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01-19

$ST Engineering(S63.SI)$

2023-09-28

$Sea Ltd(SE)$ recently saw price swing on upward trend..still long way back to its.glory. there is glimpse of hope that it may goes above usd60

2023-05-07

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@Meme_Tiger:Meme Tracker| PEPE coin rose 22,000% in 3 days! The next Dogecoin?

2023-04-11

ok

3 Top Tech Stocks to Buy in April

2023-04-07

ok

@Capital_Insights:Q2 Outlook of Macro Economic, Stocks, Oil, Gold & Bitcoin…

2023-04-05

like//@LplMichelle:latest//@HH浩:Will PLTR challenged by chatGPT? //@Cedric77: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if PLTR could be a bad portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at 0.10246706105139$ (-98.773% ) after a year according to our prediction system. This means that if you invested $100 now, you

Palantir to Expand Strategic Cloud Partnership With Microsoft

2023-04-01

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@Elliottwave_Forecast:S&P500 ( $SPX ) Elliott Wave Forecasting The Path

2023-03-30

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Ohmyhome Rings Nasdaq Closing Bell in Honor of Being First Singaporean Firm Listed in US This Year

2023-03-28

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Crypto Stocks Slid in Morning Trading, With Coinbase Dropping over 6%

2023-03-28

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Microsoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses

2023-03-28

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Tesla's Delivery Data Are Coming Soon. This Number Could Lift the Stock

2023-03-28

luke

11 Stocks in the S&P 500 Expected to Form an Exclusive Growth Club for Investors

2023-03-28

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AI Software Revenue Is Racing Toward $14 Trillion: 2 Growth Stocks to Buy Now and Hold

2023-03-28

ok

3 Reasons We Absolutely Need Regional Banks

2023-03-26

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@MattGiannino: 1,000% FOMC Option Trading Strategy [FULL GUIDE]From Youtube: https://www.youtube.com/watch?v=UYleOESkeI0

2023-03-22

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@Mrzorro:'The iPhone Moment For AI" And Nvidia Is Taking Control Of It Nvidia Corporation's $NVIDIA Corp(NVDA)$ CEO Jensen Huang believes that we are at the "iPhone moment for AI" and the company is ready to spearhead the AI movement by providing the necessary infrastructure to companies innovating in the field. What Happened: During Nvidia's GPU Technology Conference on Tuesday, the company announced partnerships with $Microsoft(MSFT)$ Azure, $Alphabet(GOOG)$ Google GCP and $Oracle(ORCL)$ OCI to bring Nvidia

2023-03-20

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@Keeley:$Palantir Technologies Inc.(PLTR)$ #PLTR Price played out nicely as analyzed last week, taking out the sell-side liquidity and proceeded to give a bullish retracement. Right now, price is consolidating while creating buy-side liquidity on the lower timeframe. It is still unclear where price will go. However, I do expect price to potentially take out the buy-side liquidity before heading lower if it wants to. Either that, or wait for confirmation for price to break the lows at 7.67 before entering. https://www.tradingview.com/chart/PLTR/R2Lku9dn-PLTR-Analysis

2023-03-20

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Sorry, the original content has been removed

2023-03-20

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US Authorities Engaged on Possible Credit Suisse-UBS Deal

