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2021-04-29

[Miser] [Miser] [Miser]

Sorry, the original content has been removed

2021-04-21

Patience~

Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over

2021-04-20

Waiting for all to go up

8 Reasons To Stay Bullish On Stocks

2021-04-30

To the moon pls!!

NIO rose more than 5%, after falling nearly 4% before

2021-05-02

Like and comment

Berkshire Hathaway Annual Meeting 2021: Highlights and storylines

2021-02-02

????

Amazon, Alphabet and Salesforce are all investing in a $28 billion company that crunches big data

2021-05-01

Nioooo

XPeng Vs. NIO: Which EV Stock Is The Better Buy

2021-05-05

Buy more or just hold! [Smile]

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2021-05-03

Comment and like!

Apple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.

2021-04-25

Hmmmm

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2021-04-20

Nice

Netflix Reports Earnings Tuesday. Here’s What to Expect.

2021-02-04

?

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2021-02-01

?

Elon Musk’s tweets are moving markets — and some investors are worried

2021-02-01

????

China Starts Earnings With 9 in 10 Firms Expecting Higher Profit

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[Smile]&nbsp;","listText":"Buy more or just hold! [Smile]&nbsp;","text":"Buy more or just hold! [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102660687","repostId":"1155693310","repostType":4,"repost":{"id":"1155693310","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":1620136027,"share":"https://ttm.financial/m/news/1155693310?lang=&edition=fundamental","pubTime":"2021-05-04 21:47","market":"us","language":"en","title":"EV stocks fell in morning trading Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693310","media":"Tiger Newspress","summary":"(May 4) EV stocks fell in morning trading.Nio, Xpeng EV Sales Surge But Pace Slows Amid Chip Woes, T","content":"<p>(May 4)&nbsp;EV stocks fell in morning trading.</p><p><img src=\"https://static.tigerbbs.com/fd0d09d1cfb015fcc05b991203469b9d\" tg-width=\"268\" tg-height=\"249\" referrerpolicy=\"no-referrer\"><b>Nio, Xpeng EV Sales Surge But Pace Slows Amid Chip Woes, Tesla Ramping Up</b></p><p><b>Nio</b>(NIO),<b>Xpeng Motors</b>(XPEV) and<b>Li Auto</b>(LI) all grew April sales triple digits on home turf despite a chip shortage that idled a Nio factory for a few days. Sales slowed for the trio of Chinese EV startups vs. March's pace, as<b>Tesla</b>(TSLA) ramps up competition.</p><p>Nio stock reversed slightly Monday, while Xpeng and Li Auto also&nbsp; fell.</p><p>Year over year, Nio's April sales jumped 125% to 5,147 electric vehicles. That included 1,523 seven-seater ES8 SUVs, 3,163 five-seater ES6 SUVs, and 2,416 EC6 electric crossovers.</p><p>Sales growth slowed from the 373% pace that Nio saw in March.</p><p>But Nio's April EV sales defied the chip shortage that forced the emerging Tesla of China to temporarily suspend factory production for five days starting March 29.</p><p>Year over year, Xpeng Motors saw April sales surge 285% to 5,147 electric vehicles. That included 2,995 P7 sedans and 2,152 G3 compact SUVs.</p><p>However, growth slowed from March's 384% pace.</p><p>Year over year, Li Auto's April sales increased 111% to 5,539 hybrid-electric SUVs. Sales growth slowed from March's 239% pace.</p><p>Li Auto reached a milestone 500,000th delivery faster than any of its peers, the Chinese EV startup said in a statement.</p><p>Month to month, Nio sales fell 2.1%. Nio last week indicated that Q2 deliveries would roughly flat vs. Q1 amid chip shortages. Xpeng sales rose 1% vs. March. Li Auto sales climbed 13% vs. the prior month.</p><p>Nio Stock, Xpeng Stock</p><p>Shares of Nio fell 0.75% to 39.54 on thestock market Monday&nbsp;after hitting 41.45 intraday. Nio stock has been meeting resistance at the 50-day line after bouncing off the 200-day line in mid-April. Xpeng stock fell 3% and hasn't traded above the 50-day line since February. Li Auto lost 1.5%.</p><p>All three EV stocks remain in a severe bear market on a multitude of factors, including rising competition in China. Tesla, which dominates the Chinese market for luxury EVs, began selling a locally made Model Y SUV this year.</p><p>Tesla stock slumped 3.5% amid a report that the key Berlin plant won't start production until 2022. Shares closed just above their declining 50-day line. TSLA stock rebounded above the 50-day line on Friday, after tumbling more than 8% in the three days after the EV maker's earnings.</p><p>China EV Competition Heats Up</p><p>After booming sales in 2020, Nio and Xpeng face tougher competition ahead. Tesla officially launched the new made-in-Shanghai Model Y crossover Jan. 1, a rival to Nio's EC6 and Xpeng's G7, and is ramping up sales. It already sold a locally made Model 3 sedan in China.</p><p>Traditional auto giants are ramping up EV plans in China.<b>Volkswagen</b>(VWAGY) began deliveries of its made-in-China ID.4 crossover in late March.<b>Ford</b>(F) is taking preorders for Mach-E crossover, which is beginning local production.</p><p>Last month, Tesla hiked prices of made-in-China Model Y SUVs. The price increase signaled that Tesla is \"comfortable\" with sales of its newest EV for the Chinese market, local reports said.</p><p>As Tesla rises, Nio and its China EV stock peers all plan to introduce new, more attractively priced EVs. Last month,Xpeng showed off a smaller electric sedanthat it touts as the world's first mass-produced EV with lidar sensors.</p><p>According to Wedbush analysts, \"China remains a greenfield EV market opportunity as we believe EV sales can potentially double in the region over the next few years.\"</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>EV stocks fell in morning trading Tuesday</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\">\nEV stocks fell in morning trading Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-04 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 4)&nbsp;EV stocks fell in morning trading.</p><p><img src=\"https://static.tigerbbs.com/fd0d09d1cfb015fcc05b991203469b9d\" tg-width=\"268\" tg-height=\"249\" referrerpolicy=\"no-referrer\"><b>Nio, Xpeng EV Sales Surge But Pace Slows Amid Chip Woes, Tesla Ramping Up</b></p><p><b>Nio</b>(NIO),<b>Xpeng Motors</b>(XPEV) and<b>Li Auto</b>(LI) all grew April sales triple digits on home turf despite a chip shortage that idled a Nio factory for a few days. Sales slowed for the trio of Chinese EV startups vs. March's pace, as<b>Tesla</b>(TSLA) ramps up competition.</p><p>Nio stock reversed slightly Monday, while Xpeng and Li Auto also&nbsp; fell.</p><p>Year over year, Nio's April sales jumped 125% to 5,147 electric vehicles. That included 1,523 seven-seater ES8 SUVs, 3,163 five-seater ES6 SUVs, and 2,416 EC6 electric crossovers.</p><p>Sales growth slowed from the 373% pace that Nio saw in March.</p><p>But Nio's April EV sales defied the chip shortage that forced the emerging Tesla of China to temporarily suspend factory production for five days starting March 29.</p><p>Year over year, Xpeng Motors saw April sales surge 285% to 5,147 electric vehicles. That included 2,995 P7 sedans and 2,152 G3 compact SUVs.</p><p>However, growth slowed from March's 384% pace.</p><p>Year over year, Li Auto's April sales increased 111% to 5,539 hybrid-electric SUVs. Sales growth slowed from March's 239% pace.</p><p>Li Auto reached a milestone 500,000th delivery faster than any of its peers, the Chinese EV startup said in a statement.</p><p>Month to month, Nio sales fell 2.1%. Nio last week indicated that Q2 deliveries would roughly flat vs. Q1 amid chip shortages. Xpeng sales rose 1% vs. March. Li Auto sales climbed 13% vs. the prior month.</p><p>Nio Stock, Xpeng Stock</p><p>Shares of Nio fell 0.75% to 39.54 on thestock market Monday&nbsp;after hitting 41.45 intraday. Nio stock has been meeting resistance at the 50-day line after bouncing off the 200-day line in mid-April. Xpeng stock fell 3% and hasn't traded above the 50-day line since February. Li Auto lost 1.5%.</p><p>All three EV stocks remain in a severe bear market on a multitude of factors, including rising competition in China. Tesla, which dominates the Chinese market for luxury EVs, began selling a locally made Model Y SUV this year.</p><p>Tesla stock slumped 3.5% amid a report that the key Berlin plant won't start production until 2022. Shares closed just above their declining 50-day line. TSLA stock rebounded above the 50-day line on Friday, after tumbling more than 8% in the three days after the EV maker's earnings.</p><p>China EV Competition Heats Up</p><p>After booming sales in 2020, Nio and Xpeng face tougher competition ahead. Tesla officially launched the new made-in-Shanghai Model Y crossover Jan. 1, a rival to Nio's EC6 and Xpeng's G7, and is ramping up sales. It already sold a locally made Model 3 sedan in China.</p><p>Traditional auto giants are ramping up EV plans in China.<b>Volkswagen</b>(VWAGY) began deliveries of its made-in-China ID.4 crossover in late March.<b>Ford</b>(F) is taking preorders for Mach-E crossover, which is beginning local production.</p><p>Last month, Tesla hiked prices of made-in-China Model Y SUVs. The price increase signaled that Tesla is \"comfortable\" with sales of its newest EV for the Chinese market, local reports said.</p><p>As Tesla rises, Nio and its China EV stock peers all plan to introduce new, more attractively priced EVs. Last month,Xpeng showed off a smaller electric sedanthat it touts as the world's first mass-produced EV with lidar sensors.</p><p>According to Wedbush analysts, \"China remains a greenfield EV market opportunity as we believe EV sales can potentially double in the region over the next few years.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693310","content_text":"(May 4) EV stocks fell in morning trading.Nio, Xpeng EV Sales Surge But Pace Slows Amid Chip Woes, Tesla Ramping UpNio(NIO),Xpeng Motors(XPEV) andLi Auto(LI) all grew April sales triple digits on home turf despite a chip shortage that idled a Nio factory for a few days. Sales slowed for the trio of Chinese EV startups vs. March's pace, asTesla(TSLA) ramps up competition.Nio stock reversed slightly Monday, while Xpeng and Li Auto also  fell.Year over year, Nio's April sales jumped 125% to 5,147 electric vehicles. That included 1,523 seven-seater ES8 SUVs, 3,163 five-seater ES6 SUVs, and 2,416 EC6 electric crossovers.Sales growth slowed from the 373% pace that Nio saw in March.But Nio's April EV sales defied the chip shortage that forced the emerging Tesla of China to temporarily suspend factory production for five days starting March 29.Year over year, Xpeng Motors saw April sales surge 285% to 5,147 electric vehicles. That included 2,995 P7 sedans and 2,152 G3 compact SUVs.However, growth slowed from March's 384% pace.Year over year, Li Auto's April sales increased 111% to 5,539 hybrid-electric SUVs. Sales growth slowed from March's 239% pace.Li Auto reached a milestone 500,000th delivery faster than any of its peers, the Chinese EV startup said in a statement.Month to month, Nio sales fell 2.1%. Nio last week indicated that Q2 deliveries would roughly flat vs. Q1 amid chip shortages. Xpeng sales rose 1% vs. March. Li Auto sales climbed 13% vs. the prior month.Nio Stock, Xpeng StockShares of Nio fell 0.75% to 39.54 on thestock market Monday after hitting 41.45 intraday. Nio stock has been meeting resistance at the 50-day line after bouncing off the 200-day line in mid-April. Xpeng stock fell 3% and hasn't traded above the 50-day line since February. Li Auto lost 1.5%.All three EV stocks remain in a severe bear market on a multitude of factors, including rising competition in China. Tesla, which dominates the Chinese market for luxury EVs, began selling a locally made Model Y SUV this year.Tesla stock slumped 3.5% amid a report that the key Berlin plant won't start production until 2022. Shares closed just above their declining 50-day line. TSLA stock rebounded above the 50-day line on Friday, after tumbling more than 8% in the three days after the EV maker's earnings.China EV Competition Heats UpAfter booming sales in 2020, Nio and Xpeng face tougher competition ahead. Tesla officially launched the new made-in-Shanghai Model Y crossover Jan. 1, a rival to Nio's EC6 and Xpeng's G7, and is ramping up sales. It already sold a locally made Model 3 sedan in China.Traditional auto giants are ramping up EV plans in China.Volkswagen(VWAGY) began deliveries of its made-in-China ID.4 crossover in late March.Ford(F) is taking preorders for Mach-E crossover, which is beginning local production.Last month, Tesla hiked prices of made-in-China Model Y SUVs. The price increase signaled that Tesla is \"comfortable\" with sales of its newest EV for the Chinese market, local reports said.As Tesla rises, Nio and its China EV stock peers all plan to introduce new, more attractively priced EVs. Last month,Xpeng showed off a smaller electric sedanthat it touts as the world's first mass-produced EV with lidar sensors.According to Wedbush analysts, \"China remains a greenfield EV market opportunity as we believe EV sales can potentially double in the region over the next few years.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108567540,"gmtCreate":1620043220180,"gmtModify":1704337755315,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Comment and like!","listText":"Comment and like!","text":"Comment and like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108567540","repostId":"1184469535","repostType":4,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101456152,"gmtCreate":1619935143076,"gmtModify":1704336567093,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101456152","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101300439,"gmtCreate":1619841529621,"gmtModify":1704335647939,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Nioooo&nbsp;","listText":"Nioooo&nbsp;","text":"Nioooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101300439","repostId":"1137943982","repostType":4,"repost":{"id":"1137943982","pubTimestamp":1619749878,"share":"https://ttm.financial/m/news/1137943982?lang=&edition=fundamental","pubTime":"2021-04-30 10:31","market":"us","language":"en","title":"XPeng Vs. NIO: Which EV Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1137943982","media":"seekingalpha","summary":"The EV industry experiences high growth rates and there are many new market entrants.NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV sto","content":"<p><b>Summary</b></p>\n<ul>\n <li>The EV industry experiences high growth rates and there are many new market entrants.</li>\n <li>NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.</li>\n <li>Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4aaa88cf5d3f942b0de6eda862dd6dd\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.</p>\n<p><b>XPeng Versus NIO Stock</b></p>\n<p>XPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76ba39e1d303590ed1db133e32f7f347\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>Right now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).</p>\n<p>The big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.</p>\n<p><b>Exposure To The High-Growth Chinese EV Market</b></p>\n<p>Both companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.</p>\n<p>In 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a&nbsp;50% increase&nbsp;in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.</p>\n<p>The high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold&nbsp;44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.</p>\n<p>Xiaopeng Motors, on the other hand,has sold 27,000 vehicles&nbsp;in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.</p>\n<p>Looking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2acba3a3368db073de724bd97eb71c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>NIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).</p>\n<p>XPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting&nbsp;that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.</p>\n<p>Among the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.</p>\n<p>Looking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.</p>\n<p><b>Unique Pros For NIO And XPeng</b></p>\n<p>When looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.</p>\n<p>With NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.</p>\n<p>XPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&amp;D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.</p>\n<p><b>Chinese EV Market: Tailwinds For Domestic Producers</b></p>\n<p>Tesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from&nbsp;accessing some highways&nbsp;in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced&nbsp;social media campaigns&nbsp;that are very unfavorable towards Tesla.</p>\n<p>It looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.</p>\n<p><b>NIO And XPeng: Valuation</b></p>\n<p>Since both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12557115440606d283aa6aa8ff14c611\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>NIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.</p>\n<p><b>Is NIO Or XPeng A Buy</b></p>\n<p>Both companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.</p>\n<p>At the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.</p>\n<p>Due to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.</p>\n<p>Nevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Vs. NIO: Which EV Stock Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Vs. NIO: Which EV Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137943982","content_text":"Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.\nBoth have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nElectric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.\nXPeng Versus NIO Stock\nXPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:\nData by YCharts\nRight now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).\nThe big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.\nExposure To The High-Growth Chinese EV Market\nBoth companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.\nIn 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a 50% increase in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.