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2023-01-05

Quite a significant drop in recent days

Microsoft: Reset In Expectations For 2023

2022-06-09

Wow

Bilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss

2021-08-30

$MIU 210830 27.00 CALL(MIU.HK)$$XIAOMI-W(01810)$ cleared this month

2021-08-30

$TIANNENG POWER(00819)$wow! Sharp drop due to earnings? Any insights?

2021-08-20

$RLX Technology(RLX)$ good results, but still cannot rise due to politics

Sorry, the original content has been removed

2021-08-12

Wow, $Pinterest, Inc.(PINS)$ has dropped so much? Catching a falling knife or bottom fishing?

2021-08-12

Following!

Sorry, the original content has been removed

2021-08-12

:(

Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning

2021-07-30

Buy buy

Amazon Stock Sell-Off: A Buying Opportunity?

2021-07-30

Price drop due to strong competition

Tesla Cuts Price For Some Model 3 Vehicles In China By 15,000 Yuan

2021-07-01

$TAL Education Group(TAL)$ good volatility... Selling puts

Sorry, the original content has been removed

2021-06-24

Following!

Why I Believe NIO Will Beat Out Tesla

2021-06-24

$Tiger Brokers(TIGR)$ wow spectacular momentum!

2021-06-22

$RLX 20210716 7.5 PUT(RLX)$$RLX Technology(RLX)$ safe zone, hitting the base

2021-06-20

$TAL Education Group(TAL)$$Gaotu Techedu Inc.(GOTU)$ strong rebound!

2021-06-18

Once the political clouds clear, it will move!

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-08

$FLGT 20210618 80.0 PUT(FLGT)$$Fulgent Genetics Inc.(FLGT)$ alright, nice comeback!

2021-06-03

$MARA 20210604 22.0 PUT(MARA)$$Marathon Digital Holdings Inc(MARA)$ buy the dip... Nice volatility