2023-03-20

l I'll s

UBS Offers to Buy Credit Suisse for up to $1bn

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/S63.SI\">$ST Engineering(S63.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S63.SI\">$ST Engineering(S63.SI)$&nbsp;</a>&nbsp;","text":"$ST Engineering(S63.SI)$","images":[{"img":"https://community-static.tradeup.com/news/ac80295881cbf9f30bbab1fbda850099","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264773834580096","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":224876255830112,"gmtCreate":1695910357672,"gmtModify":1695910360893,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> recently saw price swing on upward trend..still long way back to its.glory. there is glimpse of hope that it may goes above usd60","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> recently saw price swing on upward trend..still long way back to its.glory. there is glimpse of hope that it may goes above usd60","text":"$Sea Ltd(SE)$ recently saw price swing on upward trend..still long way back to its.glory. there is glimpse of hope that it may goes above usd60","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224876255830112","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947490305,"gmtCreate":1683409480207,"gmtModify":1683409483438,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947490305","repostId":"9947575983","repostType":1,"repost":{"id":9947575983,"gmtCreate":1683363570342,"gmtModify":1683363601113,"author":{"id":"10000000000010945","authorId":"10000000000010945","name":"Meme_Tiger","avatar":"https://community-static.tradeup.com/news/eb1a09788252e1f02cd561cbf0b1ac99","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Meme Tracker| PEPE coin rose 22,000% in 3 days! The next Dogecoin?","htmlText":"Hello, everyone! I gonna introduce the latest meme coin - PEPE - to you this weekend! PEPE coin rose 22,000% in the three days after its launch!PEPE COIN! Everything You NEED To Know! - YouTubeAfter entering 2023, Bitcoin <a href=\"https://ttm.financial/S/GBTC\">$Grayscale Bitcoin Trust (BTC)(GBTC)$</a> surged and led to rotation in the cryptocurrency market. Meanwhile, meme coins have once again attracted market attention. However, the meme magic of Dogecoin seems to be losing out to the appeal of Pepe the Frog. Data shows that PEPE, a meme coin based on Pepe, had a surge of over 22,000% in the three days after its launch, making it the most attention-grabbing meme coin at present.What is PEPE coin? Will it become the next Dogecoin?Pepe was created by cartoonist Matt Furie in 2005 and is on","listText":"Hello, everyone! I gonna introduce the latest meme coin - PEPE - to you this weekend! PEPE coin rose 22,000% in the three days after its launch!PEPE COIN! Everything You NEED To Know! - YouTubeAfter entering 2023, Bitcoin <a href=\"https://ttm.financial/S/GBTC\">$Grayscale Bitcoin Trust (BTC)(GBTC)$</a> surged and led to rotation in the cryptocurrency market. Meanwhile, meme coins have once again attracted market attention. However, the meme magic of Dogecoin seems to be losing out to the appeal of Pepe the Frog. Data shows that PEPE, a meme coin based on Pepe, had a surge of over 22,000% in the three days after its launch, making it the most attention-grabbing meme coin at present.What is PEPE coin? Will it become the next Dogecoin?Pepe was created by cartoonist Matt Furie in 2005 and is on","text":"Hello, everyone! I gonna introduce the latest meme coin - PEPE - to you this weekend! PEPE coin rose 22,000% in the three days after its launch!PEPE COIN! Everything You NEED To Know! - YouTubeAfter entering 2023, Bitcoin $Grayscale Bitcoin Trust (BTC)(GBTC)$ surged and led to rotation in the cryptocurrency market. Meanwhile, meme coins have once again attracted market attention. However, the meme magic of Dogecoin seems to be losing out to the appeal of Pepe the Frog. Data shows that PEPE, a meme coin based on Pepe, had a surge of over 22,000% in the three days after its launch, making it the most attention-grabbing meme coin at present.What is PEPE coin? Will it become the next Dogecoin?Pepe was created by cartoonist Matt Furie in 2005 and is on","images":[{"img":"https://community-static.tradeup.com/news/0a98a716f327d3a6c760e83ebde99008","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/afba88770c569b7f053511895474e78d","width":"1136","height":"612"},{"img":"https://community-static.tradeup.com/news/cab59dbca49df11333d480704a994586","width":"1467","height":"736"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947575983","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942187966,"gmtCreate":1681163934455,"gmtModify":1681163938308,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942187966","repostId":"2326169605","repostType":2,"repost":{"id":"2326169605","pubTimestamp":1681125337,"share":"https://www.laohu8.com/m/news/2326169605?lang=&edition=full","pubTime":"2023-04-10 19:15","market":"us","language":"en","title":"3 Top Tech Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2326169605","media":"Motley Fool","summary":"These beaten-down tech names could make a comeback in 2023.","content":"<html><head></head><body><p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.</p><p>That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.</p><h2>Amazon</h2><p>Perhaps the poster child for pandemic-era excesses, <strong>Amazon</strong> is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.</p><p>When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.</p><p>But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That&#39;s obviously not great for workers, but it&#39;s probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.</p><p>There are also some hints that Amazon&#39;s efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon&#39;s growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon&#39;s units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.</p><p>That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon&#39;s percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon&#39;s advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.</p><p>There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon&#39;s long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.</p><p>Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon&#39;s rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It&#39;s early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won&#39;t be left on the sidelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96dcb3b854d087a69aac955d51a270d0\" tg-width=\"700\" tg-height=\"466\"/></p><p>E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2><p>The fintech sector broadly, and <strong>PayPal</strong> specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal&#39;s forward P/E ratio has fallen to just over 15 times this year&#39;s expected earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/652cc0421a26a04a706d54b3bc592180\" tg-width=\"720\" tg-height=\"449\"/></p><p>PYPL Percent Off All-Time High data by YCharts</p><p>Yet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the <strong><a href=\"https://laohu8.com/S/EBAY\">eBay</a></strong> contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal&#39;s headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.</p><p>The Q4 growth rate is no doubt a deceleration from PayPal&#39;s heady growth of 2020 and 2021, but at this current valuation, it&#39;s not that bad, especially if PayPal can remain highly profitable. </p><p>The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that&#39;s still below peak operating margins of 25.1% back in 2020, but it&#39;s still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.</p><p>Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.</p><p>That&#39;s a positive use of cash when the stock is this cheap, and it&#39;s likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9d61e5386cc16d51bb865951761b7d\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2>Dell Technologies</h2><p>PC and server leader <strong>Dell Technologies</strong> is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.</p><p>While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.</p><p>Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.</p><p>In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year&#39;s levels, it could at least indicate that the PC market may be bottoming out here.</p><p>Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That&#39;s absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks to Buy in April</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Tech Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4527":"明星科技股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4551":"寇图资本持仓","PYPL":"PayPal","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","AMZN":"亚马逊","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4122":"互联网与直销零售","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4534":"瑞士信贷持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4535":"淡马锡持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","DELL":"戴尔","BK4579":"人工智能","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4554":"元宇宙及AR概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326169605","content_text":"While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.AmazonPerhaps the poster child for pandemic-era excesses, Amazon is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That's obviously not great for workers, but it's probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.There are also some hints that Amazon's efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon's growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon's units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon's percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon's advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon's long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon's rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It's early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won't be left on the sidelines.E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.PayPalThe fintech sector broadly, and PayPal specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal's forward P/E ratio has fallen to just over 15 times this year's expected earnings.PYPL Percent Off All-Time High data by YChartsYet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the eBay contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal's headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.The Q4 growth rate is no doubt a deceleration from PayPal's heady growth of 2020 and 2021, but at this current valuation, it's not that bad, especially if PayPal can remain highly profitable. The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that's still below peak operating margins of 25.1% back in 2020, but it's still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.That's a positive use of cash when the stock is this cheap, and it's likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.Image source: Getty Images.Dell TechnologiesPC and server leader Dell Technologies is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year's levels, it could at least indicate that the PC market may be bottoming out here.Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That's absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946082466,"gmtCreate":1680815794956,"gmtModify":1680815798674,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946082466","repostId":"9948797513","repostType":1,"repost":{"id":9948797513,"gmtCreate":1680787709132,"gmtModify":1680787921373,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Q2 Outlook of Macro Economic, Stocks, Oil, Gold & Bitcoin…","htmlText":"US stocks technology stocks return to the king in Q1 2023, see Weekly: <a href=\"https://ttm.financial/TW/9941529960\" target=\"_blank\">After Tech's Q1, How Will You Trade a Strong April Market?</a>The Q1 presented both risks and opportunities. The risk was that the Feb U.S. non-agricultural data exceeded expectations; the market expected that Europe and the United States will accelerate interest rate hikes, and U.S. bond interest rates rose sharply; On March 10th, the <a href=\"https://ttm.financial/S/SIVBQ\">$SVB Financial Group(SIVBQ)$</a> collapsed within 48 hours. After that, <a href=\"https://ttm.financial/S/CS\">$Credit Suisse Group AG(CS)$</a> collapsed, resulting in a banking crisis, then central banks in Europe and the US vigorously rescued the market. The market fluctuated violently.Th","listText":"US stocks technology stocks return to the king in Q1 2023, see Weekly: <a href=\"https://ttm.financial/TW/9941529960\" target=\"_blank\">After Tech's Q1, How Will You Trade a Strong April Market?</a>The Q1 presented both risks and opportunities. The risk was that the Feb U.S. non-agricultural data exceeded expectations; the market expected that Europe and the United States will accelerate interest rate hikes, and U.S. bond interest rates rose sharply; On March 10th, the <a href=\"https://ttm.financial/S/SIVBQ\">$SVB Financial Group(SIVBQ)$</a> collapsed within 48 hours. After that, <a href=\"https://ttm.financial/S/CS\">$Credit Suisse Group AG(CS)$</a> collapsed, resulting in a banking crisis, then central banks in Europe and the US vigorously rescued the market. The market fluctuated violently.Th","text":"US stocks technology stocks return to the king in Q1 2023, see Weekly: After Tech's Q1, How Will You Trade a Strong April Market?The Q1 presented both risks and opportunities. The risk was that the Feb U.S. non-agricultural data exceeded expectations; the market expected that Europe and the United States will accelerate interest rate hikes, and U.S. bond interest rates rose sharply; On March 10th, the $SVB Financial Group(SIVBQ)$ collapsed within 48 hours. After that, $Credit Suisse Group AG(CS)$ collapsed, resulting in a banking crisis, then central banks in Europe and the US vigorously rescued the market. The market fluctuated violently.Th","images":[{"img":"https://community-static.tradeup.com/news/4c0fefde5f37e1178e2a20fbde74a910","width":"1191","height":"757"},{"img":"https://community-static.tradeup.com/news/a477d715d5a03e3673f00cde1df2bd79","width":"879","height":"842"},{"img":"https://community-static.tradeup.com/news/c33795ccc336a4bd6dc1188fe041962e","width":"1052","height":"714"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948797513","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948657981,"gmtCreate":1680703934543,"gmtModify":1680703938951,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like//<a href=\"https://laohu8.com/U/3582025954833628\">@LplMichelle</a>:latest//<a href=\"https://laohu8.com/U/3582015516749888\">@HH浩</a>:Will PLTR challenged by chatGPT? //<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if&nbsp;PLTR&nbsp;could be a&nbsp;bad&nbsp;portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at&nbsp;0.10246706105139$&nbsp;(-98.773%&nbsp;) after a year according to our prediction system. This means that if you invested $100 now, you","listText":"like//<a href=\"https://laohu8.com/U/3582025954833628\">@LplMichelle</a>:latest//<a href=\"https://laohu8.com/U/3582015516749888\">@HH浩</a>:Will PLTR challenged by chatGPT? //<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if&nbsp;PLTR&nbsp;could be a&nbsp;bad&nbsp;portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at&nbsp;0.10246706105139$&nbsp;(-98.773%&nbsp;) after a year according to our prediction system. This means that if you invested $100 now, you","text":"like//@LplMichelle:latest//@HH浩:Will PLTR challenged by chatGPT? //@Cedric77: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if PLTR could be a bad portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at 0.10246706105139$ (-98.773% ) after a year according to our prediction system. This means that if you invested $100 now, you","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":38,"commentSize":27,"repostSize":0,"link":"https://ttm.financial/post/9948657981","repostId":"1130219766","repostType":4,"repost":{"id":"1130219766","pubTimestamp":1680695447,"share":"https://www.laohu8.com/m/news/1130219766?lang=&edition=full","pubTime":"2023-04-05 19:50","market":"us","language":"en","title":"Palantir to Expand Strategic Cloud Partnership With Microsoft","url":"https://stock-news.laohu8.com/highlight/detail?id=1130219766","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strat","content":"<html><head></head><body><ul><li><p>Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strategic cloud partnership with Microsoft (MSFT) to the public sector from the private sector.</p></li><li><p>The company said its unit Palantir Federal Cloud Service has achieved FedRAMP authorization and accreditation to support workloads at the U.S. Department of Defense Impact Level 4 and DOD IL5 on Microsoft Azure.</p></li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir to Expand Strategic Cloud Partnership With Microsoft</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\">\nPalantir to Expand Strategic Cloud Partnership With Microsoft\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 19:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3954613-palantir-to-expand-strategic-cloud-partnership-with-microsoft><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strategic cloud partnership with Microsoft (MSFT) to the public sector from the private sector.The ...</p>\n\n<a href=\"https://seekingalpha.com/news/3954613-palantir-to-expand-strategic-cloud-partnership-with-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3954613-palantir-to-expand-strategic-cloud-partnership-with-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130219766","content_text":"Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strategic cloud partnership with Microsoft (MSFT) to the public sector from the private sector.The company said its unit Palantir Federal Cloud Service has achieved FedRAMP authorization and accreditation to support workloads at the U.S. Department of Defense Impact Level 4 and DOD IL5 on Microsoft Azure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941223022,"gmtCreate":1680296383667,"gmtModify":1680296387170,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941223022","repostId":"9941613885","repostType":1,"repost":{"id":9941613885,"gmtCreate":1680186838949,"gmtModify":1680186858060,"author":{"id":"4113409820866582","authorId":"4113409820866582","name":"Elliottwave_Forecast","avatar":"https://community-static.tradeup.com/news/c00ab1fc45e212abf00117a41ad8354f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"S&P500 ( $SPX ) Elliott Wave Forecasting The Path","htmlText":"S&amp;P500 ( $SPX ) Elliott Wave Forecasting The Path March 30, 2023 By EWF Vlada Hello fellow traders. In this article we’re going to take a quick look at the Elliott Wave charts of&nbsp; S&amp;P 500 ( SPX) published in members area of the website.&nbsp; As our members know SPX is showing incomplete structure in the cycle from the January 2022 peak, calling for potential extension lower.&nbsp; Recently we got a 3 waves bounce that completed right at the extreme zone as we expected. In the further text we are going to explain the Elliott Wave Forecast. SPX Elliott Wave 1&nbsp; Hour&nbsp; Chart 03.18.2023 We are calling cycle from the 4191.79 peak completed as 5 waves structure. Currently SPX is doing correction against the mentioned high. For now we can count only 5 waves up from the low,","listText":"S&amp;P500 ( $SPX ) Elliott Wave Forecasting The Path March 30, 2023 By EWF Vlada Hello fellow traders. In this article we’re going to take a quick look at the Elliott Wave charts of&nbsp; S&amp;P 500 ( SPX) published in members area of the website.&nbsp; As our members know SPX is showing incomplete structure in the cycle from the January 2022 peak, calling for potential extension lower.&nbsp; Recently we got a 3 waves bounce that completed right at the extreme zone as we expected. In the further text we are going to explain the Elliott Wave Forecast. SPX Elliott Wave 1&nbsp; Hour&nbsp; Chart 03.18.2023 We are calling cycle from the 4191.79 peak completed as 5 waves structure. Currently SPX is doing correction against the mentioned high. For now we can count only 5 waves up from the low,","text":"S&P500 ( $SPX ) Elliott Wave Forecasting The Path March 30, 2023 By EWF Vlada Hello fellow traders. In this article we’re going to take a quick look at the Elliott Wave charts of S&P 500 ( SPX) published in members area of the website. As our members know SPX is showing incomplete structure in the cycle from the January 2022 peak, calling for potential extension lower. Recently we got a 3 waves bounce that completed right at the extreme zone as we expected. In the further text we are going to explain the Elliott Wave Forecast. SPX Elliott Wave 1 Hour Chart 03.18.2023 We are calling cycle from the 4191.79 peak completed as 5 waves structure. Currently SPX is doing correction against the mentioned high. For now we can count only 5 waves up from the low,","images":[{"img":"https://community-static.tradeup.com/news/f8bb1ca1d0a6f6cb03a1e744aef27a76","width":"1881","height":"941"},{"img":"https://community-static.tradeup.com/news/b60417458f7633a9cb8a55f54c4a8af2","width":"1881","height":"941"},{"img":"https://community-static.tradeup.com/news/b0d31ea1329688b0cda52c9e760deb51","width":"1912","height":"981"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941613885","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941634312,"gmtCreate":1680185296237,"gmtModify":1680185299853,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941634312","repostId":"2322149355","repostType":2,"repost":{"id":"2322149355","weMediaInfo":{"introduction":"Share your news with media, investors, and consumers with targeted distribution options from one of the world’s largest and most trusted newswires.","home_visible":1,"media_name":"GlobeNewswire","id":"1016364462","head_image":"https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a"},"pubTimestamp":1679850240,"share":"https://www.laohu8.com/m/news/2322149355?lang=&edition=full","pubTime":"2023-03-27 01:04","market":"us","language":"en","title":"Ohmyhome Rings Nasdaq Closing Bell in Honor of Being First Singaporean Firm Listed in US This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2322149355","media":"GlobeNewswire","summary":"Bell-ringing ceremony\n\n\nOhmyhome rings the Nasdaq Closing Bell on March 23, 2023\n\n\nCo-founder photo\n","content":"<html><body><div>\n<p>Bell-ringing ceremony</p>\n<figure>\n<img src=\"https://ml.globenewswire.com/Resource/Download/eae6f39e-5a47-4eea-bee8-42863e544675?size=2\" title=\"Bell-ringing ceremony\"/>\n<figcaption>Ohmyhome rings the Nasdaq Closing Bell on March 23, 2023</figcaption>\n</figure>\n</div><div>\n<p>Co-founder photo</p>\n<figure>\n<img src=\"https://ml.globenewswire.com/Resource/Download/68e3b955-1726-40e6-8f2e-af6824bd37d7?size=2\" title=\"Co-founder photo\"/>\n<figcaption>Ohmyhome co-founders Race Wong (L) and Rhonda Wong (R) holding the token of appreciation from Nasdaq to commemorate their bell-ringing.</figcaption>\n</figure>\n</div><div>\n<p>Times Square photo</p>\n<figure>\n<img src=\"https://ml.globenewswire.com/Resource/Download/9dfa0129-de4a-40b9-8daa-1731a9920c6a?size=2\" title=\"Times Square photo\"/>\n<figcaption>Ohmyhome team standing in Times Square after the bell-ringing ceremony.</figcaption>\n</figure>\n</div><p><img height=\"392\" src=\"https://ml.globenewswire.com/Resource/Download/eae6f39e-5a47-4eea-bee8-42863e544675\" width=\"600\"/><br/></p> <p>SINGAPORE, March  26, 2023  (GLOBE NEWSWIRE) -- Ohmyhome Limited (“Ohmyhome” or the Company) (NASDAQ: OMH), a data-driven property technology company based in Singapore, today announced it participated in the closing bell ceremony at the Nasdaq MarketSite in New York marking the success of their IPO on March 21. </p> <p>Ohmyhome is the first Singaporean company that has been listed in the US this year, and has made history by becoming the first women-only founded proptech company listed in the US. This achievement not only highlights the Company's exceptional growth and success but also underscores the significant strides made by women in the traditionally male-dominated field of property and technology. Ohmyhome's mission is to make the process of buying, selling, and renting homes simple, efficient and affordable for everyone.</p> <p>Rhonda Wong, CEO and Co-founder, and Race Wong, COO and Co-founder presided over the ceremony where they were joined by their families, employees, partners, and investors to perform the customary ringing of the closing bell.</p> <p><img height=\"403\" src=\"https://ml.globenewswire.com/Resource/Download/68e3b955-1726-40e6-8f2e-af6824bd37d7\" width=\"600\"/><br/></p> <p>“Today marks a very significant milestone for us. Race and I are sisters. As a family of migrants, growing up, we moved homes 20 times. We understand the aspirations and disappointments that come with a home transaction and how that impacts a family, we know that home transactions must be handled with honesty and integrity. And that’s exactly what Ohmyhome stands for,” Rhonda Wong said during her shared speech with Race Wong.</p> <p>Since its launch in 2016, Ohmyhome has transacted more than 11,600 properties through its platform and helped thousands of families sell or buy their homes with ease, speed, and reliability. Loved by the customers it served, Ohmyhome has also received more than 8,000 genuine reviews across various social media platforms and is the most reviewed and highest rated property transaction platform in Singapore with an average rating of 4.9 out of 5 stars.</p> <p>With a data-driven and a customer-centric approach, Ohmyhome prioritizes the needs of the customers by allowing homesellers to post their listings for free, and allows sellers to connect with potential buyers directly. Buyers can enjoy a stress-free property search experience by sharing their preferences with Ohmyhome and its proprietary MATCH engine will automatically match the best properties to buyers on their preferred communication channels. Distinct from most other property advertising portals, Ohmyhome goes the extra mile of ensuring its listings in Singapore are authenticated and active to provide property seekers with a great experience in finding their next home. Beyond transactions, Ohmyhome can also help home buyers with trustworthy services for mortgage, legal conveyancing, moving and even renovation of their next home.</p> <p>Customers who wish to engage in agent services will be served by dedicated Ohmyhome Super Agents who are also ranked top 1% in the number of transactions. On average, Ohmyhome’s Super Agents are able to transact close to 11 times of the industry average per year.</p> <p>“Ohmyhome’s business is about property transactions. But at the heart of it, Ohmyhome is about families, homes and doing things right,” Race Wong continued. “We will continue to invest into building the future of property technology. Believe in us not just in the past and present, but in the future as we continue to take Ohmyhome to greater heights. Our journey has only just begun.”</p> <p><img height=\"446\" src=\"https://ml.globenewswire.com/Resource/Download/9dfa0129-de4a-40b9-8daa-1731a9920c6a\" width=\"600\"/><br/></p> <p>A replay of the Closing Bell ceremony can be found at this link:</p> <p><u>https://www.nasdaq.com/events/ohmyhome-rings-the-closing-bell</u></p> <p>For more information about the Company, please visit <u>ir.ohmyhome.com</u></p> <p><strong>About Ohmyhome</strong></p> <p>Ohmyhome is a one-stop-shop property technology platform based in Singapore, which provides end-to-end property solutions and services to end customers directly to help them buy, sell, rent, renovate their homes and more with a single application.</p> <p>Ohmyhome is dedicated to bringing speed, ease, and reliability to the property-related services industry, and to become the most trusted and comprehensive property solution for everyone.</p> <p><strong>Media Inquiries:</strong><br/>omh@blueshirtgroup.com </p> <p><strong>Investor Relations: </strong><br/>ir@ohmyhome.com </p> <p>Photos accompanying this announcement are available at:<br/>https://www.globenewswire.com/NewsRoom/AttachmentNg/eae6f39e-5a47-4eea-bee8-42863e544675<br/>https://www.globenewswire.com/NewsRoom/AttachmentNg/68e3b955-1726-40e6-8f2e-af6824bd37d7<br/>https://www.globenewswire.com/NewsRoom/AttachmentNg/9dfa0129-de4a-40b9-8daa-1731a9920c6a</p> <br/><img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/NTNiZTE0NDAtNzQ5My00MGU2LWE2YjMtYjNlMjE4ODYyZTgxLTEyNjY0Mjc=/tiny/Ohmyhome.png\"/></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>Ohmyhome Rings Nasdaq Closing Bell in Honor of Being First Singaporean Firm Listed in US This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOhmyhome Rings Nasdaq Closing Bell in Honor of Being First Singaporean Firm Listed in US This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016364462\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GlobeNewswire </p>\n<p class=\"h-time\">2023-03-27 01:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>Bell-ringing ceremony</p>\n<figure>\n<img src=\"https://ml.globenewswire.com/Resource/Download/eae6f39e-5a47-4eea-bee8-42863e544675?size=2\" title=\"Bell-ringing ceremony\"/>\n<figcaption>Ohmyhome rings the Nasdaq Closing Bell on March 23, 2023</figcaption>\n</figure>\n</div><div>\n<p>Co-founder photo</p>\n<figure>\n<img src=\"https://ml.globenewswire.com/Resource/Download/68e3b955-1726-40e6-8f2e-af6824bd37d7?size=2\" title=\"Co-founder photo\"/>\n<figcaption>Ohmyhome co-founders Race Wong (L) and Rhonda Wong (R) holding the token of appreciation from Nasdaq to commemorate their bell-ringing.</figcaption>\n</figure>\n</div><div>\n<p>Times Square photo</p>\n<figure>\n<img src=\"https://ml.globenewswire.com/Resource/Download/9dfa0129-de4a-40b9-8daa-1731a9920c6a?size=2\" title=\"Times Square photo\"/>\n<figcaption>Ohmyhome team standing in Times Square after the bell-ringing ceremony.</figcaption>\n</figure>\n</div><p><img height=\"392\" src=\"https://ml.globenewswire.com/Resource/Download/eae6f39e-5a47-4eea-bee8-42863e544675\" width=\"600\"/><br/></p> <p>SINGAPORE, March  26, 2023  (GLOBE NEWSWIRE) -- Ohmyhome Limited (“Ohmyhome” or the Company) (NASDAQ: OMH), a data-driven property technology company based in Singapore, today announced it participated in the closing bell ceremony at the Nasdaq MarketSite in New York marking the success of their IPO on March 21. </p> <p>Ohmyhome is the first Singaporean company that has been listed in the US this year, and has made history by becoming the first women-only founded proptech company listed in the US. This achievement not only highlights the Company's exceptional growth and success but also underscores the significant strides made by women in the traditionally male-dominated field of property and technology. Ohmyhome's mission is to make the process of buying, selling, and renting homes simple, efficient and affordable for everyone.</p> <p>Rhonda Wong, CEO and Co-founder, and Race Wong, COO and Co-founder presided over the ceremony where they were joined by their families, employees, partners, and investors to perform the customary ringing of the closing bell.</p> <p><img height=\"403\" src=\"https://ml.globenewswire.com/Resource/Download/68e3b955-1726-40e6-8f2e-af6824bd37d7\" width=\"600\"/><br/></p> <p>“Today marks a very significant milestone for us. Race and I are sisters. As a family of migrants, growing up, we moved homes 20 times. We understand the aspirations and disappointments that come with a home transaction and how that impacts a family, we know that home transactions must be handled with honesty and integrity. And that’s exactly what Ohmyhome stands for,” Rhonda Wong said during her shared speech with Race Wong.</p> <p>Since its launch in 2016, Ohmyhome has transacted more than 11,600 properties through its platform and helped thousands of families sell or buy their homes with ease, speed, and reliability. Loved by the customers it served, Ohmyhome has also received more than 8,000 genuine reviews across various social media platforms and is the most reviewed and highest rated property transaction platform in Singapore with an average rating of 4.9 out of 5 stars.</p> <p>With a data-driven and a customer-centric approach, Ohmyhome prioritizes the needs of the customers by allowing homesellers to post their listings for free, and allows sellers to connect with potential buyers directly. Buyers can enjoy a stress-free property search experience by sharing their preferences with Ohmyhome and its proprietary MATCH engine will automatically match the best properties to buyers on their preferred communication channels. Distinct from most other property advertising portals, Ohmyhome goes the extra mile of ensuring its listings in Singapore are authenticated and active to provide property seekers with a great experience in finding their next home. Beyond transactions, Ohmyhome can also help home buyers with trustworthy services for mortgage, legal conveyancing, moving and even renovation of their next home.</p> <p>Customers who wish to engage in agent services will be served by dedicated Ohmyhome Super Agents who are also ranked top 1% in the number of transactions. On average, Ohmyhome’s Super Agents are able to transact close to 11 times of the industry average per year.