Venture118f personal page - To The Moon

Venture118f

Venture118f

Enjoy financial freedom - FIRE

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2023-04-06

Roller coaster ride again [开心]

S&P 500 Ends Lower As Recession Fears Take Center Stage

2022-12-30

$Futu Holdings Limited(FUTU)$ - way over sold for a small news which will not impact FUTU

2023-04-28

Liao back above 180 first [愤怒] [愤怒]

Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential

2022-12-01

Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭

Will iPhone 14 Troubles Drag Apple Stock in December?

2022-02-04

Huat ah

After-Hours Stock Movers: Snap, Amazon Higher; Ford Motor Lower

2023-01-07

$Alibaba(09988)$ Still down aft holding fir 2 years 😖

2022-02-04

Nice ... huat ah

Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History

2021-04-14

Huat ah .... market going for new height !!

Singapore’s economy grew 0.2% on-year in the first quarter of 2021, beating expectations

2022-11-17

Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔

Why Apple Is The Only FAANG Stock Worth Buying

2022-01-02

GM will b on my buying list in 2022 [Cool] [Cool] [What]

2 No-Brainer Stocks Down 27% to 35% to Buy for 2022

2021-09-21

Sure win [Grin] [Grin] [Grin]

Got $1,000? Buy These Hot Growth Stocks Before They Take Off

2021-05-16

Yolo [Sly] [Sly] [Sly]

Why AMC Entertainment Stock Jumped Again Friday

2021-06-01

Cheap days r over with global commodities prices increased [Spurting] [Spurting] [Spurting] [OMG]

Tesla's vehicle price increases due to supply chain pressure, Musk says

2021-04-30

Huat ah[Grin] [Grin] [Grin]

Amazon sales surge 44% as it smashes earnings expectations

2021-04-08

Fully battery powered car will b d future

NIO Stock: 2 Reasons Red-Hot Nio Is Moving in Reverse Today

2022-06-23

🤣🤣🤣

Cathie Wood Nears Complete Exit From Disney And This Exercise Bike Maker

2021-04-09

Cowboy city

While You Were Sleeping: 5 stories you might have missed, April 9

2021-04-09

Heng ah ...

Sorry, the original content has been removed

2023-01-07

What's way oversold, companies with sound fundamental it will returns someday ... ☺️☺️

Is Now the Time to Go All-In on Tesla Stock?

2022-06-10

Haha sell sell sell many waiting to buy ... Is not rotten apple 🍎 yet. Just current global situation is bad .. only energy n commodities stocks perform.