\nThe high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold 44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.\nXiaopeng Motors, on the other hand,has sold 27,000 vehicles in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.\nLooking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.\nData by YCharts\nNIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).\nXPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.\nAmong the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.\nLooking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.\nUnique Pros For NIO And XPeng\nWhen looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.\nWith NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.\nXPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.\nChinese EV Market: Tailwinds For Domestic Producers\nTesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from accessing some highways in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced social media campaigns that are very unfavorable towards Tesla.\nIt looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.\nNIO And XPeng: Valuation\nSince both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.\nData by YCharts\nNIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.\nIs NIO Or XPeng A Buy\nBoth companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.\nAt the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.\nDue to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.\nNevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103490920,"gmtCreate":1619797804860,"gmtModify":1704272586092,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"To the moon pls!!","listText":"To the moon pls!!","text":"To the moon pls!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103490920","repostId":"1142070002","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109290801,"gmtCreate":1619697371003,"gmtModify":1704728162647,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/109290801","repostId":"1183966356","repostType":4,"repost":{"id":"1183966356","pubTimestamp":1619665696,"share":"https://ttm.financial/m/news/1183966356?lang=&edition=fundamental","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li>\n <li>Vehicle deliveries, already announced, rose dramatically YOY.</li>\n <li>Revenue is expected to soar on expanding vehicle sales.</li>\n</ul>\n<p>NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p>\n<p>Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p>\n<p>Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p>\n<p>Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&amp;P 500's total return of 45.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p>\n<p><b>NIO Earnings History</b></p>\n<p>The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's&nbsp;Q4 FY 2020 earnings&nbsp;report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its&nbsp;gross margin&nbsp;rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p>\n<p>In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p>\n<p>Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p>\n<p><b>The Key Metric</b></p>\n<p>As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p>\n<p>NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p>","source":"lsy1606203311635","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 Q1 2021 Earnings Report Preview: What to Look For</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 Q1 2021 Earnings Report Preview: What to Look For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991><strong>InvestoPedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is ...</p>\n\n<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375275242,"gmtCreate":1619355818786,"gmtModify":1704722800716,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375275242","repostId":"1170805005","repostType":2,"repost":{"id":"1170805005","pubTimestamp":1619181499,"share":"https://ttm.financial/m/news/1170805005?lang=&edition=fundamental","pubTime":"2021-04-23 20:38","market":"us","language":"en","title":"Alibaba: The End Hasn't Come","url":"https://stock-news.laohu8.com/highlight/detail?id=1170805005","media":"seekingalpha","summary":"Alibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.None of them seems to be too material, though, and the fear that has gripped the market has resulted in a quite inexpensive valuation.Alibaba is a high-growth mega-corp that trades like a low-growth company. This provides considerable upside potential in the long run.Alibabahas widely underperformed the broad market and most of its tech peers over the last six months, mainly due t","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.</li>\n <li>None of them seems to be too material, though, and the fear that has gripped the market has resulted in a quite inexpensive valuation.</li>\n <li>Alibaba is a high-growth mega-corp that trades like a low-growth company. This provides considerable upside potential in the long run.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9e22edb23ea75da683065efacc8a826\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Andrew Burton/Getty Images News via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Alibaba(NYSE:BABA)has widely underperformed the broad market and most of its tech peers over the last six months, mainly due to worries about regulatory pressures, anti-trust legalization, etc. Most of those issues have been resolved now, and it looks like Alibaba's value wasn't really damaged to a large degree. Alibaba remains a leading tech &amp; consumer play in high-growth China that continues to trade at a clear discount compared to most US-based tech peers. There are risks, but Alibaba seems attractive at current prices.</p>\n<p><b>Hundreds Of Billions Destroyed</b></p>\n<p>Looking at Alibaba's market capitalization over the last year, there is a very clear decline in how the market values the company over time:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b2945ae7abd07b0f49f495052b1d48c\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p>From a peak in fall 2020, Alibaba's market cap has declined by 25% or a little more than $200 billion to date. The reasoning for that is not based on any type of fundamental slow-down, revenue decline, or similar, showcased by Alibaba's excellent results during the most recent quarters:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeea73c74f3890fadff9c321d70fdd47\" tg-width=\"1280\" tg-height=\"960\"><span>Source: Investor presentation</span></p>\n<p>Not only has Alibaba continued to deliver revenue growth of well above 30% since then, but the company also continued to make progress in attractive high-growth spaces such as cloud computing. Alibaba's cloud unit broke even for the first time since inception as its scale is increasing, which bodes well for the future bottom-line contribution of this unit. Last but not least, Alibaba's free cash flow generation remained strong, and its margins remained attractive.</p>\n<p>Thus the big drop in the value the market ascribes to Alibaba's shares must have been caused by something else, which is market sentiment and psychology. Some negative news around Ant Financial's postponed IPO made the market fear looming regulatory pressures on Alibaba. This was exacerbated by anti-trust and anti-monopoly investigations. These were, of course, negatives, but not to the extent that the market priced them in.</p>\n<p>Looking at Alibaba's market capitalization, which declined by more than $200 billion over the last six months, one could assume that regulators would look to impose a fine of dozens or even hundreds of billions of dollars on Alibaba. That was, however, not the outcome of the investigations.</p>\n<p><b>Things Are Clearing Up For Alibaba</b></p>\n<p>Instead, Chinese regulators gave a slap on the wrist, seeking a$2.75 billion finefrom Alibaba. That sounds like a lot, but it really isn't all that much when we consider Alibaba's immense size:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9777ed30a0bc29e8fdcd0373fe98e366\" tg-width=\"640\" tg-height=\"160\"><span>Source: Alibaba filing</span></p>\n<p>Alibaba generated cash of $15.8 billion through its operations during the most recent quarter, or a little over $5 billion a month. The fine that was imposed on the company thus is equal to about two weeks' worth of cash flows. Is that a positive? No, it's a negative. Is it a large negative? In fact, it seems barely noticeable compared to Alibaba's size. We can also look at how this fine compares to Alibaba's cash holding of more than $50 billion, and, once again, we are talking about a very minor fine relative to how the company is doing. What could be a company-breaking fine for any mid-sized business will barely leave a dent in Alibaba's cash holding, and with this issue being resolved now, it is no wonder that&nbsp;shares have jumped&nbsp;following the ruling.</p>\n<p>The other theme that had pressured Alibaba's shares, Ant Financial's regulatory issues, has more or less been resolved as well. Ant Financial will be&nbsp;turned into a financial holding company, there will be some additional oversight, and there were some forced divestments. But this didn't break Ant Financial at all, and it seems questionable whether the hit to Alibaba's value was really all that material, as Alibaba is only a minority holder in Ant Financial anyways.</p>\n<p>Again, these developments that occurred over the last six months aren't positives, but they are not extremely large negatives. A $200+ billion drop in Alibaba's market capitalization seemed way overblown. The good thing about market overreactions, however, is that one can use them to get attractive entry prices (in case markets are overreacting to the downside) or attractive exit prices (in cases where markets are too exuberant).</p>\n<p>In Alibaba's case, the best time to load up on shares was when they traded for around $220 several times over the last six months. They have risen to a somewhat higher level since then, partially due to the market's realization that the $2.75 billion fine wasn't all that material, but Alibaba's shares are still looking quite inexpensive even now.</p>\n<p><b>Alibaba Is An Outstanding Value Among Tech Mega-Caps</b></p>\n<p>Looking at the largest companies in the world, by market capitalization, we see that most of them are tech companies, or at least tech-leaning, such as Tesla (TSLA). Alibaba stands out among those due to a quite low valuation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35e905980ec6f35fdbb0069b2386e4dd\" tg-width=\"635\" tg-height=\"521\"><span>Data by YCharts</span></p>\n<p>While others trade at 30-40 times net earnings mostly, with Amazon (AMZN) and especially Tesla trading at even higher valuations, Alibaba is valued at a very inexpensive 21 times forward earnings. This also represents a discount compared to broad US equity markets, which are trading for around 25 times forward earnings right now - at least partially due to the heavy weight of companies such as Apple (AAPL), Amazon, and Tesla.</p>\n<p>One may be inclined to conclude that Alibaba is trading at the lowest valuation among those companies due to a below-average growth outlook or below-average fundamentals, but that isn't true.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/059736c2aa39c317943026b469331d00\" tg-width=\"635\" tg-height=\"504\"><span>Data by YCharts</span></p>\n<p>While the other mega-caps have grown by 5%-40% in 2020, with an average of around 20%, Alibaba has delivered revenue growth of 35%-50% in each&nbsp;quarter of the current fiscal year. Clearly, Alibaba is growing faster than the average mega-cap, and most analysts expect that this will not change any time soon.</p>\n<p>Thanks to exposure to the high-growth, online-focused consumer market in its home country China, combined with excellent growth in additional franchises such as its cloud computing unit, Alibaba should be able to deliver compelling growth for the foreseeable future. Alibaba is an excellent play for the ongoing expansion of the Chinese economy, which just delivered&nbsp;record growth&nbsp;on a year-over-year basis.</p>\n<p>With a clean balance sheet thanks to a $50+ billion cash position, strong free cash flows, and attractive margins, Alibaba also seems like a very appropriate choice from a quality perspective. To me, the company doesn't look inferior to the major US tech companies on that basis.</p>\n<p><b>Risks To Consider</b></p>\n<p>There are, of course, still risks that one should consider before investing. It is possible that regulators demand more change from Alibaba, or impose additional fines, although that seems relatively unlikely for now as the current anti-monopoly investigation has just been concluded. Nevertheless, Alibaba is of course dependent to some degree on the goodwill of Chinese regulators and politicians.</p>\n<p>On top of that, due to a consumer-focused business model, Alibaba would seem quite vulnerable to any external shock that hits Chinese consumers hard. Since the country has weathered the current pandemic quite well and continues to deliver above-average economic growth rates, I don't think this is a likely scenario in the foreseeable future, though.</p>\n<p>I don't see Alibaba as an especially risky investment at all, but these factors should still be considered before making an investment, as should other potential risks that could affect the company. One should mention, however, that the top US companies are also, at least to some extent, dependent on regulatory goodwill and could see an impact from an economic downturn, thus Alibaba is not necessarily a much riskier choice than Facebook, for example.</p>\n<p><b>Takeaway</b></p>\n<p>Alibaba is a high-growth player with a strong market position in a country that continues to deliver above-average economic growth. Alibaba has strong fundamentals, and yet it trades at a quite inexpensive valuation, both on an absolute basis as well as compared to how other mega-caps are valued.</p>\n<p>Alibaba isn't a risk-less stock, but the risks seem quite bearable to me. At just 17 times 2022's net earnings, Alibaba looks attractive to me. Since the Ant Financial and anti-monopoly issues have cleared up, I believe that Alibaba's shares could rise considerably from the current level, as sentiment hopefully improves. It would be great to see management encourage such an upward move by being more aggressive with share repurchases, but there is no guarantee for that.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The End Hasn't Come</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The End Hasn't Come\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 20:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420852-alibaba-the-end-hasnt-come><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.\nNone of them seems to be too material, though, and the fear that has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420852-alibaba-the-end-hasnt-come\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4420852-alibaba-the-end-hasnt-come","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170805005","content_text":"Summary\n\nAlibaba's shares are down a lot from last year's highs, as a reaction to the market worrying about a range of issues.\nNone of them seems to be too material, though, and the fear that has gripped the market has resulted in a quite inexpensive valuation.\nAlibaba is a high-growth mega-corp that trades like a low-growth company. This provides considerable upside potential in the long run.\n\nPhoto by Andrew Burton/Getty Images News via Getty Images\nArticle Thesis\nAlibaba(NYSE:BABA)has widely underperformed the broad market and most of its tech peers over the last six months, mainly due to worries about regulatory pressures, anti-trust legalization, etc. Most of those issues have been resolved now, and it looks like Alibaba's value wasn't really damaged to a large degree. Alibaba remains a leading tech & consumer play in high-growth China that continues to trade at a clear discount compared to most US-based tech peers. There are risks, but Alibaba seems attractive at current prices.\nHundreds Of Billions Destroyed\nLooking at Alibaba's market capitalization over the last year, there is a very clear decline in how the market values the company over time:\nData by YCharts\nFrom a peak in fall 2020, Alibaba's market cap has declined by 25% or a little more than $200 billion to date. The reasoning for that is not based on any type of fundamental slow-down, revenue decline, or similar, showcased by Alibaba's excellent results during the most recent quarters:\nSource: Investor presentation\nNot only has Alibaba continued to deliver revenue growth of well above 30% since then, but the company also continued to make progress in attractive high-growth spaces such as cloud computing. Alibaba's cloud unit broke even for the first time since inception as its scale is increasing, which bodes well for the future bottom-line contribution of this unit. Last but not least, Alibaba's free cash flow generation remained strong, and its margins remained attractive.\nThus the big drop in the value the market ascribes to Alibaba's shares must have been caused by something else, which is market sentiment and psychology. Some negative news around Ant Financial's postponed IPO made the market fear looming regulatory pressures on Alibaba. This was exacerbated by anti-trust and anti-monopoly investigations. These were, of course, negatives, but not to the extent that the market priced them in.\nLooking at Alibaba's market capitalization, which declined by more than $200 billion over the last six months, one could assume that regulators would look to impose a fine of dozens or even hundreds of billions of dollars on Alibaba. That was, however, not the outcome of the investigations.\nThings Are Clearing Up For Alibaba\nInstead, Chinese regulators gave a slap on the wrist, seeking a$2.75 billion finefrom Alibaba. That sounds like a lot, but it really isn't all that much when we consider Alibaba's immense size:\nSource: Alibaba filing\nAlibaba generated cash of $15.8 billion through its operations during the most recent quarter, or a little over $5 billion a month. The fine that was imposed on the company thus is equal to about two weeks' worth of cash flows. Is that a positive? No, it's a negative. Is it a large negative? In fact, it seems barely noticeable compared to Alibaba's size. We can also look at how this fine compares to Alibaba's cash holding of more than $50 billion, and, once again, we are talking about a very minor fine relative to how the company is doing. What could be a company-breaking fine for any mid-sized business will barely leave a dent in Alibaba's cash holding, and with this issue being resolved now, it is no wonder that shares have jumped following the ruling.