</p> <p>“Ohmyhome’s business is about property transactions. But at the heart of it, Ohmyhome is about families, homes and doing things right,” Race Wong continued. “We will continue to invest into building the future of property technology. Believe in us not just in the past and present, but in the future as we continue to take Ohmyhome to greater heights. Our journey has only just begun.”</p> <p><img height=\"446\" src=\"https://ml.globenewswire.com/Resource/Download/9dfa0129-de4a-40b9-8daa-1731a9920c6a\" width=\"600\"/><br/></p> <p>A replay of the Closing Bell ceremony can be found at this link:</p> <p><u>https://www.nasdaq.com/events/ohmyhome-rings-the-closing-bell</u></p> <p>For more information about the Company, please visit <u>ir.ohmyhome.com</u></p> <p><strong>About Ohmyhome</strong></p> <p>Ohmyhome is a one-stop-shop property technology platform based in Singapore, which provides end-to-end property solutions and services to end customers directly to help them buy, sell, rent, renovate their homes and more with a single application.</p> <p>Ohmyhome is dedicated to bringing speed, ease, and reliability to the property-related services industry, and to become the most trusted and comprehensive property solution for everyone.</p> <p><strong>Media Inquiries:</strong><br/>omh@blueshirtgroup.com </p> <p><strong>Investor Relations: </strong><br/>ir@ohmyhome.com </p> <p>Photos accompanying this announcement are available at:<br/>https://www.globenewswire.com/NewsRoom/AttachmentNg/eae6f39e-5a47-4eea-bee8-42863e544675<br/>https://www.globenewswire.com/NewsRoom/AttachmentNg/68e3b955-1726-40e6-8f2e-af6824bd37d7<br/>https://www.globenewswire.com/NewsRoom/AttachmentNg/9dfa0129-de4a-40b9-8daa-1731a9920c6a</p> <br/><img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/NTNiZTE0NDAtNzQ5My00MGU2LWE2YjMtYjNlMjE4ODYyZTgxLTEyNjY0Mjc=/tiny/Ohmyhome.png\"/></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"L":"洛斯公司","BK4022":"陆运","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4107":"财产与意外伤害保险","OMH":"Ohmyhome Ltd","R":"瑞德系统"},"source_url":"https://www.globenewswire.com/news-release/2023/03/27/2634426/0/en/Ohmyhome-Rings-Nasdaq-Closing-Bell-in-Honor-of-Being-First-Singaporean-Firm-Listed-in-US-This-Year.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322149355","content_text":"Bell-ringing ceremony\n\n\nOhmyhome rings the Nasdaq Closing Bell on March 23, 2023\n\n\nCo-founder photo\n\n\nOhmyhome co-founders Race Wong (L) and Rhonda Wong (R) holding the token of appreciation from Nasdaq to commemorate their bell-ringing.\n\n\nTimes Square photo\n\n\nOhmyhome team standing in Times Square after the bell-ringing ceremony.\n\n SINGAPORE, March  26, 2023  (GLOBE NEWSWIRE) -- Ohmyhome Limited (“Ohmyhome” or the Company) (NASDAQ: OMH), a data-driven property technology company based in Singapore, today announced it participated in the closing bell ceremony at the Nasdaq MarketSite in New York marking the success of their IPO on March 21.  Ohmyhome is the first Singaporean company that has been listed in the US this year, and has made history by becoming the first women-only founded proptech company listed in the US. This achievement not only highlights the Company's exceptional growth and success but also underscores the significant strides made by women in the traditionally male-dominated field of property and technology. Ohmyhome's mission is to make the process of buying, selling, and renting homes simple, efficient and affordable for everyone. Rhonda Wong, CEO and Co-founder, and Race Wong, COO and Co-founder presided over the ceremony where they were joined by their families, employees, partners, and investors to perform the customary ringing of the closing bell.  “Today marks a very significant milestone for us. Race and I are sisters. As a family of migrants, growing up, we moved homes 20 times. We understand the aspirations and disappointments that come with a home transaction and how that impacts a family, we know that home transactions must be handled with honesty and integrity. And that’s exactly what Ohmyhome stands for,” Rhonda Wong said during her shared speech with Race Wong. Since its launch in 2016, Ohmyhome has transacted more than 11,600 properties through its platform and helped thousands of families sell or buy their homes with ease, speed, and reliability. Loved by the customers it served, Ohmyhome has also received more than 8,000 genuine reviews across various social media platforms and is the most reviewed and highest rated property transaction platform in Singapore with an average rating of 4.9 out of 5 stars. With a data-driven and a customer-centric approach, Ohmyhome prioritizes the needs of the customers by allowing homesellers to post their listings for free, and allows sellers to connect with potential buyers directly. Buyers can enjoy a stress-free property search experience by sharing their preferences with Ohmyhome and its proprietary MATCH engine will automatically match the best properties to buyers on their preferred communication channels. Distinct from most other property advertising portals, Ohmyhome goes the extra mile of ensuring its listings in Singapore are authenticated and active to provide property seekers with a great experience in finding their next home. Beyond transactions, Ohmyhome can also help home buyers with trustworthy services for mortgage, legal conveyancing, moving and even renovation of their next home. Customers who wish to engage in agent services will be served by dedicated Ohmyhome Super Agents who are also ranked top 1% in the number of transactions. On average, Ohmyhome’s Super Agents are able to transact close to 11 times of the industry average per year. “Ohmyhome’s business is about property transactions. But at the heart of it, Ohmyhome is about families, homes and doing things right,” Race Wong continued. “We will continue to invest into building the future of property technology. Believe in us not just in the past and present, but in the future as we continue to take Ohmyhome to greater heights. Our journey has only just begun.”  A replay of the Closing Bell ceremony can be found at this link: https://www.nasdaq.com/events/ohmyhome-rings-the-closing-bell For more information about the Company, please visit ir.ohmyhome.com About Ohmyhome Ohmyhome is a one-stop-shop property technology platform based in Singapore, which provides end-to-end property solutions and services to end customers directly to help them buy, sell, rent, renovate their homes and more with a single application. Ohmyhome is dedicated to bringing speed, ease, and reliability to the property-related services industry, and to become the most trusted and comprehensive property solution for everyone. Media Inquiries:omh@blueshirtgroup.com  Investor Relations: ir@ohmyhome.com  Photos accompanying this announcement are available at:https://www.globenewswire.com/NewsRoom/AttachmentNg/eae6f39e-5a47-4eea-bee8-42863e544675https://www.globenewswire.com/NewsRoom/AttachmentNg/68e3b955-1726-40e6-8f2e-af6824bd37d7https://www.globenewswire.com/NewsRoom/AttachmentNg/9dfa0129-de4a-40b9-8daa-1731a9920c6a","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390491,"gmtCreate":1679955245114,"gmtModify":1679955246994,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941390491","repostId":"1101130632","repostType":2,"repost":{"id":"1101130632","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":1679928852,"share":"https://www.laohu8.com/m/news/1101130632?lang=&edition=full","pubTime":"2023-03-27 22:54","market":"us","language":"en","title":"Crypto Stocks Slid in Morning Trading, With Coinbase Dropping over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101130632","media":"Tiger Newspress","summary":"Crypto stocks dropped in morning trading.Coinbase, Bit Digital fell over 6%; Marathon Digital, Riot ","content":"<html><head></head><body><p>Crypto stocks dropped in morning trading.</p><p>Coinbase, Bit Digital fell over 6%; Marathon Digital, Riot Blockchain fell more than 5%; SOS Limited fell more than 4%.<img src=\"https://static.tigerbbs.com/45393e18d471afcca47dea129be0eb8b\" tg-width=\"468\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks Slid in Morning Trading, With Coinbase Dropping over 6%</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\">\nCrypto Stocks Slid in Morning Trading, With Coinbase Dropping over 6%\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\">2023-03-27 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks dropped in morning trading.</p><p>Coinbase, Bit Digital fell over 6%; Marathon Digital, Riot Blockchain fell more than 5%; SOS Limited fell more than 4%.<img src=\"https://static.tigerbbs.com/45393e18d471afcca47dea129be0eb8b\" tg-width=\"468\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101130632","content_text":"Crypto stocks dropped in morning trading.Coinbase, Bit Digital fell over 6%; Marathon Digital, Riot Blockchain fell more than 5%; SOS Limited fell more than 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390212,"gmtCreate":1679955237836,"gmtModify":1679955241573,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941390212","repostId":"2322165446","repostType":2,"repost":{"id":"2322165446","pubTimestamp":1679930155,"share":"https://www.laohu8.com/m/news/2322165446?lang=&edition=full","pubTime":"2023-03-27 23:15","market":"us","language":"en","title":"Microsoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses","url":"https://stock-news.laohu8.com/highlight/detail?id=2322165446","media":"The Wall Street Journal","summary":"Tech giants are touting new artificial intelligence tools that they say will revolutionize work, lea","content":"<html><head></head><body><p>Tech giants are touting new artificial intelligence tools that they say will revolutionize work, learning and creativity. They also have something else in mind: rejuvenating sales in their cloud-computing businesses.</p><p>The three largest cloud companies -- <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp.</a> and Alphabet Inc.&#39;s Google -- have put the potential of new, so-called generative AI at the center of their sales pitches to try to capitalize on the explosion in interest in applications like the viral chatbot ChatGPT.</p><p>That chatbot was unveiled in November by OpenAI, a startup in which Microsoft has invested billions of dollars and has wowed users with its ability to perform functions like drafting memos and producing computer code at near-human levels of sophistication.</p><p>Microsoft Chief Executive Satya Nadella has made presentations at sales meetings in the company&#39;s Redmond, Wash., headquarters and New York office on how companies can increase efficiency using AI through its Azure cloud, said people familiar with the matter.</p><p>Google said this month that it would sell access to one of its largest AI programs, the Pathways Language Model, to software developers using the company&#39;s cloud services. Its customers will be able to use it to create things like customized chatbots or tools for summarizing webpages.</p><p>Both Microsoft and Google have also said they are injecting the chatbot technology into their office productivity software programs like Microsoft Word and Google Docs.</p><p>The generative-AI push is happening as companies are dealing with sharply slowing growth in the cloud-computing businesses that have been major growth drivers -- and, for Amazon and Microsoft, profit centers. Analysts are expecting growth in combined cloud revenue for the big three companies to be up 18% this year. That is down by almost half from the growth they had last year.</p><p>Amazon Web Services, the largest cloud provider, reported sales growth of 20% last quarter, its lowest on record. Amazon.com said earlier this month that it would be laying off 9,000 workers across the company and highlighted its cloud computing division as a target of the cuts.</p><p>Microsoft, which ranks second behind AWS, has been warning investors its cloud business is slowing. Mr. Nadella has cited customers limiting their spending on cloud computing to save money.</p><p>The cloud providers are pairing free-service promotions with aggressive pitches from sales teams to target current and prospective customers who are starting to use generative AI. While tech companies have long centered their pitches on the latest trends in technology, there is optimism generative AI can usher in a new era of cloud growth.</p><p>Google said its AI software offering -- previously only available in-house -- will initially be available for select customers through its cloud and others can join a wait list.</p><p>&#34;AI is going to be a big market opportunity,&#34; Thomas Kurian, CEO of Google Cloud Platform, said. &#34;We are in the very early stages of it.&#34;</p><p>Judson Althoff, the chief commercial officer at Microsoft, said that he views AI as an accelerant for customers to migrate more of their systems to the cloud.</p><p>&#34;You&#39;re seeing a ton of energy from the Microsoft sales force because this leap forward in generative AI is real,&#34; Mr. Althoff said.</p><p>KPMG LLP has been slashing the growth of its spending on cloud computing in recent quarters. But as it started working with Microsoft&#39;s Azure OpenAI program, which lets companies incorporate OpenAI&#39;s technology into their own products, it realized it would be increasing its spending on AI services, said Brad Brown, the chief innovation officer at the accounting firm.</p><p>&#34;AI is the much-needed tailwind many cloud companies have been waiting for. It will drive consumption,&#34; he said.</p><p>Smaller AI startups are potentially big new customers for cloud providers because they need large amounts of computing power to develop and run their apps. About 10% to 20% of the revenue brought in by generative-AI apps goes to cloud companies, mostly to the largest three providers, according to estimates from the venture-capital firm Andreessen Horowitz.</p><p>The providers are trying to entice startups by giving them a free initial taste of their services. Google has more than doubled the amount of free credits it gives to new AI startup customers, now covering up to $250,000 in spending for their first year.</p><p>Amazon plans to offer some AI startups up to $300,000 of free computing resources for signing up to its cloud as part of a new program for generative-AI startups, said people familiar with the matter.</p><p>Some cloud giants -- like Microsoft with OpenAI -- are investing in AI startups to build out their AI computing infrastructure and market themselves to customers as AI-first businesses.</p><p>Anthropic, a rival of OpenAI that also released a new AI model earlier this month, received a more than $300 million investment from Google this year and agreed to make the company&#39;s cloud unit its preferred infrastructure provider. The research company has also signed a multiyear agreement to spend about $900 million on Google cloud services, said people familiar with the matter.</p><p>Amazon provides access to AI models created by startups such as Stability AI but has stopped short of making similar investments. The company has emphasized to customers that it gives them a range of choices in AI models, said Swami Sivasubramanian, a vice president at AWS.</p><p>&#34;Generative AI doesn&#39;t exist without the cloud,&#34; he said.</p><p>Some companies are skeptical of the pitch. Instead of relying exclusively on outside providers, the AI startup Generally Intelligent has begun purchasing its own graphics chips to power its research. The company has also developed an internal tool that can distribute work to the cheapest cloud service at any time, said Josh Albrecht, its chief technology officer.</p><p>&#34;There are all sorts of alternatives that are not having to go with a major cloud,&#34; he said.</p><p>Still, early signs indicate the AI boom is helping the cloud business. Oracle Corp., the fourth-largest U.S. cloud provider, said an influx of interest from customers using more AI tools contributed to a strong performance last quarter.</p><p>&#34;There&#39;s actually more demand for AI processing than there is available capacity,&#34; Oracle Chairman Larry Ellison said during an earnings call this month. &#34;We are expanding as fast as we can.&#34;</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Google, Amazon Look to Generative AI to Lift Cloud Businesses</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, Google, Amazon Look to Generative AI to Lift Cloud Businesses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/microsoft-google-amazon-look-to-generative-ai-to-lift-cloud-businesses-7159a43f?mod=business_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech giants are touting new artificial intelligence tools that they say will revolutionize work, learning and creativity. They also have something else in mind: rejuvenating sales in their cloud-...</p>\n\n<a href=\"https://www.wsj.com/articles/microsoft-google-amazon-look-to-generative-ai-to-lift-cloud-businesses-7159a43f?mod=business_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.wsj.com/articles/microsoft-google-amazon-look-to-generative-ai-to-lift-cloud-businesses-7159a43f?mod=business_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322165446","content_text":"Tech giants are touting new artificial intelligence tools that they say will revolutionize work, learning and creativity. They also have something else in mind: rejuvenating sales in their cloud-computing businesses.The three largest cloud companies -- Amazon.com Inc., Microsoft Corp. and Alphabet Inc.'s Google -- have put the potential of new, so-called generative AI at the center of their sales pitches to try to capitalize on the explosion in interest in applications like the viral chatbot ChatGPT.That chatbot was unveiled in November by OpenAI, a startup in which Microsoft has invested billions of dollars and has wowed users with its ability to perform functions like drafting memos and producing computer code at near-human levels of sophistication.Microsoft Chief Executive Satya Nadella has made presentations at sales meetings in the company's Redmond, Wash., headquarters and New York office on how companies can increase efficiency using AI through its Azure cloud, said people familiar with the matter.Google said this month that it would sell access to one of its largest AI programs, the Pathways Language Model, to software developers using the company's cloud services. Its customers will be able to use it to create things like customized chatbots or tools for summarizing webpages.Both Microsoft and Google have also said they are injecting the chatbot technology into their office productivity software programs like Microsoft Word and Google Docs.The generative-AI push is happening as companies are dealing with sharply slowing growth in the cloud-computing businesses that have been major growth drivers -- and, for Amazon and Microsoft, profit centers. Analysts are expecting growth in combined cloud revenue for the big three companies to be up 18% this year. That is down by almost half from the growth they had last year.Amazon Web Services, the largest cloud provider, reported sales growth of 20% last quarter, its lowest on record. Amazon.com said earlier this month that it would be laying off 9,000 workers across the company and highlighted its cloud computing division as a target of the cuts.Microsoft, which ranks second behind AWS, has been warning investors its cloud business is slowing. Mr. Nadella has cited customers limiting their spending on cloud computing to save money.The cloud providers are pairing free-service promotions with aggressive pitches from sales teams to target current and prospective customers who are starting to use generative AI. While tech companies have long centered their pitches on the latest trends in technology, there is optimism generative AI can usher in a new era of cloud growth.Google said its AI software offering -- previously only available in-house -- will initially be available for select customers through its cloud and others can join a wait list.\"AI is going to be a big market opportunity,\" Thomas Kurian, CEO of Google Cloud Platform, said. \"We are in the very early stages of it.\"Judson Althoff, the chief commercial officer at Microsoft, said that he views AI as an accelerant for customers to migrate more of their systems to the cloud.\"You're seeing a ton of energy from the Microsoft sales force because this leap forward in generative AI is real,\" Mr. Althoff said.KPMG LLP has been slashing the growth of its spending on cloud computing in recent quarters. But as it started working with Microsoft's Azure OpenAI program, which lets companies incorporate OpenAI's technology into their own products, it realized it would be increasing its spending on AI services, said Brad Brown, the chief innovation officer at the accounting firm.\"AI is the much-needed tailwind many cloud companies have been waiting for. It will drive consumption,\" he said.Smaller AI startups are potentially big new customers for cloud providers because they need large amounts of computing power to develop and run their apps. About 10% to 20% of the revenue brought in by generative-AI apps goes to cloud companies, mostly to the largest three providers, according to estimates from the venture-capital firm Andreessen Horowitz.The providers are trying to entice startups by giving them a free initial taste of their services. Google has more than doubled the amount of free credits it gives to new AI startup customers, now covering up to $250,000 in spending for their first year.Amazon plans to offer some AI startups up to $300,000 of free computing resources for signing up to its cloud as part of a new program for generative-AI startups, said people familiar with the matter.Some cloud giants -- like Microsoft with OpenAI -- are investing in AI startups to build out their AI computing infrastructure and market themselves to customers as AI-first businesses.Anthropic, a rival of OpenAI that also released a new AI model earlier this month, received a more than $300 million investment from Google this year and agreed to make the company's cloud unit its preferred infrastructure provider. The research company has also signed a multiyear agreement to spend about $900 million on Google cloud services, said people familiar with the matter.Amazon provides access to AI models created by startups such as Stability AI but has stopped short of making similar investments. The company has emphasized to customers that it gives them a range of choices in AI models, said Swami Sivasubramanian, a vice president at AWS.\"Generative AI doesn't exist without the cloud,\" he said.Some companies are skeptical of the pitch. Instead of relying exclusively on outside providers, the AI startup Generally Intelligent has begun purchasing its own graphics chips to power its research. The company has also developed an internal tool that can distribute work to the cheapest cloud service at any time, said Josh Albrecht, its chief technology officer.\"There are all sorts of alternatives that are not having to go with a major cloud,\" he said.Still, early signs indicate the AI boom is helping the cloud business. Oracle Corp., the fourth-largest U.S. cloud provider, said an influx of interest from customers using more AI tools contributed to a strong performance last quarter.\"There's actually more demand for AI processing than there is available capacity,\" Oracle Chairman Larry Ellison said during an earnings call this month. \"We are expanding as fast as we can.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390622,"gmtCreate":1679955227266,"gmtModify":1679955231003,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941390622","repostId":"2322422523","repostType":2,"repost":{"id":"2322422523","pubTimestamp":1679931725,"share":"https://www.laohu8.com/m/news/2322422523?lang=&edition=full","pubTime":"2023-03-27 23:42","market":"us","language":"en","title":"Tesla's Delivery Data Are Coming Soon. This Number Could Lift the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2322422523","media":"MarketWatch","summary":"The next hot-button topic for bulls and bears on Tesla stock is deliveries for the first quarter. Th","content":"<html><head></head><body><p>The next hot-button topic for bulls and bears on Tesla stock is deliveries for the first quarter. The numbers are due this weekend.</p><p>It will be the first time Tesla will report delivery numbers since it slashed vehicle prices around the globe early this year. CEO Elon Musk said on the company’s fourth-quarter earnings conference call that “demand far exceeds production” and “we currently are seeing orders at almost twice the rate of production.”</p><p>The improvement in demand is a big reason that Tesla stock was up about 55% year to date, coming into Monday trading.</p><p>Tesla typically reports its quarterly delivery figures on the second day of the month. That will be Sunday if the pattern holds.</p><p>Wall Street is expecting the data to show about 420,000 units were delivered in the first quarter of 2023, up from about 405,000 in the fourth quarter of 2022.</p><p>That implies growth of about 4% from the prior quarter and about 35% compared with the roughly 310,000 vehicles delivered in the first quarter of 2022.</p><p>Barclays analyst Dan Levy believes Tesla will beat the consensus call of 420,000 vehicles and delivery roughly 425,000 cars. That would be enough to give the stock a boost, according to Levy.</p><p>He rates the shares at Buy and has a target of $275 for the price. Citi analyst Itay Michaeli has a Hold rating on shares, but raised his price target to $196 from $146 on Monday.</p><p>Recent data points, such as Chinese auto registration data, have been encouraging, wrote Michaeli. Registrations for Tesla vehicles in China, one proxy for demand in that country, have grown for four consecutive weeks.</p><p>Tesla also exports cars to Europe from its Chinese plant, so predicting total sales from Tesla’s Chinese plant in Shanghai is any given quarter is difficult.</p><p>Tesla’s Shanghai plant produced about 140,000 units in January and February combined. About 61,000 were delivered domestically with the rest exported. Tesla also makes vehicles in Fremont, Calif.; Austin, Texas; and Germany.</p><p>Not surprisingly, Tesla stock typically reacts better when deliveries exceed forecasts than when they fall short. Shares dropped about 12% on the first trading day of 2023 after fourth-quarter deliveries missed expectations. Wall Street was looking for about 420,000 units, roughly 15,000 more than the actual total.</p><p>Shares quickly recovered, however, and were at about $144 before Tesla reported its fourth-quarter numbers on Jan. 25. Tesla stock closed out 2022 at $123.18 a share and dropped to $108.10 after the delivery disappointment.</p><p>Tesla stock was up 2.1% in early trading at about $194.39. The S&amp;P 500  and Nasdaq Composite rose about 0.5% and 0.3%, respectively.</p></body></html>","source":"mwatch_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>Tesla's Delivery Data Are Coming Soon. This Number Could Lift the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Delivery Data Are Coming Soon. This Number Could Lift the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/teslas-stock-deliveries-what-to-expect-9a9c5148?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The next hot-button topic for bulls and bears on Tesla stock is deliveries for the first quarter. The numbers are due this weekend.It will be the first time Tesla will report delivery numbers since it...</p>\n\n<a href=\"https://www.marketwatch.com/articles/teslas-stock-deliveries-what-to-expect-9a9c5148?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/teslas-stock-deliveries-what-to-expect-9a9c5148?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322422523","content_text":"The next hot-button topic for bulls and bears on Tesla stock is deliveries for the first quarter. The numbers are due this weekend.It will be the first time Tesla will report delivery numbers since it slashed vehicle prices around the globe early this year. CEO Elon Musk said on the company’s fourth-quarter earnings conference call that “demand far exceeds production” and “we currently are seeing orders at almost twice the rate of production.”The improvement in demand is a big reason that Tesla stock was up about 55% year to date, coming into Monday trading.Tesla typically reports its quarterly delivery figures on the second day of the month. That will be Sunday if the pattern holds.Wall Street is expecting the data to show about 420,000 units were delivered in the first quarter of 2023, up from about 405,000 in the fourth quarter of 2022.That implies growth of about 4% from the prior quarter and about 35% compared with the roughly 310,000 vehicles delivered in the first quarter of 2022.Barclays analyst Dan Levy believes Tesla will beat the consensus call of 420,000 vehicles and delivery roughly 425,000 cars. That would be enough to give the stock a boost, according to Levy.He rates the shares at Buy and has a target of $275 for the price. Citi analyst Itay Michaeli has a Hold rating on shares, but raised his price target to $196 from $146 on Monday.Recent data points, such as Chinese auto registration data, have been encouraging, wrote Michaeli. Registrations for Tesla vehicles in China, one proxy for demand in that country, have grown for four consecutive weeks.Tesla also exports cars to Europe from its Chinese plant, so predicting total sales from Tesla’s Chinese plant in Shanghai is any given quarter is difficult.Tesla’s Shanghai plant produced about 140,000 units in January and February combined. About 61,000 were delivered domestically with the rest exported. Tesla also makes vehicles in Fremont, Calif.; Austin, Texas; and Germany.Not surprisingly, Tesla stock typically reacts better when deliveries exceed forecasts than when they fall short. Shares dropped about 12% on the first trading day of 2023 after fourth-quarter deliveries missed expectations. Wall Street was looking for about 420,000 units, roughly 15,000 more than the actual total.Shares quickly recovered, however, and were at about $144 before Tesla reported its fourth-quarter numbers on Jan. 25. Tesla stock closed out 2022 at $123.18 a share and dropped to $108.10 after the delivery disappointment.Tesla stock was up 2.1% in early trading at about $194.39. The S&P 500  and Nasdaq Composite rose about 0.5% and 0.3%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390829,"gmtCreate":1679955213461,"gmtModify":1679955218261,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"luke","listText":"luke","text":"luke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941390829","repostId":"2322423432","repostType":2,"repost":{"id":"2322423432","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1679930456,"share":"https://www.laohu8.com/m/news/2322423432?lang=&edition=full","pubTime":"2023-03-27 23:20","market":"us","language":"en","title":"11 Stocks in the S&P 500 Expected to Form an Exclusive Growth Club for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2322423432","media":"Dow Jones","summary":"Analysts expect these companies, including Tesla and Nvidia, to excel in three growth areasFollowing","content":"<html><head></head><body><ul><li>Analysts expect these companies, including <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, to excel in three growth areas</li></ul><p>Following an 18% decline for the S&amp;P 500 index (with dividends reinvested) in 2022 and a volatile and disappointing pullback from this year&#39;s stock-market rebound that crested early in February, some investors may need to be reminded about how well patience can be rewarded.</p><p>And for those who want to have some exposure to individual stocks of companies that appear primed for rapid growth, the screen of the benchmark index below highlights 11 companies analysts expect to excel in three important areas. This can be a starting point for your own research.</p><p>First, take a look at this 10-year price chart for the SPDR S&amp;P 500 ETF Trust <a href=\"https://laohu8.com/S/SPY\">$(SPY)$</a>, which tracks the benchmark index :</p><p><img src=\"https://static.tigerbbs.com/98471dab504e0c805eb348a69efaa0ee\" tg-width=\"700\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/></p><p>That is a pretty good looking chart, but a close look shows many broad declines over the past 10 years through March 24. For the entire period, SPY&#39;s price increased 153%, while its total return, with dividends reinvested, was 205%.</p><p>So patience has been rewarded -- investors who were faithful and reinvested tripled their money.</p><p>For a long-term investor looking a build a retirement nest egg over decades before switching to an income strategy, pouring money steadily into a broad index fund with low expenses can pay off -- one of the benefits of staying that course is you pay lower prices during periods of weakness to enhance long-term returns.</p><p>But what about more aggressive investors looking profit by riding along with individual companies? There is plenty of coverage for day-traders, including those who periodically look to jump on trendy bets for meme stocks. But even investors looking to juice returns with individual growth stocks can focus on quality for a long-term approach.