations, Apple has considerably more downside risk. That will not necessarily materialize, but investors should at least know that buying Apple at $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Be Careful, There's A Lot More Downside Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Be Careful, There's A Lot More Downside Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is a fundamentally strong company that will generate some business growth in the coming years.The huge baseline means that relative growth won't be too strong, and at the same time, AAPL'...</p>\n\n<a href=\"https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk\">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"},"source_url":"https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236670897","content_text":"SummaryApple is a fundamentally strong company that will generate some business growth in the coming years.The huge baseline means that relative growth won't be too strong, and at the same time, AAPL's buybacks are way less effective than they used to be.AAPL shares have sold off considerably, but they are still far from cheap. In fact, another 30% share price drop could bring the valuation to the long-term average.24K-Production/iStock via Getty ImagesArticle ThesisApple (NASDAQ:AAPL) is a fundamentally strong company, but its growth is not outrageously high. At the same time, shares trade well above the historical norm, which makes its buybacks less effective and which results in multiplecompression risk. Over the last couple of months, Apple has already seen its shares pull back considerably. Depending on where rates are headed, shares could fall further, however.Apple Has A Strong Business, But Not Too Much GrowthLooking at Apple's fundamentals, we can say that this is clearly a strong company. Not only does Apple have a great balance sheet with ample cash resources, but Apple also operates with attractive margins and returns on capital.During the last four quarters, Apple's net margin was 26%. That does not only mean that Apple generates a hefty amount of profit for every additional sale it makes, but Apple's margins also are reducing risks in times of inflation. Some companies have already seen their margins compress due to the current high-inflation environment. That is way more dangerous for companies with low margins, as a 200-basis point margin hit would cut profits in half for a company with a 4% net margin. Apple, in the same scenario, would see its profits decline by less than 10%, which means that high-margin businesses such as Apple are lower-risk investments in times such as these.A high-quality company isn't necessarily a high-growth company, however. In Apple's case, the enormous baseline means that growing the business further is far from easy. A company that generates annual revenue of close to $400 billion needs to add billions of dollars in revenue every year just for a paltry 1% revenue growth rate. If the company wants a 5% growth rate, which is solid but far from spectacular, $20 billion in additional sales during a single year are required. Price increases for its hardware products such as the iPhone, iPad, Mac, etc. help drive some revenue growth in the long run, but volume growth is not too much of a tailwind. After all, most people that want a smartphone or a tablet already have one and replacing existing ones does not lead to long-term volume growth. Apple's services business has generated above-average growth in recent years, but that will likely not be enough to lead to great business growth in the long run. After all, even when Apple rolls out new services over time that add a billion in revenue or two, that barely moves the needle for a $400 billion-a-year giant.Not too surprisingly, Apple's forecasted revenue growth is thus not overly strong:AAPL revenue growth forecast (Source: Seeking Alpha)Growth during the current year is forecasted at a little less than 8%, partially made possible thanks to a still somewhat easy comparison to the pandemic-impacted quarters last year. Beyond the current year, growth is forecasted to decelerate meaningfully, however, to just 5% in 2023 and 4% in 2024-2025.Earnings per share growth is not only coming from revenue growth, of course. Margin expansion can boost earnings further, but due to Apple's already very high margins and due to inflationary pressures in all kinds of products and commodities, it seems doubtful whether Apple will be able to boost its margins dramatically from the already very elevated level.Last but not least, buybacks can result in earnings per share growing faster than the company's overall net profits. That has been the case for Apple for many years, and it will likely hold true in the future as well. Unfortunately, Apple's buybacks have become a lot less efficient over time. Between May 2013 and May 2020, Apple's share count declined by 32%, which pencils out to a 5.4% annual reduction rate (CAGR). Over the last two years, however, Apple has only reduced its share count by 4.8%:Data by YChartsThe annual share count reduction pace in that time frame was thus just 2.4%, or significantly less than half the buyback pace seen over the previous seven years. That is not the result of a reduction in Apple's absolute buyback spending. Instead, Apple's shares have become way more expensive than they used to be over the last decade, which has made buybacks less efficient - naturally, buying back shares when they are cheap is more impactful than buying back shares when they are expensive.Since Apple's shares are still very pricey when compared to the historical norm, we can expect that Apple's buybacks will continue to lack behind the historic average in relative terms. The earnings per share growth tailwinds from buybacks should thus continue to underwhelm going forward, compared to the way more pronounced buyback impact we have seen in prior years when Apple was able to scoop up shares at a way lower valuation.Due to the baseline effect/law of large numbers that makes maintaining a lot of business growth difficult, and due to the fact that smartphones, PCs, and so on aren't really a growth industry, combined with a weak impact from buybacks, Apple is thus not expected to grow its earnings per share very much going forward. I still do expect that Apple will