\nThe other theme that had pressured Alibaba's shares, Ant Financial's regulatory issues, has more or less been resolved as well. Ant Financial will be turned into a financial holding company, there will be some additional oversight, and there were some forced divestments. But this didn't break Ant Financial at all, and it seems questionable whether the hit to Alibaba's value was really all that material, as Alibaba is only a minority holder in Ant Financial anyways.\nAgain, these developments that occurred over the last six months aren't positives, but they are not extremely large negatives. A $200+ billion drop in Alibaba's market capitalization seemed way overblown. The good thing about market overreactions, however, is that one can use them to get attractive entry prices (in case markets are overreacting to the downside) or attractive exit prices (in cases where markets are too exuberant).\nIn Alibaba's case, the best time to load up on shares was when they traded for around $220 several times over the last six months. They have risen to a somewhat higher level since then, partially due to the market's realization that the $2.75 billion fine wasn't all that material, but Alibaba's shares are still looking quite inexpensive even now.\nAlibaba Is An Outstanding Value Among Tech Mega-Caps\nLooking at the largest companies in the world, by market capitalization, we see that most of them are tech companies, or at least tech-leaning, such as Tesla (TSLA). Alibaba stands out among those due to a quite low valuation:\nData by YCharts\nWhile others trade at 30-40 times net earnings mostly, with Amazon (AMZN) and especially Tesla trading at even higher valuations, Alibaba is valued at a very inexpensive 21 times forward earnings. This also represents a discount compared to broad US equity markets, which are trading for around 25 times forward earnings right now - at least partially due to the heavy weight of companies such as Apple (AAPL), Amazon, and Tesla.\nOne may be inclined to conclude that Alibaba is trading at the lowest valuation among those companies due to a below-average growth outlook or below-average fundamentals, but that isn't true.\nData by YCharts\nWhile the other mega-caps have grown by 5%-40% in 2020, with an average of around 20%, Alibaba has delivered revenue growth of 35%-50% in each quarter of the current fiscal year. Clearly, Alibaba is growing faster than the average mega-cap, and most analysts expect that this will not change any time soon.\nThanks to exposure to the high-growth, online-focused consumer market in its home country China, combined with excellent growth in additional franchises such as its cloud computing unit, Alibaba should be able to deliver compelling growth for the foreseeable future. Alibaba is an excellent play for the ongoing expansion of the Chinese economy, which just delivered record growth on a year-over-year basis.\nWith a clean balance sheet thanks to a $50+ billion cash position, strong free cash flows, and attractive margins, Alibaba also seems like a very appropriate choice from a quality perspective. To me, the company doesn't look inferior to the major US tech companies on that basis.\nRisks To Consider\nThere are, of course, still risks that one should consider before investing. It is possible that regulators demand more change from Alibaba, or impose additional fines, although that seems relatively unlikely for now as the current anti-monopoly investigation has just been concluded. Nevertheless, Alibaba is of course dependent to some degree on the goodwill of Chinese regulators and politicians.\nOn top of that, due to a consumer-focused business model, Alibaba would seem quite vulnerable to any external shock that hits Chinese consumers hard. Since the country has weathered the current pandemic quite well and continues to deliver above-average economic growth rates, I don't think this is a likely scenario in the foreseeable future, though.\nI don't see Alibaba as an especially risky investment at all, but these factors should still be considered before making an investment, as should other potential risks that could affect the company. One should mention, however, that the top US companies are also, at least to some extent, dependent on regulatory goodwill and could see an impact from an economic downturn, thus Alibaba is not necessarily a much riskier choice than Facebook, for example.\nTakeaway\nAlibaba is a high-growth player with a strong market position in a country that continues to deliver above-average economic growth. Alibaba has strong fundamentals, and yet it trades at a quite inexpensive valuation, both on an absolute basis as well as compared to how other mega-caps are valued.\nAlibaba isn't a risk-less stock, but the risks seem quite bearable to me. At just 17 times 2022's net earnings, Alibaba looks attractive to me. Since the Ant Financial and anti-monopoly issues have cleared up, I believe that Alibaba's shares could rise considerably from the current level, as sentiment hopefully improves. It would be great to see management encourage such an upward move by being more aggressive with share repurchases, but there is no guarantee for that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378904959,"gmtCreate":1618987179371,"gmtModify":1704717912525,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Patience~","listText":"Patience~","text":"Patience~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/378904959","repostId":"1148637565","repostType":4,"repost":{"id":"1148637565","pubTimestamp":1618977720,"share":"https://ttm.financial/m/news/1148637565?lang=&edition=fundamental","pubTime":"2021-04-21 12:02","market":"us","language":"en","title":"Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1148637565","media":"Barron's","summary":"Stocks like Apple and Tesla are again leading the market, raising questions about whether a short re","content":"<p>Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may already be over. But the market’s latest moves may indicate only a pause, rather than a reversal in value’s comeback.</p><p>Value stocks, or those that typically trade at a low multiples versus their cash flow or other metrics, had started to perk up late last year. News of a vaccine for Covid-19 raised hope for a strong global recovery and bolstered the outlooks for financials, manufacturers, energy, and other commodity-oriented companies.</p><p>But a recent decline in interest rates and inflation expectations has led to another reversal. TheiShares S&amp;P 500 ValueETF (ticker: IVE) has gained 3.7% in the past month while theiShares S&amp;P 500 GrowthETF (IVW) is up 7.7%. In a note to clients on Tuesday, Nicholas Colas, co-founder of DataTrek Research, attributed growth’s recent outperformance to five companies:Apple(AAPL);Microsoft(MSFT);Amazon.com(AMZN); Google’s owner, Alphabet (GOOG); andTesla(TSLA)<b>.</b></p><p>“A sudden rotation into brand-name growth stocks isn’t typically a good sign for markets over the near term,” Colas wrote. Investors took cover in big-cap tech stocks as markets swooned last year, and the fact that money has been flowing back into them lately could suggest people are hitting pause on their reopening plays, before adding to their holdings of more cyclical stocks. Investors may be waiting to see more proof that the recovery will come through, he said.</p><p>Morgan Stanley Wealth Management’sLisa Shalett is also skeptical of the recent resurgence in growth stocks and the likelihood that the economic rebound this cycle will be narrow, forcing the Federal Reserve to keep interest rates ultralow. Low rates tend to benefit growth stocks more than value.</p><p>In a note to clients, Shalett said she expects growth this business cycle to be much broader and stronger than in the past one, with credit growth likely to resume. Instead of monetary policy, fiscal policy, whether through infrastructure spending or other stimulus measures, will loom large over the market—potentially contributing to higher inflation.</p><p>Inflation could bring higher interest rates, benefiting banks. Commodity producers would gain as well.</p><p>As a result, she recommends investors tilt toward cyclical stocks, foreign, value, and quality factors.</p><p>Indeed, people putting money into passive investment funds still seem to prefer value. As of last week, value exchange-traded funds had recorded 12 consecutive weeks of net inflows, while growth ETFs saw the biggest outflows in six weeks, according to equity and quantitative strategists atBank of America.</p><p>The BofA strategists see more room for value to recover, based on signs they track. For example, value has only outperformed growth by about 20% versus 60% on average, and its outperformance is only in its seventh month, while periods when value beats growth average 33 months. Profit growth also has yet to peak, and money managers are still light on value-oriented stocks, with active funds roughly 30% underweight value.</p><p>Abhay Deshpande, a veteran value manager and chief investment officer at Centerstone Investors, is fully invested even though markets look expensive.</p><p>Many of the opportunities Centerstone has found are popping up in small to midsize companies abroad, including in smaller emerging markets that have been ignored as investors have flocked to big technology stocks and large markets like China. One area Desphande finds attractive: travel and casino companies in emerging Asia as vaccine distribution picks up and a global recovery takes hold.</p><p>Larry Pitkowsky, manager of theGoodHaven(GOODX) fund, also thinks markets are pricey, but he is finding the quality value stocks he tends to favor amid financials. The market hasn’t fully priced in the benefit to financial companies as interest rates rise, Pitkowsky believes, so he is adding to his holdings of stocks likeProgressive(PGR). The insurer offers a high return on capital, growing revenue, and a strong management, but the stock is trading relatively cheaply, at multiples in the midteens, he said.</p>","source":"lsy1610680873436","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 Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over</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 Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148637565","content_text":"Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may already be over. But the market’s latest moves may indicate only a pause, rather than a reversal in value’s comeback.Value stocks, or those that typically trade at a low multiples versus their cash flow or other metrics, had started to perk up late last year. News of a vaccine for Covid-19 raised hope for a strong global recovery and bolstered the outlooks for financials, manufacturers, energy, and other commodity-oriented companies.But a recent decline in interest rates and inflation expectations has led to another reversal. TheiShares S&P 500 ValueETF (ticker: IVE) has gained 3.7% in the past month while theiShares S&P 500 GrowthETF (IVW) is up 7.7%. In a note to clients on Tuesday, Nicholas Colas, co-founder of DataTrek Research, attributed growth’s recent outperformance to five companies:Apple(AAPL);Microsoft(MSFT);Amazon.com(AMZN); Google’s owner, Alphabet (GOOG); andTesla(TSLA).“A sudden rotation into brand-name growth stocks isn’t typically a good sign for markets over the near term,” Colas wrote. Investors took cover in big-cap tech stocks as markets swooned last year, and the fact that money has been flowing back into them lately could suggest people are hitting pause on their reopening plays, before adding to their holdings of more cyclical stocks. Investors may be waiting to see more proof that the recovery will come through, he said.Morgan Stanley Wealth Management’sLisa Shalett is also skeptical of the recent resurgence in growth stocks and the likelihood that the economic rebound this cycle will be narrow, forcing the Federal Reserve to keep interest rates ultralow. Low rates tend to benefit growth stocks more than value.In a note to clients, Shalett said she expects growth this business cycle to be much broader and stronger than in the past one, with credit growth likely to resume. Instead of monetary policy, fiscal policy, whether through infrastructure spending or other stimulus measures, will loom large over the market—potentially contributing to higher inflation.Inflation could bring higher interest rates, benefiting banks. Commodity producers would gain as well.As a result, she recommends investors tilt toward cyclical stocks, foreign, value, and quality factors.Indeed, people putting money into passive investment funds still seem to prefer value. As of last week, value exchange-traded funds had recorded 12 consecutive weeks of net inflows, while growth ETFs saw the biggest outflows in six weeks, according to equity and quantitative strategists atBank of America.The BofA strategists see more room for value to recover, based on signs they track. For example, value has only outperformed growth by about 20% versus 60% on average, and its outperformance is only in its seventh month, while periods when value beats growth average 33 months. Profit growth also has yet to peak, and money managers are still light on value-oriented stocks, with active funds roughly 30% underweight value.Abhay Deshpande, a veteran value manager and chief investment officer at Centerstone Investors, is fully invested even though markets look expensive.Many of the opportunities Centerstone has found are popping up in small to midsize companies abroad, including in smaller emerging markets that have been ignored as investors have flocked to big technology stocks and large markets like China. One area Desphande finds attractive: travel and casino companies in emerging Asia as vaccine distribution picks up and a global recovery takes hold.Larry Pitkowsky, manager of theGoodHaven(GOODX) fund, also thinks markets are pricey, but he is finding the quality value stocks he tends to favor amid financials. The market hasn’t fully priced in the benefit to financial companies as interest rates rise, Pitkowsky believes, so he is adding to his holdings of stocks likeProgressive(PGR). The insurer offers a high return on capital, growing revenue, and a strong management, but the stock is trading relatively cheaply, at multiples in the midteens, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371158617,"gmtCreate":1618922900539,"gmtModify":1704716911471,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Waiting for all to go up","listText":"Waiting for all to go up","text":"Waiting for all to go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/371158617","repostId":"1163308396","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373212711,"gmtCreate":1618848383133,"gmtModify":1704715898937,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373212711","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)&nbsp; reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street&nbsp;with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus&nbsp;calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Reports Earnings Tuesday. Here’s What to Expect.</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\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)  reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317063140,"gmtCreate":1612398707980,"gmtModify":1704870618125,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317063140","repostId":"1190569667","repostType":4,"repost":{"id":"1190569667","pubTimestamp":1612349733,"share":"https://ttm.financial/m/news/1190569667?lang=&edition=fundamental","pubTime":"2021-02-03 18:55","market":"us","language":"en","title":"GameStop climbs 12% in volatile premarket trade as Reddit traders dig in","url":"https://stock-news.laohu8.com/highlight/detail?id=1190569667","media":"cnbc","summary":"KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% ju","content":"<div>\n<p>KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop climbs 12% in volatile premarket trade as Reddit traders dig in</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop climbs 12% in volatile premarket trade as Reddit traders dig in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-03 18:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6f99468960c8d559870f82a67747dd7","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1190569667","content_text":"KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum had waned earlier this week.\nGamestop stock dropped 60% on Tuesday and it has lost more than 70% of its value since Friday.\n\nGameStopshares gained 12% in premarket trade on Wednesday as the short squeeze fueled by retail traders on Reddit looks to revive itself following a steep decline.\nThe stock had been down by more than 11% earlier on Wednesday morning but swung into the black shortly after 5 a.m. ET.\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum had waned earlier this week. Gamestop stock dropped 60% on Tuesday and ithas lost more than 70% of its value since Friday.\nAMC Entertainment, another heavily shorted stock that was also targeted by Reddit traders, was up by around 4% in premarket trade.\nRobinhood and other retail trading appscontinue to limit some buying of a collection of stocks pursued by the Reddit thread. Many Wall Street hedge funds began short-covering toward the end of last week after taking significant losses in the squeeze.