</p><p>The following screen began with the S&amp;P 500 and then used consensus estimates among analysts polled by FactSet to narrow down the list as follows:</p><ul><li>We used calendar-year consensus estimates for 2022, 2023 and 2024 for a uniform set of data. About 20% of S&amp;P 500 companies have fiscal years that don’t match the calendar, and some of these don’t even match calendar month-ends. So even the 2022 data are estimates; they are based on actual financial reports covering the period.</li><li>Any company for which consensus estimates were unavailable or negative for earnings or free cash flow per share for any year was excluded. This brought the list down to 290 companies. Free cash flow is a company’s remaining cash flow after capital expenditures. It is money that can be used to expand, pay dividends, repurchase shares or other corporate activities that (hopefully) benefit shareholders.</li><li>Then we narrowed further to companies for which the estimates predict compound annual growth rates (CAGR) of at least 15% for sales, 10% for earnings per share (EPS) and 10% for free cash flow per share (FCF) from 2022 through 2024. This brought the list down to 11 companies.</li></ul><p>The focus on sales growth underlines that this is an initial screen for aggressive long-term investors. Those two terms might seem contradictory, but day-trading isn&#39;t the only approach to allocating some of your portfolio in a bold manner to take more risk in a push for growth.</p><p>Here&#39;s the list, sorted by expected sales CAGR from 2022 through 2024:</p><p><img src=\"https://static.tigerbbs.com/cb14f76cdcdbd8781e34b5baaa50cb65\" tg-width=\"881\" tg-height=\"567\" referrerpolicy=\"no-referrer\"/></p><p>Most of these stocks appear expensive by traditional measures. Then again, the same could be said for Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, whose forward price-to-earnings ratio has averaged 69.6, while ranging from 45.7 to 148.7 over the past 10 years, as the stock has risen by 640%.</p><p>For the entire S&amp;P 500, the weighted forward P/E ratio is now 17.6, down from 21.5 at the end of 2021, according to FactSet.</p><p>So here are forward P/E ratios for the 11 stocks that passed the screen, along with a summary of analysts&#39; opinions:</p><p><img src=\"https://static.tigerbbs.com/93cdeba54923411907873e6f102bced5\" tg-width=\"885\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/>The screen looks out through 2024, but in keeping with Wall Street tradition, the analysts’ price targets and ratings only cover the next year. They have majority “buy” or equivalent ratings for all but one.</p><p>If you see any companies of interest, you should do your own research to form your own opinion about a company’s viability over the next 10 years, at least, before making a commitment.</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>11 Stocks in the S&P 500 Expected to Form an Exclusive Growth Club for Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n11 Stocks in the S&P 500 Expected to Form an Exclusive Growth Club for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-27 23:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Analysts expect these companies, including <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, to excel in three growth areas</li></ul><p>Following an 18% decline for the S&amp;P 500 index (with dividends reinvested) in 2022 and a volatile and disappointing pullback from this year&#39;s stock-market rebound that crested early in February, some investors may need to be reminded about how well patience can be rewarded.</p><p>And for those who want to have some exposure to individual stocks of companies that appear primed for rapid growth, the screen of the benchmark index below highlights 11 companies analysts expect to excel in three important areas. This can be a starting point for your own research.</p><p>First, take a look at this 10-year price chart for the SPDR S&amp;P 500 ETF Trust <a href=\"https://laohu8.com/S/SPY\">$(SPY)$</a>, which tracks the benchmark index :</p><p><img src=\"https://static.tigerbbs.com/98471dab504e0c805eb348a69efaa0ee\" tg-width=\"700\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/></p><p>That is a pretty good looking chart, but a close look shows many broad declines over the past 10 years through March 24. For the entire period, SPY&#39;s price increased 153%, while its total return, with dividends reinvested, was 205%.</p><p>So patience has been rewarded -- investors who were faithful and reinvested tripled their money.</p><p>For a long-term investor looking a build a retirement nest egg over decades before switching to an income strategy, pouring money steadily into a broad index fund with low expenses can pay off -- one of the benefits of staying that course is you pay lower prices during periods of weakness to enhance long-term returns.</p><p>But what about more aggressive investors looking profit by riding along with individual companies? There is plenty of coverage for day-traders, including those who periodically look to jump on trendy bets for meme stocks. But even investors looking to juice returns with individual growth stocks can focus on quality for a long-term approach.</p><p>The following screen began with the S&amp;P 500 and then used consensus estimates among analysts polled by FactSet to narrow down the list as follows:</p><ul><li>We used calendar-year consensus estimates for 2022, 2023 and 2024 for a uniform set of data. About 20% of S&amp;P 500 companies have fiscal years that don’t match the calendar, and some of these don’t even match calendar month-ends. So even the 2022 data are estimates; they are based on actual financial reports covering the period.</li><li>Any company for which consensus estimates were unavailable or negative for earnings or free cash flow per share for any year was excluded. This brought the list down to 290 companies. Free cash flow is a company’s remaining cash flow after capital expenditures. It is money that can be used to expand, pay dividends, repurchase shares or other corporate activities that (hopefully) benefit shareholders.</li><li>Then we narrowed further to companies for which the estimates predict compound annual growth rates (CAGR) of at least 15% for sales, 10% for earnings per share (EPS) and 10% for free cash flow per share (FCF) from 2022 through 2024. This brought the list down to 11 companies.</li></ul><p>The focus on sales growth underlines that this is an initial screen for aggressive long-term investors. Those two terms might seem contradictory, but day-trading isn&#39;t the only approach to allocating some of your portfolio in a bold manner to take more risk in a push for growth.</p><p>Here&#39;s the list, sorted by expected sales CAGR from 2022 through 2024:</p><p><img src=\"https://static.tigerbbs.com/cb14f76cdcdbd8781e34b5baaa50cb65\" tg-width=\"881\" tg-height=\"567\" referrerpolicy=\"no-referrer\"/></p><p>Most of these stocks appear expensive by traditional measures. Then again, the same could be said for Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, whose forward price-to-earnings ratio has averaged 69.6, while ranging from 45.7 to 148.7 over the past 10 years, as the stock has risen by 640%.</p><p>For the entire S&amp;P 500, the weighted forward P/E ratio is now 17.6, down from 21.5 at the end of 2021, according to FactSet.</p><p>So here are forward P/E ratios for the 11 stocks that passed the screen, along with a summary of analysts&#39; opinions:</p><p><img src=\"https://static.tigerbbs.com/93cdeba54923411907873e6f102bced5\" tg-width=\"885\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/>The screen looks out through 2024, but in keeping with Wall Street tradition, the analysts’ price targets and ratings only cover the next year. They have majority “buy” or equivalent ratings for all but one.</p><p>If you see any companies of interest, you should do your own research to form your own opinion about a company’s viability over the next 10 years, at least, before making a commitment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4007":"制药","BK4587":"ChatGPT概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SDS":"两倍做空标普500ETF","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4141":"半导体产品","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4588":"碎股","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4551":"寇图资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4561":"索罗斯持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SPY":"标普500ETF","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4539":"次新股","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","OEF":"标普100指数ETF-iShares","NVDA":"英伟达","BK4567":"ESG概念","LU0061474960.USD":"天利环球焦点基金AU Acc","OEX":"标普100","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","CRCT":"Cricut, Inc.","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322423432","content_text":"Analysts expect these companies, including Tesla and Nvidia, to excel in three growth areasFollowing an 18% decline for the S&P 500 index (with dividends reinvested) in 2022 and a volatile and disappointing pullback from this year's stock-market rebound that crested early in February, some investors may need to be reminded about how well patience can be rewarded.And for those who want to have some exposure to individual stocks of companies that appear primed for rapid growth, the screen of the benchmark index below highlights 11 companies analysts expect to excel in three important areas. This can be a starting point for your own research.First, take a look at this 10-year price chart for the SPDR S&P 500 ETF Trust $(SPY)$, which tracks the benchmark index :That is a pretty good looking chart, but a close look shows many broad declines over the past 10 years through March 24. For the entire period, SPY's price increased 153%, while its total return, with dividends reinvested, was 205%.So patience has been rewarded -- investors who were faithful and reinvested tripled their money.For a long-term investor looking a build a retirement nest egg over decades before switching to an income strategy, pouring money steadily into a broad index fund with low expenses can pay off -- one of the benefits of staying that course is you pay lower prices during periods of weakness to enhance long-term returns.But what about more aggressive investors looking profit by riding along with individual companies? There is plenty of coverage for day-traders, including those who periodically look to jump on trendy bets for meme stocks. But even investors looking to juice returns with individual growth stocks can focus on quality for a long-term approach.The following screen began with the S&P 500 and then used consensus estimates among analysts polled by FactSet to narrow down the list as follows:We used calendar-year consensus estimates for 2022, 2023 and 2024 for a uniform set of data. About 20% of S&P 500 companies have fiscal years that don’t match the calendar, and some of these don’t even match calendar month-ends. So even the 2022 data are estimates; they are based on actual financial reports covering the period.Any company for which consensus estimates were unavailable or negative for earnings or free cash flow per share for any year was excluded. This brought the list down to 290 companies. Free cash flow is a company’s remaining cash flow after capital expenditures. It is money that can be used to expand, pay dividends, repurchase shares or other corporate activities that (hopefully) benefit shareholders.Then we narrowed further to companies for which the estimates predict compound annual growth rates (CAGR) of at least 15% for sales, 10% for earnings per share (EPS) and 10% for free cash flow per share (FCF) from 2022 through 2024. This brought the list down to 11 companies.The focus on sales growth underlines that this is an initial screen for aggressive long-term investors. Those two terms might seem contradictory, but day-trading isn't the only approach to allocating some of your portfolio in a bold manner to take more risk in a push for growth.Here's the list, sorted by expected sales CAGR from 2022 through 2024:Most of these stocks appear expensive by traditional measures. Then again, the same could be said for Amazon.com Inc. $(AMZN)$, whose forward price-to-earnings ratio has averaged 69.6, while ranging from 45.7 to 148.7 over the past 10 years, as the stock has risen by 640%.For the entire S&P 500, the weighted forward P/E ratio is now 17.6, down from 21.5 at the end of 2021, according to FactSet.So here are forward P/E ratios for the 11 stocks that passed the screen, along with a summary of analysts' opinions:The screen looks out through 2024, but in keeping with Wall Street tradition, the analysts’ price targets and ratings only cover the next year. They have majority “buy” or equivalent ratings for all but one.If you see any companies of interest, you should do your own research to form your own opinion about a company’s viability over the next 10 years, at least, before making a commitment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390192,"gmtCreate":1679955206617,"gmtModify":1679955210019,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941390192","repostId":"2322945506","repostType":2,"repost":{"id":"2322945506","pubTimestamp":1679930734,"share":"https://www.laohu8.com/m/news/2322945506?lang=&edition=full","pubTime":"2023-03-27 23:25","market":"us","language":"en","title":"AI Software Revenue Is Racing Toward $14 Trillion: 2 Growth Stocks to Buy Now and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2322945506","media":"Motley Fool","summary":"Generative AI like ChatGPT has already captivated investors, but the market is still early in its adoption of AI software.","content":"<html><head></head><body><p>Wall Street is abuzz with talk of generative artificial intelligence (AI), the technology behind viral chatbot ChatGPT. Generative AI turns prompts into novel text, images, and videos, and it promises to revolutionize countless industries. In fact, generative AI is already being used by healthcare professionals, media creators, and marketers.</p><p>But content generation is just one use case. AI software can also be used to identify objects, predict outcomes, and make decisions, all of which dramatically augment human productivity. To that end, asset manager Ark Invest believes AI software revenue will increase at 42% annually to reach $14 trillion by 2030.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> are particularly well positioned to capitalize on that trend. Here&#39;s why both stocks are worth buying today.</p><h2>1. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p>Tesla led the auto industry with 18% market share in battery-electric car sales last year, outpacing runner-up <b>BYD</b> by nearly 6 percentage points, despite missing its medium-term delivery target.</p><p>Tesla aims to grow deliveries by 50% annually over a multiyear horizon, but they increased just 40% last year as the company struggled with supply chain issues, forced factory closures, and economic headwinds.</p><p>Even so, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion and free cash flow (FCF) climbed 51% to $7.6 billion year over year. The company also achieved an industry-leading operating margin of 16.8%, an accomplishment CEO Elon Musk ascribes to its manufacturing technology. More importantly, management expects to maintain its operating margin even as volume production improves in the future.</p><p><img src=\"https://static.tigerbbs.com/0048d835f7b0cf34b32ab4c2e959c42f\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (Annual) data by YCharts</p><p>One reason for that confidence is AI software. Musk says Tesla is one of the world&#39;s leading AI companies, citing its full self-driving (FSD) platform, which features the &#34;most efficient inference computer&#34; and the &#34;most advanced active safety&#34; system in the world.</p><p>Tesla made its FSD Beta software generally available in North America last year, and the gross margin on that product is essentially100%. But the company has yet to scratch the surface of what experts believe will ultimately be a multitrillion-dollar market. In fact, Ark Invest says autonomous ride-hailing platforms could generate $9 trillion in revenue by 2030, and Tesla is a front-runner to dominate that industry.</p><p>Why? Data is the cornerstone of AI, and Tesla has far more autonomous-driving data than its peers because it has far more autopilot-enabled cars on the road. The company plans to capitalize on that advantage by mass-producing a robotaxi in 2024, and management believes FSD technology will ultimately be the most important source of profitability for the company.</p><p>Currently, shares trade at 8.3 times sales, an outrageously high valuation for an automaker, but a reasonable price to pay for a business that could disrupt the transportation and mobility industries with AI software. Risk-tolerant investors should consider buying a small position in this growth stock today.</p><h2>2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>Nvidia is best known for inventing the graphics processing unit (GPU), a chip that has become the gold standard in rendering realistic graphics and accelerating data center workloads like analytics and machine learning. In fact, Nvidia holds 90% market share in workstation graphics and supercomputer accelerators, and it has regularly achieved leading results at the MLPerf Benchmarks, an event that measures the performance of AI technologies.</p><p>Nvidia has doubled down on AI by branching into cloud software and services. For instance, Nvidia DGX Cloud provides on-demand access to AI infrastructure and software. It includes frameworks that accelerate the development of AI applications for specific industries like retail, logistics, and healthcare.</p><p>DGX Cloud also features generative AI services for text, visual content, and drug design. In short, Nvidia has made its AI technology more accessible than ever before. Businesses no longer need costly supercomputing systems on-premises. They can now provision infrastructure from the cloud.</p><p>Nvidia struggled with economic headwinds last year. High inflation curbed demand for gaming and data center chips, the two largest segments of its business, and that led to dismal financial results. Revenue was flat at $27 billion and FCF dropped 53% to $3.8 billion. But the company should have no trouble reaccelerating those metrics in a more favorable economy.</p><p><b>Forrester Research</b> says Nvidia GPUs are synonymous with AI infrastructure. That brand authority means the company is perfectly positioned to benefit as AI becomes more widespread, and its growing library of cloud services should help it capitalize on the growing demand for AI software.</p><p>Management believes those products put Nvidia in front of a $1 trillion market opportunity. And while shares currently trade at a pricey 24.8 times sales, risk-tolerant investors should strongly consider buying a small position in this growth stock today. The current valuation multiple could come down quickly as newer products like DGX Cloud gain traction.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Software Revenue Is Racing Toward $14 Trillion: 2 Growth Stocks to Buy Now and Hold</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\">\nAI Software Revenue Is Racing Toward $14 Trillion: 2 Growth Stocks to Buy Now and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/26/ai-software-racing-2-growth-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is abuzz with talk of generative artificial intelligence (AI), the technology behind viral chatbot ChatGPT. Generative AI turns prompts into novel text, images, and videos, and it promises...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/26/ai-software-racing-2-growth-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/26/ai-software-racing-2-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322945506","content_text":"Wall Street is abuzz with talk of generative artificial intelligence (AI), the technology behind viral chatbot ChatGPT. Generative AI turns prompts into novel text, images, and videos, and it promises to revolutionize countless industries. In fact, generative AI is already being used by healthcare professionals, media creators, and marketers.But content generation is just one use case. AI software can also be used to identify objects, predict outcomes, and make decisions, all of which dramatically augment human productivity. To that end, asset manager Ark Invest believes AI software revenue will increase at 42% annually to reach $14 trillion by 2030.Tesla and Nvidia are particularly well positioned to capitalize on that trend. Here's why both stocks are worth buying today.1. TeslaTesla led the auto industry with 18% market share in battery-electric car sales last year, outpacing runner-up BYD by nearly 6 percentage points, despite missing its medium-term delivery target.Tesla aims to grow deliveries by 50% annually over a multiyear horizon, but they increased just 40% last year as the company struggled with supply chain issues, forced factory closures, and economic headwinds.Even so, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion and free cash flow (FCF) climbed 51% to $7.6 billion year over year. The company also achieved an industry-leading operating margin of 16.8%, an accomplishment CEO Elon Musk ascribes to its manufacturing technology. More importantly, management expects to maintain its operating margin even as volume production improves in the future.TSLA Operating Margin (Annual) data by YChartsOne reason for that confidence is AI software. Musk says Tesla is one of the world's leading AI companies, citing its full self-driving (FSD) platform, which features the \"most efficient inference computer\" and the \"most advanced active safety\" system in the world.Tesla made its FSD Beta software generally available in North America last year, and the gross margin on that product is essentially100%. But the company has yet to scratch the surface of what experts believe will ultimately be a multitrillion-dollar market. In fact, Ark Invest says autonomous ride-hailing platforms could generate $9 trillion in revenue by 2030, and Tesla is a front-runner to dominate that industry.Why? Data is the cornerstone of AI, and Tesla has far more autonomous-driving data than its peers because it has far more autopilot-enabled cars on the road. The company plans to capitalize on that advantage by mass-producing a robotaxi in 2024, and management believes FSD technology will ultimately be the most important source of profitability for the company.Currently, shares trade at 8.3 times sales, an outrageously high valuation for an automaker, but a reasonable price to pay for a business that could disrupt the transportation and mobility industries with AI software. Risk-tolerant investors should consider buying a small position in this growth stock today.2. NvidiaNvidia is best known for inventing the graphics processing unit (GPU), a chip that has become the gold standard in rendering realistic graphics and accelerating data center workloads like analytics and machine learning. In fact, Nvidia holds 90% market share in workstation graphics and supercomputer accelerators, and it has regularly achieved leading results at the MLPerf Benchmarks, an event that measures the performance of AI technologies.Nvidia has doubled down on AI by branching into cloud software and services. For instance, Nvidia DGX Cloud provides on-demand access to AI infrastructure and software. It includes frameworks that accelerate the development of AI applications for specific industries like retail, logistics, and healthcare.DGX Cloud also features generative AI services for text, visual content, and drug design. In short, Nvidia has made its AI technology more accessible than ever before. Businesses no longer need costly supercomputing systems on-premises. They can now provision infrastructure from the cloud.Nvidia struggled with economic headwinds last year. High inflation curbed demand for gaming and data center chips, the two largest segments of its business, and that led to dismal financial results. Revenue was flat at $27 billion and FCF dropped 53% to $3.8 billion. But the company should have no trouble reaccelerating those metrics in a more favorable economy.Forrester Research says Nvidia GPUs are synonymous with AI infrastructure. That brand authority means the company is perfectly positioned to benefit as AI becomes more widespread, and its growing library of cloud services should help it capitalize on the growing demand for AI software.Management believes those products put Nvidia in front of a $1 trillion market opportunity. And while shares currently trade at a pricey 24.8 times sales, risk-tolerant investors should strongly consider buying a small position in this growth stock today. The current valuation multiple could come down quickly as newer products like DGX Cloud gain traction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390387,"gmtCreate":1679955198353,"gmtModify":1679955201807,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941390387","repostId":"1110018740","repostType":2,"repost":{"id":"1110018740","pubTimestamp":1679930756,"share":"https://www.laohu8.com/m/news/1110018740?lang=&edition=full","pubTime":"2023-03-27 23:25","market":"us","language":"en","title":"3 Reasons We Absolutely Need Regional Banks","url":"https://stock-news.laohu8.com/highlight/detail?id=1110018740","media":"Motley Fool","summary":"KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S.","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Most people haven&#39;t heard of a lot of regional banks.</li><li>But they are the backbone of the U.S. economy, and originate much of the country&#39;s lending activity.</li><li>Regional banks also help power the economy and innovation behind the scenes as well.</li></ul><p>After the collapse of several banks plunged the banking system, economy, and financial markets into uncertainty, I&#39;ve heard some people wonder whether or not regional banks are more trouble than they&#39;re worth.</p><p>After all, I&#39;m sure plenty of people had never heard of SVB Financial or Signature Bank prior to their impending failures and might be wondering if they are worth keeping around considering what has ensued. Why not just use the banks that are &#34;too big to fail&#34; like JPMorgan Chase?</p><p>While I can understand the frustration, I find this thinking to be severely flawed and misguided. Regional banks and community banks are the backbone of the U.S. economy. Here are three reasons why.</p><h3>1. Regional banks do the bulk of lending</h3><p>In a note from Goldman Sachs, economists pointed out that banks with less than $250 billion in assets originate roughly half of all commercial and industrial loans, which are loans made to businesses and corporations to provide working capital for capital expenditures. These smaller banks also account for 60% of all U.S. mortgages, 80% of all commercial real estate loans, and 45% of all consumer loans.</p><p>Large banks like JPMorgan are absolutely vital to the economy, but regional and community banks know their prospective markets better and can form close customer relationships that, in many cases, allow them to make better underwriting decisions.</p><p>Furthermore, regional banks have the opportunity to carve out niches. Now, obviously, banks need to be careful about getting too heavily concentrated in one area like the way that SVB did, but there are banks that specialize in lending and can provide custom-tailored services for specific industries, whether it&#39;s pharmacies, veterinarians, long-haul truckers, or hospitals. Smaller banks have more incentive to do this in order to differentiate themselves from the larger banks, which I think is a good dynamic to have in banking.</p><h3>2. The big banks can&#39;t get too big too fast</h3><p>Make no mistake, with more than 4,700 banks there will continue to be consolidation in the industry, and I fully expect the big banks to get bigger. But growing too fast can be dangerous, and it&#39;s actually part of the reason that three banks collapsed earlier this year.</p><p>The reality is the big banks, while they do want to get bigger, would ideally like to do it in a more gradual and methodical manner. For one, if they grow deposits too fast they can run up against regulatory capital issues. During the pandemic, deposits at all U.S. commercial banks surged by nearly $5 trillion, ballooning bank balance sheets. This actually put pressure on large bank supplementary leverage capital ratio requirements (minimum 5% SLR), which look at a bank&#39;s tier 1 capital divided by its total on- and off-balance sheet assets.</p><p>Regulators actually granted large banks temporary exclusions on this during the earlier parts of the pandemic, but if banks run up against their regulatory requirements, measures they may have to take include raising capital or actually having to turn away deposits, and therefore business. Holding more cash also tends to hurt a bank&#39;s margins and lead to lower returns.</p><p>The last thing to consider is that despite all of the criticism banks have received, it is really safer for the bulk of lending activity to be done in the banking system. Banks are very highly regulated and have three regulators, including the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and either the U.S. Office of the Comptroller of the Currency (OCC) or a state banking regulator. A lot of banking activity has been pushed into the shadow banking system, where things are much less regulated and much more opaque.</p><h3>3. Regional banks play a critical role in innovation and the economy</h3><p>While it&#39;s true that many people likely have not heard of a lot of regional banks, they are critical players in the economy and in helping drive innovation, although it&#39;s mainly being done behind the scenes.</p><p>For instance, did you know that the super regional bank U.S. Bancorp has been providing the federal government with payment services for more than three decades? Or how The Bancorp, a small $8 billion asset bank, serves as the card issuing bank and payment facilitator for huge fintech firms like Paypal?