Apple's Inflation Problem

Go to Tiger App to see more news

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China's move to limit Apple's reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world's two foremost superpowers.For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.China's move to ban the use of iPhones by central government employees has spooked some investors, because Beijing's prioritization of national security over economic concerns appears to be reaching Apple.\"It is something to be concerned about,\" said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. \"China has been a growth story for Apple.\". Close followers of Apple don't see the government restriction as indicative of an immin","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252889c91837eb9565c048eaa31b6c07\" tg-width=\"700\" tg-height=\"466\"/></p><p>China&#39;s move to limit Apple&#39;s reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world&#39;s two foremost superpowers.</p><p>For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.</p><p>China&#39;s move to ban the use of iPhones by central government employees has spooked some investors, because Beijing&#39;s prioritization of national security over economic concerns appears to be reaching Apple.</p><p>While analysts don&#39;t expect the government&#39;s order to significantly curtail Apple&#39;s sales, the episode serves as another marker of the risk that looms as the company tries to manage a delicate relationship with the world&#39;s second-largest economy.</p><p>&#34;It is something to be concerned about,&#34; said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. &#34;China has been a growth story for Apple.&#34;</p><p>Morgan said it would be worrisome if a similar dynamic emerged for Apple that exists in the chip industry, which has suffered a geopolitical tit-for-tat with trade sanctions being imposed by both countries.</p><p>Apple&#39;s stock is trading down more than 6% since markets opened on Wednesday, wiping out around $190 billion in market value since the ban was reported Wednesday by The Wall Street Journal. The Nasdaq Composite Index was down only 2% in the same period.</p><p>China&#39;s move to limit iPhone use comes at a time of great economic uncertainty in the country. Manufacturing activity has contracted, exports have declined and recent data showed an unusual drop in consumer prices.</p><p>The unifying constant in Apple&#39;s previous China-related challenges was a belief among analysts, political leaders, economists and others that the company could ultimately weather the storm because China needs Apple just as much as Apple needs China.</p><p>The work of assembling iPhones and other Apple gadgets employs millions of people around the country, and company investors have long taken assurance that the most drastic risks would be unlikely. China&#39;s ban is yet another test of that assumption.</p><p>Beijing&#39;s move also comes amid rising nationalism among Chinese consumers that is driving them toward domestic brands. Apple has dominated the premium smartphone market in China recently since China&#39;s Huawei had to pull back following Western sanctions on critical chip technology. But last week, Huawei made a surprising return to fast cellular wireless speeds using homegrown technology, and on Friday started selling two more high-end models that could potentially target the iPhone15 series, which is expected to be released next week.</p><p>Close followers of Apple don&#39;t see the government restriction as indicative of an imminent consumer-wide ban on Apple products or a ban on Apple-related manufacturing activity, which would be cataclysmic events for the iPhone maker.</p><p>&#34;This is a symptom of a bigger problem with the trade and ideological war going on between China and the U.S.,&#34; said Trip Miller, managing partner at Apple investor Gullane Capital Partners.</p><p>Investors and analysts pointed to Tesla as a case study. In 2021, China restricted the use of Tesla vehicles by military staff and employees of certain state-owned companies. Following the restriction for government employees, Tesla&#39;s China business remained steady.</p><p>Apple&#39;s decline in the market follows a year of blistering stock growth that made it the world&#39;s first corporation to close with a market value above $3 trillion. Its stock had jumped almost 50% this year before news of the China ban broke, even though the company&#39;s sales have declined for all of its first three fiscal quarters of the year.</p><p>China is Apple&#39;s third-largest market, delivering 19% of the company&#39;s total 2022 revenue of $394 billion. The country has also served as its greatest engine of growth. In 2021, Apple&#39;s China business expanded nearly 70%, far faster than its two largest reported regions, the Americas and Europe.</p><p>Apple hasn&#39;t commented on the ban, which was communicated to government staff in recent weeks by superiors in workplace chat groups or meetings. It has since been sent to a swath of employees at state-owned companies, including workers in the space and energy industries, who have been told not to bring their iPhones into work or use them for business purposes, according to people familiar with the matter. Chinese officials haven&#39;t made any public comments on the issue.</p><p>Voices inside Apple have warned of the risks of dependency on China. As early as 2015, some operations executives suggested that the company relocate assembly of one product to Vietnam to begin a multiyear process of creating a new supply chain outside China, the Journal previously reported. Senior managers at the company rebuffed the idea, seeing it as too difficult an undertaking to seriously move manufacturing out of China.</p><p>Since supply-chain disruptions during the pandemic, however, Apple has sought to diversify more manufacturing into nearby countries such as Vietnam and India, the Journal has reported.</p><p>Late last year, after riots broke out in a massive iPhone production facility in Zhengzhou as the country imposed harsh Covid-19 restrictions, Apple issued a rare mid-quarter warning that shipments of its then-latest iPhone 14 Pro models would be affected.</p><p>But Apple&#39;s roots in China -- laid down by Chief Executive Tim Cook himself after he joined the company in 1998 -- would take years to even begin to disentangle.</p><p>Before the pandemic, Cook traveled to China regularly to meet with top officials. When he visited in March, he met Chinese Premier Li Qiang alongside a handful of other foreign business executives, and spoke with Commerce Minister Wang Wentao about stabilizing supply chains, according to a ministry statement.</p><p>Apple has worked to appease the Chinese government on security. In 2018, the company began shifting the iCloud accounts of its China users to servers located in the country. It also stored the encryption key of those accounts in China, a step that alarmed security experts at the time.</p><p>Apple is likely to try to communicate behind the scenes with the Chinese government to understand the government&#39;s concerns and see how those could be addressed, said Xiaomeng Lu, a director at risk consulting firm Eurasia Group focusing on geopolitics and technology.</p><p>&#34;They are very good at this game and Tim Cook is very proactive on this type of thing,&#34; she said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's China Dependency Spooks Investors After Ban</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\">\nApple's China Dependency Spooks Investors After Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-10 10:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252889c91837eb9565c048eaa31b6c07\" tg-width=\"700\" tg-height=\"466\"/></p><p>China&#39;s move to limit Apple&#39;s reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world&#39;s two foremost superpowers.</p><p>For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.</p><p>China&#39;s move to ban the use of iPhones by central government employees has spooked some investors, because Beijing&#39;s prioritization of national security over economic concerns appears to be reaching Apple.</p><p>While analysts don&#39;t expect the government&#39;s order to significantly curtail Apple&#39;s sales, the episode serves as another marker of the risk that looms as the company tries to manage a delicate relationship with the world&#39;s second-largest economy.</p><p>&#34;It is something to be concerned about,&#34; said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. &#34;China has been a growth story for Apple.&#34;</p><p>Morgan said it would be worrisome if a similar dynamic emerged for Apple that exists in the chip industry, which has suffered a geopolitical tit-for-tat with trade sanctions being imposed by both countries.</p><p>Apple&#39;s stock is trading down more than 6% since markets opened on Wednesday, wiping out around $190 billion in market value since the ban was reported Wednesday by The Wall Street Journal. The Nasdaq Composite Index was down only 2% in the same period.</p><p>China&#39;s move to limit iPhone use comes at a time of great economic uncertainty in the country. Manufacturing activity has contracted, exports have declined and recent data showed an unusual drop in consumer prices.</p><p>The unifying constant in Apple&#39;s previous China-related challenges was a belief among analysts, political leaders, economists and others that the company could ultimately weather the storm because China needs Apple just as much as Apple needs China.</p><p>The work of assembling iPhones and other Apple gadgets employs millions of people around the country, and company investors have long taken assurance that the most drastic risks would be unlikely. China&#39;s ban is yet another test of that assumption.</p><p>Beijing&#39;s move also comes amid rising nationalism among Chinese consumers that is driving them toward domestic brands. Apple has dominated the premium smartphone market in China recently since China&#39;s Huawei had to pull back following Western sanctions on critical chip technology. But last week, Huawei made a surprising return to fast cellular wireless speeds using homegrown technology, and on Friday started selling two more high-end models that could potentially target the iPhone15 series, which is expected to be released next week.</p><p>Close followers of Apple don&#39;t see the government restriction as indicative of an imminent consumer-wide ban on Apple products or a ban on Apple-related manufacturing activity, which would be cataclysmic events for the iPhone maker.</p><p>&#34;This is a symptom of a bigger problem with the trade and ideological war going on between China and the U.S.,&#34; said Trip Miller, managing partner at Apple investor Gullane Capital Partners.</p><p>Investors and analysts pointed to Tesla as a case study. In 2021, China restricted the use of Tesla vehicles by military staff and employees of certain state-owned companies. Following the restriction for government employees, Tesla&#39;s China business remained steady.</p><p>Apple&#39;s decline in the market follows a year of blistering stock growth that made it the world&#39;s first corporation to close with a market value above $3 trillion. Its stock had jumped almost 50% this year before news of the China ban broke, even though the company&#39;s sales have declined for all of its first three fiscal quarters of the year.</p><p>China is Apple&#39;s third-largest market, delivering 19% of the company&#39;s total 2022 revenue of $394 billion. The country has also served as its greatest engine of growth. In 2021, Apple&#39;s China business expanded nearly 70%, far faster than its two largest reported regions, the Americas and Europe.</p><p>Apple hasn&#39;t commented on the ban, which was communicated to government staff in recent weeks by superiors in workplace chat groups or meetings. It has since been sent to a swath of employees at state-owned companies, including workers in the space and energy industries, who have been told not to bring their iPhones into work or use them for business purposes, according to people familiar with the matter. Chinese officials haven&#39;t made any public comments on the issue.</p><p>Voices inside Apple have warned of the risks of dependency on China. As early as 2015, some operations executives suggested that the company relocate assembly of one product to Vietnam to begin a multiyear process of creating a new supply chain outside China, the Journal previously reported. Senior managers at the company rebuffed the idea, seeing it as too difficult an undertaking to seriously move manufacturing out of China.</p><p>Since supply-chain disruptions during the pandemic, however, Apple has sought to diversify more manufacturing into nearby countries such as Vietnam and India, the Journal has reported.</p><p>Late last year, after riots broke out in a massive iPhone production facility in Zhengzhou as the country imposed harsh Covid-19 restrictions, Apple issued a rare mid-quarter warning that shipments of its then-latest iPhone 14 Pro models would be affected.</p><p>But Apple&#39;s roots in China -- laid down by Chief Executive Tim Cook himself after he joined the company in 1998 -- would take years to even begin to disentangle.</p><p>Before the pandemic, Cook traveled to China regularly to meet with top officials. When he visited in March, he met Chinese Premier Li Qiang alongside a handful of other foreign business executives, and spoke with Commerce Minister Wang Wentao about stabilizing supply chains, according to a ministry statement.</p><p>Apple has worked to appease the Chinese government on security. In 2018, the company began shifting the iCloud accounts of its China users to servers located in the country. It also stored the encryption key of those accounts in China, a step that alarmed security experts at the time.</p><p>Apple is likely to try to communicate behind the scenes with the Chinese government to understand the government&#39;s concerns and see how those could be addressed, said Xiaomeng Lu, a director at risk consulting firm Eurasia Group focusing on geopolitics and technology.</p><p>&#34;They are very good at this game and Tim Cook is very proactive on this type of thing,&#34; she said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4579":"人工智能","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4588":"碎股","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AAPL":"苹果","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4574":"无人驾驶","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4512":"苹果概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4554":"元宇宙及AR概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4515":"5G概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4571":"数字音乐概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4576":"AR","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4575":"芯片概念","BK4566":"资本集团","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366981877","content_text":"China's move to limit Apple's reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world's two foremost superpowers.For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.China's move to ban the use of iPhones by central government employees has spooked some investors, because Beijing's prioritization of national security over economic concerns appears to be reaching Apple.While analysts don't expect the government's order to significantly curtail Apple's sales, the episode serves as another marker of the risk that looms as the company tries to manage a delicate relationship with the world's second-largest economy.\"It is something to be concerned about,\" said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. \"China has been a growth story for Apple.\"Morgan said it would be worrisome if a similar dynamic emerged for Apple that exists in the chip industry, which has suffered a geopolitical tit-for-tat with trade sanctions being imposed by both countries.Apple's stock is trading down more than 6% since markets opened on Wednesday, wiping out around $190 billion in market value since the ban was reported Wednesday by The Wall Street Journal. The Nasdaq Composite Index was down only 2% in the same period.China's move to limit iPhone use comes at a time of great economic uncertainty in the country. Manufacturing activity has contracted, exports have declined and recent data showed an unusual drop in consumer prices.The unifying constant in Apple's previous China-related challenges was a belief among analysts, political leaders, economists and others that the company could ultimately weather the storm because China needs Apple just as much as Apple needs China.The work of assembling iPhones and other Apple gadgets employs millions of people around the country, and company investors have long taken assurance that the most drastic risks would be unlikely. China's ban is yet another test of that assumption.Beijing's move also comes amid rising nationalism among Chinese consumers that is driving them toward domestic brands. Apple has dominated the premium smartphone market in China recently since China's Huawei had to pull back following Western sanctions on critical chip technology. But last week, Huawei made a surprising return to fast cellular wireless speeds using homegrown technology, and on Friday started selling two more high-end models that could potentially target the iPhone15 series, which is expected to be released next week.Close followers of Apple don't see the government restriction as indicative of an imminent consumer-wide ban on Apple products or a ban on Apple-related manufacturing activity, which would be cataclysmic events for the iPhone maker.\"This is a symptom of a bigger problem with the trade and ideological war going on between China and the U.S.,\" said Trip Miller, managing partner at Apple investor Gullane Capital Partners.Investors and analysts pointed to Tesla as a case study. In 2021, China restricted the use of Tesla vehicles by military staff and employees of certain state-owned companies. Following the restriction for government employees, Tesla's China business remained steady.Apple's decline in the market follows a year of blistering stock growth that made it the world's first corporation to close with a market value above $3 trillion. Its stock had jumped almost 50% this year before news of the China ban broke, even though the company's sales have declined for all of its first three fiscal quarters of the year.China is Apple's third-largest market, delivering 19% of the company's total 2022 revenue of $394 billion. The country has also served as its greatest engine of growth. In 2021, Apple's China business expanded nearly 70%, far faster than its two largest reported regions, the Americas and Europe.Apple hasn't commented on the ban, which was communicated to government staff in recent weeks by superiors in workplace chat groups or meetings. It has since been sent to a swath of employees at state-owned companies, including workers in the space and energy industries, who have been told not to bring their iPhones into work or use them for business purposes, according to people familiar with the matter. Chinese officials haven't made any public comments on the issue.Voices inside Apple have warned of the risks of dependency on China. As early as 2015, some operations executives suggested that the company relocate assembly of one product to Vietnam to begin a multiyear process of creating a new supply chain outside China, the Journal previously reported. Senior managers at the company rebuffed the idea, seeing it as too difficult an undertaking to seriously move manufacturing out of China.Since supply-chain disruptions during the pandemic, however, Apple has sought to diversify more manufacturing into nearby countries such as Vietnam and India, the Journal has reported.Late last year, after riots broke out in a massive iPhone production facility in Zhengzhou as the country imposed harsh Covid-19 restrictions, Apple issued a rare mid-quarter warning that shipments of its then-latest iPhone 14 Pro models would be affected.But Apple's roots in China -- laid down by Chief Executive Tim Cook himself after he joined the company in 1998 -- would take years to even begin to disentangle.Before the pandemic, Cook traveled to China regularly to meet with top officials. When he visited in March, he met Chinese Premier Li Qiang alongside a handful of other foreign business executives, and spoke with Commerce Minister Wang Wentao about stabilizing supply chains, according to a ministry statement.Apple has worked to appease the Chinese government on security. In 2018, the company began shifting the iCloud accounts of its China users to servers located in the country. It also stored the encryption key of those accounts in China, a step that alarmed security experts at the time.Apple is likely to try to communicate behind the scenes with the Chinese government to understand the government's concerns and see how those could be addressed, said Xiaomeng Lu, a director at risk consulting firm Eurasia Group focusing on geopolitics and technology.\"They are very good at this game and Tim Cook is very proactive on this type of thing,\" she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202099536445520,"gmtCreate":1690347304250,"gmtModify":1690347308024,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Ba Ba liao ....&nbsp;[Happy]&nbsp;","listText":"Ba Ba liao ....&nbsp;[Happy]&nbsp;","text":"Ba Ba liao .... [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202099536445520","repostId":"1163096816","repostType":4,"repost":{"id":"1163096816","kind":"news","pubTimestamp":1690341147,"share":"https://ttm.financial/m/news/1163096816?lang=&edition=fundamental","pubTime":"2023-07-26 11:12","market":"hk","language":"en","title":"Alibaba Won't Be Cheap Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1163096816","media":"GuruFocus","summary":"The Chinese tech giant is attractively valued amid favorable regulatory and macroeconomic developments","content":"<html><head></head><body><p><strong>Summary</strong></p><ul><li><p>Amid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba&#39;s stock has gained just 5%.</p></li><li><p>Some of the recent developments in the private business space point toward a normalized regulatory environment.</p></li><li><p>Alibaba is cheaply valued compared to its American counterparts.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/164a3ec2bd715eed358101dfcaeb7c33\" alt=\"\" title=\"\" tg-width=\"500\" tg-height=\"210\"/></p><p style=\"text-align: start;\">When Chinese regulators attacked Alibaba Group Holding Ltd. in late 2020, the market anticipated a long path toward a full recovery. Almost three years later, its stock has yet to gain any momentum, confirming those initial fears were not unfounded.</p><p style=\"text-align: start;\">Amid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba&#39;s shares have gained only 3.27%, highlighting the strong negative sentiment toward the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2a2efe246d030c59bfb3468a80e5348\" tg-width=\"560\" tg-height=\"240\"/></p><p>Although the investor sentiment toward Alibaba and many of its Chinese peers has not improved meaningfully, there have been notable improvements on the regulatory front. Business conditions in China have also improved after the country abandoned its zero-Covid policy earlier this year, paving the way for tech companies to thrive. Most of this progress has yet to be reflected in its market value, which presents a good opportunity for investors.</p><h3 id=\"id_3769523015\" style=\"text-align: start;\">The improving regulatory and macroeconomic outlook</h3><p style=\"text-align: start;\">After punishing Chinese tech companies for well over two years, policymakers in China have turned their attention to supporting the growth of these companies in a bid to achieve technological independence at a time when the country’s relationships with the U.S. are deteriorating. Since the conclusion of the National People’s Congress in March, several key officials have publicly commented that the government will support the growth of the private sector. This is a clear indication of the changing stance of policymakers.</p><p style=\"text-align: start;\">Several recent developments in the private business space point toward a normalized regulatory environment.</p><p style=\"text-align: start;\">First, on July 13, the Cyberspace Administration of China finalized a regulatory framework to promote the growth of artificial intelligence technology while adhering to social norms and government rules.</p><p style=\"text-align: start;\">Earlier this year, China also allowed the importation of more than 45 new video games and granted new licenses to several games built inside the country, signaling an end to the video game bans that had been in place for a couple of years.</p><p style=\"text-align: start;\">Next, China approved the reorganization plan of Alibaba Group, highlighting regulators’ approval of its new business strategy.</p><p style=\"text-align: start;\">Finally, DiDi Global Inc. was allowed to enlist its mobile applications in popular app stores, signaling the end of the government crackdown on its business practices.</p><p style=\"text-align: start;\">While the regulatory environment for Chinese tech companies has improved notably over the past several months, Mr. Market has not rewarded these stocks, creating a disconnect between the market value and the economic reality of these companies. Alibaba, as the largest e-commerce and cloud infrastructure company in China, stands to benefit from this favorable shift in regulatory policy.</p><h3 id=\"id_155786641\" style=\"text-align: start;\">China&#39;s economic growth and its impact on Alibaba</h3><p style=\"text-align: start;\">In the first quarter, the Chinese economy grew by 4.5%, ahead of the 4% growth expected by analysts. Although the economy showed signs of growth challenges in the second quarter, policymakers have acted swiftly by slashing several key policy rates to spur consumer spending and business investments. China is one of the few countries in the world to have embraced an expansionary monetary policy framework this year even as many other developed countries are grappling with high inflation and rising interest rates.</p><p style=\"text-align: start;\">There are promising signs from a macroeconomic perspective as well. For instance, retail sales in China climbed more than 5% in June after registering a strong growth of 8.3% in May. This is an indication that Chinese consumers are spending increasing amounts amid the favorable fiscal and monetary policy environment. As a consumer-facing company, Alibaba will directly benefit from a continued increase in retail spending.</p><h3 id=\"id_3635935841\" style=\"text-align: start;\">Unlocking hidden value through spinoffs</h3><p style=\"text-align: start;\">In March, Alibaba announced a major restructuring, splitting into six independent business. This strategic move will unlock value by freeing up the conglomerate discount. In economics, highly diversified businesses are almost always thought to have a lower value than the sum of each individual business, which is referred to as the conglomerate discount.</p><p style=\"text-align: start;\">By establishing separate companies for key business units, such as cloud computing and retail e-commerce, Alibaba will book a notable increase in its enterprise value. When the announcement was made, Alibaba shares surged more than 15%. However, almost all these gains have been wiped out by the lackluster market performance since then, which suggests the market has not added any value to the expected increase in Alibaba’s enterprise value resulting from the spinoffs. This anomaly presents an opportunity for investors.</p><h3 id=\"id_3172400857\" style=\"text-align: start;\">The cheap valuation</h3><p style=\"text-align: start;\">Alibaba trades with a forward price-earnings ratio of 11.4, which makes it one of the cheapest profitable tech companies in the market. A comparison of Alibaba and American tech giants suggest Alibaba is deeply undervalued curretnly. For context, Amazon.com Inc. trades with a price-earnings ratio of 81, while Alphabet Inc. has an earnings multiple of 23. Microsoft Corp., which competes with Alibaba for market share in the cloud computing segment, trades for 36 times earnings.</p><p style=\"text-align: start;\">One of the major reasons for Alibaba’s cheap valuation is its origins. Investors remain cautious about investing in Chinese tech companies because of the uncertainties associated with the relationship between the U.S. and China. However, in the long run, Alibaba is likely to be valued based on its earnings power – not geopolitical concerns. When this happens, Alibaba is likely to attract much higher valuation multiples.</p><h3 id=\"id_3946627356\" style=\"text-align: start;\">Takeaway</h3><p style=\"text-align: start;\">Chinese tech companies are breathing a sigh of relief with local regulators implementing favorable policies to kickstart private sector growth. Policymakers have taken a back seat in recent months, creating a growth-conducive environment for these companies as China looks to battle with the U.S. for global tech supremacy. Alibaba will be one of the biggest winners of the resurgence. At cheap valuation multiples, the company looks like a bargain currently.<br/></p></body></html>","source":"lsy1605318755435","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 Won't Be Cheap Forever</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 Won't Be Cheap Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's stock has gained just 5%.Some of the recent developments in the private business space point ...