2021-05-25

Happy user! Happy stockholder! $Tiger Brokers(TIGR)$

UP Fintech Client Accounts and Balances Hit Record High in Q1 2021

2021-05-22

$Lemonade, Inc.(LMND)$ good momentum

Go to Tiger App to see more news

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a significant drop in recent days","listText":"Quite a significant drop in recent days","text":"Quite a significant drop in recent days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959090958","repostId":"2300415315","repostType":2,"repost":{"id":"2300415315","pubTimestamp":1672838108,"share":"https://ttm.financial/m/news/2300415315?lang=&edition=fundamental","pubTime":"2023-01-04 21:15","market":"us","language":"en","title":"Microsoft: Reset In Expectations For 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300415315","media":"Seekingalpha","summary":"With the stock price of Microsoft (NASDAQ: MSFT) down 30% in 2022, 2023 could be a year of redemptio","content":"<html><head></head><body><p>With the stock price of Microsoft (NASDAQ: MSFT) down 30% in 2022, 2023 could be a year of redemption for the company.</p><h2>Investment thesis</h2><p>I think the recent sell off was due to weakness in its Azure segment as well as operating margins. That said, I continue to see Microsoft as a solid investment for the long-term given their strong competitive advantage with its full, comprehensive suite of products and offerings, as well as its durable growth profile. Recently, Microsoft announced its strategic partnership with a major financial services player that demonstrated strength in the sector for Microsoft, while the company continues to use different levers for growth, including price hikes. Lastly, expectations for Microsoft seems to have been de-risked following last quarter and the risk reward looks attractive at current levels.</p><p>I have written an earlier article on why I think Microsoft&#39;s previous quarter was misinterpreted, which brings an opportunity to investors.</p><h2>Pricing as a revenue driver</h2><p>Microsoft seems to be tilting more towards selling price increases as a main driver for revenue growth, at least more so than it has in the recent past.</p><p>The first big change came in 2022, when Microsoft announced big Office 365 and Microsoft 365 price increases. This was the first substantive pricing update since Office 365 was launched a decade ago. This pricing update was communicated as a reflection of the increased innovation that Microsoft has brought to customers in the last 10 years, in the aspect of communications, security and artificial intelligence. I think that the pricing update, though it was the biggest one in recent years, was still accepted by customers. This is more so due to the pricing power and strong competitive positioning that Microsoft enjoys today. For Microsoft to be able to leverage on price as a mechanism for revenue growth shows the strong competitive advantage in the Office and Microsoft 365 suite of products.</p><p>On top of that price change, there were three other pricing changes that I noticed. The first is a material price increase for all Microsoft SQL Server on-premise database licenses of 10%. This price hike will start on January 1, 2023, and represents a material price increase on Microsoft&#39;s largest component of the large Server Product segment. In FY2022, this segment contributed $23.5 billion in revenues, with on-premise SQL Server database revenues estimated to contribute slightly more than 40% of this. This could encourage Microsoft&#39;s customers to buy ahead of the price increase and, in particular, the strength in Server Product growth in the September and December quarter could be explained by the material price increase. Furthermore, this price increase helps the company to meet its commercial revenue growth target for FY2023. For the Azure-hosted SQL Server database services, there were no price changes announced. I would also add that Oracle (ORCL), one of Microsoft&#39;s database rivals also recently increased its database support fees by 8%. </p><p>Secondly, Microsoft will also be moving to USD-based pricing for all Microsoft Cloud services starting January 1. This includes Azure and will replace existing local currency price lists. This pricing will be adjusted twice a year according to local foreign exchange rates. This does not affect customers that have existing subscriptions until the end of the subscription and there will be no price changes for them until then. The current pricing does align Microsoft more with AWS and helps to reduce the impact of foreign exchange rates. </p><p>Lastly, there was also a new Azure pricing plan called Azure Savings Plans, where customers can lower their per-unit price point by making at least a one-year commitment but offering more flexibility than Reserved Instances.</p><h2>Strength in financial services cloud</h2><p>Microsoft&#39;s partnership with London Stock Exchange Group (&#34;LSEG&#34;) brings with it increasing financial services cloud strength. This is a 10-year strategic partnership with LSEG and along with this partnership Microsoft will be purchasing 4% of LSEG equity and brings a sizeable $2.8 billion cloud contract to Microsoft. This brings strong signals that there is increasing strength in financials for Microsoft and how it is able to be a strong value proposition to financial customers looking to migrate to the cloud. Microsoft sees this strategic investment in LSEG as part of its broader verticalization strategy as LSEG has data and analytics assets that can be used to realize $2.2 billion in incremental revenues beyond 2025.</p><p>The goal of this partnership between the two companies is to migrate LSEG&#39;s data platform to Azure, utilize Azure Machine Learning to co-develop new data analytics and modeling tools for the industry, as well as to enhance the Refinitiv Workspace by incorporating Teams, Microsoft 365, and built-in compliance features.</p><p>The $2.8 billion in Azure cloud spend will likely be back-end loaded, in my view, considering the typical ramp up period. LSEG expects that it will have £250-£300M in incremental cash costs, which will be paid from 2023 to 2025. This translates to about 12% of the committed cloud spend and will add about 0.15% lift in additional Azure revenue over the period from 2023 to 2025. As a result, most of the cloud revenue contribution from the partnership will come in from 2026 onwards.</p><p>I think that the significance for the announcement of partnership with LSEG comes in that financial services and exchanges continue to see strong cloud demand. This current deal between Microsoft and LSEG is quite similar to Google (GOOG) Cloud&#39;s $1 billion equity investment in and 10-year cloud partnership with CME Group (CME) and Amazon (AMZN)&#39;s multi-year partnership with Nasdaq (NDAQ), both of which were announced in 2021.</p><h2><b>Other key Microsoft updates</b></h2><p>For Azure, Microsoft continues to see optimizations continue as a result of the increased prioritization of workloads. The key risk and opportunities for Azure&#39;s growth relative to guidance in October will thus be largely affected by broad changes to the macro environment, like cloud consumption, amongst others.</p><p>In addition, Microsoft recently told its partner network that any Commercial Cloud products in local currency will be potentially reassessed at the start of 2023. This comes as many geographies have not seen pricing adjusted for historical currency changes. As a result, customers could potentially face higher prices when they renew their contracts. This is another price action that Microsoft looks to take to improve revenue growth in the near-term.</p><h2>Azure expectations reset</h2><p>After speaking to several sell-side analysts on their forecast and forward assumptions for Azure in the next few quarters, they have modeled a far more pessimistic view of Azure growth in the next three quarters (December 2022, March 2023 and June 2023). The general consensus is a steeper 4% deceleration in each of March 2023 and June 203 quarters. Given the current macro backdrop, I think that the caution in these sell-side analysts forecasts is warranted given that there continues to be pressure coming from continued slower new workload as optimization efforts persist, lower than expected Azure growth, AWS results and outlook disappointing market. At the end of the day this would leave Azure with 29% constant currency growth.</p><p>The bottom line is Azure remains an attractive asset and growth driver in the long-term, and the recent fears and weakness in macro has resulted in a more de-risked forecast for the segment that allows for easier beats on lower expectations for Azure.</p><h2>Valuation</h2><p>I used both the P/E multiple method and the DCF method to value Microsoft. Firstly, I made the assumption of 25x for the company&#39;s forward P/E, implying a premium of about 25% to its peer group due to strong competitive positioning and a resilient growth profile. For my DCF assumptions, I discounted the cash flows at 9% and used a terminal multiple of 16x. On a relative valuation perspective, Microsoft is currently trading at a P/E of 25x for FY2023 and 21x FY2024. While near-term headwinds remain as well as a weaker macro backdrop, I think that this allows investors to accumulate a company with strong structural tailwinds and attractive risk reward perspective. My one-year target price for Microsoft is $305, implying 27% upside from current levels.</p><h2>Risks</h2><h4>Weaker spending in IT</h4><p>If the macro backdrop continues to worsen, this will result in more sour business sentiment and result in a reduced willingness to spend. Microsoft depends on companies and small businesses to spend on IT and a smaller proportion of IT budgets and spending will certainly lead to a slower growth profile for a company like Microsoft.</p><h4>Weaker cloud migration</h4><p>The risk is that the cloud migration pace may be slowing in the current environment as we have seen a deceleration in Azure&#39;s growth rate. While this was said to be due to the optimization of the current workloads of its customers, if customers start to slow down their pace of cloud migration, this could lead to more worrying trends for Azure.</p><h4>Competition</h4><p>The key for Microsoft to compete is its strong suite of products and offerings. That said, there are software companies that specialize in each offering that may provide better depth, coverage and have better technology in a particular aspect of Microsoft&#39;s offerings. As a result, the company needs to continue to innovate to be able to fend off against these threats.</p><h2>Conclusion</h2><p>Microsoft continues to be a core holding, in my view, due to strong structural tailwinds for its business. The near-term headwinds that the company is currently facing will prove to be a great buying opportunity for patient investors and the company continues to have a solid and durable growth profile in my view. My one-year target price for Microsoft is $305, implying 27% upside from current levels.</p><p>Author&#39;s note: I am starting a marketplace service, <i>Outperforming the Market</i>, which will be launching on <i>10 Jan 2023</i>. Outperforming the Market aims to help investors identify high conviction growth and value stocks to form a barbell portfolio that outperforms the market.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: Reset In Expectations For 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Reset In Expectations For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567535-microsoft-reset-in-expectations-for-2023><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the stock price of Microsoft (NASDAQ: MSFT) down 30% in 2022, 2023 could be a year of redemption for the company.Investment thesisI think the recent sell off was due to weakness in its Azure ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567535-microsoft-reset-in-expectations-for-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4567535-microsoft-reset-in-expectations-for-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300415315","content_text":"With the stock price of Microsoft (NASDAQ: MSFT) down 30% in 2022, 2023 could be a year of redemption for the company.Investment thesisI think the recent sell off was due to weakness in its Azure segment as well as operating margins. That said, I continue to see Microsoft as a solid investment for the long-term given their strong competitive advantage with its full, comprehensive suite of products and offerings, as well as its durable growth profile. Recently, Microsoft announced its strategic partnership with a major financial services player that demonstrated strength in the sector for Microsoft, while the company continues to use different levers for growth, including price hikes. Lastly, expectations for Microsoft seems to have been de-risked following last quarter and the risk reward looks attractive at current levels.I have written an earlier article on why I think Microsoft's previous quarter was misinterpreted, which brings an opportunity to investors.Pricing as a revenue driverMicrosoft seems to be tilting more towards selling price increases as a main driver for revenue growth, at least more so than it has in the recent past.The first big change came in 2022, when Microsoft announced big Office 365 and Microsoft 365 price increases. This was the first substantive pricing update since Office 365 was launched a decade ago. This pricing update was communicated as a reflection of the increased innovation that Microsoft has brought to customers in the last 10 years, in the aspect of communications, security and artificial intelligence. I think that the pricing update, though it was the biggest one in recent years, was still accepted by customers. This is more so due to the pricing power and strong competitive positioning that Microsoft enjoys today. For Microsoft to be able to leverage on price as a mechanism for revenue growth shows the strong competitive advantage in the Office and Microsoft 365 suite of products.On top of that price change, there were three other pricing changes that I noticed. The first is a material price increase for all Microsoft SQL Server on-premise database licenses of 10%. This price hike will start on January 1, 2023, and represents a material price increase on Microsoft's largest component of the large Server Product segment. In FY2022, this segment contributed $23.5 billion in revenues, with on-premise SQL Server database revenues estimated to contribute slightly more than 40% of this. This could encourage Microsoft's customers to buy ahead of the price increase and, in particular, the strength in Server Product growth in the September and December quarter could be explained by the material price increase. Furthermore, this price increase helps the company to meet its commercial revenue growth target for FY2023. For the Azure-hosted SQL Server database services, there were no price changes announced. I would also add that Oracle (ORCL), one of Microsoft's database rivals also recently increased its database support fees by 8%. Secondly, Microsoft will also be moving to USD-based pricing for all Microsoft Cloud services starting January 1. This includes Azure and will replace existing local currency price lists. This pricing will be adjusted twice a year according to local foreign exchange rates. This does not affect customers that have existing subscriptions until the end of the subscription and there will be no price changes for them until then. The current pricing does align Microsoft more with AWS and helps to reduce the impact of foreign exchange rates. Lastly, there was also a new Azure pricing plan called Azure Savings Plans, where customers can lower their per-unit price point by making at least a one-year commitment but offering more flexibility than Reserved Instances.Strength in financial services cloudMicrosoft's partnership with London Stock Exchange Group (\"LSEG\") brings with it increasing financial services cloud strength. This is a 10-year strategic partnership with LSEG and along with this partnership Microsoft will be purchasing 4% of LSEG equity and brings a sizeable $2.8 billion cloud contract to Microsoft. This brings strong signals that there is increasing strength in financials for Microsoft and how it is able to be a strong value proposition to financial customers looking to migrate to the cloud. Microsoft sees this strategic investment in LSEG as part of its broader verticalization strategy as LSEG has data and analytics assets that can be used to realize $2.2 billion in incremental revenues beyond 2025.The goal of this partnership between the two companies is to migrate LSEG's data platform to Azure, utilize Azure Machine Learning to co-develop new data analytics and modeling tools for the industry, as well as to enhance the Refinitiv Workspace by incorporating Teams, Microsoft 365, and built-in compliance features.The $2.8 billion in Azure cloud spend will likely be back-end loaded, in my view, considering the typical ramp up period. LSEG expects that it will