</p><p>The fact of the matter is that these smaller and regional banks power a lot of the financial services and products offered by some of the most well-known brands in the world. They provide the plumbing and infrastructure that can&#39;t always be seen in plain sight but is absolutely critical to the economy and innovation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons We Absolutely Need Regional Banks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons We Absolutely Need Regional Banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S. economy, and originate much of the country's lending activity.Regional banks also help power the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCNCA":"第一公民银行股份"},"source_url":"https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110018740","content_text":"KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S. economy, and originate much of the country's lending activity.Regional banks also help power the economy and innovation behind the scenes as well.After the collapse of several banks plunged the banking system, economy, and financial markets into uncertainty, I've heard some people wonder whether or not regional banks are more trouble than they're worth.After all, I'm sure plenty of people had never heard of SVB Financial or Signature Bank prior to their impending failures and might be wondering if they are worth keeping around considering what has ensued. Why not just use the banks that are \"too big to fail\" like JPMorgan Chase?While I can understand the frustration, I find this thinking to be severely flawed and misguided. Regional banks and community banks are the backbone of the U.S. economy. Here are three reasons why.1. Regional banks do the bulk of lendingIn a note from Goldman Sachs, economists pointed out that banks with less than $250 billion in assets originate roughly half of all commercial and industrial loans, which are loans made to businesses and corporations to provide working capital for capital expenditures. These smaller banks also account for 60% of all U.S. mortgages, 80% of all commercial real estate loans, and 45% of all consumer loans.Large banks like JPMorgan are absolutely vital to the economy, but regional and community banks know their prospective markets better and can form close customer relationships that, in many cases, allow them to make better underwriting decisions.Furthermore, regional banks have the opportunity to carve out niches. Now, obviously, banks need to be careful about getting too heavily concentrated in one area like the way that SVB did, but there are banks that specialize in lending and can provide custom-tailored services for specific industries, whether it's pharmacies, veterinarians, long-haul truckers, or hospitals. Smaller banks have more incentive to do this in order to differentiate themselves from the larger banks, which I think is a good dynamic to have in banking.2. The big banks can't get too big too fastMake no mistake, with more than 4,700 banks there will continue to be consolidation in the industry, and I fully expect the big banks to get bigger. But growing too fast can be dangerous, and it's actually part of the reason that three banks collapsed earlier this year.The reality is the big banks, while they do want to get bigger, would ideally like to do it in a more gradual and methodical manner. For one, if they grow deposits too fast they can run up against regulatory capital issues. During the pandemic, deposits at all U.S. commercial banks surged by nearly $5 trillion, ballooning bank balance sheets. This actually put pressure on large bank supplementary leverage capital ratio requirements (minimum 5% SLR), which look at a bank's tier 1 capital divided by its total on- and off-balance sheet assets.Regulators actually granted large banks temporary exclusions on this during the earlier parts of the pandemic, but if banks run up against their regulatory requirements, measures they may have to take include raising capital or actually having to turn away deposits, and therefore business. Holding more cash also tends to hurt a bank's margins and lead to lower returns.The last thing to consider is that despite all of the criticism banks have received, it is really safer for the bulk of lending activity to be done in the banking system. Banks are very highly regulated and have three regulators, including the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and either the U.S. Office of the Comptroller of the Currency (OCC) or a state banking regulator. A lot of banking activity has been pushed into the shadow banking system, where things are much less regulated and much more opaque.3. Regional banks play a critical role in innovation and the economyWhile it's true that many people likely have not heard of a lot of regional banks, they are critical players in the economy and in helping drive innovation, although it's mainly being done behind the scenes.For instance, did you know that the super regional bank U.S. Bancorp has been providing the federal government with payment services for more than three decades? Or how The Bancorp, a small $8 billion asset bank, serves as the card issuing bank and payment facilitator for huge fintech firms like Paypal?The fact of the matter is that these smaller and regional banks power a lot of the financial services and products offered by some of the most well-known brands in the world. They provide the plumbing and infrastructure that can't always be seen in plain sight but is absolutely critical to the economy and innovation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943747612,"gmtCreate":1679778020437,"gmtModify":1679778024280,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943747612","repostId":"9943428229","repostType":1,"repost":{"id":9943428229,"gmtCreate":1679645974361,"gmtModify":1679646727630,"author":{"id":"9000000000000493","authorId":"9000000000000493","name":"MattGiannino","avatar":"https://community-static.tradeup.com/news/076c4526ed15e6ab4b5e3837009735c7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  1,000% FOMC Option Trading Strategy [FULL GUIDE]From Youtube: https://www.youtube.com/watch?v=UYleOESkeI0\n \n","listText":"1,000% FOMC Option Trading Strategy [FULL GUIDE]From Youtube: https://www.youtube.com/watch?v=UYleOESkeI0","text":"1,000% FOMC Option Trading Strategy [FULL GUIDE]From Youtube: https://www.youtube.com/watch?v=UYleOESkeI0","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943428229","isVote":1,"tweetType":2,"object":{"id":"4d9dc9b4319c4963aa23ed4825b9eb09","tweetId":"9943428229","title":"1,000% FOMC Option Trading Strategy [FULL GUIDE]","videoUrl":"http://v.tigerbbs.com/1679645969752ef07a47efd38fe8ba39cf4982c68e9f1.mp4","poster":"https://static.tigerbbs.com/d6dd2152d50377e74db1f1539804e46e","shareLink":"http://v.tigerbbs.com/1679645969752ef07a47efd38fe8ba39cf4982c68e9f1.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943657479,"gmtCreate":1679438437891,"gmtModify":1679438441550,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943657479","repostId":"9943657595","repostType":1,"repost":{"id":9943657595,"gmtCreate":1679438341718,"gmtModify":1679438351323,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"'The iPhone Moment For AI\" And Nvidia Is Taking Control Of It&nbsp; Nvidia Corporation's <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;CEO Jensen Huang believes that we are at the \"iPhone moment for AI\" and the company is ready to spearhead the AI movement by providing the necessary infrastructure to companies innovating in the field. What Happened: During Nvidia's GPU Technology Conference on Tuesday, the company announced partnerships with <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>Azure, <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>Google GCP and&nbsp;<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$ &nbsp;</a>&nbsp;OCI to bring Nvidia","listText":"'The iPhone Moment For AI\" And Nvidia Is Taking Control Of It&nbsp; Nvidia Corporation's <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;CEO Jensen Huang believes that we are at the \"iPhone moment for AI\" and the company is ready to spearhead the AI movement by providing the necessary infrastructure to companies innovating in the field. What Happened: During Nvidia's GPU Technology Conference on Tuesday, the company announced partnerships with <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>Azure, <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>Google GCP and&nbsp;<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$ &nbsp;</a>&nbsp;OCI to bring Nvidia","text":"'The iPhone Moment For AI\" And Nvidia Is Taking Control Of It Nvidia Corporation's $NVIDIA Corp(NVDA)$ CEO Jensen Huang believes that we are at the \"iPhone moment for AI\" and the company is ready to spearhead the AI movement by providing the necessary infrastructure to companies innovating in the field. What Happened: During Nvidia's GPU Technology Conference on Tuesday, the company announced partnerships with $Microsoft(MSFT)$ Azure, $Alphabet(GOOG)$ Google GCP and $Oracle(ORCL)$ OCI to bring Nvidia","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943657595","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943143017,"gmtCreate":1679310304839,"gmtModify":1679310308296,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943143017","repostId":"9943140225","repostType":1,"repost":{"id":9943140225,"gmtCreate":1679309765968,"gmtModify":1679309823641,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/425dded61ea0f1ec6aa9c19997bc9677","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>#PLTR Price played out nicely as analyzed last week, taking out the sell-side liquidity and proceeded to give a bullish retracement. Right now, price is consolidating while creating buy-side liquidity on the lower timeframe. It is still unclear where price will go. However, I do expect price to potentially take out the buy-side liquidity before heading lower if it wants to. Either that, or wait for confirmation for price to break the lows at 7.67 before entering. https://www.tradingview.com/chart/PLTR/R2Lku9dn-PLTR-Analysis","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>#PLTR Price played out nicely as analyzed last week, taking out the sell-side liquidity and proceeded to give a bullish retracement. Right now, price is consolidating while creating buy-side liquidity on the lower timeframe. It is still unclear where price will go. However, I do expect price to potentially take out the buy-side liquidity before heading lower if it wants to. Either that, or wait for confirmation for price to break the lows at 7.67 before entering. https://www.tradingview.com/chart/PLTR/R2Lku9dn-PLTR-Analysis","text":"$Palantir Technologies Inc.(PLTR)$ #PLTR Price played out nicely as analyzed last week, taking out the sell-side liquidity and proceeded to give a bullish retracement. Right now, price is consolidating while creating buy-side liquidity on the lower timeframe. It is still unclear where price will go. However, I do expect price to potentially take out the buy-side liquidity before heading lower if it wants to. Either that, or wait for confirmation for price to break the lows at 7.67 before entering. https://www.tradingview.com/chart/PLTR/R2Lku9dn-PLTR-Analysis","images":[{"img":"https://community-static.tradeup.com/news/4a4d53d756937588db4b9f8774c0d362","width":"720","height":"1436"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943140225","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132936,"gmtCreate":1679265737626,"gmtModify":1679265741383,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132936","repostId":"1180290824","repostType":4,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132075,"gmtCreate":1679265723998,"gmtModify":1679265728081,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132075","repostId":"1180290824","repostType":4,"repost":{"id":"1180290824","pubTimestamp":1679189940,"share":"https://www.laohu8.com/m/news/1180290824?lang=&edition=full","pubTime":"2023-03-19 09:39","market":"us","language":"en","title":"US Authorities Engaged on Possible Credit Suisse-UBS Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1180290824","media":"Bloomberg","summary":"Swiss government has been working to broker deal between firmsAny deal announcement could come as so","content":"<html><head></head><body><ul><li>Swiss government has been working to broker deal between firms</li><li>Any deal announcement could come as soon as this weekend</li></ul><p>US authorities are working with their Swiss counterparts as they seek to hammer out a deal for UBS Group AG to buy all or part of its struggling rival Credit Suisse Group AG, according to people familiar with the matter.</p><p>A tie-up between the two banks would be of interest to Washington regulators because both lenders have operations in the US and are considered systemically important in Switzerland. American officials may seek to weigh in on matters that could impact final terms of any deal, said one of the people, who asked not to be identified discussing the confidential conversations.</p><p>Representatives for the Federal Reserve and Treasury Department declined to comment.</p><p>The time scale for agreement is fluid. The goal is for an announcement of a deal between the two banks by Sunday evening at the latest, according to a person familiar with the matter, who also asked not to be identified discussing the talks. The Financial Times reported that a deal could emerge as soon as Saturday evening.</p><p>As the drama plays out in Europe, US officials are dealing with their own banking crisis at home following the collapse of three mid-sized lenders this month. On Friday, President Joe Biden sought toinstill calm, telling reporters that the situation had improved after authorities took extraordinary measures.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Authorities Engaged on Possible Credit Suisse-UBS Deal</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\">\nUS Authorities Engaged on Possible Credit Suisse-UBS Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-19 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-18/us-authorities-weighing-in-on-possible-credit-suisse-ubs-deal><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss government has been working to broker deal between firmsAny deal announcement could come as soon as this weekendUS authorities are working with their Swiss counterparts as they seek to hammer ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-18/us-authorities-weighing-in-on-possible-credit-suisse-ubs-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBS":"瑞银"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-18/us-authorities-weighing-in-on-possible-credit-suisse-ubs-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180290824","content_text":"Swiss government has been working to broker deal between firmsAny deal announcement could come as soon as this weekendUS authorities are working with their Swiss counterparts as they seek to hammer out a deal for UBS Group AG to buy all or part of its struggling rival Credit Suisse Group AG, according to people familiar with the matter.A tie-up between the two banks would be of interest to Washington regulators because both lenders have operations in the US and are considered systemically important in Switzerland. American officials may seek to weigh in on matters that could impact final terms of any deal, said one of the people, who asked not to be identified discussing the confidential conversations.Representatives for the Federal Reserve and Treasury Department declined to comment.The time scale for agreement is fluid. The goal is for an announcement of a deal between the two banks by Sunday evening at the latest, according to a person familiar with the matter, who also asked not to be identified discussing the talks. The Financial Times reported that a deal could emerge as soon as Saturday evening.As the drama plays out in Europe, US officials are dealing with their own banking crisis at home following the collapse of three mid-sized lenders this month. On Friday, President Joe Biden sought toinstill calm, telling reporters that the situation had improved after authorities took extraordinary measures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943136771,"gmtCreate":1679265683393,"gmtModify":1679265686609,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"l I'll s","listText":"l I'll s","text":"l I'll s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943136771","repostId":"1175615302","repostType":2,"repost":{"id":"1175615302","pubTimestamp":1679226850,"share":"https://www.laohu8.com/m/news/1175615302?lang=&edition=full","pubTime":"2023-03-19 19:54","market":"us","language":"en","title":"UBS Offers to Buy Credit Suisse for up to $1bn","url":"https://stock-news.laohu8.com/highlight/detail?id=1175615302","media":"Financial Times","summary":"Swiss authorities expected to change country’s law to bypass UBS shareholder voteThe all-share deal ","content":"<html><head></head><body><p>Swiss authorities expected to change country’s law to bypass UBS shareholder vote</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33cbe0014fec305819d4a683ebe57c75\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>The all-share deal between Switzerland’s two biggest banks will be priced at a fraction of Credit Suisse’s closing price on Friday © AFP via Getty Images</span></p><p>UBS has offered to buy Credit Suisse for up to $1bn, with Swiss authorities planning to change the country’s laws to bypass a shareholder vote on the transaction as they rush to finalise a deal before Monday.</p><p>The all-share deal between Switzerland’s two biggest banks is set to be signed as soon as Sunday evening and will be priced at a fraction of Credit Suisse’s closing price on Friday, all but wiping out the target’s shareholders, four people with direct knowledge of the situation said.</p><p>The offer was communicated on Sunday morning with a price of SFr0.25 a share to be paid in UBS stock, far below Credit Suisse’s closing price of SFr1.86 on Friday, the people said. UBS has also insisted on a material adverse change that voids the deal if its credit default spreads jump by 100 basis points or more, they added.</p><p>The situation is fast-moving and there is no guarantee that terms will remain the same or that a deal will be reached, all the people stressed.</p><p>Some of the people said that the current terms were unfair for Credit Suisse and its shareholders. Others criticised the plans to void normal corporate governance rules by preventing a UBS shareholder vote.</p><p>There has been limited contact between the two lenders and the terms have been heavily influenced by the Swiss National Bank and regulator Finma, the people said. The US Federal Reserve has given its assent to the deal progressing, they added.</p><p>While the current terms value Credit Suisse’s equity at up to $1bn, the figure does not reflect additional provisions the Swiss National Bank will make to ensure the deal is done.</p><p>Both sides have been locked in discussions with regulators since Wednesday, when Credit Suisse asked the SNB to provide it with an emergency SFr50bn ($54bn) credit line.</p><p>When this backstop failed to arrest a fall in its share price and stop panicked clients from withdrawing their money, the central bank stepped in to force a merger after becoming concerned about the viability of the country’s second-largest lender.</p><p>Deposit outflows from Credit Suisse topped SFr10bn a day late last week, the Financial Times has reported. Customers withdrew SFr111bn from the group in the final three months of last year.</p><p>On Saturday night, the Swiss cabinet assembled in the finance ministry in Bern for a series of presentations from government officials, the SNB, market regulator Finma, and representatives of the banking sector.</p><p>The government is preparing emergency measures to fast-track the takeover and plans to introduce legislation that will bypass the normal six-week consultation period required for UBS shareholders so the deal can be sealed immediately, the people said.</p><p>The framework of the deal has been designed by Swiss regulators to provide maximum stability to the country’s banking system, people briefed about the matter said. Swiss authorities have already secured preapproval from relevant regulators in the US and Europe which are expected to issue co-ordinated statements today.</p><p>UBS will dramatically shrink Credit Suisse’s investment bank, so that the combined entity will make up no more than a third of the merged group, two of the people said.</p><p>However, the current term sheet for the deal does not specify what will happen to Credit Suisse’s individual business divisions, and simply outlines a 100 per cent takeover of the group.</p><p>Negotiators have given Credit Suisse the code name Cedar and UBS is referred to as Ulmus, according to people briefed on the matter.</p><p>UBS is seeking concessions and protections from the government, particularly from any pending legal cases and regulatory investigations into Credit Suisse that could result in fines or losses, the FT has reported. However, it is unlikely it will get indemnity from any losses on assets, one of the people involved said.</p><p>UBS also wants to be allowed to phase in any extra demands it would face under global rules on capital that govern the world’s biggest banks.</p><p>The SNB, UBS, Credit Suisse and Finma declined to comment.</p></body></html>","source":"lsy1580170736413","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>UBS Offers to Buy Credit Suisse for up to $1bn</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\">\nUBS Offers to Buy Credit Suisse for up to $1bn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-19 19:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/ec4be743-052a-4381-a923-c2fbd7ea9cfd><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss authorities expected to change country’s law to bypass UBS shareholder voteThe all-share deal between Switzerland’s two biggest banks will be priced at a fraction of Credit Suisse’s closing ...</p>\n\n<a href=\"https://www.ft.com/content/ec4be743-052a-4381-a923-c2fbd7ea9cfd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBS":"瑞银"},"source_url":"https://www.ft.com/content/ec4be743-052a-4381-a923-c2fbd7ea9cfd","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175615302","content_text":"Swiss authorities expected to change country’s law to bypass UBS shareholder voteThe all-share deal between Switzerland’s two biggest banks will be priced at a fraction of Credit Suisse’s closing price on Friday © AFP via Getty ImagesUBS has offered to buy Credit Suisse for up to $1bn, with Swiss authorities planning to change the country’s laws to bypass a shareholder vote on the transaction as they rush to finalise a deal before Monday.The all-share deal between Switzerland’s two biggest banks is set to be signed as soon as Sunday evening and will be priced at a fraction of Credit Suisse’s closing price on Friday, all but wiping out the target’s shareholders, four people with direct knowledge of the situation said.The offer was communicated on Sunday morning with a price of SFr0.25 a share to be paid in UBS stock, far below Credit Suisse’s closing price of SFr1.86 on Friday, the people said. UBS has also insisted on a material adverse change that voids the deal if its credit default spreads jump by 100 basis points or more, they added.The situation is fast-moving and there is no guarantee that terms will remain the same or that a deal will be reached, all the people stressed.Some of the people said that the current terms were unfair for Credit Suisse and its shareholders. Others criticised the plans to void normal corporate governance rules by preventing a UBS shareholder vote.There has been limited contact between the two lenders and the terms have been heavily influenced by the Swiss National Bank and regulator Finma, the people said. The US Federal Reserve has given its assent to the deal progressing, they added.While the current terms value Credit Suisse’s equity at up to $1bn, the figure does not reflect additional provisions the Swiss National Bank will make to ensure the deal is done.Both sides have been locked in discussions with regulators since Wednesday, when Credit Suisse asked the SNB to provide it with an emergency SFr50bn ($54bn) credit line.When this backstop failed to arrest a fall in its share price and stop panicked clients from withdrawing their money, the central bank stepped in to force a merger after becoming concerned about the viability of the country’s second-largest lender.Deposit outflows from Credit Suisse topped SFr10bn a day late last week, the Financial Times has reported. Customers withdrew SFr111bn from the group in the final three months of last year.On Saturday night, the Swiss cabinet assembled in the finance ministry in Bern for a series of presentations from government officials, the SNB, market regulator Finma, and representatives of the banking sector.The government is preparing emergency measures to fast-track the takeover and plans to introduce legislation that will bypass the normal six-week consultation period required for UBS shareholders so the deal can be sealed immediately, the people said.The framework of the deal has been designed by Swiss regulators to provide maximum stability to the country’s banking system, people briefed about the matter said. Swiss authorities have already secured preapproval from relevant regulators in the US and Europe which are expected to issue co-ordinated statements today.UBS will dramatically shrink Credit Suisse’s investment bank, so that the combined entity will make up no more than a third of the merged group, two of the people said.However, the current term sheet for the deal does not specify what will happen to Credit Suisse’s individual business divisions, and simply outlines a 100 per cent takeover of the group.Negotiators have given Credit Suisse the code name Cedar and UBS is referred to as Ulmus, according to people briefed on the matter.UBS is seeking concessions and protections from the government, particularly from any pending legal cases and regulatory investigations into Credit Suisse that could result in fines or losses, the FT has reported. However, it is unlikely it will get indemnity from any losses on assets, one of the people involved said.UBS also wants to be allowed to phase in any extra demands it would face under global rules on capital that govern the world’s biggest banks.The SNB, UBS, Credit Suisse and Finma declined to comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948657981,"gmtCreate":1680703934543,"gmtModify":1680703938951,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like//<a href=\"https://laohu8.com/U/3582025954833628\">@LplMichelle</a>:latest//<a href=\"https://laohu8.com/U/3582015516749888\">@HH浩</a>:Will PLTR challenged by chatGPT? //<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if&nbsp;PLTR&nbsp;could be a&nbsp;bad&nbsp;portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at&nbsp;0.10246706105139$&nbsp;(-98.773%&nbsp;) after a year according to our prediction system. This means that if you invested $100 now, you","listText":"like//<a href=\"https://laohu8.com/U/3582025954833628\">@LplMichelle</a>:latest//<a href=\"https://laohu8.com/U/3582015516749888\">@HH浩</a>:Will PLTR challenged by chatGPT? //<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if&nbsp;PLTR&nbsp;could be a&nbsp;bad&nbsp;portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at&nbsp;0.10246706105139$&nbsp;(-98.773%&nbsp;) after a year according to our prediction system. This means that if you invested $100 now, you","text":"like//@LplMichelle:latest//@HH浩:Will PLTR challenged by chatGPT? //@Cedric77: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if PLTR could be a bad portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at 0.10246706105139$ (-98.773% ) after a year according to our prediction system. This means that if you invested $100 now, you","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":38,"commentSize":27,"repostSize":0,"link":"https://ttm.financial/post/9948657981","repostId":"1130219766","repostType":4,"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196171434,"gmtCreate":1621039165828,"gmtModify":1704352235614,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment ..thanks","listText":"Like and comment ..thanks","text":"Like and comment ..thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/196171434","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Entertainment Stock Jumped Again Friday</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 AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953894238,"gmtCreate":1673215790225,"gmtModify":1676538799194,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"liks","listText":"liks","text":"liks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953894238","repostId":"2301735185","repostType":4,"repost":{"id":"2301735185","pubTimestamp":1673147100,"share":"https://www.laohu8.com/m/news/2301735185?lang=&edition=full","pubTime":"2023-01-08 11:05","market":"us","language":"en","title":"Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked","url":"https://stock-news.laohu8.com/highlight/detail?id=2301735185","media":"Seeking Alpha","summary":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and p","content":"<html><head></head><body><h2>Summary</h2><ul><li>As the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.</li><li>We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).</li><li>Both funds have large positions in Tesla.</li><li>We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.</li><li>We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a85f0616585571533c4f60e434cc42b7\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Blue Harbinger Research, Big Dividends PLUS jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.</p><h2>Tesla Overview:</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/898f585435879dffaa9dec83e460b41c\" tg-width=\"424\" tg-height=\"98\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>As you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aedaf32fc31973d75c7cc11d1af38908\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><h2>Electric Vehicles: The Un-Holy Grail</h2><p>Tesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:</p><blockquote><i>Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.</i></blockquote><p>Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:</p><blockquote><i>Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.</i></blockquote><p>Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.</p><h2>Tesla’s History: In Bed with the Woke Mob</h2><p>Tesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.</p><p>Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.</p><h2>Why Growth Stocks Are Getting Crushed:</h2><p>Here is a look at the recent performance of growth stocks (including the S&amp;P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&amp;P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e4ecc5604d9091ef9a9441191395d91\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>In simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.</p><p>Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.</p><h2>20 Top Growth Stocks, Ranked:</h2><p>The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b634867b9343f2b0b3b27c7d15598ff5\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>StockRover, Future Fund website</span></p><p>(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5880c717cb5242d92253c23797f124f9\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/><span>StockRover, ARK website</span></p><p>The “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.</p><p>Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!</p><p>Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!</p><h2>Tesla’s Future Growth Potential:</h2><p>With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d01496e29a20163f864265e210e046c1\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>From a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.</p><p>The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.</p><blockquote><i>Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ae69f9a434a648ecc86cb921b427de\" tg-width=\"1072\" tg-height=\"709\" referrerpolicy=\"no-referrer\"/><span>ARK Invest</span></p><p>Further still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.</p><p>Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).</p><h2>Profitability:</h2><p>As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/555327a97cc8577e06e8387529b9896d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Also very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a1f6709a40f3c590af018baca39e5b\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Tesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.</p><h2>Valuation:</h2><p>Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&amp;P 500, as you can get some feel for in the graphics below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca520a7b7f328cb18678eba573444f36\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Assigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter &amp; Gamble (PG) and Johnson &amp; Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f83e6837820c63254aa38f27f27ca0\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/><span>StockRover</span></p><p>A few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.</p><p>For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea343249fa15053559dcc9626d5301f9\" tg-width=\"654\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>In our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).</p><h2>Risk Factors:</h2><p><b>Woke Mob Fury</b>: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.</p><p>For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:</p><blockquote><i>“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America&#39;s use of electric vehicles. The left has found a lot of other things to dislike about him.”</i></blockquote><p>Further, Musk&#39;s recent sanctioning of the Twitter Files has increased the heat on him and his companies.</p><p>Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b374541c5bfeb0b752079402f643126\" tg-width=\"1203\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>Twitter</span></p><p>However, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).</p><p><b>Key-Man Risk</b>: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.</p><p><b>Competition</b>: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.</p><p><b>Battery Prices</b>: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.</p><p><b>EV Adoption</b>: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.</p><p><b>Regulatory Risks</b>: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.</p><p><b>Macro Headwinds</b>: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.</p><h2>Key Takeaways and Conclusions:</h2><p>Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.</p><p>However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> likes (it’s ranked #3 in that fund).</p><p>If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla&#39;s long-term upside is very real.</p><p><i>This article is written by Blue Harbinger for reference only. Please note the risks.</i></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>Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Woke Mob Fury - 20 Top Growth Stocks Ranked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks...</p>\n\n<a href=\"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301735185","content_text":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).Both funds have large positions in Tesla.We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.Blue Harbinger Research, Big Dividends PLUS jetcityimageTesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.Tesla Overview:TeslaAs you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.Tesla Q3 Investor PresentationElectric Vehicles: The Un-Holy GrailTesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.Tesla’s History: In Bed with the Woke MobTesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of PayPal (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.Why Growth Stocks Are Getting Crushed:Here is a look at the recent performance of growth stocks (including the S&P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).YChartsIn simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.20 Top Growth Stocks, Ranked:The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.StockRover, Future Fund website(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)StockRover, ARK websiteThe “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!Tesla’s Future Growth Potential:With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).Tesla Q3 Investor PresentationFrom a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.ARK InvestFurther still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).Profitability:As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).Tesla Q3 Investor PresentationAlso very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.Tesla Q3 Investor PresentationTesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.Valuation:Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&P 500, as you can get some feel for in the graphics below).Tesla Q3 Investor PresentationAssigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter & Gamble (PG) and Johnson & Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.StockRoverA few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).Seeking AlphaIn our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).Risk Factors:Woke Mob Fury: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America's use of electric vehicles. The left has found a lot of other things to dislike about him.”Further, Musk's recent sanctioning of the Twitter Files has increased the heat on him and his companies.Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?TwitterHowever, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).Key-Man Risk: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.Competition: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.Battery Prices: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.EV Adoption: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.Regulatory Risks: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.Macro Headwinds: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.Key Takeaways and Conclusions:Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that ARK Innovation ETF likes (it’s ranked #3 in that fund).If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla's long-term upside is very real.This article is written by Blue Harbinger for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941390387,"gmtCreate":1679955198353,"gmtModify":1679955201807,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941390387","repostId":"1110018740","repostType":2,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951617049,"gmtCreate":1673475694981,"gmtModify":1676538841821,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951617049","repostId":"1178965236","repostType":4,"repost":{"id":"1178965236","pubTimestamp":1673436908,"share":"https://www.laohu8.com/m/news/1178965236?lang=&edition=full","pubTime":"2023-01-11 19:35","market":"us","language":"en","title":"Fed’s No-Rate-Cut Mantra Rejected by Markets Seeing Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1178965236","media":"Bloomberg","summary":"Policymakers insist rates will be held high into 2024Markets see rate cuts later in 2023 as economy ","content":"<html><head></head><body><ul><li>Policymakers insist rates will be held high into 2024</li><li>Markets see rate cuts later in 2023 as economy deteriorates</li></ul><p><img src=\"https://static.tigerbbs.com/1864d9a9191167a555e2b6562d192771\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/>Federal Reserve officials are making a full-court-press effort to convince investors they won’t be slashing their benchmark interest rate before year’s end.</p><p>It’s not working.</p><p>Money markets are pricing a rate peak around 4.9%, followed by nearly half a percentage point of rate cuts by the end of 2023. That’s despite multiple officials in recent days delivering a sharply contrasting message: Rates are heading above 5% and will stay there all year.</p><p>Just last month, Chair Jerome Powell highlighted that history warns against “prematurely loosening policy.” With traders effectively rejecting his narrative, the risk is that exuberance over monetary easing causes Fed officials to tighten even more — if falling market rates undercut their efforts to cool the economy.</p><p>“The market thinks the Fed is playing without a playbook, since their forecasts have been wrong before and they’ve downplayed them in the past,”’ said Marc Chandler, chief market strategist at Bannockburn Global, who’s been working in financial markets since 1986. Investors judge that the US is “headed for a recession, and that the Fed doesn’t quite yet get it.”</p><p><img src=\"https://static.tigerbbs.com/2699c586a210914d94bcde0344429c1f\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>US Treasury yields are little changed since before the Fed’s policy meeting last month, when officials raised their forecasts for how high the key rate will go. Powell highlighted that 17 of 19 predict a peak of 5% or more, a level above current market rates.</p><p>That message was again driven home in recent days. Atlanta Fed President Raphael Bostic said the central bank should raise interest rates above 5% by early in the second quarter and then go on hold for “a long time.” Esther George of Kansas said the Fed should hold above 5% into 2024.</p><p>“Fed officials have turned more hawkish because investors aren’t listening to their warnings,” Ed Yardeni, the veteran watcher of the bond market who heads his namesake research firm, wrote in a note to clients. “Perhaps, Fed officials should listen to the bond market.”</p><p>One problem is that Powell and his predecessors have each downplayed the relevance of the so-called dot plot of policymakers’ forecasts for the benchmark rate. Another issue is that the Fed’s 2021 forecasts proved woefully wrong in failing to anticipate the rate hikes of 2022.</p><p><img src=\"https://static.tigerbbs.com/3253c001625b31124e17f7aba6e4a684\" tg-width=\"620\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>Powell himselfplayed down the dotswhen he was a Fed governor, and doubled down on that message as he first took the helm of the central bank in 2018. Janet Yellen, when she had charge of the central bank, told the market toignore the dotsin mid-2014. Even Ben Bernanke, who as Fed chief launched the introduction of the dots in 2012, later tried tominimizetheir policy-signaling value.</p><p>Swaps traders see the Fed boosting its policy rate — now in a 4.25% to 4.5% target range — to just under 5% by June and then cutting it to around 4.5% by the end of December. While traders’ pricing of the terminal funds rate, as it’s known, has ebbed and flowed through recent months, cuts have consistently been priced in for before the end of 2023.</p><p>Still, in making their official forecasts, primary dealers in US Treasuries as a group aren’t pricing in rate cuts, asurveyby the New York Fed showed last month.</p><p>Expectations could shift with the December consumer price index report, due out Thursday. Stocks and Treasuries rallied after the past two reports showed slower inflation than forecast.</p><h2>‘Undoing’ Fed</h2><p>Minutesof the Fed’s Dec. 13-14 meeting showed participants worried about any “misperception” about monetary policymaking fueling optimism in financial markets that would then “complicate the committee’s effort to restore price stability.”</p><p>Sponsored ContentDiscover What’s Next in Transformative HealthcareGE Healthcare</p><p>“Markets are undoing what they are trying to do on rates” by not tightening financial conditions enough, said Conrad DeQuadros, a senior economic adviser at Brean Capital LLC.</p><p>Fed officials, in their forecasts released last month, expect the key rate to reach 5.1% this year, according to the median estimate. None forecast rate cuts in 2023.</p><p>Nancy Tengler, chief executive and chief investment officer at Laffer Tengler Investments Inc. is one who’s putting her faith — and investment dollars — in the bond market’s signals.</p><h2>‘Often Wrong’</h2><p>“The Fed is often wrong at turning points, said Tengler, who’s worked in markets for several decades and helps manage $1 billion. “One thing I keep in mind is that the dot plot inSeptember of 2021didn’t even show the Fed getting to 2% until 2024,” she said, referring to the policy-rate forecast.</p><p>Economic data such as Friday’s surprise contraction in the Institute for Supply Management’s services gauge back the view that a recession in the offing and inflation has peaked, she says. “The Fed’s ultimately going to have to catch up.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s No-Rate-Cut Mantra Rejected by Markets Seeing Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s No-Rate-Cut Mantra Rejected by Markets Seeing Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 19:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-11/fed-s-no-rate-cut-mantra-rejected-by-markets-seeing-recession><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Policymakers insist rates will be held high into 2024Markets see rate cuts later in 2023 as economy deterioratesFederal Reserve officials are making a full-court-press effort to convince investors ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-11/fed-s-no-rate-cut-mantra-rejected-by-markets-seeing-recession\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-11/fed-s-no-rate-cut-mantra-rejected-by-markets-seeing-recession","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178965236","content_text":"Policymakers insist rates will be held high into 2024Markets see rate cuts later in 2023 as economy deterioratesFederal Reserve officials are making a full-court-press effort to convince investors they won’t be slashing their benchmark interest rate before year’s end.It’s not working.Money markets are pricing a rate peak around 4.9%, followed by nearly half a percentage point of rate cuts by the end of 2023. That’s despite multiple officials in recent days delivering a sharply contrasting message: Rates are heading above 5% and will stay there all year.Just last month, Chair Jerome Powell highlighted that history warns against “prematurely loosening policy.” With traders effectively rejecting his narrative, the risk is that exuberance over monetary easing causes Fed officials to tighten even more — if falling market rates undercut their efforts to cool the economy.“The market thinks the Fed is playing without a playbook, since their forecasts have been wrong before and they’ve downplayed them in the past,”’ said Marc Chandler, chief market strategist at Bannockburn Global, who’s been working in financial markets since 1986. Investors judge that the US is “headed for a recession, and that the Fed doesn’t quite yet get it.”US Treasury yields are little changed since before the Fed’s policy meeting last month, when officials raised their forecasts for how high the key rate will go. Powell highlighted that 17 of 19 predict a peak of 5% or more, a level above current market rates.That message was again driven home in recent days. Atlanta Fed President Raphael Bostic said the central bank should raise interest rates above 5% by early in the second quarter and then go on hold for “a long time.” Esther George of Kansas said the Fed should hold above 5% into 2024.“Fed officials have turned more hawkish because investors aren’t listening to their warnings,” Ed Yardeni, the veteran watcher of the bond market who heads his namesake research firm, wrote in a note to clients. “Perhaps, Fed officials should listen to the bond market.”One problem is that Powell and his predecessors have each downplayed the relevance of the so-called dot plot of policymakers’ forecasts for the benchmark rate. Another issue is that the Fed’s 2021 forecasts proved woefully wrong in failing to anticipate the rate hikes of 2022.Powell himselfplayed down the dotswhen he was a Fed governor, and doubled down on that message as he first took the helm of the central bank in 2018. Janet Yellen, when she had charge of the central bank, told the market toignore the dotsin mid-2014. Even Ben Bernanke, who as Fed chief launched the introduction of the dots in 2012, later tried tominimizetheir policy-signaling value.Swaps traders see the Fed boosting its policy rate — now in a 4.25% to 4.5% target range — to just under 5% by June and then cutting it to around 4.5% by the end of December. While traders’ pricing of the terminal funds rate, as it’s known, has ebbed and flowed through recent months, cuts have consistently been priced in for before the end of 2023.Still, in making their official forecasts, primary dealers in US Treasuries as a group aren’t pricing in rate cuts, asurveyby the New York Fed showed last month.Expectations could shift with the December consumer price index report, due out Thursday. Stocks and Treasuries rallied after the past two reports showed slower inflation than forecast.‘Undoing’ FedMinutesof the Fed’s Dec. 13-14 meeting showed participants worried about any “misperception” about monetary policymaking fueling optimism in financial markets that would then “complicate the committee’s effort to restore price stability.”Sponsored ContentDiscover What’s Next in Transformative HealthcareGE Healthcare“Markets are undoing what they are trying to do on rates” by not tightening financial conditions enough, said Conrad DeQuadros, a senior economic adviser at Brean Capital LLC.Fed officials, in their forecasts released last month, expect the key rate to reach 5.1% this year, according to the median estimate. None forecast rate cuts in 2023.Nancy Tengler, chief executive and chief investment officer at Laffer Tengler Investments Inc. is one who’s putting her faith — and investment dollars — in the bond market’s signals.‘Often Wrong’“The Fed is often wrong at turning points, said Tengler, who’s worked in markets for several decades and helps manage $1 billion. “One thing I keep in mind is that the dot plot inSeptember of 2021didn’t even show the Fed getting to 2% until 2024,” she said, referring to the policy-rate forecast.Economic data such as Friday’s surprise contraction in the Institute for Supply Management’s services gauge back the view that a recession in the offing and inflation has peaked, she says. “The Fed’s ultimately going to have to catch up.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966621573,"gmtCreate":1669521192893,"gmtModify":1676538204412,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966621573","repostId":"2286418053","repostType":4,"repost":{"id":"2286418053","pubTimestamp":1669522519,"share":"https://www.laohu8.com/m/news/2286418053?lang=&edition=full","pubTime":"2022-11-27 12:15","market":"us","language":"en","title":"CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot","url":"https://stock-news.laohu8.com/highlight/detail?id=2286418053","media":"Seekingalpha","summary":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) an","content":"<html><head></head><body><p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers&#39; price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.</p><p>The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.</p><p>Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.</p><p>If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.</p><p>However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it&#39;s still not yet in line with historical standards:</p><p><img src=\"https://static.tigerbbs.com/e625a90dff771b0d7e944e64afea8474\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.</p><p>And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.</p><p>What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.</p><p>Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.</p><p><i><b>Average ticket vs. traffic at Walmart:</b></i></p><p><img src=\"https://static.tigerbbs.com/332f3e192c3b45a529272f50930f72af\" tg-width=\"640\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.</p><p>My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.</p><p><i><b>Amazon: </b></i></p><p><img src=\"https://static.tigerbbs.com/fe4ee98477a97035578994e17e74c01f\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.</p><p>What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)</p><p>The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.</p><p>Coincidence or Correlation? You tell me what you think.</p><p>Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.</p><p><i><b>Costco:</b></i></p><p>TTM revenue for Costco as of the August ’22 quarter, was $226 bl.</p><p>Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.</p><p><img src=\"https://static.tigerbbs.com/98ef085cd44ff2d772e22c28d7df85f1\" tg-width=\"640\" tg-height=\"26\" referrerpolicy=\"no-referrer\"/></p><p>The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.</p><p>COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.</p><p>In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods &amp; Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.</p><p>(I’m guessing – and please note that – COST is probably considerably smaller than Walmart&#39;s pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.</p><p>(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)</p><p><i><b>Home Depot:</b></i></p><p><img src=\"https://static.tigerbbs.com/57e116c38f010b75a0518c13078f757d\" tg-width=\"640\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners&#39; equivalent rent, and such are a 30% weight in the CPI basket.</p><p><img src=\"https://static.tigerbbs.com/5e8a09a9efc6fb5ade6a35e65306d4e9\" tg-width=\"640\" tg-height=\"25\" referrerpolicy=\"no-referrer\"/></p><p>This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.</p><p>What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.</p><p><img src=\"https://static.tigerbbs.com/4313b9b9553313538aa9b1f4f5ca4b8c\" tg-width=\"640\" tg-height=\"48\" referrerpolicy=\"no-referrer\"/></p><p>This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.</p><p>Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.</p><p><i><b>Summary/conclusion:</b></i> The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.</p><p>Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.</p><p>Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:</p><ul><li>Walmart: $600 billion</li><li>Amazon: $502 billion</li><li>Costco: $227 billion</li><li>Home Depot: $157 billion</li><li>Total: $1,486 trillion</li></ul><p>The Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).</p><p>But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)</p><p>In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.</p><p>Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:</p><ul><li>’20 to ’22: averaged 3% revenue growth</li><li>’10 to ’19: averaged 2% revenue growth</li><li>’00 to ’09: averaged 11% revenue growth</li><li>’96 to ’99: averaged 14% revenue growth</li></ul><p>What happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.</p><p>Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.</p><p>Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)</p><p>When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.</p><p>Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.</p><p>Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.</p><p>Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.</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>CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","HD":"家得宝","AMZN":"亚马逊","COST":"好市多"},"source_url":"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286418053","content_text":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it's still not yet in line with historical standards:Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.Average ticket vs. traffic at Walmart:If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.Amazon: This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.Coincidence or Correlation? You tell me what you think.Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.Costco:TTM revenue for Costco as of the August ’22 quarter, was $226 bl.Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods & Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.(I’m guessing – and please note that – COST is probably considerably smaller than Walmart's pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)Home Depot:Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners' equivalent rent, and such are a 30% weight in the CPI basket.This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.Summary/conclusion: The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:Walmart: $600 billionAmazon: $502 billionCostco: $227 billionHome Depot: $157 billionTotal: $1,486 trillionThe Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:’20 to ’22: averaged 3% revenue growth’10 to ’19: averaged 2% revenue growth’00 to ’09: averaged 11% revenue growth’96 to ’99: averaged 14% revenue growthWhat happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988419791,"gmtCreate":1666821622013,"gmtModify":1676537809531,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"liks","listText":"liks","text":"liks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9988419791","repostId":"2278672309","repostType":4,"repost":{"id":"2278672309","pubTimestamp":1666778473,"share":"https://www.laohu8.com/m/news/2278672309?lang=&edition=full","pubTime":"2022-10-26 18:01","market":"us","language":"en","title":"Tesla Has An Elon Musk Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2278672309","media":"Seeking Alpha","summary":"SummaryTesla's growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.But with their currently-high valu","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla&#39;s growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.</li><li>But with their currently-high valuation relative to peers directly tied, I believe, to Elon Musk&#39;s involvement with the company - recent events may change that.</li><li>As a result, I evaluate the company&#39;s current fair value and believe it is lower enough to avoid the company altogether until it reaches more realistic levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/036a30b7377f20abe9dceec9a63d51f5\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>Tesla (NASDAQ:TSLA) is an interesting growth story and one for the ages. After staring bankruptcy straight in the eyes several times, according to CEO Elon Musk, they ended up as one of the biggest success stories in earlymarket penetration and scaling up capacity around the globe in record time.</p><p>Just like other once-startups in an emerging new industry, however, there are always issues with how to value a company like Tesla. And going one step forward - what influence does the presence of a revolutionary mind like that of Elon Musk have on the stocks share price and subsequent valuation.</p><p>While the company is the only current all-electric vehicle manufacturer with the capacity to meet the demand around the globe, I still believe that there is significant premium to the company&#39;s valuation due to its association with Mr. Musk and that if you take him out of the equation - while the company will still do remarkably well and continue to grow, their valuation may be excessive.</p><p>Let&#39;s dissect what I mean by excessive and the implications of such.</p><h2>Tesla&#39;s Advantage Is Clear</h2><p>While the company is facing increasing competitive pressures from nearly all automobile manufacturers around the globe, they still remain the only company which currently has the capacity to manufacture and deliver hundreds of thousands of all-electric vehicles. While there are some exceptions to this with Chinese-based companies, I&#39;ll discuss that later.</p><p>This means that when a company like Hertz (HTZ) wants to cut their maintenance and fuel consumption surcharges and puts in an order for 100,000 all-electric cars - they really only have one option if they want them delivered within a year or two. And that&#39;s exactly what they did.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/607f7a5839ed63281b20fe46d8365acd\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>US EV Sales - 2022 YTD (Electrek US EV Sales Tracker)</span></p><p>Even while other companies like Ford (F), General Motors (GM), Toyota Motor (TM) have ramped up production of their all-electric and plug-in hybrid vehicles, they still remain well behind in their capacity for delivery.</p><p>Furthermore, even though most other companies are catching up on this as time goes by, Tesla still has built-in technological advantages like automated driving capabilities, vehicle control technologies, supercharging stations and others. These aren&#39;t only just for tech geeks who want to make an investment in the company&#39;s current lead in the race for autonomous driving, the vehicle mileage and performance is on the top of consumers&#39; minds as they think of which all-electric vehicle they want to purchase.</p><h2>Tesla&#39;s Growth Is Astonishing</h2><p>It&#39;s not just that the company has an advantage in their ability to deliver more than their competitors - it&#39;s that they&#39;re actually increasing deliveries almost every quarter, on average, and they&#39;re expected to maintain this growth for quite some time.</p><p>They&#39;re doing this by opening manufacturing plants outside of the United States in fast growing markets in the Asia-Pacific region and the European Union and the United Kingdom. While the full capacity of their Shanghai and Germany plants were slightly hindered by the COVID-19 pandemic closures, they&#39;re on tap to make record deliveries once more this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdab1ca78acffae7370633d386137363\" tg-width=\"640\" tg-height=\"392\" width=\"100%\" height=\"auto\"/><span>Tesla Vehicle Sales by Quarter (Statista - Sales Visualization)</span></p><p>As we can see, the company has made nearly as many deliveries of their new all-electric vehicles, mostly the Model 3 and Model Y, in the first 3 quarters of this year as they did in the entirety of last year and are set to deliver well over one million vehicles in 2022.</p><p>While they&#39;re growing these figures with new plants, other companies are struggling to increase capacity and convert existing manufacturing facilities in the United States to manufacture their own versions of all-electric vehicles.</p><p>That&#39;s why I believe Tesla&#39;s growth story is far from over, and we can see that in the company&#39;s current projections for the coming years.</p><h2>Future Growth Is Strong, But...</h2><p>While the company is projected to deliver almost 2 million vehicles in 2023, there are some negative factors which stand in the way of future growth for the company, even if they seem to be minor in the grand scheme of things.</p><p>Firstly, there&#39;s increased competition. While this may not mean much for Tesla in the near term, it certainly will mean a lot in the longer term. There are hundreds of new all-electric and plug-in hybrid models hitting the streets (pun intended) in the coming years and while that may not do much for a few years, it&#39;s bound to cut into their market share.</p><p>In fact, that&#39;s already been happening. While their cars are not sold in the United States or in major markets (in significant numbers, in any case) outside of the People&#39;s Republic of China, BYD (OTCPK:BYDDF) has seen their market share double in the global all-electric vehicle sales and now stand at 11% while Tesla has decreased to about 19% in the latest report of YTD figures in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec9fdb84e4e48b98991d0625bdc2217a\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>H1 2022 EV Sales by Company (InsideEVs EV Sales)</span></p><p>Even with these global sales and market share figures, the company is still projected to do very well, as you can see by the company&#39;s current projections for sales and earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7244826e2217edac067e967d0999422f\" tg-width=\"623\" tg-height=\"341\" width=\"100%\" height=\"auto\"/><span>Tesla Sales Growth Projections (Seeking Alpha)</span></p><p>But there&#39;s still this issue.</p><h2>The Elon Musk Problem</h2><p>I know, I know, I bore you with details about the company before getting to the issue at hand. But context here is very important.</p><p>The company does have things it can do, which don&#39;t require some magical solution by the contrarian-thinking Elon Musk - things like lowering their prices to outmaneuver other companies introducing high-end (ish) all-electric vehicles and things of that nature. But there&#39;s still an issue.</p><p>The issue is Elon Musk. While most of the world was struggling with updating the technology in regular automobiles, he was 10 steps ahead with battery technology advancements, technological advancements, EV range increases, charging station expansions and many other things.</p><p>This forward-thinking vision is exactly what made Tesla the hype (rightfully so, not in a bad way) which it is today and I don&#39;t believe the company will be where it is today without him. But for how long is he going to stay?</p><h3>Twitter Is Hardly The Only Issue</h3><p>As we&#39;ve seen with Jack Dorsey when he operated both Square (SQ) and Twitter (TWTR), it&#39;s nearly impossible to run multiple companies at once and do a great job at all of them, even if you&#39;re Elon Musk.</p><p>While Mr. Musk runs Tesla&#39;s as its chief-product-officer, as he dubs himself, he also runs SpaceX (SPACE), The Boring Company, SolarCity (part of Tesla) and other AI (artificial intelligence) companies and he now picked up Twitter.</p><p>While he did sell a significant portion of his Tesla stock to do so, diluting his ownership, it&#39;s the hands-off approach I think is coming to Tesla which can hurt valuation. Not only is there a board which can hold this work ethic accountable for the time spent elsewhere, it&#39;s about where he spends most of his time.</p><p>During the company&#39;s near-bankruptcy times a few years back, Elon Musk notoriously slept on the factory floor to make sure production headwinds were dealt with and it was undoubtedly one of the reasons employees, officers and other mangers managed to get the job done and get vehicles out for delivery.</p><p>Can Elon Must continue to do that now?</p><h3>Eventually He Has To Make A Choice</h3><p>Right now, I believe that Tesla is no longer a priority for Mr. Musk, and that the following companies will take precedent:</p><p>1 -<b>Twitter</b>: With Elon Musk&#39;s personal crusade and fortune tied into this acquisition, it&#39;s hardly a stretch to think that he&#39;ll need to spend a lot of time building the company into something which can potentially be profitable. Since 2021, a lot of the folks who he presumably wants to bring back to Twitter (I won&#39;t mention names since I don&#39;t want the article to turn political, but unless you&#39;ve been living in a cave for the past 3 years - you know who I mean) have found other platforms and have since gravitated away.</p><p>Especially since he plans to fire 75% of the company&#39;s employees, he&#39;ll need to have a hands-on approach if he wants to steer this mega tech company to a place where it can generate meaningful growth or profits in the years to come.</p><p>2 -<b>SpaceX</b>: With the world of space exploration just beginning, and the company&#39;s recent advancements in rocket technologies, the company has been experiencing increased demand and this too requires a hands on approach to work with the engineers to solve the seemingly endless headwinds they face trying to colonize other planets, set up the Starlink network and more.</p><p>This means, I believe, that outside of the near full-time job of running Twitter, that Mr. Musk will be spending a near full-time job equivalent of time at SpaceX in order to make these futuristic technologies and products work.</p><p>3 -<b>The Boring Company &amp; Neuralink</b>: While these companies have not been as high profile as Mr. Musk&#39;s other ones, recent news that the company is battling deadlines and postponing show-and-tell events further eludes or confirms that the companies are facing some difficulties taking off.</p><p>Since Mr. Musk has been actively taking part in these companies and their issues, it&#39;s apparent to me that he&#39;s going to continue to spend time with these companies, which will further take time away from Tesla.</p><h2>So What&#39;s The Problem Exactly?</h2><p>The problem is the company&#39;s valuation.</p><p>As we&#39;ve seen with sales, growth is projected to slow over the next decade since competitive pressures are mounting and that&#39;s true for net income as well, especially if the company will need to lower prices in order to compete.</p><h3>Earnings Per Share Multiples - Comparison</h3><p>Tesla is currently trading at 30x to 50x forward earnings per share projections while they&#39;re expected to report slowing growth and a decline by 2027 due to certain estimates that tax credits end and various other factors coming in.