</p>\n\n<a href=\"https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163096816","content_text":"SummaryAmid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's stock has gained just 5%.Some of the recent developments in the private business space point toward a normalized regulatory environment.Alibaba is cheaply valued compared to its American counterparts.When Chinese regulators attacked Alibaba Group Holding Ltd. in late 2020, the market anticipated a long path toward a full recovery. Almost three years later, its stock has yet to gain any momentum, confirming those initial fears were not unfounded.Amid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's shares have gained only 3.27%, highlighting the strong negative sentiment toward the company.Although the investor sentiment toward Alibaba and many of its Chinese peers has not improved meaningfully, there have been notable improvements on the regulatory front. Business conditions in China have also improved after the country abandoned its zero-Covid policy earlier this year, paving the way for tech companies to thrive. Most of this progress has yet to be reflected in its market value, which presents a good opportunity for investors.The improving regulatory and macroeconomic outlookAfter punishing Chinese tech companies for well over two years, policymakers in China have turned their attention to supporting the growth of these companies in a bid to achieve technological independence at a time when the country’s relationships with the U.S. are deteriorating. Since the conclusion of the National People’s Congress in March, several key officials have publicly commented that the government will support the growth of the private sector. This is a clear indication of the changing stance of policymakers.Several recent developments in the private business space point toward a normalized regulatory environment.First, on July 13, the Cyberspace Administration of China finalized a regulatory framework to promote the growth of artificial intelligence technology while adhering to social norms and government rules.Earlier this year, China also allowed the importation of more than 45 new video games and granted new licenses to several games built inside the country, signaling an end to the video game bans that had been in place for a couple of years.Next, China approved the reorganization plan of Alibaba Group, highlighting regulators’ approval of its new business strategy.Finally, DiDi Global Inc. was allowed to enlist its mobile applications in popular app stores, signaling the end of the government crackdown on its business practices.While the regulatory environment for Chinese tech companies has improved notably over the past several months, Mr. Market has not rewarded these stocks, creating a disconnect between the market value and the economic reality of these companies. Alibaba, as the largest e-commerce and cloud infrastructure company in China, stands to benefit from this favorable shift in regulatory policy.China's economic growth and its impact on AlibabaIn the first quarter, the Chinese economy grew by 4.5%, ahead of the 4% growth expected by analysts. Although the economy showed signs of growth challenges in the second quarter, policymakers have acted swiftly by slashing several key policy rates to spur consumer spending and business investments. China is one of the few countries in the world to have embraced an expansionary monetary policy framework this year even as many other developed countries are grappling with high inflation and rising interest rates.There are promising signs from a macroeconomic perspective as well. For instance, retail sales in China climbed more than 5% in June after registering a strong growth of 8.3% in May. This is an indication that Chinese consumers are spending increasing amounts amid the favorable fiscal and monetary policy environment. As a consumer-facing company, Alibaba will directly benefit from a continued increase in retail spending.Unlocking hidden value through spinoffsIn March, Alibaba announced a major restructuring, splitting into six independent business. This strategic move will unlock value by freeing up the conglomerate discount. In economics, highly diversified businesses are almost always thought to have a lower value than the sum of each individual business, which is referred to as the conglomerate discount.By establishing separate companies for key business units, such as cloud computing and retail e-commerce, Alibaba will book a notable increase in its enterprise value. When the announcement was made, Alibaba shares surged more than 15%. However, almost all these gains have been wiped out by the lackluster market performance since then, which suggests the market has not added any value to the expected increase in Alibaba’s enterprise value resulting from the spinoffs. This anomaly presents an opportunity for investors.The cheap valuationAlibaba trades with a forward price-earnings ratio of 11.4, which makes it one of the cheapest profitable tech companies in the market. A comparison of Alibaba and American tech giants suggest Alibaba is deeply undervalued curretnly. For context, Amazon.com Inc. trades with a price-earnings ratio of 81, while Alphabet Inc. has an earnings multiple of 23. Microsoft Corp., which competes with Alibaba for market share in the cloud computing segment, trades for 36 times earnings.One of the major reasons for Alibaba’s cheap valuation is its origins. Investors remain cautious about investing in Chinese tech companies because of the uncertainties associated with the relationship between the U.S. and China. However, in the long run, Alibaba is likely to be valued based on its earnings power – not geopolitical concerns. When this happens, Alibaba is likely to attract much higher valuation multiples.TakeawayChinese tech companies are breathing a sigh of relief with local regulators implementing favorable policies to kickstart private sector growth. Policymakers have taken a back seat in recent months, creating a growth-conducive environment for these companies as China looks to battle with the U.S. for global tech supremacy. Alibaba will be one of the biggest winners of the resurgence. At cheap valuation multiples, the company looks like a bargain currently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947376541,"gmtCreate":1682614325683,"gmtModify":1682614330480,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"Liao back above 180 first [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947376541","repostId":"1102618472","repostType":4,"repost":{"id":"1102618472","kind":"news","pubTimestamp":1682607274,"share":"https://ttm.financial/m/news/1102618472?lang=&edition=fundamental","pubTime":"2023-04-27 22:54","market":"us","language":"en","title":"Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1102618472","media":"Seekingalpha","summary":"SummaryTesla has resurrected its \"low margin\", \"affordable\" EV strategy which I believe should help ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla has resurrected its &#34;low margin&#34;, &#34;affordable&#34; EV strategy which I believe should help to boost market share, as well as undercut the competition thanks to its economies of scale.</p></li><li><p>The company missed both its revenue and earnings forecast, despite reporting record deliveries and production numbers.</p></li><li><p>My intrinsic valuation model and forecasts indicate Tesla is undervalued in a base case scenario and even more undervalued in a &#34;best case&#34;, full autonomy, Robots (Optimus) etc.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Tesla Shanghai Gigafactory\" title=\"Tesla Shanghai Gigafactory\" tg-width=\"750\" tg-height=\"563\"/><span>Tesla Shanghai Gigafactory</span></p><p>Tesla (NASDAQ:TSLA) has recently announced intriguing results for the first quarter of 2023. The company reported &#34;record&#34; production and delivery numbers, but still missed analyst forecasts for earnings and revenue, so what happened? Elon Musk announced plans to continue to reduce prices, in an effort to focus on a lower-margin mass-market product. This wasn&#39;t taken well by Wall Street with firms such as Truist Securities, downgrading Tesla from a &#34;Buy&#34; to a &#34;Hold&#34; due to this concern. However, I believe this isn&#39;t a new strategy for Tesla (and I will show examples later in this post). In addition, Tesla has racked up more autonomous driving miles than any other automaker (according to my estimates) and thus has a competitive advantage in this regard. In this post, I&#39;m going to discuss why Tesla&#39;s lower margin strategy could prove to be very lucrative long term thanks to its autonomous driving technology, before revealing my valuation model and forecasts for the stock, let&#39;s dive in.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/500e1d52cdbf0b1e3a37d1bcbed4d3f3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2>The &#34;New Strategy&#34; is Not New</h2><p>The first part of my thesis makes the case that Tesla&#39;s &#34;new strategy&#34; of focusing on &#34;higher volumes and a large fleet&#34;, as opposed to &#34;lower volume and higher margin&#34;, is not entirely new. Avid Tesla followers may recall that Elon Musk&#39;s long-term vision has always been to create an affordable mass-market EV. In fact, I have discovered at least four quotes from Musk in the past where he stated just that;</p><ol><li><p>&#34;I think the most important thing is to make cars that people can <strong>afford</strong>&#34; - <em>Elon Musk (May 2013, Bloomberg).</em></p></li><li><p>&#34;We must at least aspire to produce cars that are more <strong>affordable</strong> than the Model 3 in order to achieve our mission.&#34; - <em>Elon Musk (Tesla&#39;s Q1 2017 earnings call).</em></p></li><li><p>&#34;Our long-term goal is to be able to create a <strong>$25,000 </strong>electric vehicle that is also fully autonomous.&#34; - <em>Elon Musk (Tesla Battery Day event, 2020).</em></p></li><li><p>Our aspiration is still to try to make the cars as affordable as possible, and to ultimately make<strong> Tesla as affordable as possible</strong>.&#34; - <em>Elon Musk (Tesla Q3 2020 earnings call).</em></p></li></ol><p>Therefore in 2023, when Elon Musk renewed his focus on cost-effective or &#34;affordable&#34; Tesla&#39;s it wasn&#39;t a surprise to me. In fact, this could also be perfect timing, as many analysts have forecast a &#34;recession&#34; and thus it would make sense to offer consumers the greatest value possible. In addition, as Tesla looks to have the largest manufacturing footprint of any pure EV maker (5 Gigafactories globally), then it could be assumed that Tesla could in fact offer a cheaper alternative, than its competitors due to economies of scale.</p><p>This strategy is also aligned with the key success strategy which helped Amazon dominate the e-commerce world. This was dubbed as &#34;Scale economics shared&#34;, in that it &#34;gives back&#34; savings made to its consumers by continually lowering prices. Of course, Tesla hasn&#39;t completely given up on profits (that would be crazy). The company aims to &#34;harvest significant profits&#34; in the future through the sales of its fully autonomous self-driving software.</p><h2>How far is Tesla from full self-driving?</h2><p>Critics will say Elon Musk has been promising full self-driving for many years, and I can&#39;t argue with that point. Back in 2015, Elon Musk promised full autonomy &#34;within two years&#34;, at an MIT Symposium. Then in 2019 at an Autonomy Day Event, Musk promised &#34;full autonomy with regulatory approval in 2020&#34;. However, I personally believe we are now very close. Over &#34;150 million miles&#34; have been driven in Full Self Driving beta mode and that number is &#34;growing exponentially&#34;, according to Musk in the Q1, 2023 earnings call. This number of miles is key, as anyone who understands AI models will tell you, the more training data, the greater accuracy can be achieved. If we compare this figure to the &#34;just&#34; 1 million self-driving miles reported by Google&#39;s Waymo and Cruise, as of early 2023, Tesla looks to be very far ahead. Even if we compare this to &#34;safety driver&#34; miles, reports indicate Waymo racked up &#34;just&#34; 20 million miles in total, in 2020, which means Tesla likely has 7.5 times the number of miles. This also isn&#39;t taking into account the 150 million miles Tesla has reported is just for its latest &#34;beta&#34; software, I believe.</p><p>Elon Musk also recently stated that to his &#34;best knowledge&#34; the &#34;current hardware&#34; can achieve full autonomy. Therefore, in theory, Tesla could do an over-the-air software update and turn almost every Tesla on the road (over 1 million vehicles) into a full self-driving vehicle. Of course, this would be done for a fee charged to those who choose to pay and this is where Tesla aims to capture back its margins.</p><p>The value of an autonomous vehicle should also be not understated, this isn&#39;t just about being able to take long road trips without the achy arms, the potential is huge. For example, a fully self-driving vehicle could effectively replace the passenger railroad industry (a $250 billion market globally) by offering more personal point-to-point service. In addition, a new &#34;third space&#34; will likely be created in which one could use a Tesla as a home office, entertainment center, etc.</p><p>A fully autonomous vehicle can also be used to generate funds, for the individual when they are not using it. For example, you could be in the office and your Tesla could be doing ride-hailing around a city or doing food deliveries. Therefore the platform could disrupt Uber (UBER) which is valued at $62 billion, at the time of writing.</p><p>At Tesla&#39;s AI day in 2020, the company revealed details of Dojo which it claimed to be the &#34;fastest&#34; AI training supercomputer in the world, which was so powerful it actually tripped the power grid in Palo Alto, California.</p><p>The Dojo platform has huge potential and could be utilized as a high-margin &#34;sellable service&#34; similar to AWS cloud. AWS is the profit engine of Amazon (AMZN), driving 188% of its operating income, despite generating just ~14.35% of its total revenue, as of Q4,22. I discussed details of this in my previous post where I made the case that Amazon should spin off AWS, its most lucrative business segment (in my opinion).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4301aed406832dfd03a7349ad24a77a\" alt=\"Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)\" title=\"Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)\" tg-width=\"640\" tg-height=\"572\"/><span>Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)</span></p><p>This Dojo platform and Tesla&#39;s developed custom chips (such as the D1) are also expected to be key components for &#34;Optimus&#34; Tesla&#39;s autonomous robot. An &#34;affordable&#34; robot in every home could become a reality and would be aligned extremely well with Tesla&#39;s current business model, technology, and strategy. The robotics industry is forecast to grow at a 14.3% compounded annual growth rate [CAGR] and reach a value of $30.8 billion by 2027 thus the potential is huge for Tesla.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16b2513d46f366821137cb9c9636647a\" alt=\"Tesla Robot Optimus (AI Day 22)\" title=\"Tesla Robot Optimus (AI Day 22)\" tg-width=\"640\" tg-height=\"427\"/><span>Tesla Robot Optimus (AI Day 22)</span></p><h2>Financials and Valuation</h2><p>Tesla reported $23.33 billion in revenue which missed analyst forecasts by $26 million, despite increasing by a solid 24% year over year. This growth rate has slowed down substantially from the 34% reported in Q4,22 and the 55.95% in Q3,22, which looks to have been driven by both the &#34;recessionary&#34; environment as well as increasing competition. The good news is a &#34;price cut&#34; by Tesla should help to solve both issues. It should also be noted that Tesla reported &#34;record&#34; production and delivery numbers for the first quarter of 2023. The company generated 422,875 deliveries, which was up from the 405,278 reported in Q4,22. However, its sequential delivery growth rate has declined substantially from 17.87% in Q4,22 to just 4.34% by Q1,23, due to the aforementioned reasons. A positive is Tesla&#39;s production numbers have recovered with a record 440,808 reported for the first quarter of 2023, as the company resolved the issues at its Shanghai Gigafactory.</p><p>In terms of the valuation for Tesla, I have updated my model since my last post with the latest financials for Q1,23. In addition, I have adjusted my revenue growth rate from 26% to 27% for &#34;next year&#34; on the back of the planned decrease in prices which I believe should help to spur demand. I have also increased my forecasted revenue growth rate from 31% to 32% in years 2 to 5, due to my expected rebound in the economy and consumer demand (post-2023), plus the price reductions. Keep in mind, this isn&#39;t taking into account the potential of Dojo and thus that would really add bonus optionality into the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a6867fdea67873b01c770d7d395a41\" alt=\"Tesla stock valuation 1 (Created by author Deep Tech Insights)\" title=\"Tesla stock valuation 1 (Created by author Deep Tech Insights)\" tg-width=\"640\" tg-height=\"264\"/><span>Tesla stock valuation 1 (Created by author Deep Tech Insights)</span></p><p>I previously forecast a 20% operating margin over the next 10 years, which I believe is still easily achievable. However, to be conservative and with Musk&#39;s renewed focus on lower margins I have stretched this out to be achievable over 12 years. This is still fairly conservative and only represents a 4% increase from the 16% margin achieved in Q4,22 or a 2% increase from the 18% margin achieved with R&amp;D expenses capitalized (as I have done in my model). Investors should be aware, that margins are likely to continue to dip as prices are slashed before we will see a reversion.</p><p>Tesla reported just a 12% operating margin in 2021 and 16.81% in 2022 and thus even with price cuts its margins are still solid at 11.42% reported for Q1,23, thanks to economies of scale. I believe we could see a further drop to around 8% or 10% (with R&amp;D capitalized) to be extreme, so I have estimated that for &#34;next year&#34; in my model. Given these estimates, by year four I expect a 14.69% operating margin before expansion.</p><p>I believe Tesla will unlikely decide to go back into &#34;unprofitable&#34; territory again, due to investor sentiment and S&amp;P 500 inclusion requirements.</p><p>It should also be noted that some of the price reduction is already baked in, as back in October 2022, Tesla announced its original price cuts by ~9% in China for the Model 3 and Model Y. Investors initially assumed this was just a response to competition (and it was to a certain extent). However, given the clarity of the long-term strategy, it&#39;s not a crazy amount. Also, price cuts in the U.S. by around $5,000 for each model may help to boost eligibility for the IRS tax credit of $7,500 which could help to boost demand. According to Tesla&#39;s website its Model S, 3, X, and Y qualify for this incentive (assuming other criteria are met).</p><p>In a best-case scenario, I believe Tesla&#39;s operating margin could surpass 24% (with full self-driving and AI as a service) which is slightly higher than the 23% average for a software company.</p><p>Tesla also has a strong balance sheet with $22.185 billion in cash and short-term investment, in addition, to $5.748 billion in long-term debt.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eb72ddef832d4117abbaaa4f7ec1686\" alt=\"Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)\" title=\"Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)\" tg-width=\"640\" tg-height=\"656\"/><span>Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)</span></p><p>Given these factors, I get a fair value of ~$247.36 per share, and thus the stock is ~37.74% undervalued at the time of writing.</p><p>For the &#34;best case&#34; scenario, which includes the 24% operating margin for (full self-driving, AI as a service, and Optimus robots) I get a fair value of over $292.72 per share, which offers an even greater (47%) upside.</p><p>Tesla trades at a price-to-sales (P/S) ratio = 5.2, which is ~36% cheaper than its 5-year average.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f022cf343666a222a0b16c0643b7bf5d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2>Risks</h2><h3>Going Cheap could damage the brand</h3><p>The first Tesla vehicles such as the Roadster were widely adopted by celebrities such as Leonardo Dicaprio, as a &#34;do good&#34; and &#34;status&#34; statement. I personally believe Tesla vehicles are still seen as aspirational with some &#34;prestige&#34;. Therefore if Tesla drops its prices too much it could devalue the brand and its pricing power long term. For example, the luxury automaker Ferrari broke its sales record again in 2022 and saw its calls sell out, despite its Portofino M being priced at $250,000 and its Purosangue SUV costing nearly $400,000 each. Now of course, I don&#39;t put Tesla in the same category as a Ferrari but I consider them to be more closely aligned with Mercedes or Audi. Thus its brand positioning is just something for Tesla to be aware of as it continues to drop prices. There is also the &#34;risk&#34; of a race to the bottom in the EV industry. In fact, if history is to go by back in 1913, Henry Ford introduced the assembly line which the time to build and price of its Model T by 50-70% which resulted in hundreds of competitor car companies going bust and industry consolidation. This may seem bad at first glance but given Tesla and rival BYD&#39;s immense scale, I believe these two will be left standing as the dust settles.</p><h2>Final Thoughts</h2><p>Tesla renewed focus on lower-margin, mass-market vehicles is a strategy that will likely result in short-term pain, but long-term gain. I believe this strategy is actually optimal given the forecasted recession, tepid consumer demand, and increasing competition. In addition, Tesla can continue to &#34;future sell&#34; the value of its full self-driving software and pending vehicles such as the Tesla Cybertruck (over 1.5 million pre-orders as of November 2022). If/when Tesla achieves full self-driving, this could offer huge optionality for the stock and actually change the world as we know it. But the good news is even from an investment standpoint, a base case scenario still indicates Tesla is undervalued intrinsically. Therefore I will deem the stock to be a &#34;buy&#34; for the long term.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential</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\">\n Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4597206-tesla-q1-margin-squeeze-self-driving-upside-potential><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has resurrected its \"low margin\", \"affordable\" EV strategy which I believe should help to boost market share, as well as undercut the competition thanks to its economies of scale.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4597206-tesla-q1-margin-squeeze-self-driving-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4597206-tesla-q1-margin-squeeze-self-driving-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1102618472","content_text":"SummaryTesla has resurrected its \"low margin\", \"affordable\" EV strategy which I believe should help to boost market share, as well as undercut the competition thanks to its economies of scale.The company missed both its revenue and earnings forecast, despite reporting record deliveries and production numbers.My intrinsic valuation model and forecasts indicate Tesla is undervalued in a base case scenario and even more undervalued in a \"best case\", full autonomy, Robots (Optimus) etc.Tesla Shanghai GigafactoryTesla (NASDAQ:TSLA) has recently announced intriguing results for the first quarter of 2023. The company reported \"record\" production and delivery numbers, but still missed analyst forecasts for earnings and revenue, so what happened? Elon Musk announced plans to continue to reduce prices, in an effort to focus on a lower-margin mass-market product. This wasn't taken well by Wall Street with firms such as Truist Securities, downgrading Tesla from a \"Buy\" to a \"Hold\" due to this concern. However, I believe this isn't a new strategy for Tesla (and I will show examples later in this post). In addition, Tesla has racked up more autonomous driving miles than any other automaker (according to my estimates) and thus has a competitive advantage in this regard. In this post, I'm going to discuss why Tesla's lower margin strategy could prove to be very lucrative long term thanks to its autonomous driving technology, before revealing my valuation model and forecasts for the stock, let's dive in.Data by YChartsThe \"New Strategy\" is Not NewThe first part of my thesis makes the case that Tesla's \"new strategy\" of focusing on \"higher volumes and a large fleet\", as opposed to \"lower volume and higher margin\", is not entirely new. Avid Tesla followers may recall that Elon Musk's long-term vision has always been to create an affordable mass-market EV. In fact, I have discovered at least four quotes from Musk in the past where he stated just that;\"I think the most important thing is to make cars that people can afford\" - Elon Musk (May 2013, Bloomberg).\"We must at least aspire to produce cars that are more affordable than the Model 3 in order to achieve our mission.\" - Elon Musk (Tesla's Q1 2017 earnings call).\"Our long-term goal is to be able to create a $25,000 electric vehicle that is also fully autonomous.\" - Elon Musk (Tesla Battery Day event, 2020).Our aspiration is still to try to make the cars as affordable as possible, and to ultimately make Tesla as affordable as possible.\" - Elon Musk (Tesla Q3 2020 earnings call).Therefore in 2023, when Elon Musk renewed his focus on cost-effective or \"affordable\" Tesla's it wasn't a surprise to me. In fact, this could also be perfect timing, as many analysts have forecast a \"recession\" and thus it would make sense to offer consumers the greatest value possible. In addition, as Tesla looks to have the largest manufacturing footprint of any pure EV maker (5 Gigafactories globally), then it could be assumed that Tesla could in fact offer a cheaper alternative, than its competitors due to economies of scale.This strategy is also aligned with the key success strategy which helped Amazon dominate the e-commerce world. This was dubbed as \"Scale economics shared\", in that it \"gives back\" savings made to its consumers by continually lowering prices. Of course, Tesla hasn't completely given up on profits (that would be crazy). The company aims to \"harvest significant profits\" in the future through the sales of its fully autonomous self-driving software.How far is Tesla from full self-driving?Critics will say Elon Musk has been promising full self-driving for many years, and I can't argue with that point. Back in 2015, Elon Musk promised full autonomy \"within two years\", at an MIT Symposium. Then in 2019 at an Autonomy Day Event, Musk promised \"full autonomy with regulatory approval in 2020\". However, I personally believe we are now very close. Over \"150 million miles\" have been driven in Full Self Driving beta mode and that number is \"growing exponentially\", according to Musk in the Q1, 2023 earnings call. This number of miles is key, as anyone who understands AI models will tell you, the more training data, the greater accuracy can be achieved. If we compare this figure to the \"just\" 1 million self-driving miles reported by Google's Waymo and Cruise, as of early 2023, Tesla looks to be very far ahead. Even if we compare this to \"safety driver\" miles, reports indicate Waymo racked up \"just\" 20 million miles in total, in 2020, which means Tesla likely has 7.5 times the number of miles. This also isn't taking into account the 150 million miles Tesla has reported is just for its latest \"beta\" software, I believe.Elon Musk also recently stated that to his \"best knowledge\" the \"current hardware\" can achieve full autonomy. Therefore, in theory, Tesla could do an over-the-air software update and turn almost every Tesla on the road (over 1 million vehicles) into a full self-driving vehicle. Of course, this would be done for a fee charged to those who choose to pay and this is where Tesla aims to capture back its margins.The value of an autonomous vehicle should also be not understated, this isn't just about being able to take long road trips without the achy arms, the potential is huge. For example, a fully self-driving vehicle could effectively replace the passenger railroad industry (a $250 billion market globally) by offering more personal point-to-point service. In addition, a new \"third space\" will likely be created in which one could use a Tesla as a home office, entertainment center, etc.A fully autonomous vehicle can also be used to generate funds, for the individual when they are not using it. For example, you could be in the office and your Tesla could be doing ride-hailing around a city or doing food deliveries. Therefore the platform could disrupt Uber (UBER) which is valued at $62 billion, at the time of writing.At Tesla's AI day in 2020, the company revealed details of Dojo which it claimed to be the \"fastest\" AI training supercomputer in the world, which was so powerful it actually tripped the power grid in Palo Alto, California.The Dojo platform has huge potential and could be utilized as a high-margin \"sellable service\" similar to AWS cloud. AWS is the profit engine of Amazon (AMZN), driving 188% of its operating income, despite generating just ~14.35% of its total revenue, as of Q4,22. I discussed details of this in my previous post where I made the case that Amazon should spin off AWS, its most lucrative business segment (in my opinion).Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)This Dojo platform and Tesla's developed custom chips (such as the D1) are also expected to be key components for \"Optimus\" Tesla's autonomous robot. An \"affordable\" robot in every home could become a reality and would be aligned extremely well with Tesla's current business model, technology, and strategy. The robotics industry is forecast to grow at a 14.3% compounded annual growth rate [CAGR] and reach a value of $30.8 billion by 2027 thus the potential is huge for Tesla.Tesla Robot Optimus (AI Day 22)Financials and ValuationTesla reported $23.33 billion in revenue which missed analyst forecasts by $26 million, despite increasing by a solid 24% year over year. This growth rate has slowed down substantially from the 34% reported in Q4,22 and the 55.95% in Q3,22, which looks to have been driven by both the \"recessionary\" environment as well as increasing competition. The good news is a \"price cut\" by Tesla should help to solve both issues. It should also be noted that Tesla reported \"record\" production and delivery numbers for the first quarter of 2023. The company generated 422,875 deliveries, which was up from the 405,278 reported in Q4,22. However, its sequential delivery growth rate has declined substantially from 17.87% in Q4,22 to just 4.34% by Q1,23, due to the aforementioned reasons. A positive is Tesla's production numbers have recovered with a record 440,808 reported for the first quarter of 2023, as the company resolved the issues at its Shanghai Gigafactory.In terms of the valuation for Tesla, I have updated my model since my last post with the latest financials for Q1,23. In addition, I have adjusted my revenue growth rate from 26% to 27% for \"next year\" on the back of the planned decrease in prices which I believe should help to spur demand. I have also increased my forecasted revenue growth rate from 31% to 32% in years 2 to 5, due to my expected rebound in the economy and consumer demand (post-2023), plus the price reductions. Keep in mind, this isn't taking into account the potential of Dojo and thus that would really add bonus optionality into the stock.Tesla stock valuation 1 (Created by author Deep Tech Insights)I previously forecast a 20% operating margin over the next 10 years, which I believe is still easily achievable. However, to be conservative and with Musk's renewed focus on lower margins I have stretched this out to be achievable over 12 years. This is still fairly conservative and only represents a 4% increase from the 16% margin achieved in Q4,22 or a 2% increase from the 18% margin achieved with R&D expenses capitalized (as I have done in my model). Investors should be aware, that margins are likely to continue to dip as prices are slashed before we will see a reversion.Tesla reported just a 12% operating margin in 2021 and 16.81% in 2022 and thus even with price cuts its margins are still solid at 11.42% reported for Q1,23, thanks to economies of scale. I believe we could see a further drop to around 8% or 10% (with R&D capitalized) to be extreme, so I have estimated that for \"next year\" in my model. Given these estimates, by year four I expect a 14.69% operating margin before expansion.I believe Tesla will unlikely decide to go back into \"unprofitable\" territory again, due to investor sentiment and S&P 500 inclusion requirements.It should also be noted that some of the price reduction is already baked in, as back in October 2022, Tesla announced its original price cuts by ~9% in China for the Model 3 and Model Y. Investors initially assumed this was just a response to competition (and it was to a certain extent). However, given the clarity of the long-term strategy, it's not a crazy amount. Also, price cuts in the U.S. by around $5,000 for each model may help to boost eligibility for the IRS tax credit of $7,500 which could help to boost demand. According to Tesla's website its Model S, 3, X, and Y qualify for this incentive (assuming other criteria are met).In a best-case scenario, I believe Tesla's operating margin could surpass 24% (with full self-driving and AI as a service) which is slightly higher than the 23% average for a software company.Tesla also has a strong balance sheet with $22.185 billion in cash and short-term investment, in addition, to $5.748 billion in long-term debt.Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)Given these factors, I get a fair value of ~$247.36 per share, and thus the stock is ~37.74% undervalued at the time of writing.For the \"best case\" scenario, which includes the 24% operating margin for (full self-driving, AI as a service, and Optimus robots) I get a fair value of over $292.72 per share, which offers an even greater (47%) upside.Tesla trades at a price-to-sales (P/S) ratio = 5.2, which is ~36% cheaper than its 5-year average.Data by YChartsRisksGoing Cheap could damage the brandThe first Tesla vehicles such as the Roadster were widely adopted by celebrities such as Leonardo Dicaprio, as a \"do good\" and \"status\" statement. I personally believe Tesla vehicles are still seen as aspirational with some \"prestige\". Therefore if Tesla drops its prices too much it could devalue the brand and its pricing power long term. For example, the luxury automaker Ferrari broke its sales record again in 2022 and saw its calls sell out, despite its Portofino M being priced at $250,000 and its Purosangue SUV costing nearly $400,000 each. Now of course, I don't put Tesla in the same category as a Ferrari but I consider them to be more closely aligned with Mercedes or Audi. Thus its brand positioning is just something for Tesla to be aware of as it continues to drop prices. There is also the \"risk\" of a race to the bottom in the EV industry. In fact, if history is to go by back in 1913, Henry Ford introduced the assembly line which the time to build and price of its Model T by 50-70% which resulted in hundreds of competitor car companies going bust and industry consolidation. This may seem bad at first glance but given Tesla and rival BYD's immense scale, I believe these two will be left standing as the dust settles.Final ThoughtsTesla renewed focus on lower-margin, mass-market vehicles is a strategy that will likely result in short-term pain, but long-term gain. I believe this strategy is actually optimal given the forecasted recession, tepid consumer demand, and increasing competition. In addition, Tesla can continue to \"future sell\" the value of its full self-driving software and pending vehicles such as the Tesla Cybertruck (over 1.5 million pre-orders as of November 2022). If/when Tesla achieves full self-driving, this could offer huge optionality for the stock and actually change the world as we know it. But the good news is even from an investment standpoint, a base case scenario still indicates Tesla is undervalued intrinsically. Therefore I will deem the stock to be a \"buy\" for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948519179,"gmtCreate":1680739732492,"gmtModify":1680739737115,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Roller coaster ride again&nbsp;[开心]&nbsp;","listText":"Roller coaster ride again&nbsp;[开心]&nbsp;","text":"Roller coaster ride again [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948519179","repostId":"2325313401","repostType":2,"repost":{"id":"2325313401","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1680734452,"share":"https://ttm.financial/m/news/2325313401?lang=&edition=fundamental","pubTime":"2023-04-06 06:40","market":"us","language":"en","title":"S&P 500 Ends Lower As Recession Fears Take Center Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=2325313401","media":"Reuters","summary":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up ","content":"<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Lower As Recession Fears Take Center Stage</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\">\nS&P 500 Ends Lower As Recession Fears Take Center Stage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-06 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","BK4571":"数字音乐概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","LU0238689110.USD":"贝莱德环球动力股票基金","BK4576":"AR","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4566":"资本集团","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","TSLA":"特斯拉","BK4149":"建筑机械与重型卡车","BK4525":"远程办公概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","FDX":"联邦快递","BK4082":"医疗保健设备","BK4524":"宅经济概念","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD",".DJI":"道琼斯","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股",".IXIC":"NASDAQ Composite","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD",".SPX":"S&P 500 Index","BK4503":"景林资产持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1046421795.USD":"富达环球科技A-ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVDA":"英伟达","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","JNJ":"强生","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4516":"特朗普概念","CAT":"卡特彼勒","BK4554":"元宇宙及AR概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325313401","content_text":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up on plan to consolidate operating divisions*Final snapshot: S&P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%April 5 (Reuters) - The S&P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve's rapid interest rate hikes might tip the U.S. economy into a recession.Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&P 500 after Alphabet Inc's Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street's most valuable companies in recent weeks.Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.The S&P 500 declined 0.25% to end the session at 4,090.38 points.The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday's weak job openings data.As well, the Institute for Supply Management's survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.Earlier this week data showed falling factory orders and soft manufacturing activity.Wall Street's recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed's interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.\"We may have transitioned from the notion that 'bad news is good news' to 'bad new is bad news',\" said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. \"Fear about a recession is the dominant theme.\"Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group's Fedwatch tool.Of the 11 S&P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson & Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.Big banks including JPMorgan Chase & Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.Analysts on average expect aggregate S&P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.Declining stocks outnumbered rising ones within the S&P 500 by a 1.2-to-one ratio.The S&P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940245770,"gmtCreate":1677981432690,"gmtModify":1677981436076,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"🤩","listText":"🤩","text":"🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940245770","repostId":"9957259153","repostType":1,"repost":{"id":9957259153,"gmtCreate":1677308230173,"gmtModify":1677308851895,"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"themes":[],"title":"How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”","htmlText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","listText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","text":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event & sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy & potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","images":[{"img":"https://community-static.tradeup.com/news/19eabe9671eeee46908059cb5b060ec3","width":"1241","height":"1213"},{"img":"https://community-static.tradeup.com/news/1641d31881234e5b8f380eabf9d6d7a6","width":"1242","height":"755"},{"img":"https://community-static.tradeup.com/news/0d4633d3f7a7027c2d311e7d83887179","width":"1242","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957259153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940245425,"gmtCreate":1677981388767,"gmtModify":1677981392672,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"[Observation]&nbsp;[NosePick]&nbsp;[Onlooker]&nbsp;","listText":"[Observation]&nbsp;[NosePick]&nbsp;[Onlooker]&nbsp;","text":"[Observation] [NosePick] [Onlooker]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940245425","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940245257,"gmtCreate":1677981340180,"gmtModify":1677981343775,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940245257","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957662826,"gmtCreate":1677224716365,"gmtModify":1677224720401,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"When will my DIS SM show in d system??","listText":"When will my DIS SM show in d system??","text":"When will my DIS SM show in d system??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957662826","repostId":"1173169540","repostType":4,"repost":{"id":"1173169540","kind":"news","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":1677123991,"share":"https://ttm.financial/m/news/1173169540?lang=&edition=fundamental","pubTime":"2023-02-23 11:46","market":"sg","language":"en","title":"Keppel Corp Shares Start Trading on an Ex-Distribution Basis on Feb 23","url":"https://stock-news.laohu8.com/highlight/detail?id=1173169540","media":"Tiger Newspress","summary":"Keppel Corp was trading 24.66 per cent or S$1.81 lower at S$5.53.The counter started trading on an e","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a> was trading 24.66 per cent or S$1.81 lower at S$5.53.</p><p>The counter started trading on an ex-distribution basis on Thursday. This means those who bought the stock from that date will no longer be entitled to the distribution in specie of 19.1 Sembcorp Marine shares per Keppel share held.</p><p><img src=\"https://static.tigerbbs.com/3da541594403a0764ab885a678ca96c8\" tg-width=\"927\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keppel Corp Shares Start Trading on an Ex-Distribution Basis on Feb 23</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\">\nKeppel Corp Shares Start Trading on an Ex-Distribution Basis on Feb 23\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-23 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a> was trading 24.66 per cent or S$1.81 lower at S$5.53.</p><p>The counter started trading on an ex-distribution basis on Thursday. This means those who bought the stock from that date will no longer be entitled to the distribution in specie of 19.1 Sembcorp Marine shares per Keppel share held.</p><p><img src=\"https://static.tigerbbs.com/3da541594403a0764ab885a678ca96c8\" tg-width=\"927\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173169540","content_text":"Keppel Corp was trading 24.66 per cent or S$1.81 lower at S$5.53.The counter started trading on an ex-distribution basis on Thursday. This means those who bought the stock from that date will no longer be entitled to the distribution in specie of 19.1 Sembcorp Marine shares per Keppel share held.","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952670255,"gmtCreate":1674709232077,"gmtModify":1676538954527,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Nothing u said good about a productive n efficient coy... I guess u had&nbsp;missed d run up ... 🤭🤭🤭Anyway&nbsp;I'm still buying whenever is dirt cheap !!&nbsp;","listText":"Nothing u said good about a productive n efficient coy... I guess u had&nbsp;missed d run up ... 🤭🤭🤭Anyway&nbsp;I'm still buying whenever is dirt cheap !!&nbsp;","text":"Nothing u said good about a productive n efficient coy... I guess u had missed d run up ... 🤭🤭🤭Anyway I'm still buying whenever is dirt cheap !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952670255","repostId":"2306374584","repostType":4,"repost":{"id":"2306374584","kind":"news","pubTimestamp":1674704147,"share":"https://ttm.financial/m/news/2306374584?lang=&edition=fundamental","pubTime":"2023-01-26 11:35","market":"us","language":"en","title":"Musk’s Big Tesla Growth Target Is a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2306374584","media":"Bloomberg","summary":"The company’s forecast for vehicle production falls short of estimates and its focus on compound ann","content":"<html><head></head><body><p>The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd372c6dfdeb7ea5e5e34553c906e643\" tg-width=\"1000\" tg-height=\"728\" width=\"100%\" height=\"auto\"/><span>Tesla CEO Elon Musk has been testifying in a lawsuit over 2018 tweets saying he was taking Tesla private with funding secured. Photographer: Justin Sullivan/Getty Images North America</span></p><p>It pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes. After all, Chief Executive Elon Musk has spent much of the past several days trying to convince a jury that he really did have “funding secured” in 2018. That’s despite his mooted multi-billion dollar take-private deal seeming to have had less in the way of documented pre-approvals than your average household mortgage application.</p><p>The line that caught my eye on Wednesday evening concerned guidance, with Tesla aiming to produce 1.8 million vehicles this year and, thereby, “remain ahead of the long-term 50% CAGR,” or compound annual growth rate. For a couple of years, Tesla has said it aims to grow annual production by half, on average, over a “multi-year horizon.” Compare that 2023 target with 2020’s output of just over half-a-million and you do indeed get a compounded growth rate of more than 50%. But actual growth<i>this</i>year looks set to be 31%.</p><p>Let’s acknowledge that is still phenomenal for any reasonably sized autos manufacturer. Just five years ago, Tesla produced only about 250,000 vehicles.</p><p>But the tell here is the language, with Tesla going out of its way to emphasize that, technically, it will remain true to the “multi-year” target despite growth slowing sharply. Certainly, it has slowed more sharply than expected: The consensus forecast for 2023 is 1.95 million. Which gets at why Tesla likely felt the need for a growth-secured moment.</p><p>The disappointing fourth-quarter deliveries and price cuts that have unnerved investors over the past month or so fed through to Wednesday’s results. Inventory jumped and implied average selling prices, excluding leased vehicles and regulatory credits, dipped under $52,000, their lowest in a year. Even that figure was boosted by roughly $800 via the recognition of $324 million of deferred revenue linked to Tesla’s generously named Full Self Driving package. Gross profit per vehicle sold, at about $12,300, was the lowest in almost two years. Free cash flow dropped by a third, year-over-year, well shy of forecasts.</p><p>This is not surprising, but it is troubling. It isn’t surprising because companies chasing growth quite often run into the problem of boosting capacity faster than sales. Tesla produced 1.37 million vehicles last year but lists capacity of more than 1.9 million, with new and expanded factories expected in markets from Mexico to Indonesia.</p><p>It is troubling because, despite the collapse in Tesla’s stock over the past year or so, it still trades at a 77% premium to the S&amp;P 500 based on multiples of forward earnings estimates — estimates that look vulnerable after these results. Tesla remains priced for growth, but the growth story comes with the caveats of using average multi-year percentages and evident reliance on price cuts. The latter are especially inimical to Tesla’s aura because price cuts to move product are what you get from regular old car companies that trade on single-digit earnings multiples (Tesla’s is 32 times).</p><p>Even worse, regular old car companies haven’t been cutting prices of late, despite lower deliveries. This owes partly to the pandemic-related disruption of supply chains, leaving dealer lots sparse and giving the industry a relatively rare dose of pricing power. The likes of Ford Motor Co. took this on board in terms of aligning production more closely with sales. That is, in effect, the opposite of what’s happened with Tesla as it chases growth.</p><p>During Wednesday evening’s Q&amp;A, Musk touted Tesla’s AI capabilities. Framing Tesla as being more than an autos company has long been an effective way of boosting its valuation — albeit less effective of late. This year’s challenge for Tesla won’t be delivering robotaxis or a walking robot. It will be dealing with soft demand amid a potential recession that Musk seems to regard as all but certain. For investors who have just undergone a year of deflating expectations, it will be bracing for another dose.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk’s Big Tesla Growth Target Is a Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk’s Big Tesla Growth Target Is a Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4504":"桥水持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4532":"文艺复兴科技持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4114":"综合货品商店","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306374584","content_text":"The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over 2018 tweets saying he was taking Tesla private with funding secured. Photographer: Justin Sullivan/Getty Images North AmericaIt pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes. After all, Chief Executive Elon Musk has spent much of the past several days trying to convince a jury that he really did have “funding secured” in 2018. That’s despite his mooted multi-billion dollar take-private deal seeming to have had less in the way of documented pre-approvals than your average household mortgage application.The line that caught my eye on Wednesday evening concerned guidance, with Tesla aiming to produce 1.8 million vehicles this year and, thereby, “remain ahead of the long-term 50% CAGR,” or compound annual growth rate. For a couple of years, Tesla has said it aims to grow annual production by half, on average, over a “multi-year horizon.” Compare that 2023 target with 2020’s output of just over half-a-million and you do indeed get a compounded growth rate of more than 50%. But actual growththisyear looks set to be 31%.Let’s acknowledge that is still phenomenal for any reasonably sized autos manufacturer. Just five years ago, Tesla produced only about 250,000 vehicles.But the tell here is the language, with Tesla going out of its way to emphasize that, technically, it will remain true to the “multi-year” target despite growth slowing sharply. Certainly, it has slowed more sharply than expected: The consensus forecast for 2023 is 1.95 million. Which gets at why Tesla likely felt the need for a growth-secured moment.The disappointing fourth-quarter deliveries and price cuts that have unnerved investors over the past month or so fed through to Wednesday’s results. Inventory jumped and implied average selling prices, excluding leased vehicles and regulatory credits, dipped under $52,000, their lowest in a year. Even that figure was boosted by roughly $800 via the recognition of $324 million of deferred revenue linked to Tesla’s generously named Full Self Driving package. Gross profit per vehicle sold, at about $12,300, was the lowest in almost two years. Free cash flow dropped by a third, year-over-year, well shy of forecasts.This is not surprising, but it is troubling. It isn’t surprising because companies chasing growth quite often run into the problem of boosting capacity faster than sales. Tesla produced 1.37 million vehicles last year but lists capacity of more than 1.9 million, with new and expanded factories expected in markets from Mexico to Indonesia.It is troubling because, despite the collapse in Tesla’s stock over the past year or so, it still trades at a 77% premium to the S&P 500 based on multiples of forward earnings estimates — estimates that look vulnerable after these results. Tesla remains priced for growth, but the growth story comes with the caveats of using average multi-year percentages and evident reliance on price cuts. The latter are especially inimical to Tesla’s aura because price cuts to move product are what you get from regular old car companies that trade on single-digit earnings multiples (Tesla’s is 32 times).Even worse, regular old car companies haven’t been cutting prices of late, despite lower deliveries. This owes partly to the pandemic-related disruption of supply chains, leaving dealer lots sparse and giving the industry a relatively rare dose of pricing power. The likes of Ford Motor Co. took this on board in terms of aligning production more closely with sales. That is, in effect, the opposite of what’s happened with Tesla as it chases growth.During Wednesday evening’s Q&A, Musk touted Tesla’s AI capabilities. Framing Tesla as being more than an autos company has long been an effective way of boosting its valuation — albeit less effective of late. This year’s challenge for Tesla won’t be delivering robotaxis or a walking robot. It will be dealing with soft demand amid a potential recession that Musk seems to regard as all but certain. For investors who have just undergone a year of deflating expectations, it will be bracing for another dose.","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956269970,"gmtCreate":1674017225191,"gmtModify":1676538916667,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Hope to see above $180 soon ☺️☺️","listText":"Hope to see above $180 soon ☺️☺️","text":"Hope to see above $180 soon ☺️☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956269970","repostId":"2304782485","repostType":4,"repost":{"id":"2304782485","kind":"highlight","pubTimestamp":1674009192,"share":"https://ttm.financial/m/news/2304782485?lang=&edition=fundamental","pubTime":"2023-01-18 10:33","market":"us","language":"en","title":"Why Did Tesla Stock Rally Today? Price Cuts Could Have Some Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2304782485","media":"Seekingalpha","summary":"Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher","content":"<html><head></head><body><p>Tesla (NASDAQ: TSLA) was the biggest gainer in the S&amp;P 500 Index on Tuesday with a 7.43% push higher.</p><p>Strong vehicle registration data out of China helped to bring in some buyers. Following price cuts in the region, Tesla China EV registrations were 12,654 for the week of January 9 to January 15 in a big jump from the week prior.</p><p>Wall Street analysts were also largely positive on the impact of Tesla&#39;s (TSLA) price cuts in the U.S. The general view is that market share benefits could be dramatic if EV competitors struggle amid the new pricing backdrop. Tesla was also noted to have made an effort to have more vehicles qualify for Inflation Reduction Act tax credits as base prices for the Model Y and Model 3 in the U.S. are now below the required MSRP thresholds.</p><p>Shares of Tesla traded as high as $131.70 during the session to mark a new 2023 high. The EV stock is still well below the 50-day, 100-day, and 200-day moving averages.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Tesla Stock Rally Today? Price Cuts Could Have Some Upside</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 Did Tesla Stock Rally Today? Price Cuts Could Have Some Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-18 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher.Strong vehicle registration data out of China helped to bring in some buyers. Following price cuts ...</p>\n\n<a href=\"https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304782485","content_text":"Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher.Strong vehicle registration data out of China helped to bring in some buyers. Following price cuts in the region, Tesla China EV registrations were 12,654 for the week of January 9 to January 15 in a big jump from the week prior.Wall Street analysts were also largely positive on the impact of Tesla's (TSLA) price cuts in the U.S. The general view is that market share benefits could be dramatic if EV competitors struggle amid the new pricing backdrop. Tesla was also noted to have made an effort to have more vehicles qualify for Inflation Reduction Act tax credits as base prices for the Model Y and Model 3 in the U.S. are now below the required MSRP thresholds.Shares of Tesla traded as high as $131.70 during the session to mark a new 2023 high. The EV stock is still well below the 50-day, 100-day, and 200-day moving averages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956111935,"gmtCreate":1673927818327,"gmtModify":1676538904358,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Now take private at $300 .. I don't mind 😁😁","listText":"Now take private at $300 .. I don't mind 😁😁","text":"Now take private at $300 .. I don't mind 😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956111935","repostId":"2303334715","repostType":2,"repost":{"id":"2303334715","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673924549,"share":"https://ttm.financial/m/news/2303334715?lang=&edition=fundamental","pubTime":"2023-01-17 11:02","market":"us","language":"en","title":"Elon Musk, Tesla Poised for Trial Over 2018 Tweets Proposing to Take Car Maker Private","url":"https://stock-news.laohu8.com/highlight/detail?id=2303334715","media":"Dow Jones","summary":"Elon Musk is headed to court in a securities-fraud trial over tweets from 2018 in which he floated t","content":"<html><head></head><body><p>Elon Musk is headed to court in a securities-fraud trial over tweets from 2018 in which he floated the possibility of taking Tesla Inc. private, with in-person jury selection poised to begin Tuesday.</p><p>The class-action case originates with an Aug. 7, 2018 tweet in which the Tesla chief executive said, &#34;Am considering taking Tesla private at $420. Funding secured.&#34;</p><p>An investor, Glen Littleton, sued Tesla, Mr. Musk and members of Tesla&#39;s board at the time, alleging that Mr. Musk&#39;s tweets were false and cost investors billions by spurring swings in the prices for Tesla stock, options and bonds. In court filings, Mr. Musk has said he was indeed considering taking Tesla private and believed he had the support of Saudi Arabia&#39;s sovereign-wealth fund to do so. The deal, which would have been valued around $72 billion, never materialized.</p><p>U.S. District Judge Edward Chen, who is overseeing the San Francisco jury trial that is scheduled to run through Feb. 1, has ruled that Mr. Musk&#39;s tweets about taking the company private weren&#39;t true and that he acted recklessly in making them.</p><p>Questions for the jury include whether Mr. Musk&#39;s tweets were material to investors and whether he knew they were untrue.</p><p>The case is unusual in that securities-fraud cases usually resolve before going to trial, such as through a settlement, said Jill Fisch, a securities-law professor at the University of Pennsylvania. The defendants in this case face &#34;an uphill battle&#34; in light of the judge&#39;s pretrial decision about the veracity of Mr. Musk&#39;s statements, she said.</p><p>Attorneys for the lead plaintiff didn&#39;t respond to a request for comment, nor did an attorney for Tesla, Mr. Musk and the other board members.</p><p>Mr. Musk is expected to take the stand as early as Wednesday, some two months after he did so in Delaware in a trial over his pay package at Tesla. In 2021, he also appeared before Delaware&#39;s business-law court to defend Tesla&#39;s roughly $2.1 billion 2016 takeover of home-solar company SolarCity Corp.</p><p>Also on the list of possible witnesses are Tesla board chair Robyn Denholm, board members Ira Ehrenpreis, James Murdoch and Kimbal Musk -- the CEO&#39;s brother. The head of investor relations, Martin Viecha, also may be called.</p><p>This week&#39;s trial comes at a busy time for Mr. Musk, who has been scrambling to turn around Twitter Inc. after buying the social-media company last fall in a deal valued at $44 billion. His rocket company SpaceX is pushing for the first orbital launch of a new rocket Mr. Musk wants to use for deep-space missions.</p><p>Tesla, meanwhile, has slashed prices across its vehicle lineup, with some of last week&#39;s cuts in the U.S. nearing 20%, in a bid to juice demand. The company&#39;s stock has fallen roughly 70% since its peak in November 2021, erasing around $850 billion in market value. Mr. Musk&#39;s personal wealth has fallen more than $200 billion in that time, according to the Bloomberg Billionaires Index.</p><p>Court proceedings involving Mr. Musk can be feisty. In the SolarCity case, for example, Mr. Musk called opposing counsel a &#34;bad human being.&#34;</p><p>In advance of this week&#39;s trial, Mr. Musk asked the court to move the trial to Texas on the basis that potential jurors in San Francisco could be biased against him. Judge Chen rejected the request.</p><p>&#34;It isn&#39;t that hard it seems to me to find 15 people,&#34; he said.</p><p>The court requires nine jurors and six alternates to proceed with the case. Roughly 190 potential jurors were asked to fill out questionnaires about their views of Mr. Musk and other issues. The court plans to bring in about 50 of them for further questioning Tuesday.</p><p>Opening arguments could start as early as Tuesday after the jury is selected.</p><p>The lead plaintiff is seeking damages for investor losses he alleges stemmed from Mr. Musk&#39;s and Tesla&#39;s statements. Tesla stock closed up 11% the day Mr. Musk initially tweeted about potentially taking Tesla private, later giving back all those gains and falling further as questions emerged about the deal.</p><p>The defendants have said the plaintiff won&#39;t be able to prove to a jury that the statements were materially false. Mr. Musk was considering taking Tesla private, the defendants have said, even if some of his assertions about the deal may not have been literally accurate.</p><p>Defendants, in a trial brief, said Mr. Musk believed he had secured backing to take the car maker private from Saudi Arabia&#39;s sovereign-wealth fund, the Public Investment Fund. A lawyer for the defendants said Friday that his team had chosen not to enforce subpoenas calling on fund representatives to testify. The sovereign-wealth fund didn&#39;t respond to a request for comment.</p><p>Mr. Musk and Tesla each agreed in 2018 to pay $20 million to settle civil charges brought by the Securities and Exchange Commission over the same tweets. Mr. Musk also agreed to step down as chairman of the company, while remaining CEO. He later said in legal filings that he felt pressured to settle with the SEC. Last year, a federal judge denied Mr. Musk&#39;s request to scrap his settlement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk, Tesla Poised for Trial Over 2018 Tweets Proposing to Take Car Maker Private</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk, Tesla Poised for Trial Over 2018 Tweets Proposing to Take Car Maker Private\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-17 11:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk is headed to court in a securities-fraud trial over tweets from 2018 in which he floated the possibility of taking Tesla Inc. private, with in-person jury selection poised to begin Tuesday.</p><p>The class-action case originates with an Aug. 7, 2018 tweet in which the Tesla chief executive said, &#34;Am considering taking Tesla private at $420. Funding secured.&#34;</p><p>An investor, Glen Littleton, sued Tesla, Mr. Musk and members of Tesla&#39;s board at the time, alleging that Mr. Musk&#39;s tweets were false and cost investors billions by spurring swings in the prices for Tesla stock, options and bonds. In court filings, Mr. Musk has said he was indeed considering taking Tesla private and believed he had the support of Saudi Arabia&#39;s sovereign-wealth fund to do so. The deal, which would have been valued around $72 billion, never materialized.</p><p>U.S. District Judge Edward Chen, who is overseeing the San Francisco jury trial that is scheduled to run through Feb. 1, has ruled that Mr. Musk&#39;s tweets about taking the company private weren&#39;t true and that he acted recklessly in making them.</p><p>Questions for the jury include whether Mr. Musk&#39;s tweets were material to investors and whether he knew they were untrue.</p><p>The case is unusual in that securities-fraud cases usually resolve before going to trial, such as through a settlement, said Jill Fisch, a securities-law professor at the University of Pennsylvania. The defendants in this case face &#34;an uphill battle&#34; in light of the judge&#39;s pretrial decision about the veracity of Mr. Musk&#39;s statements, she said.</p><p>Attorneys for the lead plaintiff didn&#39;t respond to a request for comment, nor did an attorney for Tesla, Mr. Musk and the other board members.</p><p>Mr. Musk is expected to take the stand as early as Wednesday, some two months after he did so in Delaware in a trial over his pay package at Tesla. In 2021, he also appeared before Delaware&#39;s business-law court to defend Tesla&#39;s roughly $2.1 billion 2016 takeover of home-solar company SolarCity Corp.</p><p>Also on the list of possible witnesses are Tesla board chair Robyn Denholm, board members Ira Ehrenpreis, James Murdoch and Kimbal Musk -- the CEO&#39;s brother. The head of investor relations, Martin Viecha, also may be called.</p><p>This week&#39;s trial comes at a busy time for Mr. Musk, who has been scrambling to turn around Twitter Inc. after buying the social-media company last fall in a deal valued at $44 billion. His rocket company SpaceX is pushing for the first orbital launch of a new rocket Mr. Musk wants to use for deep-space missions.</p><p>Tesla, meanwhile, has slashed prices across its vehicle lineup, with some of last week&#39;s cuts in the U.S. nearing 20%, in a bid to juice demand. The company&#39;s stock has fallen roughly 70% since its peak in November 2021, erasing around $850 billion in market value. Mr. Musk&#39;s personal wealth has fallen more than $200 billion in that time, according to the Bloomberg Billionaires Index.</p><p>Court proceedings involving Mr. Musk can be feisty. In the SolarCity case, for example, Mr. Musk called opposing counsel a &#34;bad human being.&#34;</p><p>In advance of this week&#39;s trial, Mr. Musk asked the court to move the trial to Texas on the basis that potential jurors in San Francisco could be biased against him. Judge Chen rejected the request.</p><p>&#34;It isn&#39;t that hard it seems to me to find 15 people,&#34; he said.</p><p>The court requires nine jurors and six alternates to proceed with the case. Roughly 190 potential jurors were asked to fill out questionnaires about their views of Mr. Musk and other issues. The court plans to bring in about 50 of them for further questioning Tuesday.</p><p>Opening arguments could start as early as Tuesday after the jury is selected.</p><p>The lead plaintiff is seeking damages for investor losses he alleges stemmed from Mr. Musk&#39;s and Tesla&#39;s statements. Tesla stock closed up 11% the day Mr. Musk initially tweeted about potentially taking Tesla private, later giving back all those gains and falling further as questions emerged about the deal.</p><p>The defendants have said the plaintiff won&#39;t be able to prove to a jury that the statements were materially false. Mr. Musk was considering taking Tesla private, the defendants have said, even if some of his assertions about the deal may not have been literally accurate.</p><p>Defendants, in a trial brief, said Mr. Musk believed he had secured backing to take the car maker private from Saudi Arabia&#39;s sovereign-wealth fund, the Public Investment Fund. A lawyer for the defendants said Friday that his team had chosen not to enforce subpoenas calling on fund representatives to testify. The sovereign-wealth fund didn&#39;t respond to a request for comment.