have £250-£300M in incremental cash costs, which will be paid from 2023 to 2025. This translates to about 12% of the committed cloud spend and will add about 0.15% lift in additional Azure revenue over the period from 2023 to 2025. As a result, most of the cloud revenue contribution from the partnership will come in from 2026 onwards.I think that the significance for the announcement of partnership with LSEG comes in that financial services and exchanges continue to see strong cloud demand. This current deal between Microsoft and LSEG is quite similar to Google (GOOG) Cloud's $1 billion equity investment in and 10-year cloud partnership with CME Group (CME) and Amazon (AMZN)'s multi-year partnership with Nasdaq (NDAQ), both of which were announced in 2021.Other key Microsoft updatesFor Azure, Microsoft continues to see optimizations continue as a result of the increased prioritization of workloads. The key risk and opportunities for Azure's growth relative to guidance in October will thus be largely affected by broad changes to the macro environment, like cloud consumption, amongst others.In addition, Microsoft recently told its partner network that any Commercial Cloud products in local currency will be potentially reassessed at the start of 2023. This comes as many geographies have not seen pricing adjusted for historical currency changes. As a result, customers could potentially face higher prices when they renew their contracts. This is another price action that Microsoft looks to take to improve revenue growth in the near-term.Azure expectations resetAfter speaking to several sell-side analysts on their forecast and forward assumptions for Azure in the next few quarters, they have modeled a far more pessimistic view of Azure growth in the next three quarters (December 2022, March 2023 and June 2023). The general consensus is a steeper 4% deceleration in each of March 2023 and June 203 quarters. Given the current macro backdrop, I think that the caution in these sell-side analysts forecasts is warranted given that there continues to be pressure coming from continued slower new workload as optimization efforts persist, lower than expected Azure growth, AWS results and outlook disappointing market. At the end of the day this would leave Azure with 29% constant currency growth.The bottom line is Azure remains an attractive asset and growth driver in the long-term, and the recent fears and weakness in macro has resulted in a more de-risked forecast for the segment that allows for easier beats on lower expectations for Azure.ValuationI used both the P/E multiple method and the DCF method to value Microsoft. Firstly, I made the assumption of 25x for the company's forward P/E, implying a premium of about 25% to its peer group due to strong competitive positioning and a resilient growth profile. For my DCF assumptions, I discounted the cash flows at 9% and used a terminal multiple of 16x. On a relative valuation perspective, Microsoft is currently trading at a P/E of 25x for FY2023 and 21x FY2024. While near-term headwinds remain as well as a weaker macro backdrop, I think that this allows investors to accumulate a company with strong structural tailwinds and attractive risk reward perspective. My one-year target price for Microsoft is $305, implying 27% upside from current levels.RisksWeaker spending in ITIf the macro backdrop continues to worsen, this will result in more sour business sentiment and result in a reduced willingness to spend. Microsoft depends on companies and small businesses to spend on IT and a smaller proportion of IT budgets and spending will certainly lead to a slower growth profile for a company like Microsoft.Weaker cloud migrationThe risk is that the cloud migration pace may be slowing in the current environment as we have seen a deceleration in Azure's growth rate. While this was said to be due to the optimization of the current workloads of its customers, if customers start to slow down their pace of cloud migration, this could lead to more worrying trends for Azure.CompetitionThe key for Microsoft to compete is its strong suite of products and offerings. That said, there are software companies that specialize in each offering that may provide better depth, coverage and have better technology in a particular aspect of Microsoft's offerings. As a result, the company needs to continue to innovate to be able to fend off against these threats.ConclusionMicrosoft continues to be a core holding, in my view, due to strong structural tailwinds for its business. The near-term headwinds that the company is currently facing will prove to be a great buying opportunity for patient investors and the company continues to have a solid and durable growth profile in my view. My one-year target price for Microsoft is $305, implying 27% upside from current levels.Author's note: I am starting a marketplace service, Outperforming the Market, which will be launching on 10 Jan 2023. Outperforming the Market aims to help investors identify high conviction growth and value stocks to form a barbell portfolio that outperforms the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058305796,"gmtCreate":1654782886415,"gmtModify":1676535510060,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058305796","repostId":"1100670599","repostType":2,"repost":{"id":"1100670599","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":1654782248,"share":"https://ttm.financial/m/news/1100670599?lang=&edition=fundamental","pubTime":"2022-06-09 21:44","market":"us","language":"en","title":"Bilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=1100670599","media":"Tiger Newspress","summary":"The company posted a net loss of 2.28 billion yuan, compared with a loss of 904.9 million yuan a year earlier.","content":"<html><head></head><body><p>Bilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss.</p><p>The company posted a net loss of 2.28 billion yuan, compared with a loss of 904.9 million yuan a year earlier.<img src=\"https://static.tigerbbs.com/c743f2637b0eecf2c99cbd2edeb6a08a\" tg-width=\"817\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>Bilibili Inc. dropped in morning trading after the Chinese e-commerce and gaming company reported first-quarter results.</p><p>The company posted a net loss of 2.28 billion yuan, or around $360 million, compared with a loss of CNY904.9 million a year earlier. Per-share loss widened to CNY5.80, or 91 U.S. cents per ADR, compared with CNY2.54 a year earlier.</p><p>Stripping out one-time items, the company&#39;s adjusted loss was 66 cents a share. Analysts surveyed by FactSet had been expecting adjusted earnings of 61 cents a share.</p><p>Total net revenue for the quarter rose 30% to $797.3 million, or CNY5.05 billion. Analysts surveyed by FactSet had been looking for sales of $759.8 million.</p><p>Bilibili also forecast that current-quarter revenue will fall sequentially from the first quarter. The company said it expects net revenue for the second quarter to come in between CNY4.85 billion and CNY4.95 billion.</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>Bilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss</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\">\nBilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss\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\">2022-06-09 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss.</p><p>The company posted a net loss of 2.28 billion yuan, compared with a loss of 904.9 million yuan a year earlier.<img src=\"https://static.tigerbbs.com/c743f2637b0eecf2c99cbd2edeb6a08a\" tg-width=\"817\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>Bilibili Inc. dropped in morning trading after the Chinese e-commerce and gaming company reported first-quarter results.</p><p>The company posted a net loss of 2.28 billion yuan, or around $360 million, compared with a loss of CNY904.9 million a year earlier. Per-share loss widened to CNY5.80, or 91 U.S. cents per ADR, compared with CNY2.54 a year earlier.</p><p>Stripping out one-time items, the company&#39;s adjusted loss was 66 cents a share. Analysts surveyed by FactSet had been expecting adjusted earnings of 61 cents a share.</p><p>Total net revenue for the quarter rose 30% to $797.3 million, or CNY5.05 billion. Analysts surveyed by FactSet had been looking for sales of $759.8 million.</p><p>Bilibili also forecast that current-quarter revenue will fall sequentially from the first quarter. The company said it expects net revenue for the second quarter to come in between CNY4.85 billion and CNY4.95 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100670599","content_text":"Bilibili Shares Plunge 11% on Bigger-than-expected Q1 Loss.The company posted a net loss of 2.28 billion yuan, compared with a loss of 904.9 million yuan a year earlier.Bilibili Inc. dropped in morning trading after the Chinese e-commerce and gaming company reported first-quarter results.The company posted a net loss of 2.28 billion yuan, or around $360 million, compared with a loss of CNY904.9 million a year earlier. Per-share loss widened to CNY5.80, or 91 U.S. cents per ADR, compared with CNY2.54 a year earlier.Stripping out one-time items, the company's adjusted loss was 66 cents a share. Analysts surveyed by FactSet had been expecting adjusted earnings of 61 cents a share.Total net revenue for the quarter rose 30% to $797.3 million, or CNY5.05 billion. Analysts surveyed by FactSet had been looking for sales of $759.8 million.Bilibili also forecast that current-quarter revenue will fall sequentially from the first quarter. The company said it expects net revenue for the second quarter to come in between CNY4.85 billion and CNY4.95 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811314269,"gmtCreate":1630289267451,"gmtModify":1676530258073,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$MIU 210830 27.00 CALL(MIU.HK)$</a><a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a> cleared this month","listText":"<a href=\"https://laohu8.com/S/01810\">$MIU 210830 27.00 CALL(MIU.HK)$</a><a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a> cleared this month","text":"$MIU 210830 27.00 CALL(MIU.HK)$$XIAOMI-W(01810)$ cleared this month","images":[{"img":"https://static.tigerbbs.com/e8ca44a3a776fa7a48edc0d371ef4aa7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811314269","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811331943,"gmtCreate":1630288466182,"gmtModify":1676530257736,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00819\">$TIANNENG POWER(00819)$</a>wow! Sharp drop due to earnings? Any insights?","listText":"<a href=\"https://laohu8.com/S/00819\">$TIANNENG POWER(00819)$</a>wow! Sharp drop due to earnings? Any insights?","text":"$TIANNENG POWER(00819)$wow! Sharp drop due to earnings? Any insights?","images":[{"img":"https://static.tigerbbs.com/3e14530e4cf65028d2d197c037056a6a","width":"1080","height":"3219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811331943","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836885936,"gmtCreate":1629469825325,"gmtModify":1676530052260,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a> good results, but still cannot rise due to politics","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a> good results, but still cannot rise due to politics","text":"$RLX Technology(RLX)$ good results, but still cannot rise due to politics","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836885936","repostId":"2160971210","repostType":2,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894050467,"gmtCreate":1628778896259,"gmtModify":1676529853053,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Wow,&nbsp;<a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a> has dropped so much? Catching a falling knife or bottom fishing?","listText":"Wow,&nbsp;<a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a> has dropped so much? Catching a falling knife or bottom fishing?","text":"Wow, $Pinterest, Inc.(PINS)$ has dropped so much? Catching a falling knife or bottom fishing?","images":[{"img":"https://static.tigerbbs.com/f11811e021bccab0ca3a7ed5a2b72bf6","width":"1080","height":"3228"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894050467","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894024931,"gmtCreate":1628778799023,"gmtModify":1676529852941,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Following!","listText":"Following!","text":"Following!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894024931","repostId":"2158452252","repostType":4,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894022568,"gmtCreate":1628778742154,"gmtModify":1676529852907,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":":(","listText":":(","text":":(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894022568","repostId":"1140749727","repostType":4,"repost":{"id":"1140749727","pubTimestamp":1628775487,"share":"https://ttm.financial/m/news/1140749727?lang=&edition=fundamental","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p>\n<p><img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning</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\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley ...</p>\n\n<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806680466,"gmtCreate":1627653498155,"gmtModify":1703494187536,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Buy&nbsp;buy","listText":"Buy&nbsp;buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806680466","repostId":"2155073158","repostType":4,"repost":{"id":"2155073158","pubTimestamp":1627650257,"share":"https://ttm.financial/m/news/2155073158?lang=&edition=fundamental","pubTime":"2021-07-30 21:04","market":"us","language":"en","title":"Amazon Stock Sell-Off: A Buying Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=2155073158","media":"Motley Fool","summary":"The market may be overreacting to the e-commerce giant's revenue miss, giving investors a good buying opportunity.","content":"<p>Shares of <b>Amazon</b> (NASDAQ:AMZN) took a big hit during after-hours trading on Thursday. About an hour after market close, the stock was down more than 7%. The decline followed the e-commerce and cloud-computing company's second-quarter results. The market was likely disappointed in the company's revenue growth rate, which came in lower than expected.</p>\n<p>But investors may want to think carefully about whether such a sharp drop in the stock price is deserved. There are two good reasons why investors may want to look past Amazon's revenue miss and possibly even consider buying shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6405def2fcec4af76ad1e44695ff7af1\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A tough comp</h2>\n<p>Amazon announced second-quarter revenue of $113 billion, up 27% year over year. Not only was this a deceleration from 44% revenue growth in Q1, but it was shy of the 29.4% growth that the consensus analyst estimate called for.</p>\n<p>But is the market's knee-jerk response to this worse-than-expected revenue growth an overreaction? Considering how tough of a year-ago comparison Amazon was up against during the quarter, probably. In the second quarter of 2020, Amazon's revenue soared 40% year over year. This is a much more difficult comp than the company faced in the first quarter of 2021. First-quarter 2020 revenue only increased 26% year over year.</p>\n<p>Sure, Amazon did have <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing going in its favor in the second quarter of 2021 that it didn't have in the second quarter of 2020: Prime Day. Without Prime Day rescheduled to Q2 this year, Amazon's reported growth would likely have been even lower. Nevertheless, for a company generating over $100 billion in quarterly revenue, it's safe to say that 27% growth on top of 40% growth in the year-ago quarter is quite an achievement -- one that demonstrates how important Amazon's business has become to consumers.</p>\n<h2>Profits are soaring</h2>\n<p>Additionally, investors should take some time to appreciate Amazon's strong profitability. Net income in the quarter was $7.8 billion, or $15.12 per share. This was up from $10.30 per share in the second quarter of 2020 and easily surpassed analysts' average forecast for earnings per share of $12.30.</p>\n<p>Amazon has been benefiting from a swelling operating margin. The company's trailing-12-month operating margin has increased from 5.2% to 6.7% over the past 12 months. Combine this with the company's increasing revenue, and it's easy to see why net income is surging.</p>\n<p>Overall, numbers for the quarter prove that Amazon is still a force to be reckoned with in e-commerce. Indeed, with 27% growth on top of last year's 40% growth, we can still easily call the e-commerce giant a growth stock. More importantly, a post-earnings sell-off may make Amazon shares an attractive investment today.