\nShort selling is a strategy in which investors borrow shares of a stock at a certain price on expectations that the market value will fall below that level when it’s time to pay for the borrowed shares. Buying back borrowed shares to close out a short position, whether for a profit or loss, is known as short-covering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315876496,"gmtCreate":1612236914215,"gmtModify":1704868566067,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/315876496","repostId":"1155510692","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312262450,"gmtCreate":1612154445570,"gmtModify":1704867492771,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312262450","repostId":"1117966366","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312870830,"gmtCreate":1612112452420,"gmtModify":1704867280143,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312870830","repostId":"1181933127","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":109290801,"gmtCreate":1619697371003,"gmtModify":1704728162647,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/109290801","repostId":"1183966356","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378904959,"gmtCreate":1618987179371,"gmtModify":1704717912525,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Patience~","listText":"Patience~","text":"Patience~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/378904959","repostId":"1148637565","repostType":4,"repost":{"id":"1148637565","pubTimestamp":1618977720,"share":"https://ttm.financial/m/news/1148637565?lang=&edition=fundamental","pubTime":"2021-04-21 12:02","market":"us","language":"en","title":"Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1148637565","media":"Barron's","summary":"Stocks like Apple and Tesla are again leading the market, raising questions about whether a short re","content":"<p>Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may already be over. But the market’s latest moves may indicate only a pause, rather than a reversal in value’s comeback.</p><p>Value stocks, or those that typically trade at a low multiples versus their cash flow or other metrics, had started to perk up late last year. News of a vaccine for Covid-19 raised hope for a strong global recovery and bolstered the outlooks for financials, manufacturers, energy, and other commodity-oriented companies.</p><p>But a recent decline in interest rates and inflation expectations has led to another reversal. TheiShares S&amp;P 500 ValueETF (ticker: IVE) has gained 3.7% in the past month while theiShares S&amp;P 500 GrowthETF (IVW) is up 7.7%. In a note to clients on Tuesday, Nicholas Colas, co-founder of DataTrek Research, attributed growth’s recent outperformance to five companies:Apple(AAPL);Microsoft(MSFT);Amazon.com(AMZN); Google’s owner, Alphabet (GOOG); andTesla(TSLA)<b>.</b></p><p>“A sudden rotation into brand-name growth stocks isn’t typically a good sign for markets over the near term,” Colas wrote. Investors took cover in big-cap tech stocks as markets swooned last year, and the fact that money has been flowing back into them lately could suggest people are hitting pause on their reopening plays, before adding to their holdings of more cyclical stocks. Investors may be waiting to see more proof that the recovery will come through, he said.</p><p>Morgan Stanley Wealth Management’sLisa Shalett is also skeptical of the recent resurgence in growth stocks and the likelihood that the economic rebound this cycle will be narrow, forcing the Federal Reserve to keep interest rates ultralow. Low rates tend to benefit growth stocks more than value.</p><p>In a note to clients, Shalett said she expects growth this business cycle to be much broader and stronger than in the past one, with credit growth likely to resume. Instead of monetary policy, fiscal policy, whether through infrastructure spending or other stimulus measures, will loom large over the market—potentially contributing to higher inflation.</p><p>Inflation could bring higher interest rates, benefiting banks. Commodity producers would gain as well.</p><p>As a result, she recommends investors tilt toward cyclical stocks, foreign, value, and quality factors.</p><p>Indeed, people putting money into passive investment funds still seem to prefer value. As of last week, value exchange-traded funds had recorded 12 consecutive weeks of net inflows, while growth ETFs saw the biggest outflows in six weeks, according to equity and quantitative strategists atBank of America.</p><p>The BofA strategists see more room for value to recover, based on signs they track. For example, value has only outperformed growth by about 20% versus 60% on average, and its outperformance is only in its seventh month, while periods when value beats growth average 33 months. Profit growth also has yet to peak, and money managers are still light on value-oriented stocks, with active funds roughly 30% underweight value.</p><p>Abhay Deshpande, a veteran value manager and chief investment officer at Centerstone Investors, is fully invested even though markets look expensive.</p><p>Many of the opportunities Centerstone has found are popping up in small to midsize companies abroad, including in smaller emerging markets that have been ignored as investors have flocked to big technology stocks and large markets like China. One area Desphande finds attractive: travel and casino companies in emerging Asia as vaccine distribution picks up and a global recovery takes hold.</p><p>Larry Pitkowsky, manager of theGoodHaven(GOODX) fund, also thinks markets are pricey, but he is finding the quality value stocks he tends to favor amid financials. The market hasn’t fully priced in the benefit to financial companies as interest rates rise, Pitkowsky believes, so he is adding to his holdings of stocks likeProgressive(PGR). The insurer offers a high return on capital, growing revenue, and a strong management, but the stock is trading relatively cheaply, at multiples in the midteens, he said.</p>","source":"lsy1610680873436","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 Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over</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 Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148637565","content_text":"Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may already be over. But the market’s latest moves may indicate only a pause, rather than a reversal in value’s comeback.Value stocks, or those that typically trade at a low multiples versus their cash flow or other metrics, had started to perk up late last year. News of a vaccine for Covid-19 raised hope for a strong global recovery and bolstered the outlooks for financials, manufacturers, energy, and other commodity-oriented companies.But a recent decline in interest rates and inflation expectations has led to another reversal. TheiShares S&P 500 ValueETF (ticker: IVE) has gained 3.7% in the past month while theiShares S&P 500 GrowthETF (IVW) is up 7.7%. In a note to clients on Tuesday, Nicholas Colas, co-founder of DataTrek Research, attributed growth’s recent outperformance to five companies:Apple(AAPL);Microsoft(MSFT);Amazon.com(AMZN); Google’s owner, Alphabet (GOOG); andTesla(TSLA).“A sudden rotation into brand-name growth stocks isn’t typically a good sign for markets over the near term,” Colas wrote. Investors took cover in big-cap tech stocks as markets swooned last year, and the fact that money has been flowing back into them lately could suggest people are hitting pause on their reopening plays, before adding to their holdings of more cyclical stocks. Investors may be waiting to see more proof that the recovery will come through, he said.Morgan Stanley Wealth Management’sLisa Shalett is also skeptical of the recent resurgence in growth stocks and the likelihood that the economic rebound this cycle will be narrow, forcing the Federal Reserve to keep interest rates ultralow. Low rates tend to benefit growth stocks more than value.In a note to clients, Shalett said she expects growth this business cycle to be much broader and stronger than in the past one, with credit growth likely to resume. Instead of monetary policy, fiscal policy, whether through infrastructure spending or other stimulus measures, will loom large over the market—potentially contributing to higher inflation.Inflation could bring higher interest rates, benefiting banks. Commodity producers would gain as well.As a result, she recommends investors tilt toward cyclical stocks, foreign, value, and quality factors.Indeed, people putting money into passive investment funds still seem to prefer value. As of last week, value exchange-traded funds had recorded 12 consecutive weeks of net inflows, while growth ETFs saw the biggest outflows in six weeks, according to equity and quantitative strategists atBank of America.The BofA strategists see more room for value to recover, based on signs they track. For example, value has only outperformed growth by about 20% versus 60% on average, and its outperformance is only in its seventh month, while periods when value beats growth average 33 months. Profit growth also has yet to peak, and money managers are still light on value-oriented stocks, with active funds roughly 30% underweight value.Abhay Deshpande, a veteran value manager and chief investment officer at Centerstone Investors, is fully invested even though markets look expensive.Many of the opportunities Centerstone has found are popping up in small to midsize companies abroad, including in smaller emerging markets that have been ignored as investors have flocked to big technology stocks and large markets like China. One area Desphande finds attractive: travel and casino companies in emerging Asia as vaccine distribution picks up and a global recovery takes hold.Larry Pitkowsky, manager of theGoodHaven(GOODX) fund, also thinks markets are pricey, but he is finding the quality value stocks he tends to favor amid financials. The market hasn’t fully priced in the benefit to financial companies as interest rates rise, Pitkowsky believes, so he is adding to his holdings of stocks likeProgressive(PGR). The insurer offers a high return on capital, growing revenue, and a strong management, but the stock is trading relatively cheaply, at multiples in the midteens, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371158617,"gmtCreate":1618922900539,"gmtModify":1704716911471,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Waiting for all to go up","listText":"Waiting for all to go up","text":"Waiting for all to go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/371158617","repostId":"1163308396","repostType":4,"repost":{"id":"1163308396","pubTimestamp":1618922615,"share":"https://ttm.financial/m/news/1163308396?lang=&edition=fundamental","pubTime":"2021-04-20 20:43","market":"us","language":"en","title":"8 Reasons To Stay Bullish On Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1163308396","media":"seekingalpha","summary":"Summary\n\nMajor fundamental tailwinds can still drive stocks higher.\nMarket valuations looks attracti","content":"<p><b>Summary</b></p>\n<ul>\n <li>Major fundamental tailwinds can still drive stocks higher.</li>\n <li>Market valuations looks attractive considering forward earnings estimates.</li>\n <li>We are bullish on tech and also see value in emerging markets that can outperform going forward.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57dc25f34f3248ddb7d4088b576c4e5b\" tg-width=\"1536\" tg-height=\"864\"><span>Photo by babyrhino/iStock via Getty Images</span></p>\n<p>With some eye-popping returns from stocks over the past year, any sign of volatility starts the inevitable chatter in the market questioning if and when \"the top\" is in. Our take is that there are plenty of reasons to remain bullish with major fundamental tailwinds that can continue to support more upside. Investors need to focus on the big picture and recognize that macro conditions are not only positive but have even progressed better than expected across everything from the global growth outlook, to corporate earnings, and also the COVID situation. We believe the following points will ultimately push stocks higher from current levels and any selloff here is a buying opportunity.</p>\n<ol>\n <li>Strong Economic Growth</li>\n <li>Attractive Valuations Looking Ahead Towards 2022</li>\n <li>Earnings Momentum</li>\n <li>Accommodative Fiscal and Monetary Policies</li>\n <li>Stabilizing Interest Rates</li>\n <li>Weaker U.S. Dollar</li>\n <li>Improving Emerging Markets Environment</li>\n <li>Encouraging COVID data</li>\n</ol>\n<p><b>Stronger Than Expected Macro Outlook</b></p>\n<p>The global economy has come a long way compared to the early stages of the pandemic that at one point teetered towards apocalyptic scenarios. While attempting to control the public health crisis continues to be a challenge, the strategy to mitigate economic disruptions through an all-in approach to fiscal and monetary stimulus has worked as intended. To be clear, we were skeptical at one point and we may have even been a reluctant bull, but the following data points are hard to ignore.</p>\n<p>The evidence has been the pattern of steadily improving economic indicators that in many ways surpassed even the most optimistic expectations at this point 1 year ago. In March the FED upgraded its 2021 U.S. GDP growth forecast to 6.5%, from the 4.2% estimate back in December. Compared to the 3.5% GDP decline in 2020, the setup here is not only a full recovery but also growth compared to the 2019 peak. Similarly, the FED now expects the unemployment rate to reach 4.5% by the end of the year which is an impressive turnaround compared to the official peak unemployment rate of 14.8% in Q2 last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2f15c493c0403f4023db254f627c3f\" tg-width=\"640\" tg-height=\"480\"><span>Source: Fed</span></p>\n<p>There is every reason to believe these GDP growth estimates are achievable, and we can make the case that the final result may even be stronger. Companies are doing record levels of business right now into the post-pandemic recovery with COVID restrictions being relaxed set to add a further boost.</p>\n<p>One of the most bullish trends for us is the level of consumer&nbsp;credit card debt&nbsp;which has declined by nearly 20% or over $200 billion from pre-pandemic levels. Essentially with spending options like travel and entertainment limited over the past year, many consumers were able to save and pay down revolving debt. Going forward, that \"household-deleveraging\" may support higher spending with pent-up demand generating positive impacts to all sectors.</p>\n<p>It's important to note that these trends are global. Beyond the U.S. economy, many countries are set to experience a similar rebound. The International Monetary Fund \"IMF\" is forecasting 6.0% GDP world growth, more than reversing the 3.0% drop last year. Notably, this estimate was also revised higher from 5.5% in January. The Asia region is already seeing record levels of growth which is positive for the global industrial production outlook.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/982ec619ffa585d9214d49286e24d02c\" tg-width=\"640\" tg-height=\"363\"><span>Source: IMF</span></p>\n<p><b>Strong Earnings Outlook For the S&amp;P 500</b></p>\n<p>At the end of the day, the macro perspective needs to translate to corporate earnings to be positive for stocks. Indeed, one of the most bullish factors for the market is the trend in higher earnings. We look at the S&amp;P 500 bottom-up EPS estimates for 2021, which is the aggregate of the EPS forecasts across all underlying companies. The S&amp;P 500 is forecast to earn $176.76 in 2021, up 26% year over year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09dd692c88e4a9c3b3eea95e08587d22\" tg-width=\"640\" tg-height=\"459\"><span>Source: FactSet/ annotation by author</span></p>\n<p>This is not just a case of EPS growth benefiting a base effect of depressed earnings last year. This year's estimate is also 8.5% above the previous 2019 record. The 2020 leaders from technology and healthcare that were overall resilient to COVID or even got a boost in demand are expected to continue growing. There are also groups of sectors that were significantly impacted by the pandemic like industrials, energy, and materials that are already showing a strong rebound. On the other hand at the industry level; airlines, restaurants, hospitality as a few notable examples that are still in the early stages of their recovery which will add to growth going forward.</p>\n<p>What we want to highlight is the estimate for next year in 2022 where the S&amp;P 500 is forecast to earn $202.83 representing an annual increase of 15%. We discuss further below how the outlook for 2022 plays into what is an attractive market valuation at the current level. Considering that the pandemic is still ongoing and a \"return to normal\" environment only emerges in the second half of this year, 2022 will be the first full year of a normalizing economy. The consensus is that most companies will be positioned to benefit from what is a strong macro momentum that will drive higher earnings across all sectors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4a5afcdbbd36d331b19641d69f44143\" tg-width=\"640\" tg-height=\"448\"><span>Source: FactSet</span></p>\n<p><b>Market Is Cheap Looking Out Towards 2022</b></p>\n<p>The chart below tracks the S&amp;P 500 P/E ratio on a trailing-twelve-months basis going back to 2011 with a 5- and 10-year average of 22x and 19x for each period respectively. The current level at 34x is a metric that many bears will point to as evidence the market is \"a bubble\" or extremely overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0777b894fafdde0df25b6d1e89ca4cea\" tg-width=\"640\" tg-height=\"361\"><span>Source: FactSet/ annotation by author</span></p>\n<p>This is simply the wrong way to be analyzing the market considering the last year was an exceptional period where various sectors were significantly impacted by the pandemic. It makes more sense to look ahead into an environment where the economy and companies will be operating on all cylinders. In other words, investors should ignore 2020 earnings as it relates to valuations as the forward outlook can make more sense.</p>\n<p>From the S&amp;P 500 bottom-up EPS estimates for 2021 and 2022, we can calculate the forward and \"1-year forward\" P/E ratio which in our view places the market valuation into the correct context. Considering the S&amp;P 500 EPS estimate of $176.76 for this year against the current index price of around 4,150, the forward P/E multiple of 24x begins to appear more reasonable.