</p><p>Mr. Musk and Tesla each agreed in 2018 to pay $20 million to settle civil charges brought by the Securities and Exchange Commission over the same tweets. Mr. Musk also agreed to step down as chairman of the company, while remaining CEO. He later said in legal filings that he felt pressured to settle with the SEC. Last year, a federal judge denied Mr. Musk&#39;s request to scrap his settlement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303334715","content_text":"Elon Musk is headed to court in a securities-fraud trial over tweets from 2018 in which he floated the possibility of taking Tesla Inc. private, with in-person jury selection poised to begin Tuesday.The class-action case originates with an Aug. 7, 2018 tweet in which the Tesla chief executive said, \"Am considering taking Tesla private at $420. Funding secured.\"An investor, Glen Littleton, sued Tesla, Mr. Musk and members of Tesla's board at the time, alleging that Mr. Musk's tweets were false and cost investors billions by spurring swings in the prices for Tesla stock, options and bonds. In court filings, Mr. Musk has said he was indeed considering taking Tesla private and believed he had the support of Saudi Arabia's sovereign-wealth fund to do so. The deal, which would have been valued around $72 billion, never materialized.U.S. District Judge Edward Chen, who is overseeing the San Francisco jury trial that is scheduled to run through Feb. 1, has ruled that Mr. Musk's tweets about taking the company private weren't true and that he acted recklessly in making them.Questions for the jury include whether Mr. Musk's tweets were material to investors and whether he knew they were untrue.The case is unusual in that securities-fraud cases usually resolve before going to trial, such as through a settlement, said Jill Fisch, a securities-law professor at the University of Pennsylvania. The defendants in this case face \"an uphill battle\" in light of the judge's pretrial decision about the veracity of Mr. Musk's statements, she said.Attorneys for the lead plaintiff didn't respond to a request for comment, nor did an attorney for Tesla, Mr. Musk and the other board members.Mr. Musk is expected to take the stand as early as Wednesday, some two months after he did so in Delaware in a trial over his pay package at Tesla. In 2021, he also appeared before Delaware's business-law court to defend Tesla's roughly $2.1 billion 2016 takeover of home-solar company SolarCity Corp.Also on the list of possible witnesses are Tesla board chair Robyn Denholm, board members Ira Ehrenpreis, James Murdoch and Kimbal Musk -- the CEO's brother. The head of investor relations, Martin Viecha, also may be called.This week's trial comes at a busy time for Mr. Musk, who has been scrambling to turn around Twitter Inc. after buying the social-media company last fall in a deal valued at $44 billion. His rocket company SpaceX is pushing for the first orbital launch of a new rocket Mr. Musk wants to use for deep-space missions.Tesla, meanwhile, has slashed prices across its vehicle lineup, with some of last week's cuts in the U.S. nearing 20%, in a bid to juice demand. The company's stock has fallen roughly 70% since its peak in November 2021, erasing around $850 billion in market value. Mr. Musk's personal wealth has fallen more than $200 billion in that time, according to the Bloomberg Billionaires Index.Court proceedings involving Mr. Musk can be feisty. In the SolarCity case, for example, Mr. Musk called opposing counsel a \"bad human being.\"In advance of this week's trial, Mr. Musk asked the court to move the trial to Texas on the basis that potential jurors in San Francisco could be biased against him. Judge Chen rejected the request.\"It isn't that hard it seems to me to find 15 people,\" he said.The court requires nine jurors and six alternates to proceed with the case. Roughly 190 potential jurors were asked to fill out questionnaires about their views of Mr. Musk and other issues. The court plans to bring in about 50 of them for further questioning Tuesday.Opening arguments could start as early as Tuesday after the jury is selected.The lead plaintiff is seeking damages for investor losses he alleges stemmed from Mr. Musk's and Tesla's statements. Tesla stock closed up 11% the day Mr. Musk initially tweeted about potentially taking Tesla private, later giving back all those gains and falling further as questions emerged about the deal.The defendants have said the plaintiff won't be able to prove to a jury that the statements were materially false. Mr. Musk was considering taking Tesla private, the defendants have said, even if some of his assertions about the deal may not have been literally accurate.Defendants, in a trial brief, said Mr. Musk believed he had secured backing to take the car maker private from Saudi Arabia's sovereign-wealth fund, the Public Investment Fund. A lawyer for the defendants said Friday that his team had chosen not to enforce subpoenas calling on fund representatives to testify. The sovereign-wealth fund didn't respond to a request for comment.Mr. Musk and Tesla each agreed in 2018 to pay $20 million to settle civil charges brought by the Securities and Exchange Commission over the same tweets. Mr. Musk also agreed to step down as chairman of the company, while remaining CEO. He later said in legal filings that he felt pressured to settle with the SEC. Last year, a federal judge denied Mr. Musk's request to scrap his settlement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958221410,"gmtCreate":1673752673531,"gmtModify":1676538881668,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Is now or never for jiejie ah wood 🪵&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"Is now or never for jiejie ah wood 🪵&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"Is now or never for jiejie ah wood 🪵 [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958221410","repostId":"1198514156","repostType":4,"repost":{"id":"1198514156","kind":"news","pubTimestamp":1673746216,"share":"https://ttm.financial/m/news/1198514156?lang=&edition=fundamental","pubTime":"2023-01-15 09:30","market":"us","language":"en","title":"Cathie Wood Accelerates Tesla Buying This Week: Here's How Much Ark Invest Bought In 4 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1198514156","media":"Benzinga","summary":"ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 de","content":"<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Tesla shares had a volatile tun this week amid the release of below-consensus Q4 deliveries and the price cuts in the U.S.</li><li>Focus now shifts to the company&#39;s Jan. 25 Q4 earnings report amid fears margins may grossly underperform relative to expectations.</li></ul><p><b>Tesla, Inc.</b> stock’s price-cut-induced sell-off on Friday did not deter <b>Cathie Wood</b>-run <b>Ark Invest</b> from continuing its buying spree.</p><p><b>What Happened:</b> Ark’s flagship exchange-traded fund <b>Ark Innovation ETF</b> bought 168,989 shares of Tesla on Friday, valued at $20.68 million at the session’s closing price.</p><p>The stock ended Friday’s session down 0.94% at $122.40, according to Benzinga Pro data. At one point in the session, the loss was as much as 6.4%. For the week, the stock gained 8.26%.</p><p>This week, the firm bought Tesla stock in all but one session.</p><ul><li>Monday: 27,811 shares valued at $3.3 million.</li><li>Tuesday: 100,982 shares valued at $12 million.</li><li>Wednesday: 91,523 shares valued at $11.28 million.</li><li>Thursday: paused</li></ul><p>The cumulative value of Tesla shares bought for the week was $47.26 million, a step up from the previous week’s purchases worth $27.99 million.</p><p><b>Why It’s Important:</b> Ark has been adding to its Tesla position ever since the sell-off in the stock intensified. ARKK now holds 3.742 million Tesla shares in its portfolio, giving it a weighting of 6.79%.</p><p>Wood’s firm said last week that Tesla stock could hit $500 by 2026 even after excluding autonomous driving and any form of ride-hailing.</p><p>Tesla’s U.S. price cuts announced on Friday are widely expected to change the competitive landscape, impacting sales of even internal combustion engine vehicles.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Accelerates Tesla Buying This Week: Here's How Much Ark Invest Bought In 4 Days</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\">\nCathie Wood Accelerates Tesla Buying This Week: Here's How Much Ark Invest Bought In 4 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 deliveries and the price cuts in the U.S.Focus now shifts to the company's Jan. 25 Q4 earnings report ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198514156","content_text":"ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 deliveries and the price cuts in the U.S.Focus now shifts to the company's Jan. 25 Q4 earnings report amid fears margins may grossly underperform relative to expectations.Tesla, Inc. stock’s price-cut-induced sell-off on Friday did not deter Cathie Wood-run Ark Invest from continuing its buying spree.What Happened: Ark’s flagship exchange-traded fund Ark Innovation ETF bought 168,989 shares of Tesla on Friday, valued at $20.68 million at the session’s closing price.The stock ended Friday’s session down 0.94% at $122.40, according to Benzinga Pro data. At one point in the session, the loss was as much as 6.4%. For the week, the stock gained 8.26%.This week, the firm bought Tesla stock in all but one session.Monday: 27,811 shares valued at $3.3 million.Tuesday: 100,982 shares valued at $12 million.Wednesday: 91,523 shares valued at $11.28 million.Thursday: pausedThe cumulative value of Tesla shares bought for the week was $47.26 million, a step up from the previous week’s purchases worth $27.99 million.Why It’s Important: Ark has been adding to its Tesla position ever since the sell-off in the stock intensified. ARKK now holds 3.742 million Tesla shares in its portfolio, giving it a weighting of 6.79%.Wood’s firm said last week that Tesla stock could hit $500 by 2026 even after excluding autonomous driving and any form of ride-hailing.Tesla’s U.S. price cuts announced on Friday are widely expected to change the competitive landscape, impacting sales of even internal combustion engine vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958057879,"gmtCreate":1673594313692,"gmtModify":1676538861741,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Old news ... sing down keppel to accumulate?? 🤭🤭🤭","listText":"Old news ... sing down keppel to accumulate?? 🤭🤭🤭","text":"Old news ... sing down keppel to accumulate?? 🤭🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958057879","repostId":"2302851887","repostType":2,"repost":{"id":"2302851887","kind":"highlight","pubTimestamp":1673503632,"share":"https://ttm.financial/m/news/2302851887?lang=&edition=fundamental","pubTime":"2023-01-12 14:07","market":"sg","language":"en","title":"CPIB issues stern warnings to 6 former Keppel Offshore & Marine employees over Brazil corruption case","url":"https://stock-news.laohu8.com/highlight/detail?id=2302851887","media":"CNA","summary":"SINGAPORE: The Corrupt Practices Investigation Bureau (CPIB) has issued stern warnings to six former","content":"<html><body><div><p>SINGAPORE: The Corrupt Practices Investigation Bureau (CPIB) has issued stern warnings to six former senior management staff members of Keppel Offshore &amp; Marine (KOM) over a corruption case involving Brazilian oil giant Petrobras.</p>\n<p>The warnings were in lieu of prosecution for offences punishable under the Prevention of Corruption Act, said CPIB on Thursday (Jan 12).</p>\n<p>The offences relate to bribe payments to Petrobras officials, pertaining to rigs-building contracts which Petrobras or its related companies had awarded to KOM.</p>\n<p>In December 2017, the offshore and marine arm of Keppel Corporation was fined US$422 million for its part in an international corruption scandal that took place between 2001 and 2014, with bribes amounting up to US$55 million.</p>\n<p>This was after corrupt payments made by KOM’s former agent in Brazil to secure contracts with Brazil's state-owned oil giant Petrobras were brought to light.</p></div></body></html>","source":"can_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>CPIB issues stern warnings to 6 former Keppel Offshore & Marine employees over Brazil corruption case</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\">\nCPIB issues stern warnings to 6 former Keppel Offshore & Marine employees over Brazil corruption case\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-12 14:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/singapore/keppel-offshore-marine-corruption-case-stern-warnings-former-employees-cpib-3200661><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE: The Corrupt Practices Investigation Bureau (CPIB) has issued stern warnings to six former senior management staff members of Keppel Offshore & Marine (KOM) over a corruption case involving ...</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/keppel-offshore-marine-corruption-case-stern-warnings-former-employees-cpib-3200661\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://onecms-res.cloudinary.com/image/upload/s--6lFS6c_k--/c_fill,g_auto,h_468,w_830/f_auto,q_auto/v1/mediacorp/cna/image/2022/12/20/keppel_brazil.jpg?itok=8gylvwkm","relate_stocks":{"SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BN4.SI":"吉宝有限公司","BK6505":"周期性消费品与消费者服务","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999001127.SGD":"United Singapore Growth Fund SGD","BK6523":"ESG概念","BK6111":"工业集团企业","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD"},"source_url":"https://www.channelnewsasia.com/singapore/keppel-offshore-marine-corruption-case-stern-warnings-former-employees-cpib-3200661","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302851887","content_text":"SINGAPORE: The Corrupt Practices Investigation Bureau (CPIB) has issued stern warnings to six former senior management staff members of Keppel Offshore & Marine (KOM) over a corruption case involving Brazilian oil giant Petrobras.\nThe warnings were in lieu of prosecution for offences punishable under the Prevention of Corruption Act, said CPIB on Thursday (Jan 12).\nThe offences relate to bribe payments to Petrobras officials, pertaining to rigs-building contracts which Petrobras or its related companies had awarded to KOM.\nIn December 2017, the offshore and marine arm of Keppel Corporation was fined US$422 million for its part in an international corruption scandal that took place between 2001 and 2014, with bribes amounting up to US$55 million.\nThis was after corrupt payments made by KOM’s former agent in Brazil to secure contracts with Brazil's state-owned oil giant Petrobras were brought to light.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953514774,"gmtCreate":1673281890598,"gmtModify":1676538811800,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Never said never&nbsp;[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Never said never&nbsp;[Spurting]&nbsp;","text":"$Tesla Motors(TSLA)$ Never said never [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953514774","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953660286,"gmtCreate":1673237756845,"gmtModify":1676538803977,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Good to hear&nbsp;[Grin]&nbsp;","listText":"Good to hear&nbsp;[Grin]&nbsp;","text":"Good to hear [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953660286","repostId":"2301979906","repostType":2,"repost":{"id":"2301979906","kind":"news","pubTimestamp":1673213449,"share":"https://ttm.financial/m/news/2301979906?lang=&edition=fundamental","pubTime":"2023-01-09 05:30","market":"us","language":"en","title":"Apple Should Return To $3T Soon, Issues Are Temporary","url":"https://stock-news.laohu8.com/highlight/detail?id=2301979906","media":"Seeking Alpha","summary":"SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only ver","content":"<html><head></head><body><h2>Summary</h2><ul><li>Early in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly.</li><li>A range of macroscopic headwinds brought it back to the current $2T level.</li><li>However, in my opinion, it is only a matter of time before it returns to $3T again – with style and more permanently. And the time might be sooner than you think.</li><li>Apple&#39;s transformation into a service company and the launch of its own chips are two powerful catalysts.</li><li>Massive share buybacks are even more potent thanks to the temporary stock price setbacks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f76fcc2910499e0a4e28d7e178fd4a6\" tg-width=\"1080\" tg-height=\"756\" referrerpolicy=\"no-referrer\"/><span>nayuki</span></p><h2>Thesis</h2><p>Early in 2022 (Jan 3, 2022 to be exact, as you can see from the following chart), Apple (NASDAQ:AAPL) became the first company to reach a $3T market cap during intraday trading. Then a range of macroscopic headwinds broughtit back to the current $2T level.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3108e01a6750cb04f274eb19cbfa8b9e\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>The thesis here is to explain why I see it as only a matter of time before Apple&#39;s market cap returns to $3T. And, very likely, this time it will do it with style and also on a more permanent basis. The pullbacks were largely caused by macroscopic conditions, not AAPL&#39;s products&#39; issues. Some of the key issues include the ongoing supply-chain disruptions, the persistence of COVID-19 (especially in China), high inflation, and unfavorable currency exchange rates. And I see all of these issues to be only temporary.</p><p>And the time for its market cap to climb back to $3T might be sooner than you think. Its hardware remains hugely popular and sales in pretty much all categories set a record in FY 2022 despite all the above challenges. For the year, Apple set sale records for the flagship iPhone (up 9.7% YOY to $42.6 billion), its iconic Mac line of personal computers (up 25% YOY, to $11.5 billion), and also wearables.</p><p>Besides its traditional product lines, there are at least two more powerful catalysts at work even as we speak: its transformation into a service company and its success with its own chips. And we will detail these immediately below.</p><h2>Transformation from a hardware company to a service company</h2><p>Many investors associate AAPL mostly with hardware (iPhone, Mac, et al) simply because it is so hugely successful with them. However, the main reason I am bullish on its long-term picture is its transformation into a service business. Apple&#39;s installed base of active devices set all-time highs in all of its major product divisions and geographic regions in 2022. And its services-related revenues are making up an increasingly larger portion of the total sales as seen in the chart below. To wit, according to this Trefis analysis, APPL&#39;s Services business raked in a total of $56B of revenues in FY 2020, which already is its second-largest segment and contributed about 19.5% of its total revenues. Looking forward, this segment is projected to almost double to reach sales of more than $93B.</p><p>And I think the projection is totally plausible (and you can see the details of the projection by following the link provided above). AAPL&#39;s immense installation base already laid the foundation for the rapid growth in its service revenues, which enjoy higher margins and better recurrence.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa85742a4fb10bc137e788df9f416795\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/><span>Source: Trefis data</span></p><h2>Strategic shift to its own chips</h2><p>Another very powerful catalyst at work in my view involves AAPL&#39;s strategic launch of its own chip lines. Back in June 2022, AAPL unveiled the M2 chip, its next-generation chip following its M1 chip. The M2 chip is designed based on the SOC concept (System on a Chip) and it&#39;s developed for use in both the Macs and iPads product lines. The M2 chip design is vastly better than its M1 chip and also the Intel chip it used to deploy as its CEO Tim Cook commented in the 2022 Q2 earnings report (slightly edited and the emphases were added by me):</p><blockquote><i>Last month we announced</i> <i><b>another breakthrough with M1 Ultra, the world&#39;s most powerful chip for a personal computer.</b></i><i>The incredible customer response to our M1-powered Macs helped</i> <i><b>propel a 15% year-over-year increase in revenue, despite supply constraints. We now have our most powerful Mac lineup ever,</b></i> <i>with the addition of the entirely new Mac Studio.</i></blockquote><p>The M2 chip is more power efficient and computationally powerful at the same time. To wit, according to data from CPU Ninja, drawing the power, the M2 integrates 25% more transistors than the M1 (20 billion transistors in total) and 50% faster memory speed than M1 (up to 100GB/s) memory speed. These advancements are directly reflected in its end products such as battery life and impressive multi-threaded performance in apps like the Mac Studio Tim Cook mentioned above. Take the battery life in an M2 Mac as an example. With M2 chips, it can last up to 2x longer compared to earlier generations installed with Intel chips.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf62438c2b31ff036eb6d1a0503ff64b\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>Source: CPU Ninja data</span></p><h2>Share buybacks are even more potent now</h2><p>Finally, AAPL&#39;s aggressive share repurchases will add another catalyst, financial catalysts in addition to the above business catalysts, to push its valuation back to $3T.</p><p>AAPL is a large buyer of its own shares in recent years as seen from the following chart. In 2014 when it first started its share repurchase program, its total shares outstanding stood at 23.5B shares (adjusted for its split). And now it stands at 16.12B as seen, translating into a total reduction of almost 1/3 (32.5% to be exact). Each AAPL shareholder now owns 1/3 more of the company than in 2014.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcaba5cb9f0d8968d442bd7d5826f0f9\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Looking forward, AAPL&#39;s pace of repurchasing will very likely continue, and its cash flow certainly can support it with no problem. As its CFO Luca Maestri repeatedly mentioned the Board&#39;s commitment to share repurchases and AAPL&#39;s plan to become net cash neutral over time. All told, in 2022, the board has authorized an additional $90 billion for share repurchases in the years to come. And this massive $90 billion repurchases only became more potent at the current compressed valuations as illustrated in my analysis below.</p><p>The results are my projected of the share buybacks in the next few years, and my numbers are based on a few simple assumptions as detailed in my earlier articles:</p><blockquote><ul><li><i>I assumed AAPL distributes the $90B as a constant percentage of its operating cash flow, which turns out to be 78%</i></li><li><i>I assumed that AAPL profits grow at an 8% CAGR according to</i> <i>consensus estimates.</i></li><li><i>Finally, I also assumed an average repurchase price of 18.0x of its operating cash (which is about its current multiple as of this writing).</i></li></ul></blockquote><p>You can see that its total shares count would further shrink by another 19.8% in the next 5 years. And each AAPL shareholder would own ~20% of the company without really doing anything. Finally, you can see that its market cap would reach $3.0T somewhere around 2026~2027.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8f0654b2523ceb0d881dbb2edc112a2\" tg-width=\"640\" tg-height=\"146\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To reiterate, there is indeed a range of immediate headwinds facing AAPL as aforementioned, including supply-chain congestion, the COVID-19 pandemic, inflation, and also the possible U.S. or even economic growth slowdown. These headwinds could prompt businesses and individual consumers to ease up on their discretionary spending. However, I do not see any long-term structural risks to AAPL. But these headwinds are more general and not unique to AAPL. A more unique and serious risk to AAPL is its large reliance on China.</p><p>In terms of upside risks to my above analysis, I see the assumption of an 18x cash flow multiple as too conservative. A business like AAPL should be easily worth at least 20x of its cash flow. And if its valuation indeed reverts back to 20x cash flow, this little reversion would hasten its climb back to $3T to a timeframe around 2025~2026 - you have already been warned that the time might be sooner than you think!</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Should Return To $3T Soon, Issues Are Temporary</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\">\nApple Should Return To $3T Soon, Issues Are Temporary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 05:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly.A range of macroscopic headwinds brought it back to the current $2T level.However, in my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4505":"高瓴资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4512":"苹果概念","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0072462426.USD":"贝莱德全球配置 A2","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4553":"喜马拉雅资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4571":"数字音乐概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4576":"AR","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4507":"流媒体概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4559":"巴菲特持仓","BK4501":"段永平概念","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301979906","content_text":"SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly.A range of macroscopic headwinds brought it back to the current $2T level.However, in my opinion, it is only a matter of time before it returns to $3T again – with style and more permanently. And the time might be sooner than you think.Apple's transformation into a service company and the launch of its own chips are two powerful catalysts.Massive share buybacks are even more potent thanks to the temporary stock price setbacks.nayukiThesisEarly in 2022 (Jan 3, 2022 to be exact, as you can see from the following chart), Apple (NASDAQ:AAPL) became the first company to reach a $3T market cap during intraday trading. Then a range of macroscopic headwinds broughtit back to the current $2T level.Source: Seeking Alpha dataThe thesis here is to explain why I see it as only a matter of time before Apple's market cap returns to $3T. And, very likely, this time it will do it with style and also on a more permanent basis. The pullbacks were largely caused by macroscopic conditions, not AAPL's products' issues. Some of the key issues include the ongoing supply-chain disruptions, the persistence of COVID-19 (especially in China), high inflation, and unfavorable currency exchange rates. And I see all of these issues to be only temporary.And the time for its market cap to climb back to $3T might be sooner than you think. Its hardware remains hugely popular and sales in pretty much all categories set a record in FY 2022 despite all the above challenges. For the year, Apple set sale records for the flagship iPhone (up 9.7% YOY to $42.6 billion), its iconic Mac line of personal computers (up 25% YOY, to $11.5 billion), and also wearables.Besides its traditional product lines, there are at least two more powerful catalysts at work even as we speak: its transformation into a service company and its success with its own chips. And we will detail these immediately below.Transformation from a hardware company to a service companyMany investors associate AAPL mostly with hardware (iPhone, Mac, et al) simply because it is so hugely successful with them. However, the main reason I am bullish on its long-term picture is its transformation into a service business. Apple's installed base of active devices set all-time highs in all of its major product divisions and geographic regions in 2022. And its services-related revenues are making up an increasingly larger portion of the total sales as seen in the chart below. To wit, according to this Trefis analysis, APPL's Services business raked in a total of $56B of revenues in FY 2020, which already is its second-largest segment and contributed about 19.5% of its total revenues. Looking forward, this segment is projected to almost double to reach sales of more than $93B.And I think the projection is totally plausible (and you can see the details of the projection by following the link provided above). AAPL's immense installation base already laid the foundation for the rapid growth in its service revenues, which enjoy higher margins and better recurrence.Source: Trefis dataStrategic shift to its own chipsAnother very powerful catalyst at work in my view involves AAPL's strategic launch of its own chip lines. Back in June 2022, AAPL unveiled the M2 chip, its next-generation chip following its M1 chip. The M2 chip is designed based on the SOC concept (System on a Chip) and it's developed for use in both the Macs and iPads product lines. The M2 chip design is vastly better than its M1 chip and also the Intel chip it used to deploy as its CEO Tim Cook commented in the 2022 Q2 earnings report (slightly edited and the emphases were added by me):Last month we announced another breakthrough with M1 Ultra, the world's most powerful chip for a personal computer.The incredible customer response to our M1-powered Macs helped propel a 15% year-over-year increase in revenue, despite supply constraints. We now have our most powerful Mac lineup ever, with the addition of the entirely new Mac Studio.The M2 chip is more power efficient and computationally powerful at the same time. To wit, according to data from CPU Ninja, drawing the power, the M2 integrates 25% more transistors than the M1 (20 billion transistors in total) and 50% faster memory speed than M1 (up to 100GB/s) memory speed. These advancements are directly reflected in its end products such as battery life and impressive multi-threaded performance in apps like the Mac Studio Tim Cook mentioned above. Take the battery life in an M2 Mac as an example. With M2 chips, it can last up to 2x longer compared to earlier generations installed with Intel chips.Source: CPU Ninja dataShare buybacks are even more potent nowFinally, AAPL's aggressive share repurchases will add another catalyst, financial catalysts in addition to the above business catalysts, to push its valuation back to $3T.AAPL is a large buyer of its own shares in recent years as seen from the following chart. In 2014 when it first started its share repurchase program, its total shares outstanding stood at 23.5B shares (adjusted for its split). And now it stands at 16.12B as seen, translating into a total reduction of almost 1/3 (32.5% to be exact). Each AAPL shareholder now owns 1/3 more of the company than in 2014.Source: Seeking Alpha dataLooking forward, AAPL's pace of repurchasing will very likely continue, and its cash flow certainly can support it with no problem. As its CFO Luca Maestri repeatedly mentioned the Board's commitment to share repurchases and AAPL's plan to become net cash neutral over time. All told, in 2022, the board has authorized an additional $90 billion for share repurchases in the years to come. And this massive $90 billion repurchases only became more potent at the current compressed valuations as illustrated in my analysis below.The results are my projected of the share buybacks in the next few years, and my numbers are based on a few simple assumptions as detailed in my earlier articles:I assumed AAPL distributes the $90B as a constant percentage of its operating cash flow, which turns out to be 78%I assumed that AAPL profits grow at an 8% CAGR according to consensus estimates.Finally, I also assumed an average repurchase price of 18.0x of its operating cash (which is about its current multiple as of this writing).You can see that its total shares count would further shrink by another 19.8% in the next 5 years. And each AAPL shareholder would own ~20% of the company without really doing anything. Finally, you can see that its market cap would reach $3.0T somewhere around 2026~2027.Source: Author based on Seeking Alpha dataRisks and final thoughtsTo reiterate, there is indeed a range of immediate headwinds facing AAPL as aforementioned, including supply-chain congestion, the COVID-19 pandemic, inflation, and also the possible U.S. or even economic growth slowdown. These headwinds could prompt businesses and individual consumers to ease up on their discretionary spending. However, I do not see any long-term structural risks to AAPL. But these headwinds are more general and not unique to AAPL. A more unique and serious risk to AAPL is its large reliance on China.In terms of upside risks to my above analysis, I see the assumption of an 18x cash flow multiple as too conservative. A business like AAPL should be easily worth at least 20x of its cash flow. And if its valuation indeed reverts back to 20x cash flow, this little reversion would hasten its climb back to $3T to a timeframe around 2025~2026 - you have already been warned that the time might be sooner than you think!","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959780502,"gmtCreate":1673068648107,"gmtModify":1676538783467,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$&nbsp;</a>.... Every dogs have its days .... with CN openings hope to see somelights soon ??? 