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Sell-Off: A Buying Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Sell-Off: A Buying Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 21:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/30/amazon-stock-sell-off-a-buying-opportunity/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Amazon (NASDAQ:AMZN) took a big hit during after-hours trading on Thursday. About an hour after market close, the stock was down more than 7%. The decline followed the e-commerce and cloud-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/30/amazon-stock-sell-off-a-buying-opportunity/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/07/30/amazon-stock-sell-off-a-buying-opportunity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155073158","content_text":"Shares of Amazon (NASDAQ:AMZN) took a big hit during after-hours trading on Thursday. About an hour after market close, the stock was down more than 7%. The decline followed the e-commerce and cloud-computing company's second-quarter results. The market was likely disappointed in the company's revenue growth rate, which came in lower than expected.\nBut investors may want to think carefully about whether such a sharp drop in the stock price is deserved. There are two good reasons why investors may want to look past Amazon's revenue miss and possibly even consider buying shares.\nImage source: Getty Images.\nA tough comp\nAmazon announced second-quarter revenue of $113 billion, up 27% year over year. Not only was this a deceleration from 44% revenue growth in Q1, but it was shy of the 29.4% growth that the consensus analyst estimate called for.\nBut is the market's knee-jerk response to this worse-than-expected revenue growth an overreaction? Considering how tough of a year-ago comparison Amazon was up against during the quarter, probably. In the second quarter of 2020, Amazon's revenue soared 40% year over year. This is a much more difficult comp than the company faced in the first quarter of 2021. First-quarter 2020 revenue only increased 26% year over year.\nSure, Amazon did have one thing going in its favor in the second quarter of 2021 that it didn't have in the second quarter of 2020: Prime Day. Without Prime Day rescheduled to Q2 this year, Amazon's reported growth would likely have been even lower. Nevertheless, for a company generating over $100 billion in quarterly revenue, it's safe to say that 27% growth on top of 40% growth in the year-ago quarter is quite an achievement -- one that demonstrates how important Amazon's business has become to consumers.\nProfits are soaring\nAdditionally, investors should take some time to appreciate Amazon's strong profitability. Net income in the quarter was $7.8 billion, or $15.12 per share. This was up from $10.30 per share in the second quarter of 2020 and easily surpassed analysts' average forecast for earnings per share of $12.30.\nAmazon has been benefiting from a swelling operating margin. The company's trailing-12-month operating margin has increased from 5.2% to 6.7% over the past 12 months. Combine this with the company's increasing revenue, and it's easy to see why net income is surging.\nOverall, numbers for the quarter prove that Amazon is still a force to be reckoned with in e-commerce. Indeed, with 27% growth on top of last year's 40% growth, we can still easily call the e-commerce giant a growth stock. More importantly, a post-earnings sell-off may make Amazon shares an attractive investment today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806017750,"gmtCreate":1627616502970,"gmtModify":1703493452785,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Price drop due to strong competition","listText":"Price drop due to strong competition","text":"Price drop due to strong competition","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806017750","repostId":"2155133648","repostType":4,"repost":{"id":"2155133648","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":1627615541,"share":"https://ttm.financial/m/news/2155133648?lang=&edition=fundamental","pubTime":"2021-07-30 11:25","market":"us","language":"en","title":"Tesla Cuts Price For Some Model 3 Vehicles In China By 15,000 Yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=2155133648","media":"Reuters","summary":"BEIJING, July 30 (Reuters) - Tesla Inc:\n* SAYS CUTS PRICE FOR CHINA-MADE STANDARD RANGE PLUS MODEL 3","content":"<p>BEIJING, July 30 (Reuters) - Tesla Inc:</p>\n<p>* SAYS CUTS PRICE FOR CHINA-MADE STANDARD RANGE PLUS MODEL 3 VEHICLES IN CHINA BY 15,000 YUAN ($2,324.50) TO 235,900 YUAN</p>\n<p>Source text in Chinese: Further company coverage:</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>Tesla Cuts Price For Some Model 3 Vehicles In China By 15,000 Yuan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Cuts Price For Some Model 3 Vehicles In China By 15,000 Yuan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-30 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, July 30 (Reuters) - Tesla Inc:</p>\n<p>* SAYS CUTS PRICE FOR CHINA-MADE STANDARD RANGE PLUS MODEL 3 VEHICLES IN CHINA BY 15,000 YUAN ($2,324.50) TO 235,900 YUAN</p>\n<p>Source text in Chinese: Further company coverage:</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155133648","content_text":"BEIJING, July 30 (Reuters) - Tesla Inc:\n* SAYS CUTS PRICE FOR CHINA-MADE STANDARD RANGE PLUS MODEL 3 VEHICLES IN CHINA BY 15,000 YUAN ($2,324.50) TO 235,900 YUAN\nSource text in Chinese: Further company coverage:","news_type":1},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158651722,"gmtCreate":1625148562566,"gmtModify":1703737193816,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$TAL Education Group(TAL)$</a> good volatility... Selling puts","listText":"<a href=\"https://laohu8.com/S/TAL\">$TAL Education Group(TAL)$</a> good volatility... Selling puts","text":"$TAL Education Group(TAL)$ good volatility... Selling puts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158651722","repostId":"2147647068","repostType":2,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121795145,"gmtCreate":1624491858387,"gmtModify":1703838079580,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Following!","listText":"Following!","text":"Following!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121795145","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Believe NIO Will Beat Out Tesla</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\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121796786,"gmtCreate":1624491807345,"gmtModify":1703838077620,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> wow spectacular momentum!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> wow spectacular momentum!","text":"$Tiger Brokers(TIGR)$ wow spectacular momentum!","images":[{"img":"https://static.tigerbbs.com/0dfe025d40b765f146a563535795eebd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121796786","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":120112523,"gmtCreate":1624314541262,"gmtModify":1703833026544,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX 20210716 7.5 PUT(RLX)$</a><a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a> safe zone, hitting the base","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX 20210716 7.5 PUT(RLX)$</a><a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a> safe zone, hitting the base","text":"$RLX 20210716 7.5 PUT(RLX)$$RLX Technology(RLX)$ safe zone, hitting the base","images":[{"img":"https://static.tigerbbs.com/8c360d8c31a9b701af1df7b6b94ef472","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120112523","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":165547495,"gmtCreate":1624153496717,"gmtModify":1703829497897,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$TAL Education Group(TAL)$</a><a href=\"https://laohu8.com/S/GOTU\">$Gaotu Techedu Inc.(GOTU)$</a> strong rebound!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TAL\">$TAL Education Group(TAL)$</a><a href=\"https://laohu8.com/S/GOTU\">$Gaotu Techedu Inc.(GOTU)$</a> strong rebound!&nbsp;","text":"$TAL Education Group(TAL)$$Gaotu Techedu Inc.(GOTU)$ strong rebound!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165547495","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162094713,"gmtCreate":1624027084332,"gmtModify":1703827041600,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Once the political clouds clear, it will move!","listText":"Once the political clouds clear, it will move!","text":"Once the political clouds clear, it will move!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/162094713","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570681253064843","authorId":"3570681253064843","authorIdStr":"3570681253064843","name":"Fenixa","avatar":"https://static.tigerbbs.com/b185d5b91de809f3dadf7b03eedfed6b","crmLevel":5,"crmLevelSwitch":1,"idStr":"3570681253064843"},"content":"I belIeve so too Earlier better than late! ??","text":"I belIeve so too Earlier better than late! ??","html":"I belIeve so too Earlier better than late! ??"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180004079,"gmtCreate":1623163081191,"gmtModify":1704197470618,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLGT\">$FLGT 20210618 80.0 PUT(FLGT)$</a><a href=\"https://laohu8.com/S/FLGT\">$Fulgent Genetics Inc.(FLGT)$</a> alright, nice comeback!","listText":"<a href=\"https://laohu8.com/S/FLGT\">$FLGT 20210618 80.0 PUT(FLGT)$</a><a href=\"https://laohu8.com/S/FLGT\">$Fulgent Genetics Inc.(FLGT)$</a> alright, nice comeback!","text":"$FLGT 20210618 80.0 PUT(FLGT)$$Fulgent Genetics Inc.(FLGT)$ alright, nice comeback!","images":[{"img":"https://static.tigerbbs.com/bc878e6822846902f20aa85d16f7a318","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180004079","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":111604279,"gmtCreate":1622677753391,"gmtModify":1704188609771,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$MARA 20210604 22.0 PUT(MARA)$</a><a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> buy the dip... Nice volatility","listText":"<a href=\"https://laohu8.com/S/MARA\">$MARA 20210604 22.0 PUT(MARA)$</a><a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> buy the dip... Nice volatility","text":"$MARA 20210604 22.0 PUT(MARA)$$Marathon Digital Holdings Inc(MARA)$ buy the dip... Nice volatility","images":[{"img":"https://static.tigerbbs.com/82a7dddc86385c11cf53f35a171450a3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111604279","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":138569122,"gmtCreate":1621950045766,"gmtModify":1704364991518,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Happy user! Happy stockholder!&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","listText":"Happy user! Happy stockholder!&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","text":"Happy user! Happy stockholder! $Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138569122","repostId":"1162584877","repostType":2,"repost":{"id":"1162584877","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":1621929875,"share":"https://ttm.financial/m/news/1162584877?lang=&edition=fundamental","pubTime":"2021-05-25 16:04","market":"us","language":"en","title":"UP Fintech Client Accounts and Balances Hit Record High in Q1 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1162584877","media":"Tiger Newspress","summary":"UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “$(TIGR)$”, and ","content":"<p>UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “<a href=\"https://laohu8.com/S/TIGR\">$(TIGR)$</a>”, and all of its subsidiaries and consolidated entities), a leading online brokerage firm, posted a strong earnings report for Q1 FY 2021. The firm saw record trading volume of $123.8 billion in the first quarter as demand for online securities trading continued to rise.</p>\n<p>UP Fintech added 296K new client accounts in the first quarter of 2021, more than 3 times that of the first quarter of 2020. The total number of clients with deposits increased 180.4% year-over-year to 376K. Led by strong growth in the client base coupled with active engagement in the markets during the quarter, the total client account balance reached a record high of $21.4 billion in Q1.</p>\n<p>Total revenue increased 255.5% year-over-year to $81.3 million. Non-GAAP profit was $23.5 million during the quarter, 22 times that of the first quarter of 2020.</p>\n<p>In the first quarter, UP Fintech continued to expand its international reach with a growing presence in Singapore. Since the launch of its mobile trading app in Singapore a year ago, the firm has successfully differentiated itself with its innovative technology in a crowded market. In order to further expand product offerings for local users to diversify their portfolios, UP Fintech introduced new products and services in Singapore including its Fund Mall, as well as Daily Leveraged Certificates (DLCs), and US-listed over the counter (OTC) equities in Q1.</p>\n<p>The quarterly additions of new client accounts and funded accounts in Singapore increased by 257.9% and 300.8%, respectively, compared to the preceding quarter. The number of new accounts in Singapore during the first three months of 2021 also exceeded the total for 2020, representing an important step forward in implementing the firm’s global expansion strategy.</p>\n<p>Other revenues from corporate services, including investment banking and ESOP, rose 330.5% to $10.5 million from the prior year period. In Q1, UP Fintech participated in 14 H.K. and U.S. IPOs and served as an underwriter in 8 of them. The firm’s U.S. subsidiary also served as a lead bank for the first time in KuKe’s U.S. IPO (NYSE:KUKE). Despite having only started its investment banking business three years ago, UP Fintech has participated in more than 80 U.S. IPOs of Chinese issuers, leading U.S. IPO underwriting of Chinese companies by deal count among brokerages in both 2019 and 2020.</p>\n<p>The firm also added 41 ESOP clients in Q1. Meanwhile, UP Fintech received ISO27701:2019 and ISO29151:2017 accreditations from DNV. These certifications certified the firm’s commitment to comply with the most stringent international standards in supporting data integrity and client confidentiality.</p>\n<p>“We delivered another strong performance in Q1 with the highest ever funded account additions of 117K during the quarter. We are proud to now serve a diverse and sophisticated base of 376K investors. In Q1, more than half of new clients came from international markets, demonstrating our global expansion strategy is proceeding nicely. The Singapore market delivered phenomenal customer growth, serving as a testament to the relevance of our product offering and the opportunity in the retail brokerage market,” stated Mr. Wu Tianhua, CEO of UP Fintech. “We are off to a strong start in 2021 with record new accounts and client balances. Looking ahead, we will continue to expand our product portfolio and enhance our one-stop trading platform to meet investor preferences.”</p>\n<p>Safe Harbor Statement</p>\n<p>This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other statements, the business outlook and quotations from management in this announcement, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (“SEC”) on Forms 20-F and 6-K, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s growth strategies; trends and competition in global financial markets; the effects of the global COVID-19 pandemic; and governmental policies relating to the Company’s industry and general economic conditions in China and other countries. Further information regarding these and other risks is included in the Company’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.</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>UP Fintech Client Accounts and Balances Hit Record High in Q1 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUP Fintech Client Accounts and Balances Hit Record High in Q1 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-25 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “<a href=\"https://laohu8.com/S/TIGR\">$(TIGR)$</a>”, and all of its subsidiaries and consolidated entities), a leading online brokerage firm, posted a strong earnings report for Q1 FY 2021. The firm saw record trading volume of $123.8 billion in the first quarter as demand for online securities trading continued to rise.</p>\n<p>UP Fintech added 296K new client accounts in the first quarter of 2021, more than 3 times that of the first quarter of 2020. The total number of clients with deposits increased 180.4% year-over-year to 376K. Led by strong growth in the client base coupled with active engagement in the markets during the quarter, the total client account balance reached a record high of $21.4 billion in Q1.</p>\n<p>Total revenue increased 255.5% year-over-year to $81.3 million. Non-GAAP profit was $23.5 million during the quarter, 22 times that of the first quarter of 2020.</p>\n<p>In the first quarter, UP Fintech continued to expand its international reach with a growing presence in Singapore. Since the launch of its mobile trading app in Singapore a year ago, the firm has successfully differentiated itself with its innovative technology in a crowded market. In order to further expand product offerings for local users to diversify their portfolios, UP Fintech introduced new products and services in Singapore including its Fund Mall, as well as Daily Leveraged Certificates (DLCs), and US-listed over the counter (OTC) equities in Q1.