generate a solid earnings per share growth pace in the long run, but not an exciting one.Data by YChartsOver the last decade, Apple has grown its earnings per share by a huge 305%. That pencils out to an annual earnings per share growth rate of 15.0%. Going forward, the analyst community is predicting earnings per share growth that is roughly half as high:AAPL EPS growth forecast (Source: Seeking Alpha)We see expected EPS growth of 10% this year, while earnings per share growth is forecasted to decelerate to as low as 4% in the years beyond 2022. Overall, earnings per share are forecasted to rise by just 80% over the coming nine years, while Apple roughly quadrupled its EPS over the last ten years. Clearly, growth in the coming years will likely be way lower than it used to be in the past. That is not necessarily a disaster. In fact, growth deceleration over time has to be expected as companies mature eventually. The lower future growth should be reflected in the company's valuation, however, and that does not seem to be the case at all.AAPL Stock: Expensive By Historical StandardsRight now, Apple is trading for $141 per share, which is down by 23% from the 52-week high. But that has by far not made Apple into a cheap stock:Data by YChartsIn the above chart, we see that Apple is now trading for 23x forward net profits, while the 10-year median earnings multiple is 16.4. In other words, Apple is still trading at a 40% premium compared to how shares were valued, on average, in the past. Looking at the company's enterprise value to EBITDA multiple, which accounts for changes in net cash due to using EV, the premium versus the historical valuation is even more pronounced. At a 19x forward EV/EBITDA multiple, Apple is trading at a premium of almost 80% compared to the 10-year median EV/EBITDA ratio of 10.6.We can thus summarize that Apple's current valuation is still way higher than it was, on average, over the last decade - despite the 20%+ share price decline since the company peaked earlier this year. At the same time, Apple's expected revenue and earnings per share growth rate for the coming years is waylowerthan the growth the company has delivered over the last decade. A way higher valuation for a company that will be delivering way less growth in the coming years does not seem like an attractive investment proposal to me.Another way to look at Apple's valuation is a comparison between its earnings yield and the US Treasury yield:Data by YChartsWe see that Apple's earnings yield is currently 1.1% higher than the 10-year treasury rate. Historically, the risk premium has been much larger, often around 3%, but even higher at times. We can thus say that, relative to risk-free investments (treasuries), Apple has become more expensive over the last couple of years, as its spread has dwindled. That does not necessarily mean that Treasuries are a better investment. But it seems clear that Apple has been getting way more expensive in recent years, as investors bid up its shares further and further, pushing the yield spread versus risk-free investments lower and lower.What It MeansThe combination of these factors means that Apple could have considerably more downside potential. The company, which will most likely not grow as much in the future as it did in the past, could see its shares fall by another 30%, and it would still not be cheap by historical standards. Instead, Apple would be trading perfectly in line with its 10-year median earnings multiple of 16 in that scenario. Apple's shares are not as overvalued as they were when they traded at $160, $170, or even higher. But even at $141, AAPL is still very clearly on the expensive side by historical standards. With interest rates rising, which is a clear negative for equity valuations, Apple has considerably more downside risk. That will not necessarily materialize, but investors should at least know that buying Apple at $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109171651,"gmtCreate":1619677842873,"gmtModify":1704727863716,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>You became silent, Bit its okay. When is the next dividend date?","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>You became silent, Bit its okay. When is the next dividend date?","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$You became silent, Bit its okay. When is the next dividend date?","images":[{"img":"https://static.tigerbbs.com/0dd5758b4ca7ad6ac8893522641c8a16","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/109171651","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574937263937231","authorId":"3574937263937231","authorIdStr":"3574937263937231","name":"aether","avatar":"https://community-static.tradeup.com/news/4743cb1c3b9d1003b0f4abc63bebf47b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574937263937231"},"content":"malaysia holiday today, not trading thats why no movement","text":"malaysia holiday today, not trading thats why no movement","html":"malaysia holiday today, not trading thats why no movement"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":341412970,"gmtCreate":1617846246590,"gmtModify":1704703855796,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>This stock offers both a generous capital gain and dividend. Just receive mine. ???","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>This stock offers both a generous capital gain and dividend. Just receive mine. ???","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$This stock offers both a generous capital gain and dividend. Just receive mine. ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341412970","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353808496,"gmtCreate":1616475896915,"gmtModify":1704794583028,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>You are uietfor a while but soon you will fly:&nbsp;","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>You are uietfor a while but soon you will fly:&nbsp;","text":"$OCEANUS GROUP LIMITED(579.SI)$You are uietfor a while but soon you will fly:","images":[{"img":"https://static.tigerbbs.com/e9af0969050e74f8578a6b5e825a552e","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/353808496","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563873670221480","authorId":"3563873670221480","authorIdStr":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","crmLevel":4,"crmLevelSwitch":1,"idStr":"3563873670221480"},"content":"Wait for xN [Smile]","text":"Wait for xN [Smile]","html":"Wait for xN [Smile]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190215149,"gmtCreate":1620623021781,"gmtModify":1704345723696,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Time to go up","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Time to go up","text":"$OCEANUS GROUP LIMITED(579.SI)$Time to go up","images":[{"img":"https://static.tigerbbs.com/780309cb910ac9e800cb2d5babcdd29b","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190215149","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193557649,"gmtCreate":1620802697181,"gmtModify":1704348648748,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Steady. Please comment","listText":"<a href=\"https://laohu8.com/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>Steady. Please comment","text":"$OCEANUS GROUP LIMITED(579.SI)$Steady. Please comment","images":[{"img":"https://static.tigerbbs.com/6e2b77be03e080a49ed2163ca1bb2d85","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193557649","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":109176126,"gmtCreate":1619677995165,"gmtModify":1704727865334,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>?","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>?","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$?","images":[{"img":"https://static.tigerbbs.com/064ab3b4d39e3526236835b50158b7ca","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109176126","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373009913,"gmtCreate":1618799094432,"gmtModify":1704715011472,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Give me 0.22 Please","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Give me 0.22 Please","text":"$SEMBCORP MARINE LTD(S51.SI)$Give me 0.22 Please","images":[{"img":"https://static.tigerbbs.com/e0e047c1a3c905677f00aae0f2bdef08","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373009913","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988179686,"gmtCreate":1666706509745,"gmtModify":1676537793306,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"The author would like to increase his position in AAPL. 😅😅😅","listText":"The author would like to increase his position in AAPL. 😅😅😅","text":"The author would like to increase his position in AAPL. 😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988179686","repostId":"2278020272","repostType":4,"repost":{"id":"2278020272","pubTimestamp":1666700972,"share":"https://ttm.financial/m/news/2278020272?lang=&edition=fundamental","pubTime":"2022-10-25 20:29","market":"us","language":"en","title":"Apple: You Have Been Warned","url":"https://stock-news.laohu8.com/highlight/detail?id=2278020272","media":"Seeking Alpha","summary":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the dem","content":"<html><head></head><body><h2>Summary</h2><ul><li>While iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.</li><li>The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.</li><li>China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.</li><li>My 1-year target price for Apple is $135. This represents an 8% downside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ivan-balvan</span></p><p>In my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14&#39;s low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.</p><p>In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter&#39;s earnings report.</p><h2>Investment thesis</h2><p>I continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.</p><p>Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.</p><p>All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.</p><h2>Demand for iPhones falling off after the initial strong response</h2><p>According to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.</p><p>We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region&#39;s strength has actually resulted in an almost 30% sell-through for the iPhone.</p><p>As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9509834e5f505bcb3a9da3aa70fc47f\" tg-width=\"536\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>iPhone availability in the US (UBS)</span></p><p>However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0450e3eda6b8a53cacc483158a045d03\" tg-width=\"524\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)</span></p><h2>Declining demand and the implications for near-term results</h2><p>As I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.</p><p>While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.</p><p>As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.</p><h2>China weakness remains a near-term headwind</h2><p>There are worrying trends for Apple&#39;s iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.</p><p>This is because China&#39;s economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.</p><p>Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.</p><h2>Valuation</h2><p>My 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple&#39;s FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.</p><p>Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.</p><h2>Risks</h2><h3>Weakening macroeconomic environment</h3><p>The global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.</p><p>For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple&#39;s products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.</p><h3>China demand</h3><p>As the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.</p><h3>Market share loss in smartphone markets</h3><p>I continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple&#39;s current dominant position in the industry.</p><h2>Conclusion</h2><p>To sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.