</p>\n<p>For 2022, the S&amp;P estimate to earn $202.83 implies a 1-year forward P/E of 20x. At this level, if the bottom-up EPS outlook is confirmed, the setup is attractive in our view heading into what is expected to be a record period for an economic growth environment. In essence, with an assumption that the global pandemic ends this year, 2022 will be more reflective of true underlying earnings potential across the entire stock market. The higher importance of technology stocks including the contribution of high-growth leaders that are just beginning to really scale in terms of earnings helps justify higher multiples compared to historical market trends.</p>\n<p><b>Earnings Momentum</b></p>\n<p>Getting past some of the abstract concepts like bottom-up EPS and forward multiples, the underlying trends from the companies that matter is what makes the difference. Even into the current Q1 earnings season, the mega-cap banks that have already reported set the stage for what is a very strong growth momentum across the board.</p>\n<p>The table below highlights some of the largest S&amp;P 500 companies expected to report earnings still this month. This group represents nearly 40% of the index weighting and have otherwise monster estimated EPS and revenue growth numbers not just for Q1 by also expected to continue through next year. The average company here is set to increase EPS 20% this year and again 15% in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbb83d9d642535aeddaf2a537d2cebd8\" tg-width=\"640\" tg-height=\"683\"><span>Source: author</span></p>\n<p>Of course, it's always possible a particular company underperforms or misses its estimates but there's little reason to believe earnings trends as a group is going to collapse from here. Our point here is that it's hard to be \"bearish\" on the market when the mega-cap leaders are generating such positive numbers. Particularly impressive are the estimates for the \"FANG\" stocks that already had a record 2020. Amazon.com Inc (AMZN) which is down about 5% from its recent high is expected to grow EPS 39% y/y in 2022.</p>\n<p>From the table above, while most stocks are up year to date, the average in the group is down about 5% from their 52-week high. A bullish outlook can target these previous levels as near-term upside potential. Many of these stocks look attractive considering their earnings momentum through next year and the bullish case is that the estimates are conservative with potential revisions higher going forward.</p>\n<p><b>Stabilizing Rates Outlook is Bullish</b></p>\n<p>A development this year that has added to some volatility is the trend in climbing interest rates. The benchmark 10-year U.S. Treasury yield currently at 1.6% is up from a low of 0.5% last year and now at the highest level since before the pandemic. The move over the past several months makes sense considering the improvement in economic conditions forces some pricing pressures adding to long-term inflation expectations. Favorably, the fallout has been relatively contained in light of stocks continuing to trade near all-time highs with the positive signals the trend implies largely outweighing the negative impacts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23a2f83496ce43a00b0aba9aae39d554\" tg-width=\"640\" tg-height=\"261\"><span>Source: CNBC/ annotation by the author</span></p>\n<p>The issue goes back to inflation expectations. With an understanding that price pressures may spike into the upcoming summer months, the other side to that is a belief that those pressures will ultimately be temporary as the economy normalizes through next year. We'll put this down as a risk to watch but downplay any concerns that the current level of rates is significantly negative for stocks.</p>\n<p>Compared to the accelerated pace of the bond selloff in Q1, we believe the climb in rates will be more moderate going forward towards our year-end yield target of 2.0% in the 10-year. Since 2017, the 10-year Treasury yield has averaged about 2% and we believe it's a level the market can absorb. In other words, the economic growth outlook can outweigh the consequence of higher rates in the near term.</p>\n<p><b>Weaker Dollar is Positive for Risk Assets</b></p>\n<p>We are also watching the trend in the U.S. Dollar which has been on a downward trend since the highs of last year. When we look at the \"Dollar Index\" it's important to note that this is a basket of currencies with the exchange rate against the Euro comprising nearly 60% of the weighting. In this regard, taking a bearish view on the Dollar can also be stated as being bullish on the Euro and other foreign currencies. Fundamentally, themes like a higher U.S. fiscal deficit and public debt along with more attractive yield opportunities in international markets pressure the Dollar and is largely positive for the broader macro environment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd96f50b349bc799a3f1f29c36f358f8\" tg-width=\"640\" tg-height=\"275\"><span>finviz.com</span></p>\n<p>As it relates to stocks, nearly 50% of all revenues from S&amp;P 500 companies are based outside the U.S. meaning that a weaker Dollar drives the value of earnings higher from companies' global operations. It is to the benefit of the U.S. when the global economy is strengthening as it supports global trade and overall risk sentiment.</p>\n<p>In line with a weaker U.S. Dollar, commodities from soybeans, copper, oil, iron ore have been very strong driven by both tight supply conditions due to the pandemic along with the expectations of improving demand. Laggards from 2020 in the basic materials and the energy sector directly benefit but we positive externalities extend to other sectors.</p>\n<p><b>COVID - Light at the End of The Tunnel</b></p>\n<p>Whether it's controversial or not, our take is that the COVID pandemic is on its last legs. Data from the CDC now confirms that vaccinated individuals have just a&nbsp;1 in 14,000&nbsp;chance of contracting COVID which means the vaccines work as intended to prevent deaths. In the U.S. nearly 4 million vaccinations were administered in a single day last week which is a pace that would suggest every&nbsp;at-risk group&nbsp;should be completely vaccinated within the next month. We expect mortalities to begin plummeting which should be the all-clear sign for the economy to begin fully reopening giving confidence to the economic growth outlook.</p>\n<p>While this is a topic everyone has an opinion on, the one insight we can add is that based on data showing children under the age of 17 have a very&nbsp;low risk of death, the total number of vaccines that ultimately need to be administered worldwide to significantly limit deaths is lower than the actual global population. Just focusing on people over the age of 65 would reduce COVID deaths by 95%. Most countries are starting with the elderly populations first.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72a2aad570b158affa2f2dde027dadf7\" tg-width=\"640\" tg-height=\"429\"><span>Source: OurWorldInData</span></p>\n<p>Internationally, it's encouraging that vaccinations are ramping up and we believe the rest of the world could be 3 or 4 months behind the U.S. curve. In some ways, the lingering uncertainty represents the bullish case for stocks as there are still investors skeptical of the potentially positive outcome for COVID by the end of this year. We believe the post-pandemic recovery will be very positive for the macro outlook and corporate earnings.</p>\n<p><b>The Risks to Watch</b></p>\n<p>Our intention here is not to play cheerleader or sugarcoat the outlook. Risks are always present in stocks and the narrative can change quickly. One of the most concerning scenarios would be the emergence of some COVID variety that is more fatal and resistant to current vaccines forcing a reassessment of the post-pandemic recovery. As a tail-risk, COVID will likely remain an issue within the investing outlook for the foreseeable future.</p>\n<p>We mentioned inflation and a scenario where the CPI spikes to levels above 4%-5% leading to expectations getting \"unanchored\" from the current baseline would likely also be negative for stocks. We want energy and commodity prices to remain elevated, but getting too hot could also have some negative consequences. The first sign of such deterioration would be an accelerated spike in rates meaning a bond selloff as it could force the FED to take a more aggressive hawkish stance. Finally, geopolitical issues including stability in regions like the Middle East or political rhetoric towards Russia and or China could also add to volatility.</p>\n<p><b>How to Trade It</b></p>\n<p>Tactically, we have a year-end price target on the S&amp;P at 4,500 or approximately $450 for the SPDR S&amp;P 500 ETF (SPY) representing about 8% upside. Considering the index is already 11% higher year to date and 5% in just the past month, we expect the pace of gains to moderate but remain bullish. On the downside, the 4,000 index level is an important area of support that we believe can hold on any near-term selloff.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/698fbf62439d76a799eca7d9c739c095\" tg-width=\"640\" tg-height=\"190\"><span>Source: finviz.com</span></p>\n<p>We aggressively bought the dip in tech stocks during the March pullback and while the group is up significantly in recent weeks, we continue to see upside for the sector driven by strong earnings growth from the mega-cap tech leaders. Among \"FANG\" stocks, Facebook Inc.(NASDAQ:FB)is one of our top picks and the current $300 level is a solid buying opportunity for a company that trades at just 22x 2022 earnings estimates.</p>\n<p>Separately, we are also bullish on high-growth names in thematic segments like cloud-computing and cannabis stocks which remain in correction territory from their highs of the year, setting up a good buy-the-dip opportunity. The Global X Cloud Computing ETF(NASDAQ:CLOU)which includes 36 stocks across a basket of internet and \"SaaS\" names is a good option to gain exposure to a group of companies that benefit from generational growth tailwinds with disruptive applications. Notably, the fund is nearly flat from a level going back to September 2020 and we like the value at the current level.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f2a05c9c72b45a66111a147b0ea2c9\" tg-width=\"640\" tg-height=\"197\"><span>Source: finviz.com</span></p>\n<p>Another area where we see alpha is in emerging markets which we believe can likely outperform going forward. Beyond China, we like exposure to countries that can benefit from a strengthening local currency against the dollar and get a boost from the strong commodity pricing environment as a macro driver. We recently covered Brazil stocks as representing our&nbsp;top contrarian idea.The iShares MSCI Emerging Markets ETF(NYSEARCA:EEM)is an easy way to capture diversified exposure to foreign stocks with positive tailwinds in a post-pandemic recovery.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26dbc7993004dc9ce9bc6c3152431e94\" tg-width=\"640\" tg-height=\"193\"><span>Source: finviz.com</span></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Reasons To Stay Bullish On Stocks</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\">\n8 Reasons To Stay Bullish On Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 20:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419952-8-reasons-to-stay-bullish-on-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMajor fundamental tailwinds can still drive stocks higher.\nMarket valuations looks attractive considering forward earnings estimates.\nWe are bullish on tech and also see value in emerging ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419952-8-reasons-to-stay-bullish-on-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4419952-8-reasons-to-stay-bullish-on-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163308396","content_text":"Summary\n\nMajor fundamental tailwinds can still drive stocks higher.\nMarket valuations looks attractive considering forward earnings estimates.\nWe are bullish on tech and also see value in emerging markets that can outperform going forward.\n\nPhoto by babyrhino/iStock via Getty Images\nWith some eye-popping returns from stocks over the past year, any sign of volatility starts the inevitable chatter in the market questioning if and when \"the top\" is in. Our take is that there are plenty of reasons to remain bullish with major fundamental tailwinds that can continue to support more upside. Investors need to focus on the big picture and recognize that macro conditions are not only positive but have even progressed better than expected across everything from the global growth outlook, to corporate earnings, and also the COVID situation. We believe the following points will ultimately push stocks higher from current levels and any selloff here is a buying opportunity.\n\nStrong Economic Growth\nAttractive Valuations Looking Ahead Towards 2022\nEarnings Momentum\nAccommodative Fiscal and Monetary Policies\nStabilizing Interest Rates\nWeaker U.S. Dollar\nImproving Emerging Markets Environment\nEncouraging COVID data\n\nStronger Than Expected Macro Outlook\nThe global economy has come a long way compared to the early stages of the pandemic that at one point teetered towards apocalyptic scenarios. While attempting to control the public health crisis continues to be a challenge, the strategy to mitigate economic disruptions through an all-in approach to fiscal and monetary stimulus has worked as intended. To be clear, we were skeptical at one point and we may have even been a reluctant bull, but the following data points are hard to ignore.\nThe evidence has been the pattern of steadily improving economic indicators that in many ways surpassed even the most optimistic expectations at this point 1 year ago. In March the FED upgraded its 2021 U.S. GDP growth forecast to 6.5%, from the 4.2% estimate back in December. Compared to the 3.5% GDP decline in 2020, the setup here is not only a full recovery but also growth compared to the 2019 peak. Similarly, the FED now expects the unemployment rate to reach 4.5% by the end of the year which is an impressive turnaround compared to the official peak unemployment rate of 14.8% in Q2 last year.\nSource: Fed\nThere is every reason to believe these GDP growth estimates are achievable, and we can make the case that the final result may even be stronger. Companies are doing record levels of business right now into the post-pandemic recovery with COVID restrictions being relaxed set to add a further boost.\nOne of the most bullish trends for us is the level of consumer credit card debt which has declined by nearly 20% or over $200 billion from pre-pandemic levels. Essentially with spending options like travel and entertainment limited over the past year, many consumers were able to save and pay down revolving debt. Going forward, that \"household-deleveraging\" may support higher spending with pent-up demand generating positive impacts to all sectors.\nIt's important to note that these trends are global. Beyond the U.S. economy, many countries are set to experience a similar rebound. The International Monetary Fund \"IMF\" is forecasting 6.0% GDP world growth, more than reversing the 3.0% drop last year. Notably, this estimate was also revised higher from 5.5% in January. The Asia region is already seeing record levels of growth which is positive for the global industrial production outlook.\nSource: IMF\nStrong Earnings Outlook For the S&P 500\nAt the end of the day, the macro perspective needs to translate to corporate earnings to be positive for stocks. Indeed, one of the most bullish factors for the market is the trend in higher earnings. We look at the S&P 500 bottom-up EPS estimates for 2021, which is the aggregate of the EPS forecasts across all underlying companies. The S&P 500 is forecast to earn $176.76 in 2021, up 26% year over year.\nSource: FactSet/ annotation by author\nThis is not just a case of EPS growth benefiting a base effect of depressed earnings last year. This year's estimate is also 8.5% above the previous 2019 record. The 2020 leaders from technology and healthcare that were overall resilient to COVID or even got a boost in demand are expected to continue growing. There are also groups of sectors that were significantly impacted by the pandemic like industrials, energy, and materials that are already showing a strong rebound. On the other hand at the industry level; airlines, restaurants, hospitality as a few notable examples that are still in the early stages of their recovery which will add to growth going forward.\nWhat we want to highlight is the estimate for next year in 2022 where the S&P 500 is forecast to earn $202.83 representing an annual increase of 15%. We discuss further below how the outlook for 2022 plays into what is an attractive market valuation at the current level. Considering that the pandemic is still ongoing and a \"return to normal\" environment only emerges in the second half of this year, 2022 will be the first full year of a normalizing economy. The consensus is that most companies will be positioned to benefit from what is a strong macro momentum that will drive higher earnings across all sectors.\nSource: FactSet\nMarket Is Cheap Looking Out Towards 2022\nThe chart below tracks the S&P 500 P/E ratio on a trailing-twelve-months basis going back to 2011 with a 5- and 10-year average of 22x and 19x for each period respectively. The current level at 34x is a metric that many bears will point to as evidence the market is \"a bubble\" or extremely overvalued.\nSource: FactSet/ annotation by author\nThis is simply the wrong way to be analyzing the market considering the last year was an exceptional period where various sectors were significantly impacted by the pandemic. It makes more sense to look ahead into an environment where the economy and companies will be operating on all cylinders. In other words, investors should ignore 2020 earnings as it relates to valuations as the forward outlook can make more sense.\nFrom the S&P 500 bottom-up EPS estimates for 2021 and 2022, we can calculate the forward and \"1-year forward\" P/E ratio which in our view places the market valuation into the correct context. Considering the S&P 500 EPS estimate of $176.76 for this year against the current index price of around 4,150, the forward P/E multiple of 24x begins to appear more reasonable.