</p>\n<p>The quarterly additions of new client accounts and funded accounts in Singapore increased by 257.9% and 300.8%, respectively, compared to the preceding quarter. The number of new accounts in Singapore during the first three months of 2021 also exceeded the total for 2020, representing an important step forward in implementing the firm’s global expansion strategy.</p>\n<p>Other revenues from corporate services, including investment banking and ESOP, rose 330.5% to $10.5 million from the prior year period. In Q1, UP Fintech participated in 14 H.K. and U.S. IPOs and served as an underwriter in 8 of them. The firm’s U.S. subsidiary also served as a lead bank for the first time in KuKe’s U.S. IPO (NYSE:KUKE). Despite having only started its investment banking business three years ago, UP Fintech has participated in more than 80 U.S. IPOs of Chinese issuers, leading U.S. IPO underwriting of Chinese companies by deal count among brokerages in both 2019 and 2020.</p>\n<p>The firm also added 41 ESOP clients in Q1. Meanwhile, UP Fintech received ISO27701:2019 and ISO29151:2017 accreditations from DNV. These certifications certified the firm’s commitment to comply with the most stringent international standards in supporting data integrity and client confidentiality.</p>\n<p>“We delivered another strong performance in Q1 with the highest ever funded account additions of 117K during the quarter. We are proud to now serve a diverse and sophisticated base of 376K investors. In Q1, more than half of new clients came from international markets, demonstrating our global expansion strategy is proceeding nicely. The Singapore market delivered phenomenal customer growth, serving as a testament to the relevance of our product offering and the opportunity in the retail brokerage market,” stated Mr. Wu Tianhua, CEO of UP Fintech. “We are off to a strong start in 2021 with record new accounts and client balances. Looking ahead, we will continue to expand our product portfolio and enhance our one-stop trading platform to meet investor preferences.”</p>\n<p>Safe Harbor Statement</p>\n<p>This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other statements, the business outlook and quotations from management in this announcement, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (“SEC”) on Forms 20-F and 6-K, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s growth strategies; trends and competition in global financial markets; the effects of the global COVID-19 pandemic; and governmental policies relating to the Company’s industry and general economic conditions in China and other countries. Further information regarding these and other risks is included in the Company’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162584877","content_text":"UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “$(TIGR)$”, and all of its subsidiaries and consolidated entities), a leading online brokerage firm, posted a strong earnings report for Q1 FY 2021. The firm saw record trading volume of $123.8 billion in the first quarter as demand for online securities trading continued to rise.\nUP Fintech added 296K new client accounts in the first quarter of 2021, more than 3 times that of the first quarter of 2020. The total number of clients with deposits increased 180.4% year-over-year to 376K. Led by strong growth in the client base coupled with active engagement in the markets during the quarter, the total client account balance reached a record high of $21.4 billion in Q1.\nTotal revenue increased 255.5% year-over-year to $81.3 million. Non-GAAP profit was $23.5 million during the quarter, 22 times that of the first quarter of 2020.\nIn the first quarter, UP Fintech continued to expand its international reach with a growing presence in Singapore. Since the launch of its mobile trading app in Singapore a year ago, the firm has successfully differentiated itself with its innovative technology in a crowded market. In order to further expand product offerings for local users to diversify their portfolios, UP Fintech introduced new products and services in Singapore including its Fund Mall, as well as Daily Leveraged Certificates (DLCs), and US-listed over the counter (OTC) equities in Q1.\nThe quarterly additions of new client accounts and funded accounts in Singapore increased by 257.9% and 300.8%, respectively, compared to the preceding quarter. The number of new accounts in Singapore during the first three months of 2021 also exceeded the total for 2020, representing an important step forward in implementing the firm’s global expansion strategy.\nOther revenues from corporate services, including investment banking and ESOP, rose 330.5% to $10.5 million from the prior year period. In Q1, UP Fintech participated in 14 H.K. and U.S. IPOs and served as an underwriter in 8 of them. The firm’s U.S. subsidiary also served as a lead bank for the first time in KuKe’s U.S. IPO (NYSE:KUKE). Despite having only started its investment banking business three years ago, UP Fintech has participated in more than 80 U.S. IPOs of Chinese issuers, leading U.S. IPO underwriting of Chinese companies by deal count among brokerages in both 2019 and 2020.\nThe firm also added 41 ESOP clients in Q1. Meanwhile, UP Fintech received ISO27701:2019 and ISO29151:2017 accreditations from DNV. These certifications certified the firm’s commitment to comply with the most stringent international standards in supporting data integrity and client confidentiality.\n“We delivered another strong performance in Q1 with the highest ever funded account additions of 117K during the quarter. We are proud to now serve a diverse and sophisticated base of 376K investors. In Q1, more than half of new clients came from international markets, demonstrating our global expansion strategy is proceeding nicely. The Singapore market delivered phenomenal customer growth, serving as a testament to the relevance of our product offering and the opportunity in the retail brokerage market,” stated Mr. Wu Tianhua, CEO of UP Fintech. “We are off to a strong start in 2021 with record new accounts and client balances. Looking ahead, we will continue to expand our product portfolio and enhance our one-stop trading platform to meet investor preferences.”\nSafe Harbor Statement\nThis announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other statements, the business outlook and quotations from management in this announcement, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (“SEC”) on Forms 20-F and 6-K, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s growth strategies; trends and competition in global financial markets; the effects of the global COVID-19 pandemic; and governmental policies relating to the Company’s industry and general economic conditions in China and other countries. Further information regarding these and other risks is included in the Company’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139626808,"gmtCreate":1621617007504,"gmtModify":1704360650047,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> good momentum","listText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> good momentum","text":"$Lemonade, Inc.(LMND)$ good momentum","images":[{"img":"https://static.tigerbbs.com/7ec064d33faadf2f362385ec1e442fa4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139626808","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":196778020,"gmtCreate":1621126655660,"gmtModify":1704353041710,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLUG\">$Plug Power(PLUG)$</a>wow, what a comeback!&nbsp;<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a><a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>&nbsp;will it affect other similar counters?","listText":"<a href=\"https://laohu8.com/S/PLUG\">$Plug Power(PLUG)$</a>wow, what a comeback!&nbsp;<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a><a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>&nbsp;will it affect other similar counters?","text":"$Plug Power(PLUG)$wow, what a comeback! $Quantumscape Corp.(QS)$$FuelCell(FCEL)$ will it affect other similar counters?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/196778020","repostId":"1112039119","repostType":4,"repost":{"id":"1112039119","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":1620997456,"share":"https://ttm.financial/m/news/1112039119?lang=&edition=fundamental","pubTime":"2021-05-14 21:04","market":"us","language":"en","title":"Plug Power stock soars 12%, as restatement removes overhang of uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=1112039119","media":"Tiger Newspress","summary":"(May 14) Plug Power soars 12.48% in  pre-market aftercompleting the restatementof previously issued ","content":"<p>(May 14)&nbsp;Plug Power&nbsp;soars 12.48%&nbsp;in&nbsp;&nbsp;pre-market aftercompleting the restatementof previously issued financial statements for FY 2018 and FY 2019and quarterly filings for 2019 and 2020, and filing its FY 2020 annual report.</p><p><img src=\"https://static.tigerbbs.com/ecd165d751e65082ab116fba03d05e62\" tg-width=\"769\" tg-height=\"564\" referrerpolicy=\"no-referrer\">As expected, the adjustments did not affect Plug's cash position, business operations or economics of commercial arrangements, and there were no changes to gross billings.</p><p>Adjustments from the restatement and finalization of the 2020 annual report had a $0.10/share negative impact to 2020 earnings and a $0.03 negative impact to 2018 earnings.</p><p>For Q1 2021, Plug says it expects to report net revenue above $67M and gross billings above $70M.</p><p>For Q2, the company still sees net revenue above $102M and gross billings above $105M.</p><p>The company continues to forecast previously stated annual gross billings targets of $475M in 2021, $750M in 2022 and $1.7B in 2024.</p><p>Several analysts recently expressed confidence in the company, as this week's updates helped to \"dissipate the shroud of uncertainty hanging over Plug shares.\"</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>Plug Power stock soars 12%, as restatement removes overhang of uncertainty</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPlug Power stock soars 12%, as restatement removes overhang of uncertainty\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-14 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 14)&nbsp;Plug Power&nbsp;soars 12.48%&nbsp;in&nbsp;&nbsp;pre-market aftercompleting the restatementof previously issued financial statements for FY 2018 and FY 2019and quarterly filings for 2019 and 2020, and filing its FY 2020 annual report.</p><p><img src=\"https://static.tigerbbs.com/ecd165d751e65082ab116fba03d05e62\" tg-width=\"769\" tg-height=\"564\" referrerpolicy=\"no-referrer\">As expected, the adjustments did not affect Plug's cash position, business operations or economics of commercial arrangements, and there were no changes to gross billings.</p><p>Adjustments from the restatement and finalization of the 2020 annual report had a $0.10/share negative impact to 2020 earnings and a $0.03 negative impact to 2018 earnings.</p><p>For Q1 2021, Plug says it expects to report net revenue above $67M and gross billings above $70M.</p><p>For Q2, the company still sees net revenue above $102M and gross billings above $105M.</p><p>The company continues to forecast previously stated annual gross billings targets of $475M in 2021, $750M in 2022 and $1.7B in 2024.</p><p>Several analysts recently expressed confidence in the company, as this week's updates helped to \"dissipate the shroud of uncertainty hanging over Plug shares.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112039119","content_text":"(May 14) Plug Power soars 12.48% in  pre-market aftercompleting the restatementof previously issued financial statements for FY 2018 and FY 2019and quarterly filings for 2019 and 2020, and filing its FY 2020 annual report.As expected, the adjustments did not affect Plug's cash position, business operations or economics of commercial arrangements, and there were no changes to gross billings.Adjustments from the restatement and finalization of the 2020 annual report had a $0.10/share negative impact to 2020 earnings and a $0.03 negative impact to 2018 earnings.For Q1 2021, Plug says it expects to report net revenue above $67M and gross billings above $70M.For Q2, the company still sees net revenue above $102M and gross billings above $105M.The company continues to forecast previously stated annual gross billings targets of $475M in 2021, $750M in 2022 and $1.7B in 2024.Several analysts recently expressed confidence in the company, as this week's updates helped to \"dissipate the shroud of uncertainty hanging over Plug shares.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341590715,"gmtCreate":1617838616937,"gmtModify":1704703691195,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLGT\">$Fulgent Genetics Inc.(FLGT)$</a> dipping but fundamentals unchanged... Consider buying the dip at 85-87 level.","listText":"<a href=\"https://laohu8.com/S/FLGT\">$Fulgent Genetics Inc.(FLGT)$</a> dipping but fundamentals unchanged... Consider buying the dip at 85-87 level.","text":"$Fulgent Genetics Inc.(FLGT)$ dipping but fundamentals unchanged... Consider buying the dip at 85-87 level.","images":[{"img":"https://static.tigerbbs.com/c5bf69d045e609907a8c560f42895619","width":"1080","height":"2149"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/341590715","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548557091512102","authorId":"3548557091512102","authorIdStr":"3548557091512102","name":"驰驰张","avatar":"https://static.tigerbbs.com/224336eb59c52d00fa5b076694205656","crmLevel":1,"crmLevelSwitch":0,"idStr":"3548557091512102"},"content":"Fundamentals have changed. The vaccine in the United States has reached 20%, and the income from testing in COVID-19 will plummet next quarter","text":"Fundamentals have changed. The vaccine in the United States has reached 20%, and the income from testing in COVID-19 will plummet next quarter","html":"Fundamentals have changed. The vaccine in the United States has reached 20%, and the income from testing in COVID-19 will plummet next quarter"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":355160810,"gmtCreate":1617036619830,"gmtModify":1704801239390,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Wow! Please help like","listText":"Wow! Please help like","text":"Wow! Please help like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/355160810","repostId":"1161842003","repostType":4,"repost":{"id":"1161842003","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":1617027210,"share":"https://ttm.financial/m/news/1161842003?lang=&edition=fundamental","pubTime":"2021-03-29 22:13","market":"us","language":"en","title":"RLX rose more than 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161842003","media":"Tiger Newspress","summary":"(March 29) Days ago, China's Ministry of Industry and Information Technology posted an update that i","content":"<p>(March 29)&nbsp;Days ago, China's Ministry of Industry and Information Technology posted an update that indicated tightened regulations for the cigarette industry will also be applicable to the electronic cigarette sector.</p><p><img src=\"https://static.tigerbbs.com/30359e8f873abb547c80ebb67d0b3d90\" tg-width=\"642\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></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>RLX rose more than 11%</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\">\nRLX rose more than 11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-29 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 29)&nbsp;Days ago, China's Ministry of Industry and Information Technology posted an update that indicated tightened regulations for the cigarette industry will also be applicable to the electronic cigarette sector.</p><p><img src=\"https://static.tigerbbs.com/30359e8f873abb547c80ebb67d0b3d90\" tg-width=\"642\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161842003","content_text":"(March 29) Days ago, China's Ministry of Industry and Information Technology posted an update that indicated tightened regulations for the cigarette industry will also be applicable to the electronic cigarette sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575871849815606","authorId":"3575871849815606","authorIdStr":"3575871849815606","name":"ilovetotrade","avatar":"https://static.tigerbbs.com/75cad39253fab6295f22fd2a56ba927f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575871849815606"},"content":"Help me ok. liked For u","text":"Help me ok. liked For u","html":"Help me ok. liked For u"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162094713,"gmtCreate":1624027084332,"gmtModify":1703827041600,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Once the political clouds clear, it will move!","listText":"Once the political clouds clear, it will move!","text":"Once the political clouds clear, it will move!