🤔 Now it time for retailers to buy their GCBs. 😁😁😉","listText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$&nbsp;</a>.... Every dogs have its days .... with CN openings hope to see somelights soon ??? 🤔 Now it time for retailers to buy their GCBs. 😁😁😉","text":"$Nanofilm(MZH.SI)$ .... Every dogs have its days .... with CN openings hope to see somelights soon ??? 🤔 Now it time for retailers to buy their GCBs. 😁😁😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959780502","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959714699,"gmtCreate":1673068004312,"gmtModify":1676538783409,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"What's way&nbsp;oversold, companies&nbsp;with sound&nbsp;fundamental it will returns someday ... ☺️☺️","listText":"What's way&nbsp;oversold, companies&nbsp;with sound&nbsp;fundamental it will returns someday ... ☺️☺️","text":"What's way oversold, companies with sound fundamental it will returns someday ... ☺️☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959714699","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959526081,"gmtCreate":1673023278643,"gmtModify":1676538771821,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","text":"$Alibaba(09988)$ Still down aft holding fir 2 years 😖","images":[{"img":"https://community-static.tradeup.com/news/887de6c3f6b3e27fe48e805f147d678c","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959526081","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927370383,"gmtCreate":1672409955743,"gmtModify":1676538687033,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","text":"$Futu Holdings Limited(FUTU)$ - way over sold for a small news which will not impact FUTU","images":[{"img":"https://community-static.tradeup.com/news/b21857ba1a83d37947b76156191ec224","width":"750","height":"1732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9927370383","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924480112,"gmtCreate":1672308275836,"gmtModify":1676538669700,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$&nbsp;</a>Time to move up","listText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$&nbsp;</a>Time to move up","text":"$Nu Holdings Ltd.(NU)$ Time to move up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924480112","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948519179,"gmtCreate":1680739732492,"gmtModify":1680739737115,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Roller coaster ride again&nbsp;[开心]&nbsp;","listText":"Roller coaster ride again&nbsp;[开心]&nbsp;","text":"Roller coaster ride again [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948519179","repostId":"2325313401","repostType":2,"repost":{"id":"2325313401","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1680734452,"share":"https://ttm.financial/m/news/2325313401?lang=&edition=fundamental","pubTime":"2023-04-06 06:40","market":"us","language":"en","title":"S&P 500 Ends Lower As Recession Fears Take Center Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=2325313401","media":"Reuters","summary":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up ","content":"<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Lower As Recession Fears Take Center Stage</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\">\nS&P 500 Ends Lower As Recession Fears Take Center Stage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-06 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","BK4571":"数字音乐概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","LU0238689110.USD":"贝莱德环球动力股票基金","BK4576":"AR","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4566":"资本集团","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","TSLA":"特斯拉","BK4149":"建筑机械与重型卡车","BK4525":"远程办公概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","FDX":"联邦快递","BK4082":"医疗保健设备","BK4524":"宅经济概念","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD",".DJI":"道琼斯","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股",".IXIC":"NASDAQ Composite","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD",".SPX":"S&P 500 Index","BK4503":"景林资产持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1046421795.USD":"富达环球科技A-ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVDA":"英伟达","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","JNJ":"强生","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4516":"特朗普概念","CAT":"卡特彼勒","BK4554":"元宇宙及AR概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325313401","content_text":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up on plan to consolidate operating divisions*Final snapshot: S&P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%April 5 (Reuters) - The S&P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve's rapid interest rate hikes might tip the U.S. economy into a recession.Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&P 500 after Alphabet Inc's Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street's most valuable companies in recent weeks.Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.The S&P 500 declined 0.25% to end the session at 4,090.38 points.The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday's weak job openings data.As well, the Institute for Supply Management's survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.Earlier this week data showed falling factory orders and soft manufacturing activity.Wall Street's recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed's interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.\"We may have transitioned from the notion that 'bad news is good news' to 'bad new is bad news',\" said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. \"Fear about a recession is the dominant theme.\"Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group's Fedwatch tool.Of the 11 S&P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson & Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.Big banks including JPMorgan Chase & Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.Analysts on average expect aggregate S&P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.Declining stocks outnumbered rising ones within the S&P 500 by a 1.2-to-one ratio.The S&P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927370383,"gmtCreate":1672409955743,"gmtModify":1676538687033,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","text":"$Futu Holdings Limited(FUTU)$ - way over sold for a small news which will not impact FUTU","images":[{"img":"https://community-static.tradeup.com/news/b21857ba1a83d37947b76156191ec224","width":"750","height":"1732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9927370383","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9947376541,"gmtCreate":1682614325683,"gmtModify":1682614330480,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"Liao back above 180 first [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947376541","repostId":"1102618472","repostType":4,"repost":{"id":"1102618472","kind":"news","pubTimestamp":1682607274,"share":"https://ttm.financial/m/news/1102618472?lang=&edition=fundamental","pubTime":"2023-04-27 22:54","market":"us","language":"en","title":"Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1102618472","media":"Seekingalpha","summary":"SummaryTesla has resurrected its \"low margin\", \"affordable\" EV strategy which I believe should help ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla has resurrected its &#34;low margin&#34;, &#34;affordable&#34; EV strategy which I believe should help to boost market share, as well as undercut the competition thanks to its economies of scale.</p></li><li><p>The company missed both its revenue and earnings forecast, despite reporting record deliveries and production numbers.</p></li><li><p>My intrinsic valuation model and forecasts indicate Tesla is undervalued in a base case scenario and even more undervalued in a &#34;best case&#34;, full autonomy, Robots (Optimus) etc.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Tesla Shanghai Gigafactory\" title=\"Tesla Shanghai Gigafactory\" tg-width=\"750\" tg-height=\"563\"/><span>Tesla Shanghai Gigafactory</span></p><p>Tesla (NASDAQ:TSLA) has recently announced intriguing results for the first quarter of 2023. The company reported &#34;record&#34; production and delivery numbers, but still missed analyst forecasts for earnings and revenue, so what happened? Elon Musk announced plans to continue to reduce prices, in an effort to focus on a lower-margin mass-market product. This wasn&#39;t taken well by Wall Street with firms such as Truist Securities, downgrading Tesla from a &#34;Buy&#34; to a &#34;Hold&#34; due to this concern. However, I believe this isn&#39;t a new strategy for Tesla (and I will show examples later in this post). In addition, Tesla has racked up more autonomous driving miles than any other automaker (according to my estimates) and thus has a competitive advantage in this regard. In this post, I&#39;m going to discuss why Tesla&#39;s lower margin strategy could prove to be very lucrative long term thanks to its autonomous driving technology, before revealing my valuation model and forecasts for the stock, let&#39;s dive in.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/500e1d52cdbf0b1e3a37d1bcbed4d3f3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2>The &#34;New Strategy&#34; is Not New</h2><p>The first part of my thesis makes the case that Tesla&#39;s &#34;new strategy&#34; of focusing on &#34;higher volumes and a large fleet&#34;, as opposed to &#34;lower volume and higher margin&#34;, is not entirely new. Avid Tesla followers may recall that Elon Musk&#39;s long-term vision has always been to create an affordable mass-market EV. In fact, I have discovered at least four quotes from Musk in the past where he stated just that;</p><ol><li><p>&#34;I think the most important thing is to make cars that people can <strong>afford</strong>&#34; - <em>Elon Musk (May 2013, Bloomberg).</em></p></li><li><p>&#34;We must at least aspire to produce cars that are more <strong>affordable</strong> than the Model 3 in order to achieve our mission.&#34; - <em>Elon Musk (Tesla&#39;s Q1 2017 earnings call).</em></p></li><li><p>&#34;Our long-term goal is to be able to create a <strong>$25,000 </strong>electric vehicle that is also fully autonomous.&#34; - <em>Elon Musk (Tesla Battery Day event, 2020).</em></p></li><li><p>Our aspiration is still to try to make the cars as affordable as possible, and to ultimately make<strong> Tesla as affordable as possible</strong>.&#34; - <em>Elon Musk (Tesla Q3 2020 earnings call).</em></p></li></ol><p>Therefore in 2023, when Elon Musk renewed his focus on cost-effective or &#34;affordable&#34; Tesla&#39;s it wasn&#39;t a surprise to me. In fact, this could also be perfect timing, as many analysts have forecast a &#34;recession&#34; and thus it would make sense to offer consumers the greatest value possible. In addition, as Tesla looks to have the largest manufacturing footprint of any pure EV maker (5 Gigafactories globally), then it could be assumed that Tesla could in fact offer a cheaper alternative, than its competitors due to economies of scale.</p><p>This strategy is also aligned with the key success strategy which helped Amazon dominate the e-commerce world. This was dubbed as &#34;Scale economics shared&#34;, in that it &#34;gives back&#34; savings made to its consumers by continually lowering prices. Of course, Tesla hasn&#39;t completely given up on profits (that would be crazy). The company aims to &#34;harvest significant profits&#34; in the future through the sales of its fully autonomous self-driving software.</p><h2>How far is Tesla from full self-driving?</h2><p>Critics will say Elon Musk has been promising full self-driving for many years, and I can&#39;t argue with that point. Back in 2015, Elon Musk promised full autonomy &#34;within two years&#34;, at an MIT Symposium. Then in 2019 at an Autonomy Day Event, Musk promised &#34;full autonomy with regulatory approval in 2020&#34;. However, I personally believe we are now very close. Over &#34;150 million miles&#34; have been driven in Full Self Driving beta mode and that number is &#34;growing exponentially&#34;, according to Musk in the Q1, 2023 earnings call. This number of miles is key, as anyone who understands AI models will tell you, the more training data, the greater accuracy can be achieved. If we compare this figure to the &#34;just&#34; 1 million self-driving miles reported by Google&#39;s Waymo and Cruise, as of early 2023, Tesla looks to be very far ahead. Even if we compare this to &#34;safety driver&#34; miles, reports indicate Waymo racked up &#34;just&#34; 20 million miles in total, in 2020, which means Tesla likely has 7.5 times the number of miles. This also isn&#39;t taking into account the 150 million miles Tesla has reported is just for its latest &#34;beta&#34; software, I believe.</p><p>Elon Musk also recently stated that to his &#34;best knowledge&#34; the &#34;current hardware&#34; can achieve full autonomy. Therefore, in theory, Tesla could do an over-the-air software update and turn almost every Tesla on the road (over 1 million vehicles) into a full self-driving vehicle. Of course, this would be done for a fee charged to those who choose to pay and this is where Tesla aims to capture back its margins.</p><p>The value of an autonomous vehicle should also be not understated, this isn&#39;t just about being able to take long road trips without the achy arms, the potential is huge. For example, a fully self-driving vehicle could effectively replace the passenger railroad industry (a $250 billion market globally) by offering more personal point-to-point service. In addition, a new &#34;third space&#34; will likely be created in which one could use a Tesla as a home office, entertainment center, etc.</p><p>A fully autonomous vehicle can also be used to generate funds, for the individual when they are not using it. For example, you could be in the office and your Tesla could be doing ride-hailing around a city or doing food deliveries. Therefore the platform could disrupt Uber (UBER) which is valued at $62 billion, at the time of writing.</p><p>At Tesla&#39;s AI day in 2020, the company revealed details of Dojo which it claimed to be the &#34;fastest&#34; AI training supercomputer in the world, which was so powerful it actually tripped the power grid in Palo Alto, California.</p><p>The Dojo platform has huge potential and could be utilized as a high-margin &#34;sellable service&#34; similar to AWS cloud. AWS is the profit engine of Amazon (AMZN), driving 188% of its operating income, despite generating just ~14.35% of its total revenue, as of Q4,22. I discussed details of this in my previous post where I made the case that Amazon should spin off AWS, its most lucrative business segment (in my opinion).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4301aed406832dfd03a7349ad24a77a\" alt=\"Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)\" title=\"Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)\" tg-width=\"640\" tg-height=\"572\"/><span>Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)</span></p><p>This Dojo platform and Tesla&#39;s developed custom chips (such as the D1) are also expected to be key components for &#34;Optimus&#34; Tesla&#39;s autonomous robot. An &#34;affordable&#34; robot in every home could become a reality and would be aligned extremely well with Tesla&#39;s current business model, technology, and strategy. The robotics industry is forecast to grow at a 14.3% compounded annual growth rate [CAGR] and reach a value of $30.8 billion by 2027 thus the potential is huge for Tesla.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16b2513d46f366821137cb9c9636647a\" alt=\"Tesla Robot Optimus (AI Day 22)\" title=\"Tesla Robot Optimus (AI Day 22)\" tg-width=\"640\" tg-height=\"427\"/><span>Tesla Robot Optimus (AI Day 22)</span></p><h2>Financials and Valuation</h2><p>Tesla reported $23.33 billion in revenue which missed analyst forecasts by $26 million, despite increasing by a solid 24% year over year. This growth rate has slowed down substantially from the 34% reported in Q4,22 and the 55.95% in Q3,22, which looks to have been driven by both the &#34;recessionary&#34; environment as well as increasing competition. The good news is a &#34;price cut&#34; by Tesla should help to solve both issues. It should also be noted that Tesla reported &#34;record&#34; production and delivery numbers for the first quarter of 2023. The company generated 422,875 deliveries, which was up from the 405,278 reported in Q4,22. However, its sequential delivery growth rate has declined substantially from 17.87% in Q4,22 to just 4.34% by Q1,23, due to the aforementioned reasons. A positive is Tesla&#39;s production numbers have recovered with a record 440,808 reported for the first quarter of 2023, as the company resolved the issues at its Shanghai Gigafactory.</p><p>In terms of the valuation for Tesla, I have updated my model since my last post with the latest financials for Q1,23. In addition, I have adjusted my revenue growth rate from 26% to 27% for &#34;next year&#34; on the back of the planned decrease in prices which I believe should help to spur demand. I have also increased my forecasted revenue growth rate from 31% to 32% in years 2 to 5, due to my expected rebound in the economy and consumer demand (post-2023), plus the price reductions. Keep in mind, this isn&#39;t taking into account the potential of Dojo and thus that would really add bonus optionality into the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a6867fdea67873b01c770d7d395a41\" alt=\"Tesla stock valuation 1 (Created by author Deep Tech Insights)\" title=\"Tesla stock valuation 1 (Created by author Deep Tech Insights)\" tg-width=\"640\" tg-height=\"264\"/><span>Tesla stock valuation 1 (Created by author Deep Tech Insights)</span></p><p>I previously forecast a 20% operating margin over the next 10 years, which I believe is still easily achievable. However, to be conservative and with Musk&#39;s renewed focus on lower margins I have stretched this out to be achievable over 12 years. This is still fairly conservative and only represents a 4% increase from the 16% margin achieved in Q4,22 or a 2% increase from the 18% margin achieved with R&amp;D expenses capitalized (as I have done in my model). Investors should be aware, that margins are likely to continue to dip as prices are slashed before we will see a reversion.</p><p>Tesla reported just a 12% operating margin in 2021 and 16.81% in 2022 and thus even with price cuts its margins are still solid at 11.42% reported for Q1,23, thanks to economies of scale. I believe we could see a further drop to around 8% or 10% (with R&amp;D capitalized) to be extreme, so I have estimated that for &#34;next year&#34; in my model. Given these estimates, by year four I expect a 14.69% operating margin before expansion.</p><p>I believe Tesla will unlikely decide to go back into &#34;unprofitable&#34; territory again, due to investor sentiment and S&amp;P 500 inclusion requirements.</p><p>It should also be noted that some of the price reduction is already baked in, as back in October 2022, Tesla announced its original price cuts by ~9% in China for the Model 3 and Model Y. Investors initially assumed this was just a response to competition (and it was to a certain extent). However, given the clarity of the long-term strategy, it&#39;s not a crazy amount. Also, price cuts in the U.S. by around $5,000 for each model may help to boost eligibility for the IRS tax credit of $7,500 which could help to boost demand. According to Tesla&#39;s website its Model S, 3, X, and Y qualify for this incentive (assuming other criteria are met).</p><p>In a best-case scenario, I believe Tesla&#39;s operating margin could surpass 24% (with full self-driving and AI as a service) which is slightly higher than the 23% average for a software company.</p><p>Tesla also has a strong balance sheet with $22.185 billion in cash and short-term investment, in addition, to $5.748 billion in long-term debt.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eb72ddef832d4117abbaaa4f7ec1686\" alt=\"Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)\" title=\"Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)\" tg-width=\"640\" tg-height=\"656\"/><span>Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)</span></p><p>Given these factors, I get a fair value of ~$247.36 per share, and thus the stock is ~37.74% undervalued at the time of writing.</p><p>For the &#34;best case&#34; scenario, which includes the 24% operating margin for (full self-driving, AI as a service, and Optimus robots) I get a fair value of over $292.72 per share, which offers an even greater (47%) upside.</p><p>Tesla trades at a price-to-sales (P/S) ratio = 5.2, which is ~36% cheaper than its 5-year average.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f022cf343666a222a0b16c0643b7bf5d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2>Risks</h2><h3>Going Cheap could damage the brand</h3><p>The first Tesla vehicles such as the Roadster were widely adopted by celebrities such as Leonardo Dicaprio, as a &#34;do good&#34; and &#34;status&#34; statement. I personally believe Tesla vehicles are still seen as aspirational with some &#34;prestige&#34;. Therefore if Tesla drops its prices too much it could devalue the brand and its pricing power long term. For example, the luxury automaker Ferrari broke its sales record again in 2022 and saw its calls sell out, despite its Portofino M being priced at $250,000 and its Purosangue SUV costing nearly $400,000 each. Now of course, I don&#39;t put Tesla in the same category as a Ferrari but I consider them to be more closely aligned with Mercedes or Audi. Thus its brand positioning is just something for Tesla to be aware of as it continues to drop prices. There is also the &#34;risk&#34; of a race to the bottom in the EV industry. In fact, if history is to go by back in 1913, Henry Ford introduced the assembly line which the time to build and price of its Model T by 50-70% which resulted in hundreds of competitor car companies going bust and industry consolidation. This may seem bad at first glance but given Tesla and rival BYD&#39;s immense scale, I believe these two will be left standing as the dust settles.</p><h2>Final Thoughts</h2><p>Tesla renewed focus on lower-margin, mass-market vehicles is a strategy that will likely result in short-term pain, but long-term gain. I believe this strategy is actually optimal given the forecasted recession, tepid consumer demand, and increasing competition. In addition, Tesla can continue to &#34;future sell&#34; the value of its full self-driving software and pending vehicles such as the Tesla Cybertruck (over 1.5 million pre-orders as of November 2022). If/when Tesla achieves full self-driving, this could offer huge optionality for the stock and actually change the world as we know it. But the good news is even from an investment standpoint, a base case scenario still indicates Tesla is undervalued intrinsically. Therefore I will deem the stock to be a &#34;buy&#34; for the long term.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential</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\">\n Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4597206-tesla-q1-margin-squeeze-self-driving-upside-potential><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has resurrected its \"low margin\", \"affordable\" EV strategy which I believe should help to boost market share, as well as undercut the competition thanks to its economies of scale.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4597206-tesla-q1-margin-squeeze-self-driving-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4597206-tesla-q1-margin-squeeze-self-driving-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1102618472","content_text":"SummaryTesla has resurrected its \"low margin\", \"affordable\" EV strategy which I believe should help to boost market share, as well as undercut the competition thanks to its economies of scale.The company missed both its revenue and earnings forecast, despite reporting record deliveries and production numbers.My intrinsic valuation model and forecasts indicate Tesla is undervalued in a base case scenario and even more undervalued in a \"best case\", full autonomy, Robots (Optimus) etc.Tesla Shanghai GigafactoryTesla (NASDAQ:TSLA) has recently announced intriguing results for the first quarter of 2023. The company reported \"record\" production and delivery numbers, but still missed analyst forecasts for earnings and revenue, so what happened? Elon Musk announced plans to continue to reduce prices, in an effort to focus on a lower-margin mass-market product. This wasn't taken well by Wall Street with firms such as Truist Securities, downgrading Tesla from a \"Buy\" to a \"Hold\" due to this concern. However, I believe this isn't a new strategy for Tesla (and I will show examples later in this post). In addition, Tesla has racked up more autonomous driving miles than any other automaker (according to my estimates) and thus has a competitive advantage in this regard. In this post, I'm going to discuss why Tesla's lower margin strategy could prove to be very lucrative long term thanks to its autonomous driving technology, before revealing my valuation model and forecasts for the stock, let's dive in.Data by YChartsThe \"New Strategy\" is Not NewThe first part of my thesis makes the case that Tesla's \"new strategy\" of focusing on \"higher volumes and a large fleet\", as opposed to \"lower volume and higher margin\", is not entirely new. Avid Tesla followers may recall that Elon Musk's long-term vision has always been to create an affordable mass-market EV. In fact, I have discovered at least four quotes from Musk in the past where he stated just that;\"I think the most important thing is to make cars that people can afford\" - Elon Musk (May 2013, Bloomberg).\"We must at least aspire to produce cars that are more affordable than the Model 3 in order to achieve our mission.\" - Elon Musk (Tesla's Q1 2017 earnings call).\"Our long-term goal is to be able to create a $25,000 electric vehicle that is also fully autonomous.\" - Elon Musk (Tesla Battery Day event, 2020).Our aspiration is still to try to make the cars as affordable as possible, and to ultimately make Tesla as affordable as possible.\" - Elon Musk (Tesla Q3 2020 earnings call).Therefore in 2023, when Elon Musk renewed his focus on cost-effective or \"affordable\" Tesla's it wasn't a surprise to me. In fact, this could also be perfect timing, as many analysts have forecast a \"recession\" and thus it would make sense to offer consumers the greatest value possible. In addition, as Tesla looks to have the largest manufacturing footprint of any pure EV maker (5 Gigafactories globally), then it could be assumed that Tesla could in fact offer a cheaper alternative, than its competitors due to economies of scale.This strategy is also aligned with the key success strategy which helped Amazon dominate the e-commerce world. This was dubbed as \"Scale economics shared\", in that it \"gives back\" savings made to its consumers by continually lowering prices. Of course, Tesla hasn't completely given up on profits (that would be crazy). The company aims to \"harvest significant profits\" in the future through the sales of its fully autonomous self-driving software.How far is Tesla from full self-driving?Critics will say Elon Musk has been promising full self-driving for many years, and I can't argue with that point. Back in 2015, Elon Musk promised full autonomy \"within two years\", at an MIT Symposium. Then in 2019 at an Autonomy Day Event, Musk promised \"full autonomy with regulatory approval in 2020\". However, I personally believe we are now very close. Over \"150 million miles\" have been driven in Full Self Driving beta mode and that number is \"growing exponentially\", according to Musk in the Q1, 2023 earnings call. This number of miles is key, as anyone who understands AI models will tell you, the more training data, the greater accuracy can be achieved. If we compare this figure to the \"just\" 1 million self-driving miles reported by Google's Waymo and Cruise, as of early 2023, Tesla looks to be very far ahead. Even if we compare this to \"safety driver\" miles, reports indicate Waymo racked up \"just\" 20 million miles in total, in 2020, which means Tesla likely has 7.5 times the number of miles. This also isn't taking into account the 150 million miles Tesla has reported is just for its latest \"beta\" software, I believe.Elon Musk also recently stated that to his \"best knowledge\" the \"current hardware\" can achieve full autonomy. Therefore, in theory, Tesla could do an over-the-air software update and turn almost every Tesla on the road (over 1 million vehicles) into a full self-driving vehicle. Of course, this would be done for a fee charged to those who choose to pay and this is where Tesla aims to capture back its margins.The value of an autonomous vehicle should also be not understated, this isn't just about being able to take long road trips without the achy arms, the potential is huge. For example, a fully self-driving vehicle could effectively replace the passenger railroad industry (a $250 billion market globally) by offering more personal point-to-point service. In addition, a new \"third space\" will likely be created in which one could use a Tesla as a home office, entertainment center, etc.A fully autonomous vehicle can also be used to generate funds, for the individual when they are not using it. For example, you could be in the office and your Tesla could be doing ride-hailing around a city or doing food deliveries. Therefore the platform could disrupt Uber (UBER) which is valued at $62 billion, at the time of writing.At Tesla's AI day in 2020, the company revealed details of Dojo which it claimed to be the \"fastest\" AI training supercomputer in the world, which was so powerful it actually tripped the power grid in Palo Alto, California.The Dojo platform has huge potential and could be utilized as a high-margin \"sellable service\" similar to AWS cloud. AWS is the profit engine of Amazon (AMZN), driving 188% of its operating income, despite generating just ~14.35% of its total revenue, as of Q4,22. I discussed details of this in my previous post where I made the case that Amazon should spin off AWS, its most lucrative business segment (in my opinion).Tesla ExaPOD Dojo Supercomputer (Tesla AI Day 2022)This Dojo platform and Tesla's developed custom chips (such as the D1) are also expected to be key components for \"Optimus\" Tesla's autonomous robot. An \"affordable\" robot in every home could become a reality and would be aligned extremely well with Tesla's current business model, technology, and strategy. The robotics industry is forecast to grow at a 14.3% compounded annual growth rate [CAGR] and reach a value of $30.8 billion by 2027 thus the potential is huge for Tesla.Tesla Robot Optimus (AI Day 22)Financials and ValuationTesla reported $23.33 billion in revenue which missed analyst forecasts by $26 million, despite increasing by a solid 24% year over year. This growth rate has slowed down substantially from the 34% reported in Q4,22 and the 55.95% in Q3,22, which looks to have been driven by both the \"recessionary\" environment as well as increasing competition. The good news is a \"price cut\" by Tesla should help to solve both issues. It should also be noted that Tesla reported \"record\" production and delivery numbers for the first quarter of 2023. The company generated 422,875 deliveries, which was up from the 405,278 reported in Q4,22. However, its sequential delivery growth rate has declined substantially from 17.87% in Q4,22 to just 4.34% by Q1,23, due to the aforementioned reasons. A positive is Tesla's production numbers have recovered with a record 440,808 reported for the first quarter of 2023, as the company resolved the issues at its Shanghai Gigafactory.In terms of the valuation for Tesla, I have updated my model since my last post with the latest financials for Q1,23. In addition, I have adjusted my revenue growth rate from 26% to 27% for \"next year\" on the back of the planned decrease in prices which I believe should help to spur demand. I have also increased my forecasted revenue growth rate from 31% to 32% in years 2 to 5, due to my expected rebound in the economy and consumer demand (post-2023), plus the price reductions. Keep in mind, this isn't taking into account the potential of Dojo and thus that would really add bonus optionality into the