\nFor 2022, the S&P estimate to earn $202.83 implies a 1-year forward P/E of 20x. At this level, if the bottom-up EPS outlook is confirmed, the setup is attractive in our view heading into what is expected to be a record period for an economic growth environment. In essence, with an assumption that the global pandemic ends this year, 2022 will be more reflective of true underlying earnings potential across the entire stock market. The higher importance of technology stocks including the contribution of high-growth leaders that are just beginning to really scale in terms of earnings helps justify higher multiples compared to historical market trends.\nEarnings Momentum\nGetting past some of the abstract concepts like bottom-up EPS and forward multiples, the underlying trends from the companies that matter is what makes the difference. Even into the current Q1 earnings season, the mega-cap banks that have already reported set the stage for what is a very strong growth momentum across the board.\nThe table below highlights some of the largest S&P 500 companies expected to report earnings still this month. This group represents nearly 40% of the index weighting and have otherwise monster estimated EPS and revenue growth numbers not just for Q1 by also expected to continue through next year. The average company here is set to increase EPS 20% this year and again 15% in 2022.\nSource: author\nOf course, it's always possible a particular company underperforms or misses its estimates but there's little reason to believe earnings trends as a group is going to collapse from here. Our point here is that it's hard to be \"bearish\" on the market when the mega-cap leaders are generating such positive numbers. Particularly impressive are the estimates for the \"FANG\" stocks that already had a record 2020. Amazon.com Inc (AMZN) which is down about 5% from its recent high is expected to grow EPS 39% y/y in 2022.\nFrom the table above, while most stocks are up year to date, the average in the group is down about 5% from their 52-week high. A bullish outlook can target these previous levels as near-term upside potential. Many of these stocks look attractive considering their earnings momentum through next year and the bullish case is that the estimates are conservative with potential revisions higher going forward.\nStabilizing Rates Outlook is Bullish\nA development this year that has added to some volatility is the trend in climbing interest rates. The benchmark 10-year U.S. Treasury yield currently at 1.6% is up from a low of 0.5% last year and now at the highest level since before the pandemic. The move over the past several months makes sense considering the improvement in economic conditions forces some pricing pressures adding to long-term inflation expectations. Favorably, the fallout has been relatively contained in light of stocks continuing to trade near all-time highs with the positive signals the trend implies largely outweighing the negative impacts.\nSource: CNBC/ annotation by the author\nThe issue goes back to inflation expectations. With an understanding that price pressures may spike into the upcoming summer months, the other side to that is a belief that those pressures will ultimately be temporary as the economy normalizes through next year. We'll put this down as a risk to watch but downplay any concerns that the current level of rates is significantly negative for stocks.\nCompared to the accelerated pace of the bond selloff in Q1, we believe the climb in rates will be more moderate going forward towards our year-end yield target of 2.0% in the 10-year. Since 2017, the 10-year Treasury yield has averaged about 2% and we believe it's a level the market can absorb. In other words, the economic growth outlook can outweigh the consequence of higher rates in the near term.\nWeaker Dollar is Positive for Risk Assets\nWe are also watching the trend in the U.S. Dollar which has been on a downward trend since the highs of last year. When we look at the \"Dollar Index\" it's important to note that this is a basket of currencies with the exchange rate against the Euro comprising nearly 60% of the weighting. In this regard, taking a bearish view on the Dollar can also be stated as being bullish on the Euro and other foreign currencies. Fundamentally, themes like a higher U.S. fiscal deficit and public debt along with more attractive yield opportunities in international markets pressure the Dollar and is largely positive for the broader macro environment.\nfinviz.com\nAs it relates to stocks, nearly 50% of all revenues from S&P 500 companies are based outside the U.S. meaning that a weaker Dollar drives the value of earnings higher from companies' global operations. It is to the benefit of the U.S. when the global economy is strengthening as it supports global trade and overall risk sentiment.\nIn line with a weaker U.S. Dollar, commodities from soybeans, copper, oil, iron ore have been very strong driven by both tight supply conditions due to the pandemic along with the expectations of improving demand. Laggards from 2020 in the basic materials and the energy sector directly benefit but we positive externalities extend to other sectors.\nCOVID - Light at the End of The Tunnel\nWhether it's controversial or not, our take is that the COVID pandemic is on its last legs. Data from the CDC now confirms that vaccinated individuals have just a 1 in 14,000 chance of contracting COVID which means the vaccines work as intended to prevent deaths. In the U.S. nearly 4 million vaccinations were administered in a single day last week which is a pace that would suggest every at-risk group should be completely vaccinated within the next month. We expect mortalities to begin plummeting which should be the all-clear sign for the economy to begin fully reopening giving confidence to the economic growth outlook.\nWhile this is a topic everyone has an opinion on, the one insight we can add is that based on data showing children under the age of 17 have a very low risk of death, the total number of vaccines that ultimately need to be administered worldwide to significantly limit deaths is lower than the actual global population. Just focusing on people over the age of 65 would reduce COVID deaths by 95%. Most countries are starting with the elderly populations first.\nSource: OurWorldInData\nInternationally, it's encouraging that vaccinations are ramping up and we believe the rest of the world could be 3 or 4 months behind the U.S. curve. In some ways, the lingering uncertainty represents the bullish case for stocks as there are still investors skeptical of the potentially positive outcome for COVID by the end of this year. We believe the post-pandemic recovery will be very positive for the macro outlook and corporate earnings.\nThe Risks to Watch\nOur intention here is not to play cheerleader or sugarcoat the outlook. Risks are always present in stocks and the narrative can change quickly. One of the most concerning scenarios would be the emergence of some COVID variety that is more fatal and resistant to current vaccines forcing a reassessment of the post-pandemic recovery. As a tail-risk, COVID will likely remain an issue within the investing outlook for the foreseeable future.\nWe mentioned inflation and a scenario where the CPI spikes to levels above 4%-5% leading to expectations getting \"unanchored\" from the current baseline would likely also be negative for stocks. We want energy and commodity prices to remain elevated, but getting too hot could also have some negative consequences. The first sign of such deterioration would be an accelerated spike in rates meaning a bond selloff as it could force the FED to take a more aggressive hawkish stance. Finally, geopolitical issues including stability in regions like the Middle East or political rhetoric towards Russia and or China could also add to volatility.\nHow to Trade It\nTactically, we have a year-end price target on the S&P at 4,500 or approximately $450 for the SPDR S&P 500 ETF (SPY) representing about 8% upside. Considering the index is already 11% higher year to date and 5% in just the past month, we expect the pace of gains to moderate but remain bullish. On the downside, the 4,000 index level is an important area of support that we believe can hold on any near-term selloff.\nSource: finviz.com\nWe aggressively bought the dip in tech stocks during the March pullback and while the group is up significantly in recent weeks, we continue to see upside for the sector driven by strong earnings growth from the mega-cap tech leaders. Among \"FANG\" stocks, Facebook Inc.(NASDAQ:FB)is one of our top picks and the current $300 level is a solid buying opportunity for a company that trades at just 22x 2022 earnings estimates.\nSeparately, we are also bullish on high-growth names in thematic segments like cloud-computing and cannabis stocks which remain in correction territory from their highs of the year, setting up a good buy-the-dip opportunity. The Global X Cloud Computing ETF(NASDAQ:CLOU)which includes 36 stocks across a basket of internet and \"SaaS\" names is a good option to gain exposure to a group of companies that benefit from generational growth tailwinds with disruptive applications. Notably, the fund is nearly flat from a level going back to September 2020 and we like the value at the current level.\nSource: finviz.com\nAnother area where we see alpha is in emerging markets which we believe can likely outperform going forward. Beyond China, we like exposure to countries that can benefit from a strengthening local currency against the dollar and get a boost from the strong commodity pricing environment as a macro driver. We recently covered Brazil stocks as representing our top contrarian idea.The iShares MSCI Emerging Markets ETF(NYSEARCA:EEM)is an easy way to capture diversified exposure to foreign stocks with positive tailwinds in a post-pandemic recovery.\nSource: finviz.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103490920,"gmtCreate":1619797804860,"gmtModify":1704272586092,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"To the moon pls!!","listText":"To the moon pls!!","text":"To the moon pls!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103490920","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","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":1619792975,"share":"https://ttm.financial/m/news/1142070002?lang=&edition=fundamental","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO rose more than 5%, after falling nearly 4% before</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 rose more than 5%, after falling nearly 4% before\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-30 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101456152,"gmtCreate":1619935143076,"gmtModify":1704336567093,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101456152","repostId":"1103106179","repostType":4,"repost":{"id":"1103106179","pubTimestamp":1619917622,"share":"https://ttm.financial/m/news/1103106179?lang=&edition=fundamental","pubTime":"2021-05-02 09:07","market":"us","language":"en","title":"Berkshire Hathaway Annual Meeting 2021: Highlights and storylines","url":"https://stock-news.laohu8.com/highlight/detail?id=1103106179","media":"Tiger Newspress","summary":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world","content":"<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AM</p><p>Warren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\"><b>Playback Live Here！</b></a></p><p>In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.</p><p>In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.</p><p>Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.</p><p>Here were some of the highlights from the event.</p><p>—</p><p>Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.</p><p>\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"</p><p>\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.</p><p>—</p><p>Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.</p><p>“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"</p><p>\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”</p><p>—</p><p>Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.</p><p>\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"</p><p>Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&amp;T Bank Corp (MTB).</p><p>\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"</p><p>—</p><p>A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.</p><p>\"This is an easy one. No thank you, I’ll pass,\" Jain said.</p><p>“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”</p><p>—</p><p>Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"</p><p>\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"</p><p>Munger, however, issued a more direct attack.</p><p>\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"</p><p>—</p><p>Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.</p><p>\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"</p><p>\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"</p><p>Munger offered a similar view.</p><p>\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"</p><p>—</p><p>Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.</p><p>\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"</p><p>\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"</p><p>—</p><p>Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.</p><p>\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.</p><p>\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"</p><p>\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.</p><p>—</p><p>Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.</p><p>\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"</p><p>\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"</p><p>Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.</p><p>—</p><p>A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.</p><p>\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"</p><p>\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"</p><p>\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"</p><p>—</p><p>One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.</p><p>\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"</p><p>\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"</p><p>\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"</p><p>\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"</p><p>Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"</p><p>\"The people who ask the questions think they know the answer. We're just more modest.\"</p><p>—</p><p>Most investors would benefit from simply purchasing an S&amp;P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.</p><p>\"I recommend the S&amp;P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&amp;P 500 index fund.\"</p><p>\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"</p><p>Charlie Munger, on the other hand, had a different perspective.</p><p>\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"</p><p>—</p><p>Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.</p><p>But only a couple hundred years ago, the U.S. looked like the underdog.</p><p>\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"</p><p>\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"</p><p>—</p><p>In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.</p><p>\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"</p><p>He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.</p><p>\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"</p><p>—</p><p>The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.</p><p>\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"</p><p>\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"</p><p>See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.</p><p>—</p><p>Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.</p><p>Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.</p><p>Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\">If you want to watch the full live video, please click here.</a></p>","source":"yahoofinance_sg","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>Berkshire Hathaway Annual Meeting 2021: Highlights and storylines</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\">\nBerkshire Hathaway Annual Meeting 2021: Highlights and storylines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-02 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-...</p>\n\n<a href=\"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50\">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"},"source_url":"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103106179","content_text":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.Here were some of the highlights from the event.—Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.—Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”—Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&T Bank Corp (MTB).\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"—A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.\"This is an easy one. No thank you, I’ll pass,\" Jain said.“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”—Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"Munger, however, issued a more direct attack.\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"—Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"Munger offered a similar view.\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"—Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"—Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.—Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.—A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"—One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"\"The people who ask the questions think they know the answer. We're just more modest.\"—Most investors would benefit from simply purchasing an S&P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.\"I recommend the S&P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&P 500 index fund.\"\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"Charlie Munger, on the other hand, had a different perspective.\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"—Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.But only a couple hundred years ago, the U.S. looked like the underdog.