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/162094713","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570681253064843","authorId":"3570681253064843","authorIdStr":"3570681253064843","name":"Fenixa","avatar":"https://static.tigerbbs.com/b185d5b91de809f3dadf7b03eedfed6b","crmLevel":5,"crmLevelSwitch":1,"idStr":"3570681253064843"},"content":"I belIeve so too Earlier better than late! ??","text":"I belIeve so too Earlier better than late! ??","html":"I belIeve so too Earlier better than late! ??"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342891215,"gmtCreate":1618195378737,"gmtModify":1704707363072,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Usually after lawsuit clears, price will go up. Market hates uncertainty. Now there's less uncertainty&nbsp;<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a><a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>","listText":"Usually after lawsuit clears, price will go up. Market hates uncertainty. Now there's less uncertainty&nbsp;<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a><a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>","text":"Usually after lawsuit clears, price will go up. Market hates uncertainty. Now there's less uncertainty $Alibaba(BABA)$$Alibaba(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342891215","repostId":"2126105501","repostType":4,"repost":{"id":"2126105501","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":1618188054,"share":"https://ttm.financial/m/news/2126105501?lang=&edition=fundamental","pubTime":"2021-04-12 08:40","market":"us","language":"en","title":"Alibaba says to lower entry barriers, business costs of merchants","url":"https://stock-news.laohu8.com/highlight/detail?id=2126105501","media":"Reuters","summary":"SHANGHAI, April 12  - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.China on Saturday imposed a record 18 billion yuan  fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.The e-commerce giant has come under intense scrutiny since billiona","content":"<p>SHANGHAI, April 12 (Reuters) - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.</p><p>China on Saturday imposed a record 18 billion yuan ($2.75 billion) fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.</p><p>The e-commerce giant has come under intense scrutiny since billionaire founder Jack Ma's public criticism of the Chinese regulatory system in October.</p><p>The State Administration for Market Regulation <a href=\"https://laohu8.com/S/SAMR.SI\">$(SAMR.SI)$</a> said it had determined Alibaba, which is listed in New York and Hong Kong, had prevented its merchants from using other online e-commerce platforms.</p><p>The group does not expect any material impact on its business from the change of exclusivity arrangement imposed by regulators, Zhang said in an online briefing.</p><p>Alibaba and its peers remain under review for mergers and acquisitions from the market regulator, Vice Chairman Joe Tsai told the briefing, adding he was not aware of any other anti-monopoly-related investigations.</p><p>The impact of the regulator's fine on Alibaba will be reflected in the group's net income in the March quarter, Chief Financial Officer Maggie Wu said.</p><p>($1 = 6.5522 Chinese yuan)</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>Alibaba says to lower entry barriers, business costs of merchants</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\">\nAlibaba says to lower entry barriers, business costs of merchants\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-12 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, April 12 (Reuters) - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.</p><p>China on Saturday imposed a record 18 billion yuan ($2.75 billion) fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.</p><p>The e-commerce giant has come under intense scrutiny since billionaire founder Jack Ma's public criticism of the Chinese regulatory system in October.</p><p>The State Administration for Market Regulation <a href=\"https://laohu8.com/S/SAMR.SI\">$(SAMR.SI)$</a> said it had determined Alibaba, which is listed in New York and Hong Kong, had prevented its merchants from using other online e-commerce platforms.</p><p>The group does not expect any material impact on its business from the change of exclusivity arrangement imposed by regulators, Zhang said in an online briefing.</p><p>Alibaba and its peers remain under review for mergers and acquisitions from the market regulator, Vice Chairman Joe Tsai told the briefing, adding he was not aware of any other anti-monopoly-related investigations.</p><p>The impact of the regulator's fine on Alibaba will be reflected in the group's net income in the March quarter, Chief Financial Officer Maggie Wu said.</p><p>($1 = 6.5522 Chinese yuan)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126105501","content_text":"SHANGHAI, April 12 (Reuters) - Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.China on Saturday imposed a record 18 billion yuan ($2.75 billion) fine on Alibaba amid a crackdown on technology conglomerates, signalling a new era after years of laissez-faire approach.The e-commerce giant has come under intense scrutiny since billionaire founder Jack Ma's public criticism of the Chinese regulatory system in October.The State Administration for Market Regulation $(SAMR.SI)$ said it had determined Alibaba, which is listed in New York and Hong Kong, had prevented its merchants from using other online e-commerce platforms.The group does not expect any material impact on its business from the change of exclusivity arrangement imposed by regulators, Zhang said in an online briefing.Alibaba and its peers remain under review for mergers and acquisitions from the market regulator, Vice Chairman Joe Tsai told the briefing, adding he was not aware of any other anti-monopoly-related investigations.The impact of the regulator's fine on Alibaba will be reflected in the group's net income in the March quarter, Chief Financial Officer Maggie Wu said.($1 = 6.5522 Chinese yuan)","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198033883,"gmtCreate":1620913093242,"gmtModify":1704350352216,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Hope it's good news $?<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>","listText":"Hope it's good news $?<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>","text":"Hope it's good news $?$XPeng Inc.(XPEV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/198033883","repostId":"1191546739","repostType":4,"repost":{"id":"1191546739","pubTimestamp":1620912508,"share":"https://ttm.financial/m/news/1191546739?lang=&edition=fundamental","pubTime":"2021-05-13 21:28","market":"us","language":"en","title":"Watch NIO, XPeng on report of new Chinese licensing rules on NEVs","url":"https://stock-news.laohu8.com/highlight/detail?id=1191546739","media":"seekingalpha","summary":"The Shanghai Development and Reform Commission and other Chinese regulators are reportedly working on a new licensing policy for newenergy vehicles.The specifics of the new licensing threshold haven't be clarified, according to aCaixin report, which cites a person close to the new energy vehicle policymaking department.Shanghai is likely attempting to control the total number of vehicles, while stimulating the NEV market, according to Caixin.Watch NIO Inc., XPeng, Kandi Technologiesand Li Auto.Y","content":"<p>The Shanghai Development and Reform Commission and other Chinese regulators are reportedly working on a new licensing policy for newenergy vehicles.</p><p>The specifics of the new licensing threshold haven't be clarified, according to aCaixin report(Google translated), which cites a person close to the new energy vehicle policymaking department.</p><p>Shanghai is likely attempting to control the total number of vehicles, while stimulating the NEV market,&nbsp;according to Caixin.</p><p>Watch NIO Inc.(NYSE:NIO), XPeng(NYSE:XPEV), Kandi Technologies(NASDAQ:KNDI)and Li Auto(NASDAQ:LI).</p><p>Yesterday,Electric vehicle sector trades with Beijing shadow hanging over it.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Watch NIO, XPeng on report of new Chinese licensing rules on NEVs</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\">\nWatch NIO, XPeng on report of new Chinese licensing rules on NEVs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 21:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3695907-watch-nio-xpeng-on-report-of-new-chinese-licensing-rules-on-nevs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Shanghai Development and Reform Commission and other Chinese regulators are reportedly working on a new licensing policy for newenergy vehicles.The specifics of the new licensing threshold haven't...</p>\n\n<a href=\"https://seekingalpha.com/news/3695907-watch-nio-xpeng-on-report-of-new-chinese-licensing-rules-on-nevs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","KNDI":"康迪车业","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://seekingalpha.com/news/3695907-watch-nio-xpeng-on-report-of-new-chinese-licensing-rules-on-nevs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1191546739","content_text":"The Shanghai Development and Reform Commission and other Chinese regulators are reportedly working on a new licensing policy for newenergy vehicles.The specifics of the new licensing threshold haven't be clarified, according to aCaixin report(Google translated), which cites a person close to the new energy vehicle policymaking department.Shanghai is likely attempting to control the total number of vehicles, while stimulating the NEV market, according to Caixin.Watch NIO Inc.(NYSE:NIO), XPeng(NYSE:XPEV), Kandi Technologies(NASDAQ:KNDI)and Li Auto(NASDAQ:LI).Yesterday,Electric vehicle sector trades with Beijing shadow hanging over it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346433500,"gmtCreate":1618100455300,"gmtModify":1704706559625,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"That's awesome. I'm long on&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>","listText":"That's awesome. I'm long on&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>","text":"That's awesome. I'm long on $XPeng Inc.(XPEV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/346433500","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353961241,"gmtCreate":1616456153783,"gmtModify":1704794245643,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Awesome, keep going<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Awesome, keep going<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Awesome, keep going$AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353961241","repostId":"1198306750","repostType":4,"repost":{"id":"1198306750","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar 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\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576743360399762","authorId":"3576743360399762","authorIdStr":"3576743360399762","name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","crmLevel":3,"crmLevelSwitch":0,"idStr":"3576743360399762"},"content":"Please response to my comment Thanks","text":"Please response to my comment Thanks","html":"Please response to my comment Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371891392,"gmtCreate":1618925687816,"gmtModify":1704716966990,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Thanks, balanced perspective <a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a>speculative - yes&nbsp; &nbsp; fraud - no","listText":"Thanks, balanced perspective <a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a>speculative - yes&nbsp; &nbsp; fraud - no","text":"Thanks, balanced perspective $Quantumscape Corp.(QS)$speculative - yes fraud - no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/371891392","repostId":"1193005783","repostType":2,"repost":{"id":"1193005783","pubTimestamp":1618900703,"share":"https://ttm.financial/m/news/1193005783?lang=&edition=fundamental","pubTime":"2021-04-20 14:38","market":"us","language":"en","title":"QuantumScape: Why This SPAC Is Under Attack","url":"https://stock-news.laohu8.com/highlight/detail?id=1193005783","media":"seekingalpha","summary":"SummaryQS has been targeted by Scorpion Capital in a recent \"short report.\"The report raises some ve","content":"<p><b>Summary</b></p><ul><li>QS has been targeted by Scorpion Capital in a recent \"short report.\"</li><li>The report raises some very valid concerns over the claims made by QS.</li><li>Having said this, I don't believe QS is a fraudulent company but will refrain from investing for now.</li></ul><p><b>Thesis Summary</b></p><p>QuantumScape Corporation (QS), has made headlines in recent days due to the sharp decline in the stock price, following a short report from Scorpion Capital. The company’s CEO even went on CNN and threatened legal action against the controversial short report. In this article, I try to give a balanced look at what QS does and what the possible upside/downside is.</p><p>Overall, I think that the short report is mostly accurate but naturally self-serving. Having said this, there is little new information in the report for those that have been following QS for some time. It’s obvious to most investors that QS is a speculative play, but I wouldn’t subscribe to the idea that it is a fraudulent company.</p><p><b>Company Overview</b></p><p>QuantumScape was formed in 2010 by Jagdeep Singh, Tim Holme and Professor Fritz Prinz from Stanford University. The company was formed to address the most prevalent issue in the EV space, battery technology. EVs run on batteries that have limited range and need to be charged. Therefore, if someone were to come up with a battery that charges much faster and lasts much longer, one would expect the inventor of this technology to reap some hefty rewards.</p><p>QS is working on just this, through what is known as solid-state batteries.</p><blockquote>The battery start-up achieves this by replacing the liquid electrolyte that regulates the flow of current with a solid electrolyte. The polymer separator used in conventional lithium-ion batteries is substituted with a solid-state ceramic separator, QuantumScape says. As a result, the less-efficient carbon or carbon-silicon anode is replaced with an anode of pure metallic lithium.</blockquote><p>Source:Forbes</p><p>QS established a partnership with Volkswagen AG ADR (OTCPK:VWAGY) in 2012 through a $100 million investment. The company went public through a SPAC in 2020 and has since received a further $100 million in funding from Volkswagen.</p><p><b>The \"controversial\" short report</b></p><p>Last week, Scorpion Capital released a 188-slide PowerPoint presentation exposing quite a few arguments attacking the credibility of the company and the actual merits of its technology.</p><p>While I am by no means an expert on the matter, I have tried to understandboth sidesto the best of my abilities. The report is mighty long, but I think most of it can be summed up into three key technical points which Scorpion argues QS is being deliberately obscure about:</p><ul><li>Battery performance in low temperatures</li><li>Charge speed</li><li>Scalability</li></ul><p>I point to these as they refer to specific hurdles in the battery segment and there have been claims made by QS in these areas, which, at best, have been exaggerated and don’t reflect the true capabilities of this technology.</p><p><img src=\"https://static.tigerbbs.com/abc2d626dcc563198839f5417bd8690d\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p><p>Source:Short Report</p><p>The short report actually alludes to QS’s own investor presentation to point out some glaring inconsistencies. For example, here we see the results for a charging test in cold temperature. What is not apparent at first glance is that, while charging the temperature was actually much higher, 30 degrees Celsius.</p><p><img src=\"https://static.tigerbbs.com/4f90b00e4dc3e67f167fb8bcbe0cc1a2\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p><p>Source: Short Report</p><p>Another claim that seems to be quite conclusively debunked is that these batteries can be charged in 15 minutes. While this may be true, an equally important question would be how many times can the battery be charged in 15 minutes? QS claims its prototype has a charge life of 800 cycles, but this is only true at a regular 1-hour charging rate.</p><p>I think the short report makes a good point in saying that QS makes use of some “trickery” and vagueness to make their tech look better. While I am sure QS achieved all of the results it states, we have to look at the minute details. Overall, it seems that different environments and different batteries were used in different experiments to obtain more favourable results.</p><p>This is in fact one point also made a while ago byfellow SA Contributor Brian Morin, who pointed out that he expects that, at best, QS will be able to manufacture small solid-state batteries which would be able to power small electronic devices, but not, it seems for the moment, cars.