stock.Tesla stock valuation 1 (Created by author Deep Tech Insights)I previously forecast a 20% operating margin over the next 10 years, which I believe is still easily achievable. However, to be conservative and with Musk's renewed focus on lower margins I have stretched this out to be achievable over 12 years. This is still fairly conservative and only represents a 4% increase from the 16% margin achieved in Q4,22 or a 2% increase from the 18% margin achieved with R&D expenses capitalized (as I have done in my model). Investors should be aware, that margins are likely to continue to dip as prices are slashed before we will see a reversion.Tesla reported just a 12% operating margin in 2021 and 16.81% in 2022 and thus even with price cuts its margins are still solid at 11.42% reported for Q1,23, thanks to economies of scale. I believe we could see a further drop to around 8% or 10% (with R&D capitalized) to be extreme, so I have estimated that for \"next year\" in my model. Given these estimates, by year four I expect a 14.69% operating margin before expansion.I believe Tesla will unlikely decide to go back into \"unprofitable\" territory again, due to investor sentiment and S&P 500 inclusion requirements.It should also be noted that some of the price reduction is already baked in, as back in October 2022, Tesla announced its original price cuts by ~9% in China for the Model 3 and Model Y. Investors initially assumed this was just a response to competition (and it was to a certain extent). However, given the clarity of the long-term strategy, it's not a crazy amount. Also, price cuts in the U.S. by around $5,000 for each model may help to boost eligibility for the IRS tax credit of $7,500 which could help to boost demand. According to Tesla's website its Model S, 3, X, and Y qualify for this incentive (assuming other criteria are met).In a best-case scenario, I believe Tesla's operating margin could surpass 24% (with full self-driving and AI as a service) which is slightly higher than the 23% average for a software company.Tesla also has a strong balance sheet with $22.185 billion in cash and short-term investment, in addition, to $5.748 billion in long-term debt.Tesla stock valuation 2 (Created by author Ben at Deep Tech Insights)Given these factors, I get a fair value of ~$247.36 per share, and thus the stock is ~37.74% undervalued at the time of writing.For the \"best case\" scenario, which includes the 24% operating margin for (full self-driving, AI as a service, and Optimus robots) I get a fair value of over $292.72 per share, which offers an even greater (47%) upside.Tesla trades at a price-to-sales (P/S) ratio = 5.2, which is ~36% cheaper than its 5-year average.Data by YChartsRisksGoing Cheap could damage the brandThe first Tesla vehicles such as the Roadster were widely adopted by celebrities such as Leonardo Dicaprio, as a \"do good\" and \"status\" statement. I personally believe Tesla vehicles are still seen as aspirational with some \"prestige\". Therefore if Tesla drops its prices too much it could devalue the brand and its pricing power long term. For example, the luxury automaker Ferrari broke its sales record again in 2022 and saw its calls sell out, despite its Portofino M being priced at $250,000 and its Purosangue SUV costing nearly $400,000 each. Now of course, I don't put Tesla in the same category as a Ferrari but I consider them to be more closely aligned with Mercedes or Audi. Thus its brand positioning is just something for Tesla to be aware of as it continues to drop prices. There is also the \"risk\" of a race to the bottom in the EV industry. In fact, if history is to go by back in 1913, Henry Ford introduced the assembly line which the time to build and price of its Model T by 50-70% which resulted in hundreds of competitor car companies going bust and industry consolidation. This may seem bad at first glance but given Tesla and rival BYD's immense scale, I believe these two will be left standing as the dust settles.Final ThoughtsTesla renewed focus on lower-margin, mass-market vehicles is a strategy that will likely result in short-term pain, but long-term gain. I believe this strategy is actually optimal given the forecasted recession, tepid consumer demand, and increasing competition. In addition, Tesla can continue to \"future sell\" the value of its full self-driving software and pending vehicles such as the Tesla Cybertruck (over 1.5 million pre-orders as of November 2022). If/when Tesla achieves full self-driving, this could offer huge optionality for the stock and actually change the world as we know it. But the good news is even from an investment standpoint, a base case scenario still indicates Tesla is undervalued intrinsically. Therefore I will deem the stock to be a \"buy\" for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965360433,"gmtCreate":1669896220322,"gmtModify":1676538265336,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭","listText":"Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭","text":"Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965360433","repostId":"1155654122","repostType":4,"repost":{"id":"1155654122","kind":"news","pubTimestamp":1669909390,"share":"https://ttm.financial/m/news/1155654122?lang=&edition=fundamental","pubTime":"2022-12-01 23:43","market":"us","language":"en","title":"Will iPhone 14 Troubles Drag Apple Stock in December?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155654122","media":"The Street","summary":"The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple sto","content":"<html><head></head><body><ul><li>The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?</li></ul><p>The news flow continues to be predominantly bearish for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock and its investors. So far this post-Thanksgiving week, shares have already dipped 5%, a good bit more than the S&amp;P 500’s more modest decline.</p><p>The culprit remains the same of the past few weeks: the shortage of iPhone 14 Pro and Pro Max devices. Could this be the beginning of a decline in share price that persists through December, or just a bump in the road that AAPL investors should largely ignore?</p><h3>Too few iPhone 14 Pro to sell</h3><p>Most recently, Bloomberg reported that Apple’s iPhone Pro sales could take a hit to the tune of 6 million units this year.</p><p>ItauBBA’s Thiago Kapulskis is just about the only analyst on the Street with an underperform rating on Apple stock. At least so far, Kapulskis has proven right in his caution toward iPhone unit sales estimates in the holiday quarter. In his most recent note, he said:</p><p>“This reduction of 6 million units, if it occurs, represents ~7% reduction in relation to Apple’s initial expectations. This, in our view, increases the risk for estimates, especially as it is mainly about the high-end models (iPhone Pro), which is where the market is more focused.”</p><p>More upbeat is Webush’s Dan Ives, who acknowledges the “absolute body blow” that this supply issue has been – but he sees the silver lining. According to the analyst, demand for the iPhone remains robust, which should help to support sales past the holiday period.</p><h3>My take on Apple stock vs. iPhone worries</h3><p>To me, the market is not wrong in its bearish knee-jerk reaction to the news coming out of China. The holiday quarter is the big one for Apple, when the Cupertino company tends to generate about one-third of its full-year revenues.</p><p>Keep in mind that, in the market, there aren’t only long-term investors exchanging AAPL shares. Traders making short-term bets are an important diving force as well. As it stands, Apple seems to be facing a rough fiscal Q1 quarter, and the January earnings print could disappoint.</p><p>However, as the reader probably knows, I think that Apple is a stock to own, and not trade – an idea that CNBC’s Jim Cramer has also defended. Therefore, I try to put this quarter’s supply issues in the context of Apple’s long-term prospects.</p><p>Let’s do some math: 6 million fewer units of the iPhone Pro sold in fiscal Q1, at an ASP of $1,100, adds up to $6.6 billion in lost or delayed sales. This figure represents about 5% of Apple’s total quarter revenues in the holiday period last year.</p><p>If I assume gross margin of 35%, which is consistent with Apple’s product margin as a whole, the impact to the bottom line could be $1.9 billion after tax, or 12 cents per share. Assign a multiple of 25 times, and we are looking at impact to share price of $3, which is next to nothing.</p><p>And keep in mind: 6 million fewer iPhone 14 Pro units sold in the quarter does not mean lost sales, necessarily. At least a good chunk of this total could merely be pushed forward, with revenues finally being recognized in the March 2023 quarter.</p><p>The point is that, in my opinion, Apple’s current supply issues should not be too big of a concern in the grand scheme of things – unless one assumes that this will be a recurring problem well into next year.</p><p>In a nutshell: it makes sense to me that Apple stock is under pressure for now. But if the share price continues to decline, the dip could prove to be an opportunity for long-term investors to buy the stock for cheaper and realize the potential gains over time.</p></body></html>","source":"lsy1610613172068","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>Will iPhone 14 Troubles Drag Apple Stock in December?</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\">\nWill iPhone 14 Troubles Drag Apple Stock in December?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?The news flow continues to be predominantly bearish for Apple stock and its ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155654122","content_text":"The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?The news flow continues to be predominantly bearish for Apple stock and its investors. So far this post-Thanksgiving week, shares have already dipped 5%, a good bit more than the S&P 500’s more modest decline.The culprit remains the same of the past few weeks: the shortage of iPhone 14 Pro and Pro Max devices. Could this be the beginning of a decline in share price that persists through December, or just a bump in the road that AAPL investors should largely ignore?Too few iPhone 14 Pro to sellMost recently, Bloomberg reported that Apple’s iPhone Pro sales could take a hit to the tune of 6 million units this year.ItauBBA’s Thiago Kapulskis is just about the only analyst on the Street with an underperform rating on Apple stock. At least so far, Kapulskis has proven right in his caution toward iPhone unit sales estimates in the holiday quarter. In his most recent note, he said:“This reduction of 6 million units, if it occurs, represents ~7% reduction in relation to Apple’s initial expectations. This, in our view, increases the risk for estimates, especially as it is mainly about the high-end models (iPhone Pro), which is where the market is more focused.”More upbeat is Webush’s Dan Ives, who acknowledges the “absolute body blow” that this supply issue has been – but he sees the silver lining. According to the analyst, demand for the iPhone remains robust, which should help to support sales past the holiday period.My take on Apple stock vs. iPhone worriesTo me, the market is not wrong in its bearish knee-jerk reaction to the news coming out of China. The holiday quarter is the big one for Apple, when the Cupertino company tends to generate about one-third of its full-year revenues.Keep in mind that, in the market, there aren’t only long-term investors exchanging AAPL shares. Traders making short-term bets are an important diving force as well. As it stands, Apple seems to be facing a rough fiscal Q1 quarter, and the January earnings print could disappoint.However, as the reader probably knows, I think that Apple is a stock to own, and not trade – an idea that CNBC’s Jim Cramer has also defended. Therefore, I try to put this quarter’s supply issues in the context of Apple’s long-term prospects.Let’s do some math: 6 million fewer units of the iPhone Pro sold in fiscal Q1, at an ASP of $1,100, adds up to $6.6 billion in lost or delayed sales. This figure represents about 5% of Apple’s total quarter revenues in the holiday period last year.If I assume gross margin of 35%, which is consistent with Apple’s product margin as a whole, the impact to the bottom line could be $1.9 billion after tax, or 12 cents per share. Assign a multiple of 25 times, and we are looking at impact to share price of $3, which is next to nothing.And keep in mind: 6 million fewer iPhone 14 Pro units sold in the quarter does not mean lost sales, necessarily. At least a good chunk of this total could merely be pushed forward, with revenues finally being recognized in the March 2023 quarter.The point is that, in my opinion, Apple’s current supply issues should not be too big of a concern in the grand scheme of things – unless one assumes that this will be a recurring problem well into next year.In a nutshell: it makes sense to me that Apple stock is under pressure for now. But if the share price continues to decline, the dip could prove to be an opportunity for long-term investors to buy the stock for cheaper and realize the potential gains over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091708021,"gmtCreate":1643936234375,"gmtModify":1676533873502,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091708021","repostId":"2208841315","repostType":4,"repost":{"id":"2208841315","kind":"news","pubTimestamp":1643933195,"share":"https://ttm.financial/m/news/2208841315?lang=&edition=fundamental","pubTime":"2022-02-04 08:06","market":"us","language":"en","title":"After-Hours Stock Movers: Snap, Amazon Higher; Ford Motor Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2208841315","media":"StreetInsider","summary":"After-Hours Stock MoversSnap  52.7% HIGHER; reported Q4 EPS of $0.22, $0.12 better than the analyst ","content":"<html><head></head><body><p>After-Hours Stock Movers</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap </a> 52.7% HIGHER; reported Q4 EPS of $0.22, $0.12 better than the analyst estimate of $0.10. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.2 billion. Snap sees Q1 2022 revenue of $1.03-1.08 billion, versus the consensus of $1.02 billion.</p><p><a href=\"https://laohu8.com/S/BILL\">Bill.com </a> 29.2% HIGHER; reported Q2 EPS of $0.00, $0.18 better than the analyst estimate of ($0.18). Revenue for the quarter came in at $156.5 million versus the consensus estimate of $130.97 million. Bill.com sees Q3 2022 EPS of ($0.16)-($0.15), versus the consensus of ($0.22). Bill.com sees Q3 2022 revenue of $157-158 million, versus the consensus of $140.6 million. Bill.com sees FY2022 EPS of ($0.46)-($0.43), versus the consensus of ($0.78). Bill.com sees FY2022 revenue of $597-600 million, versus the consensus of $541.5 million.</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest </a> 17.6% HIGHER; reported Q4 EPS of $0.49, $0.03 better than the analyst estimate of $0.46. Revenue for the quarter came in at $847 million versus the consensus estimate of $827.43 million. Our current expectation is that Q1 revenue will grow in the high teens percentage range year over year. We expect our non-GAAP operating expenses to grow around 10% quarter-over-quarter in Q1.</p><p><a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a>13.5% HIGHER; reported Q4 EPS of ($0.05), $0.02 better than the analyst estimate of ($0.07). Revenue for the quarter came in at $315.9 million versus the consensus estimate of $294.79 million. Unity Software Inc. sees Q1 2022 revenue of $315-320 million, versus the consensus of $313.5 million. Unity Software Inc. sees FY2022 revenue of $1.485-1.505 billion, versus the consensus of $1.42 billion.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon </a> 12.7% HIGHER; reported Q4 EPS of $27.75, $24.17 better than the analyst estimate of $3.58. Revenue for the quarter came in at $137.4 billion versus the consensus estimate of $137.56 billion. Amazon sees Q1 2022 revenue of $112-117 billion, versus the consensus of $120.1 billion.  In addition, Amazon will increase the price of a Prime membership in the U.S., with the monthly fee going from $12.99 to $14.99, and the annual membership from $119 to $139.</p><p><a href=\"https://laohu8.com/S/SKX\">Skechers USA </a> 9.1% HIGHER; reported Q4 EPS of $0.43, $0.11 better than the analyst estimate of $0.32. Revenue for the quarter came in at $1.65 billion versus the consensus estimate of $1.55 billion. Skechers USA sees Q1 2022 EPS of $0.70-$0.75, versus the consensus of $0.71. Skechers USA sees Q1 2022 revenue of $1.675-1.725 billion, versus the consensus of $1.59 billion. Skechers USA sees FY2022 EPS of $2.70-$2.90, versus the consensus of $3.00. Skechers USA sees FY2022 revenue of $7-7.2 billion, versus the consensus of $6.91 billion.</p><p><a href=\"https://laohu8.com/S/CLX\">Clorox </a> 8.4% LOWER; reported Q2 EPS of $0.66, $0.18 worse than the analyst estimate of $0.84. Revenue for the quarter came in at $1.69 billion versus the consensus estimate of $1.66 billion. Clorox sees FY2022 EPS of $4.25-$4.50, versus the consensus of $5.41. Net sales decline of 1% to 4% (organic sales decline of 1% to 4%).</p><p><a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> 7.4% HIGHER; gains on results from Amazon.</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor </a> 4.5% LOWER; reported Q4 EPS of $0.26, $0.16 worse than the analyst estimate of $0.42. Revenue for the quarter came in at $37.7 billion versus the consensus estimate of $35.77 billion.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers: Snap, Amazon Higher; Ford Motor Lower</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\">\nAfter-Hours Stock Movers: Snap, Amazon Higher; Ford Motor Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19557288><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock MoversSnap  52.7% HIGHER; reported Q4 EPS of $0.22, $0.12 better than the analyst estimate of $0.10. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19557288\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILL":"BILL HOLDINGS INC","BK4018":"居家用品","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","SNAP":"Snap Inc","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓","CLX":"高乐氏","BK4561":"索罗斯持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","AMZN":"亚马逊","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4504":"桥水持仓","BK4566":"资本集团","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","F":"福特汽车","BK4023":"应用软件","BK4554":"元宇宙及AR概念"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19557288","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208841315","content_text":"After-Hours Stock MoversSnap  52.7% HIGHER; reported Q4 EPS of $0.22, $0.12 better than the analyst estimate of $0.10. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.2 billion. Snap sees Q1 2022 revenue of $1.03-1.08 billion, versus the consensus of $1.02 billion.Bill.com  29.2% HIGHER; reported Q2 EPS of $0.00, $0.18 better than the analyst estimate of ($0.18). Revenue for the quarter came in at $156.5 million versus the consensus estimate of $130.97 million. Bill.com sees Q3 2022 EPS of ($0.16)-($0.15), versus the consensus of ($0.22). Bill.com sees Q3 2022 revenue of $157-158 million, versus the consensus of $140.6 million. Bill.com sees FY2022 EPS of ($0.46)-($0.43), versus the consensus of ($0.78). Bill.com sees FY2022 revenue of $597-600 million, versus the consensus of $541.5 million.Pinterest  17.6% HIGHER; reported Q4 EPS of $0.49, $0.03 better than the analyst estimate of $0.46. Revenue for the quarter came in at $847 million versus the consensus estimate of $827.43 million. Our current expectation is that Q1 revenue will grow in the high teens percentage range year over year. We expect our non-GAAP operating expenses to grow around 10% quarter-over-quarter in Q1.Unity Software Inc.13.5% HIGHER; reported Q4 EPS of ($0.05), $0.02 better than the analyst estimate of ($0.07). Revenue for the quarter came in at $315.9 million versus the consensus estimate of $294.79 million. Unity Software Inc. sees Q1 2022 revenue of $315-320 million, versus the consensus of $313.5 million. Unity Software Inc. sees FY2022 revenue of $1.485-1.505 billion, versus the consensus of $1.42 billion.Amazon  12.7% HIGHER; reported Q4 EPS of $27.75, $24.17 better than the analyst estimate of $3.58. Revenue for the quarter came in at $137.4 billion versus the consensus estimate of $137.56 billion. Amazon sees Q1 2022 revenue of $112-117 billion, versus the consensus of $120.1 billion.  In addition, Amazon will increase the price of a Prime membership in the U.S., with the monthly fee going from $12.99 to $14.99, and the annual membership from $119 to $139.Skechers USA  9.1% HIGHER; reported Q4 EPS of $0.43, $0.11 better than the analyst estimate of $0.32. Revenue for the quarter came in at $1.65 billion versus the consensus estimate of $1.55 billion. Skechers USA sees Q1 2022 EPS of $0.70-$0.75, versus the consensus of $0.71. Skechers USA sees Q1 2022 revenue of $1.675-1.725 billion, versus the consensus of $1.59 billion. Skechers USA sees FY2022 EPS of $2.70-$2.90, versus the consensus of $3.00. Skechers USA sees FY2022 revenue of $7-7.2 billion, versus the consensus of $6.91 billion.Clorox  8.4% LOWER; reported Q2 EPS of $0.66, $0.18 worse than the analyst estimate of $0.84. Revenue for the quarter came in at $1.69 billion versus the consensus estimate of $1.66 billion. Clorox sees FY2022 EPS of $4.25-$4.50, versus the consensus of $5.41. Net sales decline of 1% to 4% (organic sales decline of 1% to 4%).Affirm Holdings, Inc. 7.4% HIGHER; gains on results from Amazon.Ford Motor  4.5% LOWER; reported Q4 EPS of $0.26, $0.16 worse than the analyst estimate of $0.42. Revenue for the quarter came in at $37.7 billion versus the consensus estimate of $35.77 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959526081,"gmtCreate":1673023278643,"gmtModify":1676538771821,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","text":"$Alibaba(09988)$ Still down aft holding fir 2 years 😖","images":[{"img":"https://community-static.tradeup.com/news/887de6c3f6b3e27fe48e805f147d678c","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959526081","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9091701508,"gmtCreate":1643936214865,"gmtModify":1676533873485,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Nice ... huat ah","listText":"Nice ... huat ah","text":"Nice ... huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091701508","repostId":"2208431531","repostType":4,"repost":{"id":"2208431531","kind":"news","pubTimestamp":1643933682,"share":"https://ttm.financial/m/news/2208431531?lang=&edition=fundamental","pubTime":"2022-02-04 08:14","market":"us","language":"en","title":"Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History","url":"https://stock-news.laohu8.com/highlight/detail?id=2208431531","media":"Bloomberg","summary":"(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Faceb","content":"<div>\n<p>(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history\">Web Link</a>\n\n</div>\n","source":"straits_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>Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4525":"远程办公概念","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4508":"社交媒体","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4553":"喜马拉雅资本持仓","BK4551":"寇图资本持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股"},"source_url":"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208431531","content_text":"(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased about US$251.3 billion (S$337.8 billion) in market value. That's the biggest wipeout in market value for any US company ever.And while the stock could certainly bounce back in coming days, especially given the volatility that's gripped the technology sector this year, the mood on Wall Street has turned decidedly bleak on the long-time market darling.Analysts are pointing to the stiff competition that Meta now faces from rivals and to the fact that revenue was below expectations as causes for concern. Michael Nathanson, an analyst at brokerage Moffett Nathanson, titled his note \"Facebook: The Beginning of the End?\"\"These cuts run deep,\" he wrote. The results were \"a headline grabber and not in a good way.\"The sheer size of Facebook's collapse illustrates just how tech companies have ballooned in size to become behemoths with unprecedented market power, and the drama that can ensue when they stumble.\"Lots of US megacaps are priced as growth stocks. They may suffer more in a rising yield environment, especially if growth becomes more questionable,\" said Frederic Rollin, senior investment advisor at Pictet Asset Management.Meta \"finds itself in the middle of a perfect storm,\" wrote Youssef Squali, an analyst at Truist Securities.Twitter, Snap and Pinterest all closed lower on Thursday and dragged the Nasdaq Index down 4.2 per cent, its worst sell-off since September 2020. Meta shares rose 1.4 per cent after hours.Meta's market cap as of Wednesday's close stood at roughly US$900 billion. The company makes up one of the original FAANG cohort of tech megacaps, including Google's parent Alphabet., Amazon.com and Apple.It's not the first time Meta shares have dropped dramatically. The stock plunged 19 per cent in July 2018 on a slowdown in user growth, translating to a about US$120 billion decline in market capitalisation. At the time, it set the record for the largest-ever loss of value in one day for a US traded company.\"We're hopeful the company kitchen-sinked the outlook,\" said Shyam Patil, an analyst at Susquehanna Financial Group.More On This TopicFacebook parent Meta sheds US$200 billion in stock plummetMark Zuckerberg loses US$29 billion in a day as Meta shares crash","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344036048,"gmtCreate":1618359359984,"gmtModify":1704709573677,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Huat ah .... market going for new height !!","listText":"Huat ah .... market going for new height !!","text":"Huat ah .... market going for new height !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/344036048","repostId":"1153672645","repostType":4,"repost":{"id":"1153672645","kind":"news","pubTimestamp":1618359095,"share":"https://ttm.financial/m/news/1153672645?lang=&edition=fundamental","pubTime":"2021-04-14 08:11","market":"sg","language":"en","title":"Singapore’s economy grew 0.2% on-year in the first quarter of 2021, beating expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1153672645","media":"CNBC","summary":"KEY POINTS\n\nSingapore’s economy unexpectedly grew 0.2% in the first quarter of 2021 from a year ago,","content":"<div>\n<p>KEY POINTS\n\nSingapore’s economy unexpectedly grew 0.2% in the first quarter of 2021 from a year ago, official advance estimates showed on Wednesday.\nThat marked the Southeast Asian country’s first ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/14/singapore-releases-first-quarter-gdp-advance-estimates-monetary-policy.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>Singapore’s economy grew 0.2% on-year in the first quarter of 2021, beating expectations</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\">\nSingapore’s economy grew 0.2% on-year in the first quarter of 2021, beating expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/14/singapore-releases-first-quarter-gdp-advance-estimates-monetary-policy.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSingapore’s economy unexpectedly grew 0.2% in the first quarter of 2021 from a year ago, official advance estimates showed on Wednesday.\nThat marked the Southeast Asian country’s first ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/14/singapore-releases-first-quarter-gdp-advance-estimates-monetary-policy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.cnbc.com/2021/04/14/singapore-releases-first-quarter-gdp-advance-estimates-monetary-policy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1153672645","content_text":"KEY POINTS\n\nSingapore’s economy unexpectedly grew 0.2% in the first quarter of 2021 from a year ago, official advance estimates showed on Wednesday.\nThat marked the Southeast Asian country’s first economic expansion since the outbreak of Covid-19, data by the country’s trade and industry ministry showed.\n\nSINGAPORE — Singapore’s economy unexpectedly grew 0.2% in the first quarter of 2021 from a year ago, official advance estimates showed on Wednesday.\nThat marked the Southeast Asian country’s first year-over-year economic expansion since the outbreak of Covid-19, data by the country’s trade and industry ministry showed.\nAnalysts polled by Reuters had expected the Singapore economy to shrink 0.2% in the first quarter from a year ago.\nIn a separate release, the Monetary Authority of Singapore — the country’s central bank — said it kept its exchange rate-based policy unchanged.\nSingapore reported its worst ever economic recession last year when it contracted 5.4% as lockdown measures globally to slow the spread of Covid-19 caused a plunge in activity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571917985322875","authorId":"3571917985322875","name":"Jo2021","avatar":"https://static.tigerbbs.com/d186b317dbe61e4c143700353fa1277c","crmLevel":4,"crmLevelSwitch":0,"idStr":"3571917985322875","authorIdStr":"3571917985322875"},"content":"yes!! huathuat together","text":"yes!! huathuat together","html":"yes!! huathuat together"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963613691,"gmtCreate":1668658921514,"gmtModify":1676538092726,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔","listText":"Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔","text":"Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963613691","repostId":"2284813867","repostType":4,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple Is The Only FAANG Stock Worth Buying</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 Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001071193,"gmtCreate":1641124551961,"gmtModify":1676533574191,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"GM will b on my buying list in 2022 [Cool]&nbsp;[Cool]&nbsp;[What]&nbsp;","listText":"GM will b on my buying list in 2022 [Cool]&nbsp;[Cool]&nbsp;[What]&nbsp;","text":"GM will b on my buying list in 2022 [Cool] [Cool] [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001071193","repostId":"2200441314","repostType":4,"repost":{"id":"2200441314","kind":"highlight","pubTimestamp":1641085740,"share":"https://ttm.financial/m/news/2200441314?lang=&edition=fundamental","pubTime":"2022-01-02 09:09","market":"us","language":"en","title":"2 No-Brainer Stocks Down 27% to 35% to Buy for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2200441314","media":"Motley Fool","summary":"These hot tech stocks might be a steal at these prices.","content":"<html><head></head><body><p>While the stock market at large is hitting all-time highs, many technology stocks have been getting hammered in 2021. Despite this broad drop in tech companies, many businesses are seeing strong success operationally. The share prices are sinking, but these companies continue to grow their top-line and establish their leadership roles in their respective industries.</p><p>Both <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b> (NYSE:PATH) and <b>Twilio</b> (NYSE:TWLO) are in this boat. Shares of both tech stocks have fallen 35% and nearly 30%, respectively, despite strong growth across their businesses. With large markets ahead of them, I think today&#39;s prices could be optimal buying opportunities to get these innovative stocks at a bargain.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ba4359608f283fe2078db19e0b044a2\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. UiPath: Bringing AI to the enterprise</h2><p>We have all been doing something so tedious and repetitive at work that we wish we could simply have it magically completed. It is, after all, a huge waste of our time because we would rather work on more thought-intensive, engaging work. With artificial intelligence-powered virtual bots, UiPath is turning our wishes into commands.</p><p>The company offers automation software that can emulate a human by understanding what is on a screen, extracting data, and making critical decisions. However, this software can do it much faster than humans, making 58% fewer mistakes. UiPath uses robotic process automation (RPA) in tandem with humans to make businesses more efficient. With UiPath, real workers are not fired or eliminated but rather freed to work on more critical tasks. UiPath has saved some of its customers millions of hours and dollars, which is why over 9,600 customers use UiPath and are currently spending 44% more than they did <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago.</p><p>The stock has not fallen because of bad operational performance. The company has brought in $602.5 million in revenue so far this year, 50% higher than the year-ago period. Shares have taken a downturn because of the major uptick in the company&#39;s net loss. In the third quarter, the company lost almost $123 million -- more than the total net loss for the first nine months of 2020. This has been because UiPath has rapidly ramped up its spending on advertising, along with research and development.