\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"—In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"—The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.—Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.If you want to watch the full live video, please click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315876496,"gmtCreate":1612236914215,"gmtModify":1704868566067,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/315876496","repostId":"1155510692","repostType":4,"repost":{"id":"1155510692","pubTimestamp":1612233643,"share":"https://ttm.financial/m/news/1155510692?lang=&edition=fundamental","pubTime":"2021-02-02 10:40","market":"us","language":"en","title":"Amazon, Alphabet and Salesforce are all investing in a $28 billion company that crunches big data","url":"https://stock-news.laohu8.com/highlight/detail?id=1155510692","media":"cnbc","summary":"Databricks, a start-up whose software helps companies quickly process large sets of data and get it ","content":"<div>\n<p>Databricks, a start-up whose software helps companies quickly process large sets of data and get it ready for analysis, said Monday it has raised $1 billion in fresh cash, including from a few ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/01/amazon-alphabet-salesforce-back-databricks-at-28-billion-valuation.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon, Alphabet and Salesforce are all investing in a $28 billion company that crunches big data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon, Alphabet and Salesforce are all investing in a $28 billion company that crunches big data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/01/amazon-alphabet-salesforce-back-databricks-at-28-billion-valuation.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Databricks, a start-up whose software helps companies quickly process large sets of data and get it ready for analysis, said Monday it has raised $1 billion in fresh cash, including from a few ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/01/amazon-alphabet-salesforce-back-databricks-at-28-billion-valuation.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/02/01/amazon-alphabet-salesforce-back-databricks-at-28-billion-valuation.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1155510692","content_text":"Databricks, a start-up whose software helps companies quickly process large sets of data and get it ready for analysis, said Monday it has raised $1 billion in fresh cash, including from a few prominent corporate investors.\nAmazonWeb Services,Alphabet’sCapitalG venture arm andSalesforceVentures all joined in, according to a statement.Microsoft, which invested in Databricksearlier, is also participating in the new round, thestatement said.\nThe transaction, which values Databricks at $28 billion, shows the top three U.S. cloud providers recognize that the company represents an opportunity similar toSnowflake, another firm with cloud software that helps companies manage data.\nDatabricks rose to prominence because it helped companies implement a version of Apache Spark, an alternative to the Hadoop technology for storing lots of different kinds of data in massive quantities. It can help clean up data for exploration in data visualization software such as Salesforce-owned Tableau. The Databricks software gives companies a simple way to run this sort of software, without having to worry about configuring and updating it. Databricks is alsoincreasingly helping organizationsdeploy artificial intelligence models.\n“We’re 100 percent cloud-native,” Databricks CEO Ali Ghodsi told CNBC in a 2019 interview. That same principle applies to Snowflake, which Salesforce had also invested in and has demonstratedstrong revenue growthfollowing its initial public offering last year.\nAmazon, the largest cloud provider, did not put money into Snowflake before it went public. Now it’s investing in Databricks at a later stage than it has historically done.\nNominations are open for the 2021CNBC Disruptor 50, a list of private start-ups using breakthrough technology to become the next generation of great public companies.Submitby Friday, Feb. 12, at 3 pm EST.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101300439,"gmtCreate":1619841529621,"gmtModify":1704335647939,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Nioooo&nbsp;","listText":"Nioooo&nbsp;","text":"Nioooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101300439","repostId":"1137943982","repostType":4,"repost":{"id":"1137943982","pubTimestamp":1619749878,"share":"https://ttm.financial/m/news/1137943982?lang=&edition=fundamental","pubTime":"2021-04-30 10:31","market":"us","language":"en","title":"XPeng Vs. NIO: Which EV Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1137943982","media":"seekingalpha","summary":"The EV industry experiences high growth rates and there are many new market entrants.NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV sto","content":"<p><b>Summary</b></p>\n<ul>\n <li>The EV industry experiences high growth rates and there are many new market entrants.</li>\n <li>NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.</li>\n <li>Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4aaa88cf5d3f942b0de6eda862dd6dd\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.</p>\n<p><b>XPeng Versus NIO Stock</b></p>\n<p>XPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76ba39e1d303590ed1db133e32f7f347\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>Right now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).</p>\n<p>The big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.</p>\n<p><b>Exposure To The High-Growth Chinese EV Market</b></p>\n<p>Both companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.</p>\n<p>In 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a&nbsp;50% increase&nbsp;in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.</p>\n<p>The high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold&nbsp;44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.</p>\n<p>Xiaopeng Motors, on the other hand,has sold 27,000 vehicles&nbsp;in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.</p>\n<p>Looking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2acba3a3368db073de724bd97eb71c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>NIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).</p>\n<p>XPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting&nbsp;that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.</p>\n<p>Among the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.</p>\n<p>Looking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.</p>\n<p><b>Unique Pros For NIO And XPeng</b></p>\n<p>When looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.</p>\n<p>With NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.</p>\n<p>XPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&amp;D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.</p>\n<p><b>Chinese EV Market: Tailwinds For Domestic Producers</b></p>\n<p>Tesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from&nbsp;accessing some highways&nbsp;in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced&nbsp;social media campaigns&nbsp;that are very unfavorable towards Tesla.</p>\n<p>It looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.</p>\n<p><b>NIO And XPeng: Valuation</b></p>\n<p>Since both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12557115440606d283aa6aa8ff14c611\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>NIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.</p>\n<p><b>Is NIO Or XPeng A Buy</b></p>\n<p>Both companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.</p>\n<p>At the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.</p>\n<p>Due to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.</p>\n<p>Nevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Vs. NIO: Which EV Stock Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Vs. NIO: Which EV Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137943982","content_text":"Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.\nBoth have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nElectric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.\nXPeng Versus NIO Stock\nXPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:\nData by YCharts\nRight now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).\nThe big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.\nExposure To The High-Growth Chinese EV Market\nBoth companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.\nIn 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a 50% increase in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.\nThe high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold 44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.\nXiaopeng Motors, on the other hand,has sold 27,000 vehicles in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.\nLooking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.\nData by YCharts\nNIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).\nXPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.\nAmong the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.\nLooking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.\nUnique Pros For NIO And XPeng\nWhen looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.\nWith NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.\nXPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.\nChinese EV Market: Tailwinds For Domestic Producers\nTesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from accessing some highways in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced social media campaigns that are very unfavorable towards Tesla.\nIt looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.\nNIO And XPeng: Valuation\nSince both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.\nData by YCharts\nNIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.\nIs NIO Or XPeng A Buy\nBoth companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.\nAt the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.\nDue to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.\nNevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102660687,"gmtCreate":1620207121149,"gmtModify":1704340179328,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Buy more or just hold! [Smile]&nbsp;","listText":"Buy more or just hold! [Smile]&nbsp;","text":"Buy more or just hold! [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102660687","repostId":"1155693310","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108567540,"gmtCreate":1620043220180,"gmtModify":1704337755315,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Comment and like!","listText":"Comment and like!","text":"Comment and like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108567540","repostId":"1184469535","repostType":4,"repost":{"id":"1184469535","pubTimestamp":1620001385,"share":"https://ttm.financial/m/news/1184469535?lang=&edition=fundamental","pubTime":"2021-05-03 08:23","market":"us","language":"en","title":"Apple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1184469535","media":"Barrons","summary":"Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.As it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street exp","content":"<p>Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.</p>\n<p>As it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street expectations on both the top and&nbsp;bottom lines. As a group, the Big Five grew March-quarter revenue by a combined 41%. Over the past four quarters, they expanded revenue by a combined 27%, growing their businesses by an aggregate $250 billion.</p>\n<p>Facebook (ticker: FB),with sales up 48%, and Microsoft (MSFT),up 19%, had their fastest growth in any quarter since 2018. Apple (AAPL), up 54%, and Alphabet (GOOGL), up 34%, had their best growth since 2012. And Amazon (AMZN), up 44%, had its best quarter since 2011.</p>\n<p>Now to be clear, these remarkable performances haven’t gone unrecognized. Since I wrote that piece, the five stocks have gains that vary from 85% for Microsoft to 135% for Apple. And while they aren’t the raging bargains of a year ago, there’s a case to be made that there are no better stocks to play the most important shifts in tech. Keep focused on these six trends:</p>\n<p><b>There’s no stopping the cloud:</b>Revenue in the March quarter was up 50% for Microsoft Azure, 46% for Google Cloud, and 32% for market leader Amazon Web Services. These businesses have become the modern data center. There’s no reason to think growth will slow any time soon. Were they stand-alone businesses, they would be the three largest enterprise-software pure plays on Earth.</p>\n<p><b>PCs are back:</b>The work/learn/play from home trend drove dramatic growth in personal computer sales over the past year.Gartner&nbsp;says that first-quarter PC sales were up 32%, the best growth in two decades.</p>\n<p>It is tempting to argue for a reversal, but there is growing evidence that many companies won’t go back to their previous work styles.Shopify&nbsp;(SHOP) President Harley Finkelstein told&nbsp;Barron’s&nbsp;last week that he’s not planning to ever work regularly from the e-commerce software company’s Ottawa headquarters again—and that decentralizing the workforce is allowing Shopify to hire people he’d never lure to Canada. That kind of thinking will keep demand for laptops, tablets, and related accessories red hot. Apple last week said its guidance for the June quarter could have been $3 billion to $4 billion higher were it not supply constrained in Macs and iPads; Mac sales were up 70% in the March quarter.Logitech&nbsp;(LOGI), which makes accessories for PCs and videogames, grew 117% in the March quarter.</p>\n<p><b>E-commerce won’t slow:</b>Amazon had 41% growth in its core online-retailing business in the March quarter, with 60% growth in third-party seller services. Shopify’s sales were up 110% in the quarter, and Finkelstein notes that e-commerce is under 25% of total retail sales in the U.S. and Canada, leaving plenty of room for growth. Finkelstein also says that in Australia and New Zealand, where economies are further along in reopening, Shopify’s customers are seeing no signs of slowing online sales. Meanwhile, Facebook this past week said its Marketplace business now has one billion users.</p>\n<p><b>Advertising is back:</b>Early in the pandemic, it looked like Facebook and Alphabet would be badly hurt by a falloff in advertising, as key verticals such as travel and retail pulled back. But that’s over: Facebook’s revenue in the quarter beat Street estimates by almost $2.5 billion, while Alphabet topped consensus by $3.7 billion. Amazon’s “other” revenue category, almost entirely its ad business, was up 72% in the quarter. As the economy reopens, retailers, restaurants, airlines, hotels, and other businesses that suffered are going to be pushing to aggressively lure back customers. And the recovery is just getting started.</p>\n<p><b>Chips and dips</b>: Apple isn’t the only company seeing supply constraints mute growth. Juniper CEO Rami Rahim last week told me that while the networking-hardware company has enough inventory to meet its guidance, lead times are stretching out. Seagate CFO Gianluca Romano notes that the company is carrying extra component inventory to cushion against shortages. Western Digital CEO Dave Goeckeler says his company has responded to growing demand for flash memory by lifting prices on a weekly or even daily basis for devices sold through retail stores or distributors—a move that contributed to blowout March-quarter earnings.</p>\n<p><b>What could go wrong:</b>Well, lots. Earnings comparisons will become hellacious. Some analysts think Apple’s fiscal 2022 sales growth could go negative. Facebook is forecasting slower second-half ad growth, cautioning that it faces regulatory issues and Apple’s crackdown on apps that track consumer activity on the web. Tech regulation is nearing the top of the Biden administration’s to-do list. Labor Secretary Marty Walsh last week said gig drivers should be classified as employees, which triggered a selloff inUber Technologies&nbsp;(UBER),Lyft&nbsp;(LYFT), and&nbsp;DoorDash&nbsp;(DASH) shares. And Covid still poses serious threats, raging in India, Brazil, and other key markets. But I’m not backing off my original bullish call on the tech giants, just tweaking it: There are no better plays for the postpandemic world.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and...</p>\n\n<a href=\"https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","AMZN":"亚马逊","GOOG":"谷歌","MSFT":"微软","NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184469535","content_text":"Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.\nAs it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street expectations on both the top and bottom lines. As a group, the Big Five grew March-quarter revenue by a combined 41%. Over the past four quarters, they expanded revenue by a combined 27%, growing their businesses by an aggregate $250 billion.\nFacebook (ticker: FB),with sales up 48%, and Microsoft (MSFT),up 19%, had their fastest growth in any quarter since 2018. Apple (AAPL), up 54%, and Alphabet (GOOGL), up 34%, had their best growth since 2012. And Amazon (AMZN), up 44%, had its best quarter since 2011.\nNow to be clear, these remarkable performances haven’t gone unrecognized. Since I wrote that piece, the five stocks have gains that vary from 85% for Microsoft to 135% for Apple. And while they aren’t the raging bargains of a year ago, there’s a case to be made that there are no better stocks to play the most important shifts in tech. Keep focused on these six trends:\nThere’s no stopping the cloud:Revenue in the March quarter was up 50% for Microsoft Azure, 46% for Google Cloud, and 32% for market leader Amazon Web Services. These businesses have become the modern data center. There’s no reason to think growth will slow any time soon. Were they stand-alone businesses, they would be the three largest enterprise-software pure plays on Earth.\nPCs are back:The work/learn/play from home trend drove dramatic growth in personal computer sales over the past year.Gartner says that first-quarter PC sales were up 32%, the best growth in two decades.