</p><p><b>Counter Arguments</b></p><p>The report is clearly made to discredit QS, and in doing so, Scorpion has actually done much of what it accuses QS of doing. For one, it cites former employees and experts without giving a real source. Secondly, Scorpion itself cherry-picks the information it wants to challenge and even makes assertions about the behaviour of the CEO which are incredibly speculative.</p><p>I don’t think QS is perpetuating a fraud. For starters, its management has a proven track record of experience and even includes a Stanford professor. Furthermore, while it is true that VW has “only” invested $200 million in the company, one must believe they did some amount of due diligence. The company ponied up the second $100 million only a few weeks ago after QS delivered on milestones, so one way or another the company did meet VW’s expectations.</p><p>I also find the idea that QS is being deliberately obscure quite problematic. We are talking about a company that is essentially only worth as much as its intellectual property. It is only natural that QS would be cagey about disclosing certain things, especially since Fisker Inc.(NYSE:FSR)was caughttrying to steal such propertyfrom QS.</p><p>With all this said, I don’t think QS is a fraud, and I do think the company is a leader in its field. As an investment, you are looking at a 10-year time frame, and as mentioned before, much longer before we see these batteries in cars, which is what everyone is hoping for.</p><p><b>Takeaway</b></p><p>While I have to take the report with a big grain of salt, it does provide some legitimate concerns. At the very best, QS is a gamble, and even at these prices, it seems to be an expensive gamble. I would advise keeping away from this at least until the lock-up expiration ends. If you are willing to do the research though, this is a company that you should keep on your watchlist. Breakthroughs don’t happen every day, but when they do, they change things a lot. QS is capable of delivering such breakthroughs, but at the time I can’t justify an investment in it.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QuantumScape: Why This SPAC Is Under Attack</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\">\nQuantumScape: Why This SPAC Is Under Attack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 14:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419914-quantumscape-why-this-spac-is-under-attack><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQS has been targeted by Scorpion Capital in a recent \"short report.\"The report raises some very valid concerns over the claims made by QS.Having said this, I don't believe QS is a fraudulent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419914-quantumscape-why-this-spac-is-under-attack\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"https://seekingalpha.com/article/4419914-quantumscape-why-this-spac-is-under-attack","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1193005783","content_text":"SummaryQS has been targeted by Scorpion Capital in a recent \"short report.\"The report raises some very valid concerns over the claims made by QS.Having said this, I don't believe QS is a fraudulent company but will refrain from investing for now.Thesis SummaryQuantumScape Corporation (QS), has made headlines in recent days due to the sharp decline in the stock price, following a short report from Scorpion Capital. The company’s CEO even went on CNN and threatened legal action against the controversial short report. In this article, I try to give a balanced look at what QS does and what the possible upside/downside is.Overall, I think that the short report is mostly accurate but naturally self-serving. Having said this, there is little new information in the report for those that have been following QS for some time. It’s obvious to most investors that QS is a speculative play, but I wouldn’t subscribe to the idea that it is a fraudulent company.Company OverviewQuantumScape was formed in 2010 by Jagdeep Singh, Tim Holme and Professor Fritz Prinz from Stanford University. The company was formed to address the most prevalent issue in the EV space, battery technology. EVs run on batteries that have limited range and need to be charged. Therefore, if someone were to come up with a battery that charges much faster and lasts much longer, one would expect the inventor of this technology to reap some hefty rewards.QS is working on just this, through what is known as solid-state batteries.The battery start-up achieves this by replacing the liquid electrolyte that regulates the flow of current with a solid electrolyte. The polymer separator used in conventional lithium-ion batteries is substituted with a solid-state ceramic separator, QuantumScape says. As a result, the less-efficient carbon or carbon-silicon anode is replaced with an anode of pure metallic lithium.Source:ForbesQS established a partnership with Volkswagen AG ADR (OTCPK:VWAGY) in 2012 through a $100 million investment. The company went public through a SPAC in 2020 and has since received a further $100 million in funding from Volkswagen.The \"controversial\" short reportLast week, Scorpion Capital released a 188-slide PowerPoint presentation exposing quite a few arguments attacking the credibility of the company and the actual merits of its technology.While I am by no means an expert on the matter, I have tried to understandboth sidesto the best of my abilities. The report is mighty long, but I think most of it can be summed up into three key technical points which Scorpion argues QS is being deliberately obscure about:Battery performance in low temperaturesCharge speedScalabilityI point to these as they refer to specific hurdles in the battery segment and there have been claims made by QS in these areas, which, at best, have been exaggerated and don’t reflect the true capabilities of this technology.Source:Short ReportThe short report actually alludes to QS’s own investor presentation to point out some glaring inconsistencies. For example, here we see the results for a charging test in cold temperature. What is not apparent at first glance is that, while charging the temperature was actually much higher, 30 degrees Celsius.Source: Short ReportAnother claim that seems to be quite conclusively debunked is that these batteries can be charged in 15 minutes. While this may be true, an equally important question would be how many times can the battery be charged in 15 minutes? QS claims its prototype has a charge life of 800 cycles, but this is only true at a regular 1-hour charging rate.I think the short report makes a good point in saying that QS makes use of some “trickery” and vagueness to make their tech look better. While I am sure QS achieved all of the results it states, we have to look at the minute details. Overall, it seems that different environments and different batteries were used in different experiments to obtain more favourable results.This is in fact one point also made a while ago byfellow SA Contributor Brian Morin, who pointed out that he expects that, at best, QS will be able to manufacture small solid-state batteries which would be able to power small electronic devices, but not, it seems for the moment, cars.Counter ArgumentsThe report is clearly made to discredit QS, and in doing so, Scorpion has actually done much of what it accuses QS of doing. For one, it cites former employees and experts without giving a real source. Secondly, Scorpion itself cherry-picks the information it wants to challenge and even makes assertions about the behaviour of the CEO which are incredibly speculative.I don’t think QS is perpetuating a fraud. For starters, its management has a proven track record of experience and even includes a Stanford professor. Furthermore, while it is true that VW has “only” invested $200 million in the company, one must believe they did some amount of due diligence. The company ponied up the second $100 million only a few weeks ago after QS delivered on milestones, so one way or another the company did meet VW’s expectations.I also find the idea that QS is being deliberately obscure quite problematic. We are talking about a company that is essentially only worth as much as its intellectual property. It is only natural that QS would be cagey about disclosing certain things, especially since Fisker Inc.(NYSE:FSR)was caughttrying to steal such propertyfrom QS.With all this said, I don’t think QS is a fraud, and I do think the company is a leader in its field. As an investment, you are looking at a 10-year time frame, and as mentioned before, much longer before we see these batteries in cars, which is what everyone is hoping for.TakeawayWhile I have to take the report with a big grain of salt, it does provide some legitimate concerns. At the very best, QS is a gamble, and even at these prices, it seems to be an expensive gamble. I would advise keeping away from this at least until the lock-up expiration ends. If you are willing to do the research though, this is a company that you should keep on your watchlist. Breakthroughs don’t happen every day, but when they do, they change things a lot. QS is capable of delivering such breakthroughs, but at the time I can’t justify an investment in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350629997,"gmtCreate":1616202963619,"gmtModify":1704792118916,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"The results are coming out next week. I hope the stock will bounce back&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","listText":"The results are coming out next week. I hope the stock will bounce back&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","text":"The results are coming out next week. I hope the stock will bounce back $Tiger Brokers(TIGR)$","images":[{"img":"https://static.tigerbbs.com/09b141b22f5cfc1c101587f0c8c9612b","width":"1080","height":"2884"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/350629997","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350667565,"gmtCreate":1616202840757,"gmtModify":1704792117300,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Please help like my comment thanks","listText":"Please help like my comment thanks","text":"Please help like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/350667565","repostId":"1199154789","repostType":4,"repost":{"id":"1199154789","pubTimestamp":1616164372,"share":"https://ttm.financial/m/news/1199154789?lang=&edition=fundamental","pubTime":"2021-03-19 22:32","market":"us","language":"en","title":"Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1199154789","media":"zerohedge","summary":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio  exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on ","content":"<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.</p><blockquote>The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.</blockquote><p><img src=\"https://static.tigerbbs.com/b822960da59d651f093b5113cd0c3fd0\" tg-width=\"500\" tg-height=\"319\" referrerpolicy=\"no-referrer\">This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –<b>suggests that the Fed is “foaming the runway” for the end of SLR exemption</b>.\"</p><p>Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"<b>Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability</b>\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:</p><blockquote>The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. <b>Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.</b>To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. <b>However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.</b>The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.</blockquote><p>The Fed's soothing wods notwithstanding,<b>having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...</b></p><p><img src=\"https://static.tigerbbs.com/c341c3843a5031cd1599c2c89e198050\" tg-width=\"500\" tg-height=\"305\" referrerpolicy=\"no-referrer\">Bond yields spiked...</p><p><img src=\"https://static.tigerbbs.com/14173c1ce587fb45efe4c30ecc1dfbab\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\">... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")...</p><p><img src=\"https://static.tigerbbs.com/32811183fba3dbddf1c440836298c7f3\" tg-width=\"500\" tg-height=\"602\" referrerpolicy=\"no-referrer\">.... slumped.</p><p><img src=\"https://static.tigerbbs.com/2fba41463f15e79d2b8436cdd6a526fc\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\">In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,<b>banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.</b></p><blockquote>The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. <b>The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.</b></blockquote><p><img src=\"https://static.tigerbbs.com/392342c2f3e1dd008b2276172a9b3ecf\" tg-width=\"500\" tg-height=\"253\" referrerpolicy=\"no-referrer\">While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that<b>\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.</b></p><p>The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).</p><p><b>So what happens next?</b></p><p>Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"<i>the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market</i>:</p><blockquote>The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. <b>Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.</b></blockquote><p>In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...</p><p>Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:</p><blockquote><u><b>3. Relief ends March 31, banks fully raise capital</b></u> <b>Impact on BanksRatesFront-End Rates</b> <u><b>4. Relief ends March 31, banks raise capital &amp; de-lever</b></u> <b>Impact on BanksRatesFront-End Rates</b></blockquote><p>Going back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,<b>and these flows will swell further money funds’ inflows coming from TGA drawdowns.</b>\"</p><p>More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.</p><p><img src=\"https://static.tigerbbs.com/caeeb2b1290e084832f29d61cea6a90b\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\">How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"</p><blockquote>FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...</blockquote><p>While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.</p><p>* *&nbsp; *</p><p>Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" as<b>the SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing</b>.</p><p>“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is<b>\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”</b></p><p>Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.</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>Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Disappoints Market, Lets SLR Relief Expire: What Happens Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199154789","content_text":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –suggests that the Fed is “foaming the runway” for the end of SLR exemption.\"Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...Bond yields spiked...... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")....... slumped.In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).So what happens next?Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market:The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:3. Relief ends March 31, banks fully raise capital Impact on BanksRatesFront-End Rates 4. Relief ends March 31, banks raise capital & de-lever Impact on BanksRatesFront-End RatesGoing back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,and these flows will swell further money funds’ inflows coming from TGA drawdowns.\"More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.* *  *Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" asthe SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing.“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","authorIdStr":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571345352614779"},"content":"Kindly Like & Comment Please, Thank You Very Much!","text":"Kindly Like & Comment Please, Thank You Very Much!","html":"Kindly Like & Comment Please, Thank You Very Much!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323514814,"gmtCreate":1615354947138,"gmtModify":1704781579615,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/323514814","repostId":"2118621526","repostType":4,"repost":{"id":"2118621526","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":1615352388,"share":"https://ttm.financial/m/news/2118621526?lang=&edition=fundamental","pubTime":"2021-03-10 12:59","market":"us","language":"en","title":"PayPal brings its 'buy now, pay later' offer to crowded Australia","url":"https://stock-news.laohu8.com/highlight/detail?id=2118621526","media":"Reuters","summary":"SYDNEY, March 10 (Reuters) - PayPal Holdings Inc will launch its \"buy now, pay later\" (BNPL) option ","content":"<p>SYDNEY, March 10 (Reuters) - <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc will launch its \"buy now, pay later\" (BNPL) option in Australia this June, the U.S. payments giant said on Wednesday, muscling in further on Afterpay Ltd and others for share in the booming industry.</p>\n<p>So far PayPal's new BNPL option has been rolled out in the United States and Britain where by the end of the December quarter it said it had handled more than $750 million of transactions.