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0433a7fa8724b7ec3a9274292ecd618d\" tg-width=\"640\" tg-height=\"170\" width=\"100%\" height=\"auto\"/><span>EPS Projections &amp; FWD P/E Ratio (Seeking Alpha)</span></p><p>While these may not seem excessive, companies like Ford with a projected 25% increase in EPS this year are trading at around 7x forward earnings. Toyota Motors with a longer term EPS growth projection of 5-6% are trading at around 9x forward earnings.</p><h3>Sales Multiples - Comparison</h3><p>If we want to look at sales as an indication, things get even more interesting. Comparing Tesla&#39;s sales growth to that of BYD&#39;s, the company&#39;s closest competitor by unit sales volume, there&#39;s a stark difference in valuation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3fb74c2c9e703771131b2ac31a12050\" tg-width=\"640\" tg-height=\"111\" width=\"100%\" height=\"auto\"/><span>BYD Sales Growth / Multiples (Seeking Alpha)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb5de69f4748bc2763641db7f4589d7a\" tg-width=\"640\" tg-height=\"110\" width=\"100%\" height=\"auto\"/><span>TSLA Sales Growth / Multiples (Seeking Alpha)</span></p><p>The difference here is quite astonishing. With nearly identical growth, Tesla is trading at 4.5x to 8x sales multiples while BYD is trading at 0.7x to 1.3x.</p><p>This is due in part to the enthusiasm and trust around Elon Musk&#39;s ability to solve issues and come up with product improvements, as his title so suggests. Without him at the helm, I have no doubt that the company can succeed, but can they do so at a valuation 3-4 times as high as other companies with somewhat similar growth projection? I&#39;m just not sure.</p><h2>Conclusion, If There Is One</h2><p>Is Tesla a good company which currently has a near monopoly on US all-electric vehicle sales with ramping up production in the Asia-Pacific and European Union and United Kingdom regions? Absolutely yes.</p><p>Will they continue to grow their long-term sales at low to mid double digits over the next decade? Most likely.</p><p>But with increasing competitive pressures from existing companies, near-certain Model 3 and Model Y pricing cuts and a sluggish sales prospect in China due to increasing competitive pressures from geopolitical forces, the company is going to need the ingenuity of the person who made them what they are today.</p><p>As Mr. Musk continued to take on more and more impossible projects, I don&#39;t believe that dedication is sustainable for Tesla and I believe that the company will see him having a more and more hands-off approach as he focused on the other monumental tasks ahead with Twitter, SpaceX, The Boring Company and Neuralink.</p><p>This doesn&#39;t mean that the company&#39;s growth is in question - but it does mean that if we treat Tesla as a generic company growing at the pace they are, they may be valued quite significantly lower than they are right now. This also means that, historically, during period where the market underperforms, like during recessions or market slowdowns, these types of companies tend to underperform the broader market.</p><p>While the company&#39;s growth is not in question, their valuation is. And as a result, I believe that their fair value lies lower than their current valuation. So while I do believe in their future, I&#39;m avoiding the stock altogether.</p><p><i>This article is written by </i><i>Pinxter Analytics</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Has An Elon Musk Problem</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 Has An Elon Musk Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4549186-tesla-has-an-elon-musk-problem><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.But with their currently-high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4549186-tesla-has-an-elon-musk-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4549186-tesla-has-an-elon-musk-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278672309","content_text":"SummaryTesla's growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.But with their currently-high valuation relative to peers directly tied, I believe, to Elon Musk's involvement with the company - recent events may change that.As a result, I evaluate the company's current fair value and believe it is lower enough to avoid the company altogether until it reaches more realistic levels.Justin SullivanTesla (NASDAQ:TSLA) is an interesting growth story and one for the ages. After staring bankruptcy straight in the eyes several times, according to CEO Elon Musk, they ended up as one of the biggest success stories in earlymarket penetration and scaling up capacity around the globe in record time.Just like other once-startups in an emerging new industry, however, there are always issues with how to value a company like Tesla. And going one step forward - what influence does the presence of a revolutionary mind like that of Elon Musk have on the stocks share price and subsequent valuation.While the company is the only current all-electric vehicle manufacturer with the capacity to meet the demand around the globe, I still believe that there is significant premium to the company's valuation due to its association with Mr. Musk and that if you take him out of the equation - while the company will still do remarkably well and continue to grow, their valuation may be excessive.Let's dissect what I mean by excessive and the implications of such.Tesla's Advantage Is ClearWhile the company is facing increasing competitive pressures from nearly all automobile manufacturers around the globe, they still remain the only company which currently has the capacity to manufacture and deliver hundreds of thousands of all-electric vehicles. While there are some exceptions to this with Chinese-based companies, I'll discuss that later.This means that when a company like Hertz (HTZ) wants to cut their maintenance and fuel consumption surcharges and puts in an order for 100,000 all-electric cars - they really only have one option if they want them delivered within a year or two. And that's exactly what they did.US EV Sales - 2022 YTD (Electrek US EV Sales Tracker)Even while other companies like Ford (F), General Motors (GM), Toyota Motor (TM) have ramped up production of their all-electric and plug-in hybrid vehicles, they still remain well behind in their capacity for delivery.Furthermore, even though most other companies are catching up on this as time goes by, Tesla still has built-in technological advantages like automated driving capabilities, vehicle control technologies, supercharging stations and others. These aren't only just for tech geeks who want to make an investment in the company's current lead in the race for autonomous driving, the vehicle mileage and performance is on the top of consumers' minds as they think of which all-electric vehicle they want to purchase.Tesla's Growth Is AstonishingIt's not just that the company has an advantage in their ability to deliver more than their competitors - it's that they're actually increasing deliveries almost every quarter, on average, and they're expected to maintain this growth for quite some time.They're doing this by opening manufacturing plants outside of the United States in fast growing markets in the Asia-Pacific region and the European Union and the United Kingdom. While the full capacity of their Shanghai and Germany plants were slightly hindered by the COVID-19 pandemic closures, they're on tap to make record deliveries once more this year.Tesla Vehicle Sales by Quarter (Statista - Sales Visualization)As we can see, the company has made nearly as many deliveries of their new all-electric vehicles, mostly the Model 3 and Model Y, in the first 3 quarters of this year as they did in the entirety of last year and are set to deliver well over one million vehicles in 2022.While they're growing these figures with new plants, other companies are struggling to increase capacity and convert existing manufacturing facilities in the United States to manufacture their own versions of all-electric vehicles.That's why I believe Tesla's growth story is far from over, and we can see that in the company's current projections for the coming years.Future Growth Is Strong, But...While the company is projected to deliver almost 2 million vehicles in 2023, there are some negative factors which stand in the way of future growth for the company, even if they seem to be minor in the grand scheme of things.Firstly, there's increased competition. While this may not mean much for Tesla in the near term, it certainly will mean a lot in the longer term. There are hundreds of new all-electric and plug-in hybrid models hitting the streets (pun intended) in the coming years and while that may not do much for a few years, it's bound to cut into their market share.In fact, that's already been happening. While their cars are not sold in the United States or in major markets (in significant numbers, in any case) outside of the People's Republic of China, BYD (OTCPK:BYDDF) has seen their market share double in the global all-electric vehicle sales and now stand at 11% while Tesla has decreased to about 19% in the latest report of YTD figures in 2022.H1 2022 EV Sales by Company (InsideEVs EV Sales)Even with these global sales and market share figures, the company is still projected to do very well, as you can see by the company's current projections for sales and earnings.Tesla Sales Growth Projections (Seeking Alpha)But there's still this issue.The Elon Musk ProblemI know, I know, I bore you with details about the company before getting to the issue at hand. But context here is very important.The company does have things it can do, which don't require some magical solution by the contrarian-thinking Elon Musk - things like lowering their prices to outmaneuver other companies introducing high-end (ish) all-electric vehicles and things of that nature. But there's still an issue.The issue is Elon Musk. While most of the world was struggling with updating the technology in regular automobiles, he was 10 steps ahead with battery technology advancements, technological advancements, EV range increases, charging station expansions and many other things.This forward-thinking vision is exactly what made Tesla the hype (rightfully so, not in a bad way) which it is today and I don't believe the company will be where it is today without him. But for how long is he going to stay?Twitter Is Hardly The Only IssueAs we've seen with Jack Dorsey when he operated both Square (SQ) and Twitter (TWTR), it's nearly impossible to run multiple companies at once and do a great job at all of them, even if you're Elon Musk.While Mr. Musk runs Tesla's as its chief-product-officer, as he dubs himself, he also runs SpaceX (SPACE), The Boring Company, SolarCity (part of Tesla) and other AI (artificial intelligence) companies and he now picked up Twitter.While he did sell a significant portion of his Tesla stock to do so, diluting his ownership, it's the hands-off approach I think is coming to Tesla which can hurt valuation. Not only is there a board which can hold this work ethic accountable for the time spent elsewhere, it's about where he spends most of his time.During the company's near-bankruptcy times a few years back, Elon Musk notoriously slept on the factory floor to make sure production headwinds were dealt with and it was undoubtedly one of the reasons employees, officers and other mangers managed to get the job done and get vehicles out for delivery.Can Elon Must continue to do that now?Eventually He Has To Make A ChoiceRight now, I believe that Tesla is no longer a priority for Mr. Musk, and that the following companies will take precedent:1 -Twitter: With Elon Musk's personal crusade and fortune tied into this acquisition, it's hardly a stretch to think that he'll need to spend a lot of time building the company into something which can potentially be profitable. Since 2021, a lot of the folks who he presumably wants to bring back to Twitter (I won't mention names since I don't want the article to turn political, but unless you've been living in a cave for the past 3 years - you know who I mean) have found other platforms and have since gravitated away.Especially since he plans to fire 75% of the company's employees, he'll need to have a hands-on approach if he wants to steer this mega tech company to a place where it can generate meaningful growth or profits in the years to come.2 -SpaceX: With the world of space exploration just beginning, and the company's recent advancements in rocket technologies, the company has been experiencing increased demand and this too requires a hands on approach to work with the engineers to solve the seemingly endless headwinds they face trying to colonize other planets, set up the Starlink network and more.This means, I believe, that outside of the near full-time job of running Twitter, that Mr. Musk will be spending a near full-time job equivalent of time at SpaceX in order to make these futuristic technologies and products work.3 -The Boring Company & Neuralink: While these companies have not been as high profile as Mr. Musk's other ones, recent news that the company is battling deadlines and postponing show-and-tell events further eludes or confirms that the companies are facing some difficulties taking off.Since Mr. Musk has been actively taking part in these companies and their issues, it's apparent to me that he's going to continue to spend time with these companies, which will further take time away from Tesla.So What's The Problem Exactly?The problem is the company's valuation.As we've seen with sales, growth is projected to slow over the next decade since competitive pressures are mounting and that's true for net income as well, especially if the company will need to lower prices in order to compete.Earnings Per Share Multiples - ComparisonTesla is currently trading at 30x to 50x forward earnings per share projections while they're expected to report slowing growth and a decline by 2027 due to certain estimates that tax credits end and various other factors coming in.EPS Projections & FWD P/E Ratio (Seeking Alpha)While these may not seem excessive, companies like Ford with a projected 25% increase in EPS this year are trading at around 7x forward earnings. Toyota Motors with a longer term EPS growth projection of 5-6% are trading at around 9x forward earnings.Sales Multiples - ComparisonIf we want to look at sales as an indication, things get even more interesting. Comparing Tesla's sales growth to that of BYD's, the company's closest competitor by unit sales volume, there's a stark difference in valuation.BYD Sales Growth / Multiples (Seeking Alpha)TSLA Sales Growth / Multiples (Seeking Alpha)The difference here is quite astonishing. With nearly identical growth, Tesla is trading at 4.5x to 8x sales multiples while BYD is trading at 0.7x to 1.3x.This is due in part to the enthusiasm and trust around Elon Musk's ability to solve issues and come up with product improvements, as his title so suggests. Without him at the helm, I have no doubt that the company can succeed, but can they do so at a valuation 3-4 times as high as other companies with somewhat similar growth projection? I'm just not sure.Conclusion, If There Is OneIs Tesla a good company which currently has a near monopoly on US all-electric vehicle sales with ramping up production in the Asia-Pacific and European Union and United Kingdom regions? Absolutely yes.Will they continue to grow their long-term sales at low to mid double digits over the next decade? Most likely.But with increasing competitive pressures from existing companies, near-certain Model 3 and Model Y pricing cuts and a sluggish sales prospect in China due to increasing competitive pressures from geopolitical forces, the company is going to need the ingenuity of the person who made them what they are today.As Mr. Musk continued to take on more and more impossible projects, I don't believe that dedication is sustainable for Tesla and I believe that the company will see him having a more and more hands-off approach as he focused on the other monumental tasks ahead with Twitter, SpaceX, The Boring Company and Neuralink.This doesn't mean that the company's growth is in question - but it does mean that if we treat Tesla as a generic company growing at the pace they are, they may be valued quite significantly lower than they are right now. This also means that, historically, during period where the market underperforms, like during recessions or market slowdowns, these types of companies tend to underperform the broader market.While the company's growth is not in question, their valuation is. And as a result, I believe that their fair value lies lower than their current valuation. So while I do believe in their future, I'm avoiding the stock altogether.This article is written by Pinxter Analytics for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033055660,"gmtCreate":1646173710963,"gmtModify":1676534097330,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033055660","repostId":"1166187128","repostType":4,"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133730320,"gmtCreate":1621809463760,"gmtModify":1704362473495,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Pls reply and comment","listText":"Pls reply and comment","text":"Pls reply and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/133730320","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial&nbsp;</b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b>&nbsp;and&nbsp;<b>M&amp;T Bank</b>, in the fourth quarter of 2020.&nbsp;</p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</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>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 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\">\nHere Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","WFC":"富国银行","USB":"美国合众银行","BRK.B":"伯克希尔B","SYF":"Synchrony Financial"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196253561,"gmtCreate":1621061143653,"gmtModify":1704352611021,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/196253561","repostId":"1174509827","repostType":4,"repost":{"id":"1174509827","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1621004388,"share":"https://www.laohu8.com/m/news/1174509827?lang=&edition=full","pubTime":"2021-05-14 22:59","market":"us","language":"en","title":"Delta Mandates All New Employees Must Have COVID-19 Vaccinations","url":"https://stock-news.laohu8.com/highlight/detail?id=1174509827","media":"Benzinga","summary":"Delta Air Lines, Inc. DAL 4.24% has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.What Happened: The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that the new mandate will ensure its employees will not face a reprise of the health crisis.“Delta people have made great progress to achieve herd immunity within our workforce","content":"<p><b>Delta Air Lines, Inc.</b>&nbsp;DAL 4.24%&nbsp;has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.</p>\n<p><b>What Happened:</b>&nbsp;The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that&nbsp;the new mandate will ensure its employees will not face a reprise of the health crisis.</p>\n<p>“Delta people have made great progress to achieve herd immunity within our workforce, so to help us maintain that trajectory, we will be requiring all new hires in the U.S. to be vaccinated against COVID-19 unless they qualify for an accommodation,” said Elizabeth Ninomiya, manager of strategic communications. “This is an important move to protect our workforce and our customers as our business recovers and demand for air travel continues to rise.”</p>\n<p>Speaking on&nbsp;CNN, Delta CEO Ed Bastian clarified this mandate won't apply to current employees.</p>\n<p>“I am not going to mandate and force people if they have some specific reason why they don’t want to get vaccinated,” he said. “I am going to strongly encourage them that they understand the risks of not getting vaccinated.”</p>\n<p>However, he noted&nbsp;employees who are not vaccinated may be excluded from certain assignments, including international flights. He added that 60% of Delta’s workforce has at least one vaccine shot.</p>\n<p><i>Related Link:CDC Says Fully Vaccinated People Can Mostly Stop Wearing Masks</i></p>\n<p><b>Why It Matters:</b>&nbsp;Delta is the first U.S. carrier to announce it will only hire vaccinated individuals.The New York Timesreported&nbsp;<b>United Airlines Holdings&nbsp;Inc.</b>UAL 4.73%CEO Scott Kirby voiced his support for the idea in a video forum in January, but decided not to go forward because the carrier could not “realistically be the only company” to take this action.</p>\n<p>Although most schools in the U.S. require children to have certain vaccinations, there is no precedent for companies refusing to hire people based on their vaccination status.</p>\n<p>Current&nbsp;federal policy on employer-mandated vaccinations is focused on the rights of current employees, not potential hires.</p>\n<p>The Equal Employment Opportunity Commission (EEOC) issued&nbsp;guidancelast December stating companies “may encourage or possibly require COVID-19 vaccinations” of its workforce, provided their policies are in compliance with workplace laws including the Americans with Disabilities Act and Title VII of the Civil Rights Act of 1964 (Title VII).</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>Delta Mandates All New Employees Must Have COVID-19 Vaccinations</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\">\nDelta Mandates All New Employees Must Have COVID-19 Vaccinations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-14 22:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Delta Air Lines, Inc.</b>&nbsp;DAL 4.24%&nbsp;has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.</p>\n<p><b>What Happened:</b>&nbsp;The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that&nbsp;the new mandate will ensure its employees will not face a reprise of the health crisis.</p>\n<p>“Delta people have made great progress to achieve herd immunity within our workforce, so to help us maintain that trajectory, we will be requiring all new hires in the U.S. to be vaccinated against COVID-19 unless they qualify for an accommodation,” said Elizabeth Ninomiya, manager of strategic communications. “This is an important move to protect our workforce and our customers as our business recovers and demand for air travel continues to rise.”</p>\n<p>Speaking on&nbsp;CNN, Delta CEO Ed Bastian clarified this mandate won't apply to current employees.</p>\n<p>“I am not going to mandate and force people if they have some specific reason why they don’t want to get vaccinated,” he said. “I am going to strongly encourage them that they understand the risks of not getting vaccinated.”</p>\n<p>However, he noted&nbsp;employees who are not vaccinated may be excluded from certain assignments, including international flights. He added that 60% of Delta’s workforce has at least one vaccine shot.</p>\n<p><i>Related Link:CDC Says Fully Vaccinated People Can Mostly Stop Wearing Masks</i></p>\n<p><b>Why It Matters:</b>&nbsp;Delta is the first U.S. carrier to announce it will only hire vaccinated individuals.The New York Timesreported&nbsp;<b>United Airlines Holdings&nbsp;Inc.</b>UAL 4.73%CEO Scott Kirby voiced his support for the idea in a video forum in January, but decided not to go forward because the carrier could not “realistically be the only company” to take this action.</p>\n<p>Although most schools in the U.S. require children to have certain vaccinations, there is no precedent for companies refusing to hire people based on their vaccination status.</p>\n<p>Current&nbsp;federal policy on employer-mandated vaccinations is focused on the rights of current employees, not potential hires.</p>\n<p>The Equal Employment Opportunity Commission (EEOC) issued&nbsp;guidancelast December stating companies “may encourage or possibly require COVID-19 vaccinations” of its workforce, provided their policies are in compliance with workplace laws including the Americans with Disabilities Act and Title VII of the Civil Rights Act of 1964 (Title VII).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174509827","content_text":"Delta Air Lines, Inc. DAL 4.24% has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.\nWhat Happened: The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that the new mandate will ensure its employees will not face a reprise of the health crisis.\n“Delta people have made great progress to achieve herd immunity within our workforce, so to help us maintain that trajectory, we will be requiring all new hires in the U.S. to be vaccinated against COVID-19 unless they qualify for an accommodation,” said Elizabeth Ninomiya, manager of strategic communications. “This is an important move to protect our workforce and our customers as our business recovers and demand for air travel continues to rise.”\nSpeaking on CNN, Delta CEO Ed Bastian clarified this mandate won't apply to current employees.\n“I am not going to mandate and force people if they have some specific reason why they don’t want to get vaccinated,” he said. “I am going to strongly encourage them that they understand the risks of not getting vaccinated.”\nHowever, he noted employees who are not vaccinated may be excluded from certain assignments, including international flights. He added that 60% of Delta’s workforce has at least one vaccine shot.\nRelated Link:CDC Says Fully Vaccinated People Can Mostly Stop Wearing Masks\nWhy It Matters: Delta is the first U.S. carrier to announce it will only hire vaccinated individuals.The New York Timesreported United Airlines Holdings Inc.UAL 4.73%CEO Scott Kirby voiced his support for the idea in a video forum in January, but decided not to go forward because the carrier could not “realistically be the only company” to take this action.\nAlthough most schools in the U.S. require children to have certain vaccinations, there is no precedent for companies refusing to hire people based on their vaccination status.\nCurrent federal policy on employer-mandated vaccinations is focused on the rights of current employees, not potential hires.\nThe Equal Employment Opportunity Commission (EEOC) issued guidancelast December stating companies “may encourage or possibly require COVID-19 vaccinations” of its workforce, provided their policies are in compliance with workplace laws including the Americans with Disabilities Act and Title VII of the Civil Rights Act of 1964 (Title VII).","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574561075073580","authorId":"3574561075073580","name":"Vivavia","avatar":"https://static.tigerbbs.com/8d3f4a758009aa5ba42ecb7c1715cebf","crmLevel":3,"crmLevelSwitch":0},"content":"Reply comment pls","text":"Reply comment pls","html":"Reply comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109714342,"gmtCreate":1619731418386,"gmtModify":1704271368775,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/109714342","repostId":"1129981735","repostType":4,"repost":{"id":"1129981735","pubTimestamp":1619709258,"share":"https://www.laohu8.com/m/news/1129981735?lang=&edition=full","pubTime":"2021-04-29 23:14","market":"us","language":"en","title":"Forget Dogecoin -- These Stocks Could Go to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=1129981735","media":"Motley Fool","summary":"The cryptocurrency market has received a ton of attention recently. Since these assets don't produce","content":"<p>The cryptocurrency market has received a ton of attention recently. Since these assets don't produce any cash like regular businesses aim to, speculators can't value them in any traditional sense. But the power of social media can send some digital currencies, like<b>Dogecoin</b>, soaring astronomically for no real reason at all.</p>\n<p>It's not surprising that younger people in particular are attracted to cryptocurrencies. They view the digital assets as a way to get rich quickly, which is really nothing more than gambling. This could end badly for these folks.</p>\n<p>Over the long term, however, thestock markethas been shown to be an excellent tool for building sustainable wealth. So forget the useless meme cryptocurrency that is Dogecoin and focus instead on these two high-potential, high-growth companies that can make you rich over time.</p>\n<p><img src=\"https://static.tigerbbs.com/08d808fa5b40122dbb1f01f1141c2464\" tg-width=\"700\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p>\n<p>IMAGE SOURCE: GETTY IMAGES.</p>\n<p>1. Etsy</p>\n<p><b>Etsy</b>&nbsp;(NASDAQ:ETSY)is an e-commerce platform where shoppers go to find unique, handcrafted items they can't find anywhere else. With operations now insevendifferent countries, the company empowers entrepreneurs to follow their passions by helping them grow their small businesses.</p>\n<p>The success of Etsy's 4.4million&nbsp;sellersis&nbsp;noteworthy. In the U.S., for example, these domestic sellers added $13billion&nbsp;of GDP to the economy and created 2.6 million jobs. But the value proposition is also significant for Etsy's 81.9million&nbsp;buyers. In a company survey conducted last year, an eye-popping 88%of buyers agreed that Etsy had goods they couldn't find anywhere else.</p>\n<p>Although Etsy's marketplace has been expanding rapidly for many years, the onset of the pandemic led sales to skyrocket 111% in 2020 compared to 2019. Consumers flocked to the website last spring to purchase masks, but the company's largest productcategories&nbsp;during the year were home furnishings, personal accessories, and craft supplies.</p>\n<p>Etsy truly does offer a differentiated service and experience for both its sellers and buyers. Both groups understand the value they receive, which should support the company's growth for many years to come.</p>\n<p>Because Etsy is a marketplace business (it simply connects buyers and sellers and owns no inventory itself), profits can soar even faster than the top line. In 2020, net income increased 264%&nbsp;from the prior year, something shareholders can appreciate.</p>\n<p>Management believes the market for \"special\" goods (what Etsy is known for) is roughly $100billion&nbsp;in its six core markets (not including India). Based on $10.3billion&nbsp;in gross merchandise sales (GMS) last year, that's 10% of the total market. If we include the massive opportunity in India, it's easy to see how much room Etsy still has to grow.</p>\n<p>2. Roku</p>\n<p>Besides exciting growth,<b>Roku</b>&nbsp;(NASDAQ:ROKU)has two similarities to Etsy: It's a platform business, and it's also benefiting from a strong secular trend, this time in streaming entertainment.</p>\n<p>Roku's licensed smart TVs and connected devices bring together viewers, streaming companies, and advertisers. It seems like the number of streaming services out there continues to rise, so this is a way for consumers to have all of their options in one place.</p>\n<p>Furthermore, the fact that 70%of streaming is watched on TVs makes Roku a strategic partner for content companies looking to reach more customers and advertisers that want to target these same customers as traditional cable TV keeps declining.</p>\n<p>Roku's ecosystem is a win-win-win for all parties, and the pandemic's acceleration of streaming only cemented this. Revenue in the most recent quarter (ended Dec. 31st) rose 58% year-over-year, with activeaccountsnow totaling 51.2 million. Engagement is also through the roof -- those accounts watched a whopping 17 billion hours of shows and movies in the quarter.</p>\n<p>Asthe business continues to scale up, the gross and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margins expand meaningfully. The latter figure was 17.5%&nbsp;last quarter, a big uptick from being negative just two quarters earlier.</p>\n<p>It looks as though streaming is the way everyone will consume video in the future, and Roku stands to gain tremendously from this.</p>\n<p>Focus on what matters</p>\n<p>Unlike Dogecoin, Etsy and Roku are two legitimate business operations. They have huge expansion opportunities, which are further bolstered by their platform structures and network effects. And both deliver significant value to the various groups of users they serve.</p>\n<p>Some of the most successful and fastest-growing companies in recent times all have this trait, making it one of the best business models investors want to own. Forget about the latest cryptocurrency craze. Instead, stash your money in these stocks and be patient and willing to hold for the long term.</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>Forget Dogecoin -- These Stocks Could Go to the Moon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Dogecoin -- These Stocks Could Go to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/29/forget-dogecoin-these-stocks-could-go-to-the-moon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The cryptocurrency market has received a ton of attention recently. Since these assets don't produce any cash like regular businesses aim to, speculators can't value them in any traditional sense. But...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/29/forget-dogecoin-these-stocks-could-go-to-the-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/04/29/forget-dogecoin-these-stocks-could-go-to-the-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129981735","content_text":"The cryptocurrency market has received a ton of attention recently. Since these assets don't produce any cash like regular businesses aim to, speculators can't value them in any traditional sense. But the power of social media can send some digital currencies, likeDogecoin, soaring astronomically for no real reason at all.