\nIt is tempting to argue for a reversal, but there is growing evidence that many companies won’t go back to their previous work styles.Shopify (SHOP) President Harley Finkelstein told Barron’s last week that he’s not planning to ever work regularly from the e-commerce software company’s Ottawa headquarters again—and that decentralizing the workforce is allowing Shopify to hire people he’d never lure to Canada. That kind of thinking will keep demand for laptops, tablets, and related accessories red hot. Apple last week said its guidance for the June quarter could have been $3 billion to $4 billion higher were it not supply constrained in Macs and iPads; Mac sales were up 70% in the March quarter.Logitech (LOGI), which makes accessories for PCs and videogames, grew 117% in the March quarter.\nE-commerce won’t slow:Amazon had 41% growth in its core online-retailing business in the March quarter, with 60% growth in third-party seller services. Shopify’s sales were up 110% in the quarter, and Finkelstein notes that e-commerce is under 25% of total retail sales in the U.S. and Canada, leaving plenty of room for growth. Finkelstein also says that in Australia and New Zealand, where economies are further along in reopening, Shopify’s customers are seeing no signs of slowing online sales. Meanwhile, Facebook this past week said its Marketplace business now has one billion users.\nAdvertising is back:Early in the pandemic, it looked like Facebook and Alphabet would be badly hurt by a falloff in advertising, as key verticals such as travel and retail pulled back. But that’s over: Facebook’s revenue in the quarter beat Street estimates by almost $2.5 billion, while Alphabet topped consensus by $3.7 billion. Amazon’s “other” revenue category, almost entirely its ad business, was up 72% in the quarter. As the economy reopens, retailers, restaurants, airlines, hotels, and other businesses that suffered are going to be pushing to aggressively lure back customers. And the recovery is just getting started.\nChips and dips: Apple isn’t the only company seeing supply constraints mute growth. Juniper CEO Rami Rahim last week told me that while the networking-hardware company has enough inventory to meet its guidance, lead times are stretching out. Seagate CFO Gianluca Romano notes that the company is carrying extra component inventory to cushion against shortages. Western Digital CEO Dave Goeckeler says his company has responded to growing demand for flash memory by lifting prices on a weekly or even daily basis for devices sold through retail stores or distributors—a move that contributed to blowout March-quarter earnings.\nWhat could go wrong:Well, lots. Earnings comparisons will become hellacious. Some analysts think Apple’s fiscal 2022 sales growth could go negative. Facebook is forecasting slower second-half ad growth, cautioning that it faces regulatory issues and Apple’s crackdown on apps that track consumer activity on the web. Tech regulation is nearing the top of the Biden administration’s to-do list. Labor Secretary Marty Walsh last week said gig drivers should be classified as employees, which triggered a selloff inUber Technologies (UBER),Lyft (LYFT), and DoorDash (DASH) shares. And Covid still poses serious threats, raging in India, Brazil, and other key markets. But I’m not backing off my original bullish call on the tech giants, just tweaking it: There are no better plays for the postpandemic world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375275242,"gmtCreate":1619355818786,"gmtModify":1704722800716,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375275242","repostId":"1170805005","repostType":2,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373212711,"gmtCreate":1618848383133,"gmtModify":1704715898937,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373212711","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)&nbsp; reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street&nbsp;with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus&nbsp;calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Reports Earnings Tuesday. Here’s What to Expect.</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\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)  reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317063140,"gmtCreate":1612398707980,"gmtModify":1704870618125,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317063140","repostId":"1190569667","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312262450,"gmtCreate":1612154445570,"gmtModify":1704867492771,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312262450","repostId":"1117966366","repostType":4,"repost":{"id":"1117966366","pubTimestamp":1612148829,"share":"https://ttm.financial/m/news/1117966366?lang=&edition=fundamental","pubTime":"2021-02-01 11:07","market":"us","language":"en","title":"Elon Musk’s tweets are moving markets — and some investors are worried","url":"https://stock-news.laohu8.com/highlight/detail?id=1117966366","media":"cnbc","summary":"Bitcoin’svalue jumped more than 20%to $38,566 on Friday after Elon Musk, theworld’s richest person, ","content":"<div>\n<p>Bitcoin’svalue jumped more than 20%to $38,566 on Friday after Elon Musk, theworld’s richest person, changed his personal Twitter bio to #bitcoin, fueling speculation that he had bought more of the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/01/29/elon-musks-tweets-are-moving-markets.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s tweets are moving markets — and some investors are worried</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\">\nElon Musk’s tweets are moving markets — and some investors are worried\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-01 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/01/29/elon-musks-tweets-are-moving-markets.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin’svalue jumped more than 20%to $38,566 on Friday after Elon Musk, theworld’s richest person, changed his personal Twitter bio to #bitcoin, fueling speculation that he had bought more of the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/01/29/elon-musks-tweets-are-moving-markets.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0ef343da6f857e2f45f19ae56c4928d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/01/29/elon-musks-tweets-are-moving-markets.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1117966366","content_text":"Bitcoin’svalue jumped more than 20%to $38,566 on Friday after Elon Musk, theworld’s richest person, changed his personal Twitter bio to #bitcoin, fueling speculation that he had bought more of the cryptocurrency.\nLess than 24 hours earlier, the billionaire appeared to prompt shares in CD Projekt, which makes the Cyberpunk 2077 computer game, tosurge more than 12%after he said via Twitter that a new model of Tesla’s Model S Plaid car would allow passengers to play the game.\nSeveral hours later,Musksaid, “With Cyberpunk, even the hotfixes literally have hotfixes, but … great game.”\nOn Tuesday, theTeslaand SpaceX CEO fueled thefrenzied surge in GameStopshares when he tweeted “Gamestonk!!” and a link to the WallStreetBets Reddit thread. The made-up word is a combination of GameStop and “stonks,” which is a slang term for stocks.\n“There’s an odd irony to Elon Musk’s ability to move the market, while attacking what he sees as unnatural market forces in short-selling,” Freetrade analyst Dan Lane told CNBC. “It might be that this is finally the time to have a discussion on the legitimacy of the practice.”\nThe tweet appeared to helpGameStop’svaluation to skyrocket to more than $10 billion in after-hours trading and resulted in some amateur trading apps to pause trading. But some people stand to lose a lot of money if GameStop’s share price comes crashing down.\nVincent Flood, presenter of the “VideoWeek” podcast, which looks at the advertising market, said Musk’s tweets can “have devastating consequences for retail investors whilst he and his friends enrich themselves at the expense of the little guy.”\nEx-Googler Rich Pleeth, an entrepreneur and tech investor in London, agreed. He told CNBC that Musk can “enrich himself with one tweet.”\n“He is an innovator but that doesn’t mean he’s above the law,” Pleeth said.\nHowever, Max Levy, head of business development at online investment management app Nutmeg, said, “This has always happened in capital markets,” listing Warren Buffett and Ray Dalio as other “influencers” on asset prices.\n‘I kinda love Etsy’\nA few hours after his “Gamestonk!!” tweet, Musk tweeted “I kinda loveEtsy,” with shares in the online craft marketplacesubsequently soaring by 9%.\nThe Securities and Exchange Commission, a regulator set up in the 1930s to protect investors, declined to comment when CNBC asked if it was concerned at Musk’s ability to influence stocks on Twitter.\nThe New York Stock Exchange also declined to comment, while the tech-focused Nasdaq stock exchange, and a representative for Musk did not immediately respond to CNBC’s request for comment.\nMusk has faced problems with the SEC for tweeting about Tesla’s stock. In August 2018, he said he wanted to take Tesla private at $420 per share and that he had secured the funding to do so. Musk and Tesla each had to pay the SEC a $20 million fine to settle the suit, and Musk has since agreed to submit his public statements about Tesla’s finances and other topics to vetting by its legal counsel. He infamously tweeted last year that Tesla’s stock was “too high,” sending shares down more than 10% immediately, though they more than rebounded within a week.\nWhile Musk’s Twitter actions have had a particularly pronounced affect this week, he’s been shifting stocks and cryptocurrencies for a while now. Earlier this month, Musk urged his 48.3 million followers to use encrypted messaging app Signal, which is operated by a nonprofit.\nKeen to back the company, investors rushed to snap up shares in Signal but many of them accidentally bought shares in a small components producer called Signal Advance, sending itsstock up 1,100%.\nNew regulation?\n“Regulators don’t just need to catch up, they need to proactively enforce rules and clarify what is acceptable,” Freetrade’s Lane said. “And that goes for the shorts, too.”\nLane added: “The reality is that the new brand of charismatic leader has a public platform now and isn’t confined to the boardroom. It’s up to regulators how they deal with that but, eventually, the onus will be on them to update the rule book.”\nHussein Kanji, a venture capital investor in London, told CNBC that he trusts the SEC to do its job and keep markets rational and fair.\n“But Elon Musk acting as an ultimate influencer and driving demand in a regulated securities market seems odd,” said Kanji. “If he was moving volume for a consumer product, I wouldn’t raise an eyebrow.”\nSteven Bartlett, founder of social media agency The Social Chain and a tech investor, told CNBC that “the public markets now have influencers like fitness and beauty do.”\nMusk has become the Zoella of public markets and there’s no way around it for the SEC, Bartlett said.\n— Additional reporting by CNBC’s Jessica Bursztynsky.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312870830,"gmtCreate":1612112452420,"gmtModify":1704867280143,"author":{"id":"3570541108181800","authorId":"3570541108181800","authorIdStr":"3570541108181800","name":"xxiinn","avatar":"https://static.tigerbbs.com/70b21ae15619b83c626e395bcdb1e927","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570541108181800"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312870830","repostId":"1181933127","repostType":4,"repost":{"id":"1181933127","pubTimestamp":1611913647,"share":"https://ttm.financial/m/news/1181933127?lang=&edition=fundamental","pubTime":"2021-01-29 17:47","market":"sh","language":"en","title":"China Starts Earnings With 9 in 10 Firms Expecting Higher Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=1181933127","media":"Yahoo finance","summary":"Hundreds of Chinese companies are set to report an improvement in annual earnings, offering investor","content":"<p>Hundreds of Chinese companies are set to report an improvement in annual earnings, offering investors a stronger fundamental backdrop after stocks sank this week.</p>\n<p>Among the 1,200-odd firms listed in mainland China that issued preliminary results in January, 75% have said earnings rose last year, according to data compiled by Bloomberg as of Thursday. Firms in the communication services and health care sectors are set to report the biggest growth, followed by consumer staples and technology. Listed companies have until Sunday to announce significant changes in earnings.</p>\n<p>Evidence of China Inc.’s resilience to the slowest economic growth in four decades due to the coronavirus, capped by a stronger-than-expected fourth quarter, may offer relief to investors. The CSI 300 Index, which tracks the biggest firms in China, has dropped 4.4% the past three days from a 13-year high, raising worries that a near-term peak has been reached. That lost momentum came as the central bank withdraws liquidity and a central bank adviser warned of asset bubbles.</p>\n<p>“The stock rally we’ve seen this year has been obviously driven by liquidity -- now it needs fundamental reasons to be sustainable,” said Steven Leung, executive director at UOB Kay Hian (Hong Kong) Ltd. “The market needs the actual results to be even better than the estimates we’ve had so far to keep rallying.”</p>\n<p>China’s exchange operators require companies that are expected to record losses, to turn from losses to profit, or to see income rise by more than 50% to issue preliminary guidance by the end of January. There are more than 4,000 companies listed in the mainland overall, and most are scheduled to release official numbers in March. Among the forecasters, Sansure Biotech Inc. estimated profit soared as much as 7,257% last year while Hengtong Logistics Co. predicted earnings surged as much as 4,673% from 2019’s level.</p>\n<p>Forecasts have helped boost many Chinese stocks to start 2020. Bank shares jumped earlier this month after China Merchants Bank Co. and Industrial Bank Co. reported stronger-than-expected preliminary 2020 earnings. Muyuan Foods Co. also surged after its forecast on Tuesday.</p>\n<p>Companies’ estimates have been far rosier than what analysts have been expecting. According to Bloomberg data, 2020 profit among CSI 300 members are expected to have fallen an average 7.7%. That would be the first decline in four years.</p>\n<p>(Corrects percentage in second paragraph)</p>\n<p>For more articles like this, please visit us atbloomberg.com</p>\n<p>Subscribe nowto stay ahead with the most trusted business news source.</p>","source":"yahoofinance_sg","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>China Starts Earnings With 9 in 10 Firms Expecting Higher Profit</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\">\nChina Starts Earnings With 9 in 10 Firms Expecting Higher Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/china-starts-earnings-9-10-200000779.html><strong>Yahoo finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hundreds of Chinese companies are set to report an improvement in annual earnings, offering investors a stronger fundamental backdrop after stocks sank this week.\nAmong the 1,200-odd firms listed in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/china-starts-earnings-9-10-200000779.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://finance.yahoo.com/news/china-starts-earnings-9-10-200000779.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181933127","content_text":"Hundreds of Chinese companies are set to report an improvement in annual earnings, offering investors a stronger fundamental backdrop after stocks sank this week.\nAmong the 1,200-odd firms listed in mainland China that issued preliminary results in January, 75% have said earnings rose last year, according to data compiled by Bloomberg as of Thursday. Firms in the communication services and health care sectors are set to report the biggest growth, followed by consumer staples and technology. Listed companies have until Sunday to announce significant changes in earnings.\nEvidence of China Inc.’s resilience to the slowest economic growth in four decades due to the coronavirus, capped by a stronger-than-expected fourth quarter, may offer relief to investors. The CSI 300 Index, which tracks the biggest firms in China, has dropped 4.4% the past three days from a 13-year high, raising worries that a near-term peak has been reached. That lost momentum came as the central bank withdraws liquidity and a central bank adviser warned of asset bubbles.\n“The stock rally we’ve seen this year has been obviously driven by liquidity -- now it needs fundamental reasons to be sustainable,” said Steven Leung, executive director at UOB Kay Hian (Hong Kong) Ltd. “The market needs the actual results to be even better than the estimates we’ve had so far to keep rallying.”\nChina’s exchange operators require companies that are expected to record losses, to turn from losses to profit, or to see income rise by more than 50% to issue preliminary guidance by the end of January. There are more than 4,000 companies listed in the mainland overall, and most are scheduled to release official numbers in March. Among the forecasters, Sansure Biotech Inc. estimated profit soared as much as 7,257% last year while Hengtong Logistics Co. predicted earnings surged as much as 4,673% from 2019’s level.\nForecasts have helped boost many Chinese stocks to start 2020. Bank shares jumped earlier this month after China Merchants Bank Co. and Industrial Bank Co. reported stronger-than-expected preliminary 2020 earnings. Muyuan Foods Co. also surged after its forecast on Tuesday.\nCompanies’ estimates have been far rosier than what analysts have been expecting. According to Bloomberg data, 2020 profit among CSI 300 members are expected to have fallen an average 7.7%. That would be the first decline in four years.\n(Corrects percentage in second paragraph)\nFor more articles like this, please visit us atbloomberg.com\nSubscribe nowto stay ahead with the most trusted business news source.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}