</p><p><i>This article is written by </i><i>Simple Investing</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: You Have Been Warned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: You Have Been Warned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned\">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"},"source_url":"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278020272","content_text":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.My 1-year target price for Apple is $135. This represents an 8% downside from current levels.Ivan-balvanIn my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14's low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter's earnings report.Investment thesisI continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.Demand for iPhones falling off after the initial strong responseAccording to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region's strength has actually resulted in an almost 30% sell-through for the iPhone.As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.iPhone availability in the US (UBS)However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)Declining demand and the implications for near-term resultsAs I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.China weakness remains a near-term headwindThere are worrying trends for Apple's iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.This is because China's economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.ValuationMy 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple's FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.RisksWeakening macroeconomic environmentThe global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple's products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.China demandAs the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.Market share loss in smartphone marketsI continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple's current dominant position in the industry.ConclusionTo sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.This article is written by Simple Investing for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997184933,"gmtCreate":1661762479624,"gmtModify":1676536574396,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"Someone is trying to buy cheap AAPL stock 😂😂😂","listText":"Someone is trying to buy cheap AAPL stock 😂😂😂","text":"Someone is trying to buy cheap AAPL stock 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997184933","repostId":"1114806799","repostType":2,"repost":{"id":"1114806799","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661761936,"share":"https://ttm.financial/m/news/1114806799?lang=&edition=fundamental","pubTime":"2022-08-29 16:32","market":"us","language":"en","title":"Apple Stock Falls in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114806799","media":"Tiger Newspress","summary":"The Department of Justice is in the \"early stages\" of draft an antitrust complaint against Apple.","content":"<html><head></head><body><p>Apple Stock Falls in Premarket Trading. The Department of Justice is in the &#34;early stages&#34; of draft an antitrust complaint against <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and could bring the lawsuit as soon as this year, Politico reported on Friday.<img src=\"https://static.tigerbbs.com/bfa1a5837d2f49ce90a2f24500a07c35\" tg-width=\"843\" tg-height=\"720\" width=\"100%\" height=\"auto\"/></p><p>The news outlet, citing a person with direct knowledge, noted that lawyers from the DOJ are drafting the complaint. Additionally, lawyers from inside the government agency are bringing pieces together for a potential lawsuit.</p><p>The news outlet stressed that the Justice Department has not made a decision on whether to sue Apple (AAPL), according to one person and it&#39;s possible that no case will be filed, citing another person familiar with the situation.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Falls in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Falls in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-29 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Stock Falls in Premarket Trading. The Department of Justice is in the &#34;early stages&#34; of draft an antitrust complaint against <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and could bring the lawsuit as soon as this year, Politico reported on Friday.<img src=\"https://static.tigerbbs.com/bfa1a5837d2f49ce90a2f24500a07c35\" tg-width=\"843\" tg-height=\"720\" width=\"100%\" height=\"auto\"/></p><p>The news outlet, citing a person with direct knowledge, noted that lawyers from the DOJ are drafting the complaint. Additionally, lawyers from inside the government agency are bringing pieces together for a potential lawsuit.</p><p>The news outlet stressed that the Justice Department has not made a decision on whether to sue Apple (AAPL), according to one person and it&#39;s possible that no case will be filed, citing another person familiar with the situation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114806799","content_text":"Apple Stock Falls in Premarket Trading. The Department of Justice is in the \"early stages\" of draft an antitrust complaint against Apple and could bring the lawsuit as soon as this year, Politico reported on Friday.The news outlet, citing a person with direct knowledge, noted that lawyers from the DOJ are drafting the complaint. Additionally, lawyers from inside the government agency are bringing pieces together for a potential lawsuit.The news outlet stressed that the Justice Department has not made a decision on whether to sue Apple (AAPL), according to one person and it's possible that no case will be filed, citing another person familiar with the situation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373776852,"gmtCreate":1618887856476,"gmtModify":1704716391176,"author":{"id":"3569032284794706","authorId":"3569032284794706","authorIdStr":"3569032284794706","name":"JonathanRio","avatar":"https://static.tigerbbs.com/3c4cd0f5e32d84eb4dff7d25a467fc46","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569032284794706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>You may land for a while. But definitely will refuel for the next flight. Virus is uncontained in many countries and even surging. OMG","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>You may land for a while. But definitely will refuel for the next flight. Virus is uncontained in many countries and even surging. OMG","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$You may land for a while. But definitely will refuel for the next flight. Virus is uncontained in many countries and even surging. OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/373776852","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}