\nIt's not surprising that younger people in particular are attracted to cryptocurrencies. They view the digital assets as a way to get rich quickly, which is really nothing more than gambling. This could end badly for these folks.\nOver the long term, however, thestock markethas been shown to be an excellent tool for building sustainable wealth. So forget the useless meme cryptocurrency that is Dogecoin and focus instead on these two high-potential, high-growth companies that can make you rich over time.\n\nIMAGE SOURCE: GETTY IMAGES.\n1. Etsy\nEtsy (NASDAQ:ETSY)is an e-commerce platform where shoppers go to find unique, handcrafted items they can't find anywhere else. With operations now insevendifferent countries, the company empowers entrepreneurs to follow their passions by helping them grow their small businesses.\nThe success of Etsy's 4.4million sellersis noteworthy. In the U.S., for example, these domestic sellers added $13billion of GDP to the economy and created 2.6 million jobs. But the value proposition is also significant for Etsy's 81.9million buyers. In a company survey conducted last year, an eye-popping 88%of buyers agreed that Etsy had goods they couldn't find anywhere else.\nAlthough Etsy's marketplace has been expanding rapidly for many years, the onset of the pandemic led sales to skyrocket 111% in 2020 compared to 2019. Consumers flocked to the website last spring to purchase masks, but the company's largest productcategories during the year were home furnishings, personal accessories, and craft supplies.\nEtsy truly does offer a differentiated service and experience for both its sellers and buyers. Both groups understand the value they receive, which should support the company's growth for many years to come.\nBecause Etsy is a marketplace business (it simply connects buyers and sellers and owns no inventory itself), profits can soar even faster than the top line. In 2020, net income increased 264% from the prior year, something shareholders can appreciate.\nManagement believes the market for \"special\" goods (what Etsy is known for) is roughly $100billion in its six core markets (not including India). Based on $10.3billion in gross merchandise sales (GMS) last year, that's 10% of the total market. If we include the massive opportunity in India, it's easy to see how much room Etsy still has to grow.\n2. Roku\nBesides exciting growth,Roku (NASDAQ:ROKU)has two similarities to Etsy: It's a platform business, and it's also benefiting from a strong secular trend, this time in streaming entertainment.\nRoku's licensed smart TVs and connected devices bring together viewers, streaming companies, and advertisers. It seems like the number of streaming services out there continues to rise, so this is a way for consumers to have all of their options in one place.\nFurthermore, the fact that 70%of streaming is watched on TVs makes Roku a strategic partner for content companies looking to reach more customers and advertisers that want to target these same customers as traditional cable TV keeps declining.\nRoku's ecosystem is a win-win-win for all parties, and the pandemic's acceleration of streaming only cemented this. Revenue in the most recent quarter (ended Dec. 31st) rose 58% year-over-year, with activeaccountsnow totaling 51.2 million. Engagement is also through the roof -- those accounts watched a whopping 17 billion hours of shows and movies in the quarter.\nAsthe business continues to scale up, the gross and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margins expand meaningfully. The latter figure was 17.5% last quarter, a big uptick from being negative just two quarters earlier.\nIt looks as though streaming is the way everyone will consume video in the future, and Roku stands to gain tremendously from this.\nFocus on what matters\nUnlike Dogecoin, Etsy and Roku are two legitimate business operations. They have huge expansion opportunities, which are further bolstered by their platform structures and network effects. And both deliver significant value to the various groups of users they serve.\nSome of the most successful and fastest-growing companies in recent times all have this trait, making it one of the best business models investors want to own. Forget about the latest cryptocurrency craze. Instead, stash your money in these stocks and be patient and willing to hold for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":9942187966,"gmtCreate":1681163934455,"gmtModify":1681163938308,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942187966","repostId":"2326169605","repostType":2,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951925618,"gmtCreate":1673388957335,"gmtModify":1676538827920,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951925618","repostId":"1150400563","repostType":4,"repost":{"id":"1150400563","pubTimestamp":1673359337,"share":"https://www.laohu8.com/m/news/1150400563?lang=&edition=full","pubTime":"2023-01-10 22:02","market":"us","language":"en","title":"Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition","url":"https://stock-news.laohu8.com/highlight/detail?id=1150400563","media":"The Wall Street Journal","summary":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/76f4b771dee982b9c4ca47490cef716f\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.</p><p>“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”</p><p>The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.</p><p>Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.</p><p>The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.</p><p>Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.</p><p>The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.</p><p>Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”</p><p>Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.</p><p>In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”</p><p>In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.</p><p>Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.</p><p>“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition</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\">\nJerome Powell Says Bringing Down Inflation Could Fuel Political Opposition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150400563","content_text":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964605436,"gmtCreate":1670126418226,"gmtModify":1676538307473,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"nio","listText":"nio","text":"nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9964605436","repostId":"2288925832","repostType":4,"repost":{"id":"2288925832","pubTimestamp":1670121245,"share":"https://www.laohu8.com/m/news/2288925832?lang=&edition=full","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote><p>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;</p><p>We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.</p><p>While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;</p><p>NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO And XPeng: Don't Choose The One Getting Squeezed Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4509":"腾讯概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","09866":"蔚来-SW","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980101169,"gmtCreate":1665667757352,"gmtModify":1676537645753,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980101169","repostId":"1174256425","repostType":2,"repost":{"id":"1174256425","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":1665674838,"share":"https://www.laohu8.com/m/news/1174256425?lang=&edition=full","pubTime":"2022-10-13 23:27","market":"us","language":"en","title":"September CPI Rises More Than Expected; Core CPI Rises to 40-Year High","url":"https://stock-news.laohu8.com/highlight/detail?id=1174256425","media":"Tiger Newspress","summary":"Core consumer price index jumps to 40-year highThe numbers: The cost of living rose 0.4% in Septembe","content":"<html><head></head><body><p>Core consumer price index jumps to 40-year high</p><p>The numbers: The cost of living rose 0.4% in September and pointed to high inflation persisting through the end of the year, reinforcing the view the Federal Reserve will keep raising interest rates aggressively to try to curb rampant price increases.</p><p>Economists polled by The Wall Street Journal had forecast a 0.3% increase.</p><p>The yearly rate of inflation slipped to 8.2 from 8.3%. Inflation peaked at a nearly 41-year high of 9.1% in June.</p><p>In another worrisome sign, the so-called core rate of inflation that omits food and energy prices jumped a sharp 0.6%. Wall Street had forecast a 0.4% gain.</p><p>The increase in the core rate over the past year climbed to a new peak of 6.6% from 6.3%, marking the biggest gain in 40 years.</p><p>The Fed views the core rate as a more accurate measure of future inflation trends.</p><p>The cost of staples such as food, rent, medical care and new cars all rose last month.</p><p>Inflation rose an average of less than 2% a year in the decade preceding the pandemic.</p><p>Still, the higher cost of borrowing is expected to weaken the economy over the next year and pull inflation lower. Prices tend to fall when consumers spend less and demand for goods and services dry up.</p><p>The Fed may have to raise rates so high to beat back inflation, however, that it could tip the economy into recession. The annual rate of inflation is more than quadruple the pre-pandemic levels of less than 2%.</p><p>Top officials signaled they will do what it takes to beat down inflation -- even at the cost of recession -- at the Fed&#39;s last big meeting in September.</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>September CPI Rises More Than Expected; Core CPI Rises to 40-Year High</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\">\nSeptember CPI Rises More Than Expected; Core CPI Rises to 40-Year High\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\">2022-10-13 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Core consumer price index jumps to 40-year high</p><p>The numbers: The cost of living rose 0.4% in September and pointed to high inflation persisting through the end of the year, reinforcing the view the Federal Reserve will keep raising interest rates aggressively to try to curb rampant price increases.</p><p>Economists polled by The Wall Street Journal had forecast a 0.3% increase.</p><p>The yearly rate of inflation slipped to 8.2 from 8.3%. Inflation peaked at a nearly 41-year high of 9.1% in June.</p><p>In another worrisome sign, the so-called core rate of inflation that omits food and energy prices jumped a sharp 0.6%. Wall Street had forecast a 0.4% gain.</p><p>The increase in the core rate over the past year climbed to a new peak of 6.6% from 6.3%, marking the biggest gain in 40 years.</p><p>The Fed views the core rate as a more accurate measure of future inflation trends.</p><p>The cost of staples such as food, rent, medical care and new cars all rose last month.</p><p>Inflation rose an average of less than 2% a year in the decade preceding the pandemic.</p><p>Still, the higher cost of borrowing is expected to weaken the economy over the next year and pull inflation lower. Prices tend to fall when consumers spend less and demand for goods and services dry up.</p><p>The Fed may have to raise rates so high to beat back inflation, however, that it could tip the economy into recession. The annual rate of inflation is more than quadruple the pre-pandemic levels of less than 2%.</p><p>Top officials signaled they will do what it takes to beat down inflation -- even at the cost of recession -- at the Fed&#39;s last big meeting in September.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174256425","content_text":"Core consumer price index jumps to 40-year highThe numbers: The cost of living rose 0.4% in September and pointed to high inflation persisting through the end of the year, reinforcing the view the Federal Reserve will keep raising interest rates aggressively to try to curb rampant price increases.Economists polled by The Wall Street Journal had forecast a 0.3% increase.The yearly rate of inflation slipped to 8.2 from 8.3%. Inflation peaked at a nearly 41-year high of 9.1% in June.In another worrisome sign, the so-called core rate of inflation that omits food and energy prices jumped a sharp 0.6%. Wall Street had forecast a 0.4% gain.The increase in the core rate over the past year climbed to a new peak of 6.6% from 6.3%, marking the biggest gain in 40 years.The Fed views the core rate as a more accurate measure of future inflation trends.The cost of staples such as food, rent, medical care and new cars all rose last month.Inflation rose an average of less than 2% a year in the decade preceding the pandemic.Still, the higher cost of borrowing is expected to weaken the economy over the next year and pull inflation lower. Prices tend to fall when consumers spend less and demand for goods and services dry up.The Fed may have to raise rates so high to beat back inflation, however, that it could tip the economy into recession. The annual rate of inflation is more than quadruple the pre-pandemic levels of less than 2%.Top officials signaled they will do what it takes to beat down inflation -- even at the cost of recession -- at the Fed's last big meeting in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138775214,"gmtCreate":1621981505438,"gmtModify":1704365321980,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and reply pls","listText":"Like and reply pls","text":"Like and reply pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/138775214","repostId":"2138193481","repostType":4,"repost":{"id":"2138193481","pubTimestamp":1621955848,"share":"https://www.laohu8.com/m/news/2138193481?lang=&edition=full","pubTime":"2021-05-25 23:17","market":"us","language":"en","title":"Truist Insurance Inks Deal to Buy Constellation Affiliated Partners","url":"https://stock-news.laohu8.com/highlight/detail?id=2138193481","media":"SmarterAnalyst","summary":"Truist Insurance Holdings, Inc. a subsidiary of Truist Financial Corporation (TFC) has inked a deal ","content":"<p>Truist Insurance Holdings, Inc. a subsidiary of Truist Financial Corporation (<b>TFC</b>) has inked a deal to buy Constellation Affiliated Partners from Redbird Capital Partners. Terms of the deal were not disclosed.</p><p>Truist Insurance Holdings, Inc is a leading insurance broker and Constellation Affiliated Partners is an insurance distribution platform operating seven managing general agents (MGAs) and program managers.</p><p>Constellation Affiliated Partners will become a part of the Truist Insurance Holdings’ CRC Group, and upon completion of the deal, Constellation is expected to contribute around $160 million in annual revenue to the Wholesale division. (See Truist Financial stock analysis on TipRanks)</p><p>Commenting on the acquisition, John Howard, Chairman and CEO of Truist Insurance Holdings stated, “It significantly expands our wholesale division, allowing us to double our programs business, and brings greater diversity to the types of programs we can provide clients by adding their complementary offerings.”</p><p>Recently, Wells Fargo analyst&nbsp;Mike Mayo&nbsp;maintained a Buy rating on the stock and said “Insurance supports our thesis that the merger that formed Truist should produce greater than expected synergies, esp. after our meeting today with the head of this business (John Howard).”</p><p>Mayo added “Truist has <a href=\"https://laohu8.com/S/AONE\">one</a> of banking’s best footprints, in our opinion. The franchise reflects fast growing markets, and we view their management team approach as best-of-breed, given prior management of BB&amp;T running community banking, and prior management of SunTrust running wholesale. The cost savings ahead due to the merger is also a differentiating factor, resulting in a strong self-help story, in our view.”</p><p>Mayo assigned Truist a price target of $74, which implies 20.9% upside potential to current levels. Shares of TFC have gained 29.7% year-to-date.</p><p>The rest of the Street is cautiously optimistic about the stock with a Moderate Buy consensus rating. That’s based on 6 Buys versus 9 Holds. The average analyst&nbsp;price target of $64.93&nbsp;implies 6.1% upside potential to current levels.</p><p>According to TipRanks’&nbsp;Smart Score&nbsp;system, Truist gets a 5 out of 10, which indicates that the stock is likely to perform in line with market averages.</p><p><img src=\"https://s1.yimg.com/uu/api/res/1.2/lGBeDU2Lg3EMZljdASKsFw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/smarteranalyst_347/21800b2a54efe6a14e133fab4b18c3a1\" tg-width=\"602\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Truist Insurance Inks Deal to Buy Constellation Affiliated Partners</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\">\nTruist Insurance Inks Deal to Buy Constellation Affiliated Partners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/truist-insurance-inks-deal-buy-145028911.html><strong>SmarterAnalyst</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Truist Insurance Holdings, Inc. a subsidiary of Truist Financial Corporation (TFC) has inked a deal to buy Constellation Affiliated Partners from Redbird Capital Partners. Terms of the deal were not ...</p>\n\n<a href=\"https://finance.yahoo.com/news/truist-insurance-inks-deal-buy-145028911.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STZ":"星座品牌","STZ.B":"Constellation Brands Inc","TFC":"Truist Financial Corp"},"source_url":"https://finance.yahoo.com/news/truist-insurance-inks-deal-buy-145028911.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138193481","content_text":"Truist Insurance Holdings, Inc. a subsidiary of Truist Financial Corporation (TFC) has inked a deal to buy Constellation Affiliated Partners from Redbird Capital Partners. Terms of the deal were not disclosed.Truist Insurance Holdings, Inc is a leading insurance broker and Constellation Affiliated Partners is an insurance distribution platform operating seven managing general agents (MGAs) and program managers.Constellation Affiliated Partners will become a part of the Truist Insurance Holdings’ CRC Group, and upon completion of the deal, Constellation is expected to contribute around $160 million in annual revenue to the Wholesale division. (See Truist Financial stock analysis on TipRanks)Commenting on the acquisition, John Howard, Chairman and CEO of Truist Insurance Holdings stated, “It significantly expands our wholesale division, allowing us to double our programs business, and brings greater diversity to the types of programs we can provide clients by adding their complementary offerings.”Recently, Wells Fargo analyst Mike Mayo maintained a Buy rating on the stock and said “Insurance supports our thesis that the merger that formed Truist should produce greater than expected synergies, esp. after our meeting today with the head of this business (John Howard).”Mayo added “Truist has one of banking’s best footprints, in our opinion. The franchise reflects fast growing markets, and we view their management team approach as best-of-breed, given prior management of BB&T running community banking, and prior management of SunTrust running wholesale. The cost savings ahead due to the merger is also a differentiating factor, resulting in a strong self-help story, in our view.”Mayo assigned Truist a price target of $74, which implies 20.9% upside potential to current levels. Shares of TFC have gained 29.7% year-to-date.The rest of the Street is cautiously optimistic about the stock with a Moderate Buy consensus rating. That’s based on 6 Buys versus 9 Holds. The average analyst price target of $64.93 implies 6.1% upside potential to current levels.According to TipRanks’ Smart Score system, Truist gets a 5 out of 10, which indicates that the stock is likely to perform in line with market averages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196792276,"gmtCreate":1621119871295,"gmtModify":1704352938938,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/196792276","repostId":"1174509827","repostType":4,"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953571289,"gmtCreate":1673302597841,"gmtModify":1676538813761,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953571289","repostId":"1177891991","repostType":4,"repost":{"id":"1177891991","pubTimestamp":1673277573,"share":"https://www.laohu8.com/m/news/1177891991?lang=&edition=full","pubTime":"2023-01-09 23:19","market":"us","language":"en","title":"Top Calls on Wall Street: Uber, Oracle, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1177891991","media":"TheFly","summary":"Top 5 Upgrades:BofA analyst Curtis Nagle upgraded Zillow(Z) to Buy from Underperform with a price ta","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>BofA analyst Curtis Nagle upgraded <b>Zillow</b>(Z) to Buy from Underperform with a price target of $42, up from $22. Nagle believes the real estate market may trough in early 2023 even though fundamentals still remain challenged and is more confident that growth can return to double digits in 2024 on improving affordability, the analyst tells investors in a research note.</li><li>Piper Sandler analyst Alexander Potter upgraded <b>Uber Technologies</b>(UBER) to Overweight from Neutral with a price target of $33, up from $31. Vehicle prices are near all-time highs, and a quick reversion to historical pricing seems unlikely, Potter tells investors in a research note. As a result, he thinks &#34;cash-strapped&#34; consumers will increasingly opt to hail rides instead of trying to replace old cars.</li><li>Piper Sandler analyst Brent Bracelin upgraded <b>Oracle</b>(ORCL) to Overweight from Neutral with a price target of $104, up from $85. The analyst sees room for both earnings and multiple expansion as Oracle&#39;s acceleration to double-digit earnings growth materializes.</li><li>Morgan Stanley analyst Ravi Shanker upgraded <b>Saia</b>(SAIA) to Equal Weight from Underweight with an unchanged price target of $185. Shanker, who believes that &#34;Trucking is the best place to be in Transports in 2023,&#34; thinks the stock is now close to fair value and will see a return of investor interest if the less-than-truckload cycle inflects positively.</li><li>KeyBanc analyst Josh Beck upgraded <b>Visa</b>(V) and <b>MasterCard</b>(MA) to Overweight from Sector Weight with price targets of $210 and $425, respectively. The analyst says his prior travel-related dislocation concerns have faded and that new flows beyond consumer card are improving the company&#39;s diversification and growth durability.</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>Truist analyst Joel Fishbein downgraded <b>ServiceNow</b>(NOW) to Hold from Buy with a price target of $420, down from $525. The company&#39;s ascendance over the course of the last decade has been remarkable from both a business and a stock perspective, but too many investors are buying the story for what they have done in the past versus what the company will do going forward, the analyst tells investors in a research note.</li><li>Piper Sandler analyst Alexander Potter downgraded <b>DoorDash</b>(DASH) to Underweight from Neutral with a price target of $40, down from $227. While a beneficiary of increasing labor supply, DoorDash does not benefit from growing demand for ride-hailing, the analyst said, adding that he believes DoorDash &#34;will face more recessionary pressure on revenue.&#34;</li><li>KeyBanc analyst Josh Beck downgraded <b>PayPal</b>(PYPL) to Sector Weight from Overweight with a fair value estimate of $80, down from $100. The analyst says sustained share gain of the branded PayPal is likely to be increasingly difficult as the company is facing intensified competition from Apple (AAPL) Pay, Shop Pay and buy now pay later.</li><li>Jefferies analyst David Katz downgraded <b>Penn Entertainment</b>(PENN) to Hold from Buy with a price target of $34, down from $50. In the context of a recession, gaming stocks &#34;will likely remain rangebound and out of favor,&#34; so Katz is narrowing focus to stocks with &#34;a clear path to growth amidst a recession,&#34; with a continued preference for Las Vegas and Macau as well as regional operators with an identified growth pipeline. The analyst also downgrades Sportradar (SRAD) to Hold from Buy.</li><li>Jefferies analyst Ashley Helgans downgraded <b>e.l.f. Beauty</b>(ELF) to Hold from Buy. The downgrade is based primarily on valuation, as Helgans sees the risk/reward as balanced, the analyst tells investors in a research note.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>Jefferies analyst Trevor Williams initiated coverage of <b>Coinbase</b>(COIN) with a Hold rating and $35 price target. While Coinbase&#39;s premium brand, scale, and &#34;healthy&#34; balance sheet should enable it to weather the industry-wide fallout from FTX&#39;s collapse, Williams still sees &#34;a steep climb to Street estimates in FY25,&#34; which he believes embed a recovery in Bitcoin to a price around $25,000.</li><li>MoffettNathanson analyst Jackson Ader initiated coverage of <b>Paycom</b>(PAYC) with an Underperform rating and $310 price target. Ader argues that &#34;at the poles,&#34; current multiples imply &#34;too much optimism&#34; for Paycom and &#34;too much pain&#34; for Workday (WDAY), which he started with an Outperform rating.</li><li>Jefferies analyst John Colantuoni initiated coverage of <b>DoorDash</b>with an Underperform rating and $37 price target. Colantuoni estimates DoorDash&#39;s market share in U.S. Restaurant Delivery increased from 18% in 2018 to 56% in 2022, but expects share gains to slow given past gains came from players that are now much smaller. The analyst also assumed coverage of Uber with a Buy rating and $38 price target, and Lyft (LYFT) with a Hold rating and $12 price target.</li><li>JPMorgan analyst Brian Ossenbeck initiated coverage of <b>RXO Inc.</b>(RXO) with a Neutral rating and $19 price target. The analyst believes 2023 will prove more challenging for truckload brokers as freight market conditions are more balanced and spreads between spot and contract rates normalize from the widest on record.</li><li>MoffettNathanson analyst Jackson Ader initiated coverage of <b>Ceridian</b>(CDAY) with a Market Perform rating and $68 price target. On the Human Capital Management, or HCM space broadly, Ader argues that strength in 2022 may &#34;portend later cycle impact in 2023&#34; after the group &#34;held up remarkably well relative to the rest of software in 2022 from both a trading and a fundamental perspective.&#34;</li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Uber, Oracle, Coinbase and More</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\">\nTop Calls on Wall Street: Uber, Oracle, Coinbase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3642175&headline=Z;ZG;UBER;ORCL;SAIA;V;MA;NOW;DASH;PYPL;AAPL;PENN;SRAD;ELF;COIN;PAYC;LYFT;RXO;CDAY;WDAY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:BofA analyst Curtis Nagle upgraded Zillow(Z) to Buy from Underperform with a price target of $42, up from $22. Nagle believes the real estate market may trough in early 2023 even though...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3642175&headline=Z;ZG;UBER;ORCL;SAIA;V;MA;NOW;DASH;PYPL;AAPL;PENN;SRAD;ELF;COIN;PAYC;LYFT;RXO;CDAY;WDAY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","COIN":"Coinbase Global, Inc.","UBER":"优步"},"source_url":"https://thefly.com/landingPageNews.php?id=3642175&headline=Z;ZG;UBER;ORCL;SAIA;V;MA;NOW;DASH;PYPL;AAPL;PENN;SRAD;ELF;COIN;PAYC;LYFT;RXO;CDAY;WDAY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177891991","content_text":"Top 5 Upgrades:BofA analyst Curtis Nagle upgraded Zillow(Z) to Buy from Underperform with a price target of $42, up from $22. Nagle believes the real estate market may trough in early 2023 even though fundamentals still remain challenged and is more confident that growth can return to double digits in 2024 on improving affordability, the analyst tells investors in a research note.Piper Sandler analyst Alexander Potter upgraded Uber Technologies(UBER) to Overweight from Neutral with a price target of $33, up from $31. Vehicle prices are near all-time highs, and a quick reversion to historical pricing seems unlikely, Potter tells investors in a research note. As a result, he thinks \"cash-strapped\" consumers will increasingly opt to hail rides instead of trying to replace old cars.Piper Sandler analyst Brent Bracelin upgraded Oracle(ORCL) to Overweight from Neutral with a price target of $104, up from $85. The analyst sees room for both earnings and multiple expansion as Oracle's acceleration to double-digit earnings growth materializes.Morgan Stanley analyst Ravi Shanker upgraded Saia(SAIA) to Equal Weight from Underweight with an unchanged price target of $185. Shanker, who believes that \"Trucking is the best place to be in Transports in 2023,\" thinks the stock is now close to fair value and will see a return of investor interest if the less-than-truckload cycle inflects positively.KeyBanc analyst Josh Beck upgraded Visa(V) and MasterCard(MA) to Overweight from Sector Weight with price targets of $210 and $425, respectively. The analyst says his prior travel-related dislocation concerns have faded and that new flows beyond consumer card are improving the company's diversification and growth durability.Top 5 Downgrades:Truist analyst Joel Fishbein downgraded ServiceNow(NOW) to Hold from Buy with a price target of $420, down from $525. The company's ascendance over the course of the last decade has been remarkable from both a business and a stock perspective, but too many investors are buying the story for what they have done in the past versus what the company will do going forward, the analyst tells investors in a research note.Piper Sandler analyst Alexander Potter downgraded DoorDash(DASH) to Underweight from Neutral with a price target of $40, down from $227. While a beneficiary of increasing labor supply, DoorDash does not benefit from growing demand for ride-hailing, the analyst said, adding that he believes DoorDash \"will face more recessionary pressure on revenue.\"KeyBanc analyst Josh Beck downgraded PayPal(PYPL) to Sector Weight from Overweight with a fair value estimate of $80, down from $100. The analyst says sustained share gain of the branded PayPal is likely to be increasingly difficult as the company is facing intensified competition from Apple (AAPL) Pay, Shop Pay and buy now pay later.Jefferies analyst David Katz downgraded Penn Entertainment(PENN) to Hold from Buy with a price target of $34, down from $50. In the context of a recession, gaming stocks \"will likely remain rangebound and out of favor,\" so Katz is narrowing focus to stocks with \"a clear path to growth amidst a recession,\" with a continued preference for Las Vegas and Macau as well as regional operators with an identified growth pipeline. The analyst also downgrades Sportradar (SRAD) to Hold from Buy.Jefferies analyst Ashley Helgans downgraded e.l.f. Beauty(ELF) to Hold from Buy. The downgrade is based primarily on valuation, as Helgans sees the risk/reward as balanced, the analyst tells investors in a research note.Top 5 Initiations:Jefferies analyst Trevor Williams initiated coverage of Coinbase(COIN) with a Hold rating and $35 price target. While Coinbase's premium brand, scale, and \"healthy\" balance sheet should enable it to weather the industry-wide fallout from FTX's collapse, Williams still sees \"a steep climb to Street estimates in FY25,\" which he believes embed a recovery in Bitcoin to a price around $25,000.MoffettNathanson analyst Jackson Ader initiated coverage of Paycom(PAYC) with an Underperform rating and $310 price target. Ader argues that \"at the poles,\" current multiples imply \"too much optimism\" for Paycom and \"too much pain\" for Workday (WDAY), which he started with an Outperform rating.Jefferies analyst John Colantuoni initiated coverage of DoorDashwith an Underperform rating and $37 price target. Colantuoni estimates DoorDash's market share in U.S. Restaurant Delivery increased from 18% in 2018 to 56% in 2022, but expects share gains to slow given past gains came from players that are now much smaller. The analyst also assumed coverage of Uber with a Buy rating and $38 price target, and Lyft (LYFT) with a Hold rating and $12 price target.JPMorgan analyst Brian Ossenbeck initiated coverage of RXO Inc.(RXO) with a Neutral rating and $19 price target. The analyst believes 2023 will prove more challenging for truckload brokers as freight market conditions are more balanced and spreads between spot and contract rates normalize from the widest on record.MoffettNathanson analyst Jackson Ader initiated coverage of Ceridian(CDAY) with a Market Perform rating and $68 price target. On the Human Capital Management, or HCM space broadly, Ader argues that strength in 2022 may \"portend later cycle impact in 2023\" after the group \"held up remarkably well relative to the rest of software in 2022 from both a trading and a fundamental perspective.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}