</p>\n<p>The U.S. payments giant now plans to bring its interest-free \"Pay in 4\" service to its more than 9 million customers in Australia, where regulation of the fast-growing space is thin compared to other consumer finance categories, while adoption is higher than other markets.</p>\n<p>The arrival of PayPal presents a serious new competitor for Afterpay and <a href=\"https://laohu8.com/S/Z1P.AU\">Zip</a> Co Ltd , who lead the domestic market, as well as Sweden's Klarna which is backed by a small shareholding from Australia's largest bank.</p>\n<p>Andrew Toon, the general manager of payments at PayPal Australia, told Reuters the company had been \"inundated\" with requests from Australian merchants and businesses after the offshore launch of its BNPL service last year.</p>\n<p>PayPal planned to capitalise on its long-standing relationships with Australian merchants but not to the point of seeking exclusive arrangements that would muscle out other BNPL providers, Toon added.</p>\n<p>The company's initial announcement last year that it would join the BNPL sector raised concerns among investors and analysts that its deep network with retailers and lower merchant fees might eat into the incumbents' growth.</p>\n<p>\"The big question is whether (PayPal) gain incremental sales as in a potentially different customer base, or do they simply take share away from incumbents,\" said Steven Ng, the co-founder and senior portfolio manager at Ophir Asset Management, which owns Afterpay shares.</p>\n<p>Shares of Afterpay, which have been battered in recent weeks by the global tech sell-off, were up more than 8%, while Zip fell 3.6% toward the end of the trading day.</p>\n<p>\"You shouldn't underestimate the scale and technological firepower that Paypal have in competing against existing players,\" Ng said, adding that competition will see further innovation and BNPL take greater market share in the overall payments industry.</p>\n<p>(Reporting by Nikhil Kurian Nainan in Bengaluru and Byron Kaye in Sydney; Editing by Christopher Cushing)</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>PayPal brings its 'buy now, pay later' offer to crowded Australia</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\">\nPayPal brings its 'buy now, pay later' offer to crowded Australia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-10 12:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SYDNEY, March 10 (Reuters) - <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc will launch its \"buy now, pay later\" (BNPL) option in Australia this June, the U.S. payments giant said on Wednesday, muscling in further on Afterpay Ltd and others for share in the booming industry.</p>\n<p>So far PayPal's new BNPL option has been rolled out in the United States and Britain where by the end of the December quarter it said it had handled more than $750 million of transactions.</p>\n<p>The U.S. payments giant now plans to bring its interest-free \"Pay in 4\" service to its more than 9 million customers in Australia, where regulation of the fast-growing space is thin compared to other consumer finance categories, while adoption is higher than other markets.</p>\n<p>The arrival of PayPal presents a serious new competitor for Afterpay and <a href=\"https://laohu8.com/S/Z1P.AU\">Zip</a> Co Ltd , who lead the domestic market, as well as Sweden's Klarna which is backed by a small shareholding from Australia's largest bank.</p>\n<p>Andrew Toon, the general manager of payments at PayPal Australia, told Reuters the company had been \"inundated\" with requests from Australian merchants and businesses after the offshore launch of its BNPL service last year.</p>\n<p>PayPal planned to capitalise on its long-standing relationships with Australian merchants but not to the point of seeking exclusive arrangements that would muscle out other BNPL providers, Toon added.</p>\n<p>The company's initial announcement last year that it would join the BNPL sector raised concerns among investors and analysts that its deep network with retailers and lower merchant fees might eat into the incumbents' growth.</p>\n<p>\"The big question is whether (PayPal) gain incremental sales as in a potentially different customer base, or do they simply take share away from incumbents,\" said Steven Ng, the co-founder and senior portfolio manager at Ophir Asset Management, which owns Afterpay shares.</p>\n<p>Shares of Afterpay, which have been battered in recent weeks by the global tech sell-off, were up more than 8%, while Zip fell 3.6% toward the end of the trading day.</p>\n<p>\"You shouldn't underestimate the scale and technological firepower that Paypal have in competing against existing players,\" Ng said, adding that competition will see further innovation and BNPL take greater market share in the overall payments industry.</p>\n<p>(Reporting by Nikhil Kurian Nainan in Bengaluru and Byron Kaye in Sydney; Editing by Christopher Cushing)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","APT.AU":"Afterpay Touch"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118621526","content_text":"SYDNEY, March 10 (Reuters) - PayPal Holdings Inc will launch its \"buy now, pay later\" (BNPL) option in Australia this June, the U.S. payments giant said on Wednesday, muscling in further on Afterpay Ltd and others for share in the booming industry.\nSo far PayPal's new BNPL option has been rolled out in the United States and Britain where by the end of the December quarter it said it had handled more than $750 million of transactions.\nThe U.S. payments giant now plans to bring its interest-free \"Pay in 4\" service to its more than 9 million customers in Australia, where regulation of the fast-growing space is thin compared to other consumer finance categories, while adoption is higher than other markets.\nThe arrival of PayPal presents a serious new competitor for Afterpay and Zip Co Ltd , who lead the domestic market, as well as Sweden's Klarna which is backed by a small shareholding from Australia's largest bank.\nAndrew Toon, the general manager of payments at PayPal Australia, told Reuters the company had been \"inundated\" with requests from Australian merchants and businesses after the offshore launch of its BNPL service last year.\nPayPal planned to capitalise on its long-standing relationships with Australian merchants but not to the point of seeking exclusive arrangements that would muscle out other BNPL providers, Toon added.\nThe company's initial announcement last year that it would join the BNPL sector raised concerns among investors and analysts that its deep network with retailers and lower merchant fees might eat into the incumbents' growth.\n\"The big question is whether (PayPal) gain incremental sales as in a potentially different customer base, or do they simply take share away from incumbents,\" said Steven Ng, the co-founder and senior portfolio manager at Ophir Asset Management, which owns Afterpay shares.\nShares of Afterpay, which have been battered in recent weeks by the global tech sell-off, were up more than 8%, while Zip fell 3.6% toward the end of the trading day.\n\"You shouldn't underestimate the scale and technological firepower that Paypal have in competing against existing players,\" Ng said, adding that competition will see further innovation and BNPL take greater market share in the overall payments industry.\n(Reporting by Nikhil Kurian Nainan in Bengaluru and Byron Kaye in Sydney; Editing by Christopher Cushing)","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572249185724220","authorId":"3572249185724220","authorIdStr":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572249185724220"},"content":"Help me comment and lIke","text":"Help me comment and lIke","html":"Help me comment and lIke"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357872860,"gmtCreate":1617264495750,"gmtModify":1704697972251,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06618\">$JD HEALTH(06618)$</a>telemedicine stocks are moving these days&nbsp;<a href=\"https://laohu8.com/S/01833\">$PA Good Doctor(01833)$</a>","listText":"<a href=\"https://laohu8.com/S/06618\">$JD HEALTH(06618)$</a>telemedicine stocks are moving these days&nbsp;<a href=\"https://laohu8.com/S/01833\">$PA Good Doctor(01833)$</a>","text":"$JD HEALTH(06618)$telemedicine stocks are moving these days $PA Good Doctor(01833)$","images":[{"img":"https://static.tigerbbs.com/a73e4efcea48c20b5fd4ac77f4320204","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357872860","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363874684,"gmtCreate":1614129850648,"gmtModify":1704888460090,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> I'm confident it will go higher","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> I'm confident it will go higher","text":"$Tiger Brokers(TIGR)$ I'm confident it will go higher","images":[{"img":"https://static.tigerbbs.com/61e978750907c72baca99f30f791362e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363874684","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121796786,"gmtCreate":1624491807345,"gmtModify":1703838077620,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> wow spectacular momentum!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> wow spectacular momentum!","text":"$Tiger Brokers(TIGR)$ wow spectacular momentum!","images":[{"img":"https://static.tigerbbs.com/0dfe025d40b765f146a563535795eebd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121796786","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350664645,"gmtCreate":1616202754787,"gmtModify":1704792115515,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Wow new highs","listText":"Wow new highs","text":"Wow new highs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/350664645","repostId":"1136440314","repostType":4,"repost":{"id":"1136440314","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":1616165231,"share":"https://ttm.financial/m/news/1136440314?lang=&edition=fundamental","pubTime":"2021-03-19 22:47","market":"us","language":"en","title":"Facebook rose more than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136440314","media":"Tiger Newspress","summary":"(March 19) Facebook rose more than 4%.Facebook is a strong positive outlier in the S&P 500 today,up ","content":"<p>(March 19)&nbsp;Facebook rose more than 4%.</p><p><img src=\"https://static.tigerbbs.com/fea58a0f3c9d80d1b9267044a776f39d\" tg-width=\"678\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p></p><p>Facebook&nbsp;is a strong positive outlier in the S&amp;P 500 today,up 4.08%&nbsp;and gaining (and bouncing back froma slightly decline yesterday) after CEO Mark Zuckerberg looked to change his tune on upcoming privacy changes from Apple.</p><p>Zuckerberg had increasingly taken an adversarial stance against the big-tech rival, but in a new discussion on audio platform Clubhouse, he said thatFacebook may be better off this way.</p><p>\"I think the reality is that I'm confident that we're gonna be able to manage through that situation,\" Zuckerberg said. \"And we'll be in a good position. I think it's possible that we may even be in a stronger position.\"</p><p>That marks a sharp reversal from last summer, when Facebook said Apple's change to unique device IDs couldcut revenues in half for its Audience Network in-app ad business, and Facebook chief Mark Zuckerbergsingled Apple out for criticism in a companywide meeting.</p><p>Now, Zuckerberg is saying Apple's changes might encourage sellers to use Facebook's commerce products directly.</p><p>\"Apple's changes encourage more businesses to conduct commerce on our platforms, by making it harder for them to basically use their data in order to find the customers that would want to use their products outside of our platforms,\" he said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook rose more than 4%</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\">\nFacebook rose more than 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-19 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 19)&nbsp;Facebook rose more than 4%.</p><p><img src=\"https://static.tigerbbs.com/fea58a0f3c9d80d1b9267044a776f39d\" tg-width=\"678\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p></p><p>Facebook&nbsp;is a strong positive outlier in the S&amp;P 500 today,up 4.08%&nbsp;and gaining (and bouncing back froma slightly decline yesterday) after CEO Mark Zuckerberg looked to change his tune on upcoming privacy changes from Apple.</p><p>Zuckerberg had increasingly taken an adversarial stance against the big-tech rival, but in a new discussion on audio platform Clubhouse, he said thatFacebook may be better off this way.</p><p>\"I think the reality is that I'm confident that we're gonna be able to manage through that situation,\" Zuckerberg said. \"And we'll be in a good position. I think it's possible that we may even be in a stronger position.\"</p><p>That marks a sharp reversal from last summer, when Facebook said Apple's change to unique device IDs couldcut revenues in half for its Audience Network in-app ad business, and Facebook chief Mark Zuckerbergsingled Apple out for criticism in a companywide meeting.</p><p>Now, Zuckerberg is saying Apple's changes might encourage sellers to use Facebook's commerce products directly.</p><p>\"Apple's changes encourage more businesses to conduct commerce on our platforms, by making it harder for them to basically use their data in order to find the customers that would want to use their products outside of our platforms,\" he said.</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":"1136440314","content_text":"(March 19) Facebook rose more than 4%.Facebook is a strong positive outlier in the S&P 500 today,up 4.08% and gaining (and bouncing back froma slightly decline yesterday) after CEO Mark Zuckerberg looked to change his tune on upcoming privacy changes from Apple.Zuckerberg had increasingly taken an adversarial stance against the big-tech rival, but in a new discussion on audio platform Clubhouse, he said thatFacebook may be better off this way.\"I think the reality is that I'm confident that we're gonna be able to manage through that situation,\" Zuckerberg said. \"And we'll be in a good position. I think it's possible that we may even be in a stronger position.\"That marks a sharp reversal from last summer, when Facebook said Apple's change to unique device IDs couldcut revenues in half for its Audience Network in-app ad business, and Facebook chief Mark Zuckerbergsingled Apple out for criticism in a companywide meeting.Now, Zuckerberg is saying Apple's changes might encourage sellers to use Facebook's commerce products directly.\"Apple's changes encourage more businesses to conduct commerce on our platforms, by making it harder for them to basically use their data in order to find the customers that would want to use their products outside of our platforms,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362769806,"gmtCreate":1614669506105,"gmtModify":1704773786399,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a> Doing well, keep climbing!","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a> Doing well, keep climbing!","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$ Doing well, keep climbing!","images":[{"img":"https://static.tigerbbs.com/57bee36fe744e965f9eacf883d2891e9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/362769806","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058305796,"gmtCreate":1654782886415,"gmtModify":1676535510060,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058305796","repostId":"1100670599","repostType":2,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806017750,"gmtCreate":1627616502970,"gmtModify":1703493452785,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"Price drop due to strong competition","listText":"Price drop due to strong competition","text":"Price drop due to strong competition","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806017750","repostId":"2155133648","repostType":4,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190550437,"gmtCreate":1620636679429,"gmtModify":1704345905145,"author":{"id":"3569468280944828","authorId":"3569468280944828","authorIdStr":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569468280944828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06618\">$JD HEALTH(06618)$</a>Cathie buying this soon? She likes&nbsp;<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>and&nbsp;<a href=\"https://laohu8.com/S/01833\">$PA Good Doctor(01833)$</a>","listText":"<a href=\"https://laohu8.com/S/06618\">$JD HEALTH(06618)$</a>Cathie buying this soon? She likes&nbsp;<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>and&nbsp;<a href=\"https://laohu8.com/S/01833\">$PA Good Doctor(01833)$</a>","text":"$JD HEALTH(06618)$Cathie buying this soon? She likes $Teladoc Health Inc.(TDOC)$and $PA Good Doctor(01833)$","images":[{"img":"https://static.tigerbbs.com/8797514036ce05db38231ab2a132674a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190550437","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}