</p><p>This is not without good reason, however. The company projects that its addressable market will nearly double to $30 billion by 2024. UiPath is already the industry leader in RPA, according to <b>Gartner</b>&#39;s Magic Quadrant, but the company is ramping up spending to make sure its competitors like Automation Anywhere do not overtake them. With the RPA market growing so rapidly over the next few years, UiPath is spending now -- rather successfully -- to obtain brand recognition as the industry begins to explode.</p><p>Here&#39;s the bottom line: UiPath is the leader in a futuristic industry that is expected to grow rapidly over the next few years. With so much investment going toward capturing this growth, along with a dominant product that has caught the eyes of NASA and <b>Alphabet</b>, I think that today&#39;s share prices are a gift to long-term investors.</p><h2>2. Twilio: Falling victim to the tech sell-off</h2><p>With over 250,000 businesses using Twilio, most of us have used its technology without even recognizing it. Anyone who has ever communicated with a food delivery driver or <b>Lyft</b> driver has used Twilio&#39;s services unknowingly. The company is helping other enterprises communicate within apps, allowing consumers and businesses to connect easier. These services seem to have grown even more important for Twilio&#39;s users as they are now spending 31% more today than they did one year ago with the company.</p><p>Twilio posted year-over-year revenue growth of 65% in Q3, but some of that came from its acquisitions. Although the company has consistently been able to post impressive organic growth -- something most growth-by-acquisition companies lack. In Q3, the company&#39;s revenue improved 38% year over year organically, and it has been able to organically boost its top line by 34% or more year over year for the past nine quarters.</p><p>Shares have largely been sent downward in 2021, and Twilio&#39;s major net losses haven&#39;t been helping. The company lost $224 million in Q3, with almost $170 million of that being stock-based compensation. While this might be worrisome today, it is overshadowed by the impressive top-line growth that the company is seeing, both organically and inorganically, in this lucrative market. At 17 times sales, this stock is trading at levels not seen since mid-2020, leaving an opportunistic window for investors.</p><p>The use of in-app communication will only become more prevalent as the world continues to adopt these habits, and Twilio has been and will likely continue benefiting from it. Twilio&#39;s future is bright, which is why I think investors should consider taking advantage of these low stock prices today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 No-Brainer Stocks Down 27% to 35% to Buy for 2022</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\">\n2 No-Brainer Stocks Down 27% to 35% to Buy for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/01/2-no-brainer-stocks-down-27-to-35-to-buy-for-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the stock market at large is hitting all-time highs, many technology stocks have been getting hammered in 2021. Despite this broad drop in tech companies, many businesses are seeing strong ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/2-no-brainer-stocks-down-27-to-35-to-buy-for-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4116":"互联网服务与基础架构","TWLO":"Twilio Inc","BK4097":"系统软件","BK4539":"次新股","BK4528":"SaaS概念","PATH":"UiPath","BK4561":"索罗斯持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/01/2-no-brainer-stocks-down-27-to-35-to-buy-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200441314","content_text":"While the stock market at large is hitting all-time highs, many technology stocks have been getting hammered in 2021. Despite this broad drop in tech companies, many businesses are seeing strong success operationally. The share prices are sinking, but these companies continue to grow their top-line and establish their leadership roles in their respective industries.Both UiPath (NYSE:PATH) and Twilio (NYSE:TWLO) are in this boat. Shares of both tech stocks have fallen 35% and nearly 30%, respectively, despite strong growth across their businesses. With large markets ahead of them, I think today's prices could be optimal buying opportunities to get these innovative stocks at a bargain.Image source: Getty Images.1. UiPath: Bringing AI to the enterpriseWe have all been doing something so tedious and repetitive at work that we wish we could simply have it magically completed. It is, after all, a huge waste of our time because we would rather work on more thought-intensive, engaging work. With artificial intelligence-powered virtual bots, UiPath is turning our wishes into commands.The company offers automation software that can emulate a human by understanding what is on a screen, extracting data, and making critical decisions. However, this software can do it much faster than humans, making 58% fewer mistakes. UiPath uses robotic process automation (RPA) in tandem with humans to make businesses more efficient. With UiPath, real workers are not fired or eliminated but rather freed to work on more critical tasks. UiPath has saved some of its customers millions of hours and dollars, which is why over 9,600 customers use UiPath and are currently spending 44% more than they did one year ago.The stock has not fallen because of bad operational performance. The company has brought in $602.5 million in revenue so far this year, 50% higher than the year-ago period. Shares have taken a downturn because of the major uptick in the company's net loss. In the third quarter, the company lost almost $123 million -- more than the total net loss for the first nine months of 2020. This has been because UiPath has rapidly ramped up its spending on advertising, along with research and development.This is not without good reason, however. The company projects that its addressable market will nearly double to $30 billion by 2024. UiPath is already the industry leader in RPA, according to Gartner's Magic Quadrant, but the company is ramping up spending to make sure its competitors like Automation Anywhere do not overtake them. With the RPA market growing so rapidly over the next few years, UiPath is spending now -- rather successfully -- to obtain brand recognition as the industry begins to explode.Here's the bottom line: UiPath is the leader in a futuristic industry that is expected to grow rapidly over the next few years. With so much investment going toward capturing this growth, along with a dominant product that has caught the eyes of NASA and Alphabet, I think that today's share prices are a gift to long-term investors.2. Twilio: Falling victim to the tech sell-offWith over 250,000 businesses using Twilio, most of us have used its technology without even recognizing it. Anyone who has ever communicated with a food delivery driver or Lyft driver has used Twilio's services unknowingly. The company is helping other enterprises communicate within apps, allowing consumers and businesses to connect easier. These services seem to have grown even more important for Twilio's users as they are now spending 31% more today than they did one year ago with the company.Twilio posted year-over-year revenue growth of 65% in Q3, but some of that came from its acquisitions. Although the company has consistently been able to post impressive organic growth -- something most growth-by-acquisition companies lack. In Q3, the company's revenue improved 38% year over year organically, and it has been able to organically boost its top line by 34% or more year over year for the past nine quarters.Shares have largely been sent downward in 2021, and Twilio's major net losses haven't been helping. The company lost $224 million in Q3, with almost $170 million of that being stock-based compensation. While this might be worrisome today, it is overshadowed by the impressive top-line growth that the company is seeing, both organically and inorganically, in this lucrative market. At 17 times sales, this stock is trading at levels not seen since mid-2020, leaving an opportunistic window for investors.The use of in-app communication will only become more prevalent as the world continues to adopt these habits, and Twilio has been and will likely continue benefiting from it. Twilio's future is bright, which is why I think investors should consider taking advantage of these low stock prices today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860570464,"gmtCreate":1632192118958,"gmtModify":1676530722186,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Sure win [Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","listText":"Sure win [Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","text":"Sure win [Grin] [Grin] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/860570464","repostId":"1159687756","repostType":4,"repost":{"id":"1159687756","kind":"news","pubTimestamp":1632190724,"share":"https://ttm.financial/m/news/1159687756?lang=&edition=fundamental","pubTime":"2021-09-21 10:18","market":"us","language":"en","title":"Got $1,000? Buy These Hot Growth Stocks Before They Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1159687756","media":"Motley Fool","summary":"You don't need a lot of money to make a difference with the right growth stocks.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>A little money can go a long way when volatility turns stocks you want to buy into even bigger bargains.</li>\n <li>Crocs is a name on this list, a surprising winner that is still sneaking up on investors with its masterful turnaround.</li>\n <li>The other two names are growing fast in a booming streaming video market.</li>\n</ul>\n<p>The market's off to a shaky start this week, but there's opportunity in the volatility. Now is a good time to size up some of the stocks on your shopping to list, asking yourself if the stories are getting better even as the stocks are going nowhere.</p>\n<p>You don't need a lot of money to take advantage of the ups and downs of Wall Street. Just $1,000 can go a long way if you are buying the right growth stocks, and right now I like&nbsp;<b>Crocs</b>&nbsp;(NASDAQ:CROX),<b>fuboTV</b>(NYSE:FUBO), and&nbsp;<b>Roku</b>(NASDAQ:ROKU). The first one is a surprising winner in 2021. The other two are surprising laggards. Even though $1,000 will buy you just a couple of shares in some of these names, let's get into why I see these as growth stocks that are about to take off.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eb5fb95534102c76d3a38d3bea8ad5b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Crocs</b></p>\n<p>If you haven't been following Crocs lately you may be surprised at how well the stock has been doing. The maker of hole-filled resin shoes has more than doubled in 2021, nearly quadrupling since the start of last year.</p>\n<p>Crocs has had its ups and downs over the years, but it's clearly on an upswing now. The revival started in 2017 when a new CEO came in just as the maker of unique footwear was posting its third straight year of declining sales. Revenue growth turned slightly positive in 2018 with a 6% increase, followed by back-to-back years of 13% top-line upticks. This year Crocs is running on an entirely different level.</p>\n<p>Back in February Crocs was targeting 20% to 25% revenue gains for all of 2021, a great achievement as it would be nearly doubling its growth from the prior year. In late April the guidance was bumped to 40% to 50% in top-line growth, and this summer it got boosted again. Crocs now sees a 60% to 65% increase in revenue in 2021.</p>\n<p>The pandemic made us appreciate Crocs again. We chose comfort over fashion during the shelter-in-place phase of the pandemic. Now that we're out and about again we're not giving up our Crocs. We're seeing celebrities strutting in Crocs at media events and out in the wild. Crocs are showing up in movies like this summer's&nbsp;<i>Suicide Squad</i>. The stock may have hit&nbsp;an all-time high last week, but with a lot of people still skeptical on the turnaround the bullish argument here is that the rally is just beginning.</p>\n<p><b>2. fuboTV</b></p>\n<p>When you size up the IPO class of 2020, fuboTV should be the teacher's pet. Some debutantes appear to be peaking just before their stock offerings, but the live TV streaming service is&nbsp;stepping on the gas. Let's just go over the top-line performance in fuboTV's first four quarters as a public company.</p>\n<ul>\n <li>Q3 2020: 71% revenue growth.</li>\n <li>Q4 2020: 98% revenue growth.</li>\n <li>Q1 2021: 135% revenue growth.</li>\n <li>Q2 2021: 196% revenue growth.</li>\n</ul>\n<p>A 138% increase in subscribers over the past year coupled with a 30% pop in average revenue per user is why fuboTV's revenue has nearly tripled. The near-term outlook is even more exciting. As a sports-minded streaming service -- with more than three dozen of its over 100 channels dedicated to live sporting events -- it knows its audience. It introduced free-to-play predictive games and live layered stats this summer, and it expects to roll out a sportsbook to allow viewers to place cash bets on the games they're watching before the end of the year.</p>\n<p>Despite the perpetual improvement at fuboTV the stock is roughly where it was when the year began. With sports season heating up, fuboTV's engaged audience will help it win this game.</p>\n<p><b>3. Roku</b></p>\n<p>There are worse things than standing in place, and right now Roku is trading slightly lower in 2021. It doesn't seem fair. Roku continues to be the platform of choice for folks streaming from home, with 38% of all smart TVs rolling out with Roku's operating system as the default factory-installed operating system. If you don't happen to buy a Roku-ready TV you can buy a dongle for as little as $20 to $30 that will plug into one of your TV's HDMI ports.</p>\n<p>This is a growing market, and even if viewing hours slipped this summer as we began to venture outside again the long-term trend is undeniable. We love streaming video entertainment from home. Sunday's Emmy Awards is another reminder that the best shows on TV these days are largely on premium streaming services.</p>\n<p>Despite the slight dip in sequential consumption in its latest quarter and the&nbsp;recent challenge&nbsp;of a competitor introducing its own TVs, Roku has never been better. The record 55.1 million active accounts on the platform at the end of June was a 28% increase from where it was a year ago, and like fuboTV we're seeing average revenue per user advance at a double-digit percentage clip. Roku is a worthy leader among&nbsp;streaming service stocks. The stock taking a small step back in 2021 at a time when the fundamentals continue to move forward makes this a strong candidate to take off once the dust settles.</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>Got $1,000? Buy These Hot Growth Stocks Before They Take Off</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\">\nGot $1,000? Buy These Hot Growth Stocks Before They Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/20/got-1000-buy-these-hot-growth-stocks-before-they-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nA little money can go a long way when volatility turns stocks you want to buy into even bigger bargains.\nCrocs is a name on this list, a surprising winner that is still sneaking up on ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/20/got-1000-buy-these-hot-growth-stocks-before-they-t/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","CROX":"卡骆驰","FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2021/09/20/got-1000-buy-these-hot-growth-stocks-before-they-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159687756","content_text":"Key Points\n\nA little money can go a long way when volatility turns stocks you want to buy into even bigger bargains.\nCrocs is a name on this list, a surprising winner that is still sneaking up on investors with its masterful turnaround.\nThe other two names are growing fast in a booming streaming video market.\n\nThe market's off to a shaky start this week, but there's opportunity in the volatility. Now is a good time to size up some of the stocks on your shopping to list, asking yourself if the stories are getting better even as the stocks are going nowhere.\nYou don't need a lot of money to take advantage of the ups and downs of Wall Street. Just $1,000 can go a long way if you are buying the right growth stocks, and right now I like Crocs (NASDAQ:CROX),fuboTV(NYSE:FUBO), and Roku(NASDAQ:ROKU). The first one is a surprising winner in 2021. The other two are surprising laggards. Even though $1,000 will buy you just a couple of shares in some of these names, let's get into why I see these as growth stocks that are about to take off.\nIMAGE SOURCE: GETTY IMAGES.\n1. Crocs\nIf you haven't been following Crocs lately you may be surprised at how well the stock has been doing. The maker of hole-filled resin shoes has more than doubled in 2021, nearly quadrupling since the start of last year.\nCrocs has had its ups and downs over the years, but it's clearly on an upswing now. The revival started in 2017 when a new CEO came in just as the maker of unique footwear was posting its third straight year of declining sales. Revenue growth turned slightly positive in 2018 with a 6% increase, followed by back-to-back years of 13% top-line upticks. This year Crocs is running on an entirely different level.\nBack in February Crocs was targeting 20% to 25% revenue gains for all of 2021, a great achievement as it would be nearly doubling its growth from the prior year. In late April the guidance was bumped to 40% to 50% in top-line growth, and this summer it got boosted again. Crocs now sees a 60% to 65% increase in revenue in 2021.\nThe pandemic made us appreciate Crocs again. We chose comfort over fashion during the shelter-in-place phase of the pandemic. Now that we're out and about again we're not giving up our Crocs. We're seeing celebrities strutting in Crocs at media events and out in the wild. Crocs are showing up in movies like this summer's Suicide Squad. The stock may have hit an all-time high last week, but with a lot of people still skeptical on the turnaround the bullish argument here is that the rally is just beginning.\n2. fuboTV\nWhen you size up the IPO class of 2020, fuboTV should be the teacher's pet. Some debutantes appear to be peaking just before their stock offerings, but the live TV streaming service is stepping on the gas. Let's just go over the top-line performance in fuboTV's first four quarters as a public company.\n\nQ3 2020: 71% revenue growth.\nQ4 2020: 98% revenue growth.\nQ1 2021: 135% revenue growth.\nQ2 2021: 196% revenue growth.\n\nA 138% increase in subscribers over the past year coupled with a 30% pop in average revenue per user is why fuboTV's revenue has nearly tripled. The near-term outlook is even more exciting. As a sports-minded streaming service -- with more than three dozen of its over 100 channels dedicated to live sporting events -- it knows its audience. It introduced free-to-play predictive games and live layered stats this summer, and it expects to roll out a sportsbook to allow viewers to place cash bets on the games they're watching before the end of the year.\nDespite the perpetual improvement at fuboTV the stock is roughly where it was when the year began. With sports season heating up, fuboTV's engaged audience will help it win this game.\n3. Roku\nThere are worse things than standing in place, and right now Roku is trading slightly lower in 2021. It doesn't seem fair. Roku continues to be the platform of choice for folks streaming from home, with 38% of all smart TVs rolling out with Roku's operating system as the default factory-installed operating system. If you don't happen to buy a Roku-ready TV you can buy a dongle for as little as $20 to $30 that will plug into one of your TV's HDMI ports.\nThis is a growing market, and even if viewing hours slipped this summer as we began to venture outside again the long-term trend is undeniable. We love streaming video entertainment from home. Sunday's Emmy Awards is another reminder that the best shows on TV these days are largely on premium streaming services.\nDespite the slight dip in sequential consumption in its latest quarter and the recent challenge of a competitor introducing its own TVs, Roku has never been better. The record 55.1 million active accounts on the platform at the end of June was a 28% increase from where it was a year ago, and like fuboTV we're seeing average revenue per user advance at a double-digit percentage clip. Roku is a worthy leader among streaming service stocks. The stock taking a small step back in 2021 at a time when the fundamentals continue to move forward makes this a strong candidate to take off once the dust settles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192041519,"gmtCreate":1621132924531,"gmtModify":1704353163759,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Yolo [Sly]&nbsp;[Sly]&nbsp;[Sly]&nbsp;","listText":"Yolo [Sly]&nbsp;[Sly]&nbsp;[Sly]&nbsp;","text":"Yolo [Sly] [Sly] [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/192041519","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://ttm.financial/m/news/1163454382?lang=&edition=fundamental","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Entertainment Stock Jumped Again Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558429994510199","authorId":"3558429994510199","name":"JacksonLaw","avatar":"https://static.tigerbbs.com/e2b2e572e31a32129558022e7bef07f0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558429994510199","authorIdStr":"3558429994510199"},"content":"Pls respone my comment, thanks","text":"Pls respone my comment, thanks","html":"Pls respone my comment, thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119089189,"gmtCreate":1622508612241,"gmtModify":1704185255313,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Cheap days r over with global commodities prices increased [Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;[OMG]&nbsp;","listText":"Cheap days r over with global commodities prices increased [Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;[OMG]&nbsp;","text":"Cheap days r over with global commodities prices increased [Spurting] [Spurting] [Spurting] [OMG]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/119089189","repostId":"2140545174","repostType":4,"repost":{"id":"2140545174","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1622506410,"share":"https://ttm.financial/m/news/2140545174?lang=&edition=fundamental","pubTime":"2021-06-01 08:13","market":"us","language":"en","title":"Tesla's vehicle price increases due to supply chain pressure, Musk says","url":"https://stock-news.laohu8.com/highlight/detail?id=2140545174","media":"Reuters","summary":"May 31 (Reuters) - The price of Tesla vehicles is increasing due to supply chain pressures across th","content":"<p>May 31 (Reuters) - The price of Tesla vehicles is increasing due to supply chain pressures across the auto industry, particularly for raw materials, Elon Musk said on Monday in response to a tweet</p>\n<p>\"Prices increasing due to major supply chain price pressure industry-wide. Raw materials especially,\" Musk said in a tweet.</p>\n<p>He was responding to an unverified <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account called @Ryanth3nerd, which said, \"I really don't like the direction @tesla is going raising prices of vehicles but removing features like lumbar for the Model Y...\"</p>\n<p>In May, Tesla increased its Model 3 and Model Y prices, the automaker's fifth incremental price increase for its vehicles in just a few months, the Electrek website reported</p>\n<p>During an an earnings conference call in April, Musk said Tesla had experienced \"some of the most difficult supply chain challenges,\" citing a chip shortage. \"We're mostly out of that particular problem,\" he added at the time.</p>\n<p>In response to the removal of lumbar support on the passenger side in Tesla's Model Y, Musk said, \"Moving lumbar was removed only in front passenger seat of 3/Y (obv not there in rear seats). Logs showed almost no usage. Not worth cost/mass for everyone when almost never used.\"</p>\n<p>Earlier on Monday, the Electrek reported</p>\n<p>that new Tesla Model Y owners are reporting that their electric SUVs are being delivered without lumbar support on the passenger side.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's vehicle price increases due to supply chain pressure, Musk says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's vehicle price increases due to supply chain pressure, Musk says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-01 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 31 (Reuters) - The price of Tesla vehicles is increasing due to supply chain pressures across the auto industry, particularly for raw materials, Elon Musk said on Monday in response to a tweet</p>\n<p>\"Prices increasing due to major supply chain price pressure industry-wide. Raw materials especially,\" Musk said in a tweet.</p>\n<p>He was responding to an unverified <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account called @Ryanth3nerd, which said, \"I really don't like the direction @tesla is going raising prices of vehicles but removing features like lumbar for the Model Y...\"</p>\n<p>In May, Tesla increased its Model 3 and Model Y prices, the automaker's fifth incremental price increase for its vehicles in just a few months, the Electrek website reported</p>\n<p>During an an earnings conference call in April, Musk said Tesla had experienced \"some of the most difficult supply chain challenges,\" citing a chip shortage. \"We're mostly out of that particular problem,\" he added at the time.</p>\n<p>In response to the removal of lumbar support on the passenger side in Tesla's Model Y, Musk said, \"Moving lumbar was removed only in front passenger seat of 3/Y (obv not there in rear seats). Logs showed almost no usage. Not worth cost/mass for everyone when almost never used.\"</p>\n<p>Earlier on Monday, the Electrek reported</p>\n<p>that new Tesla Model Y owners are reporting that their electric SUVs are being delivered without lumbar support on the passenger side.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140545174","content_text":"May 31 (Reuters) - The price of Tesla vehicles is increasing due to supply chain pressures across the auto industry, particularly for raw materials, Elon Musk said on Monday in response to a tweet\n\"Prices increasing due to major supply chain price pressure industry-wide. Raw materials especially,\" Musk said in a tweet.\nHe was responding to an unverified Twitter account called @Ryanth3nerd, which said, \"I really don't like the direction @tesla is going raising prices of vehicles but removing features like lumbar for the Model Y...\"\nIn May, Tesla increased its Model 3 and Model Y prices, the automaker's fifth incremental price increase for its vehicles in just a few months, the Electrek website reported\nDuring an an earnings conference call in April, Musk said Tesla had experienced \"some of the most difficult supply chain challenges,\" citing a chip shortage. \"We're mostly out of that particular problem,\" he added at the time.\nIn response to the removal of lumbar support on the passenger side in Tesla's Model Y, Musk said, \"Moving lumbar was removed only in front passenger seat of 3/Y (obv not there in rear seats). Logs showed almost no usage. Not worth cost/mass for everyone when almost never used.\"\nEarlier on Monday, the Electrek reported\nthat new Tesla Model Y owners are reporting that their electric SUVs are being delivered without lumbar support on the passenger side.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103056090,"gmtCreate":1619740348810,"gmtModify":1704271562078,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Huat ah[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","listText":"Huat ah[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","text":"Huat ah[Grin] [Grin] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103056090","repostId":"1188611661","repostType":4,"repost":{"id":"1188611661","kind":"news","pubTimestamp":1619734487,"share":"https://ttm.financial/m/news/1188611661?lang=&edition=fundamental","pubTime":"2021-04-30 06:14","market":"us","language":"en","title":"Amazon sales surge 44% as it smashes earnings expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1188611661","media":"CNBC","summary":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company ","content":"<ul>\n <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li>\n <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li>\n</ul>\n<p>Amazonshares climbed more than 3.5% in extended trading Thursday after the company&nbsp;released&nbsp;its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p>\n<p>Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p>\n<ul>\n <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li>\n <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li>\n</ul>\n<p>Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p>\n<p>Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p>\n<p>Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p>\n<p>When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p>\n<p>Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p>\n<p>Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p>\n<p>Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p>\n<p>Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p>\n<p>During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p>\n<p>As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p>\n<p>AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p>\n<p>Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p>","source":"lsy1609915699154","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 sales surge 44% as it smashes earnings expectations</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 sales surge 44% as it smashes earnings expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 06:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.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/2021/04/29/amazon-amzn-earnings-q1-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188611661","content_text":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.\n\nAmazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.\n\nHere’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:\n\nEarnings:$15.79 per share vs. $9.54 per share expected\nRevenue:$108.52 billion vs. $104.47 billion expected\n\nFew companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.\nAmazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.\nCrucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.\nWhen asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”\nOutside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.\nAmazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.\nAmazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.\nPhysical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.\nDuring the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.\nAs expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.\nAmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.\nOlsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341729329,"gmtCreate":1617857948861,"gmtModify":1704704027174,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Fully battery powered car will b d future&nbsp;","listText":"Fully battery powered car will b d future&nbsp;","text":"Fully battery powered car will b d future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/341729329","repostId":"1158517084","repostType":4,"repost":{"id":"1158517084","kind":"news","pubTimestamp":1617854007,"share":"https://ttm.financial/m/news/1158517084?lang=&edition=fundamental","pubTime":"2021-04-08 11:53","market":"us","language":"en","title":"NIO Stock: 2 Reasons Red-Hot Nio Is Moving in Reverse Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1158517084","media":"InvestorPlace","summary":"NIO stock continues to be under pressure today.Today, investors inNio(NYSE:NIO) and NIO stock are se","content":"<blockquote>NIO stock continues to be under pressure today.</blockquote><p>Today, investors in<b>Nio</b>(NYSE:<b><u>NIO</u></b>) and NIO stock are seeing red once again. Shares are down more than 5% at the time of writing as investors continue to digest the Chinese EV maker’s prospects.</p><p>Many investors are already aware of the myriad of issues plaguing this stock of late. The company’s been hit withdeteriorating U.S.-China relations, and more recently,delisting threats. The globalchip shortageaffecting all EV stocks is still at play, providing additional downside momentum in recent weeks.</p><p>However, today, a couple of additional headwinds materialized. Let’s dive into what’s driving NIO stock lower today.</p><p><b>BYD, Competitors Threatening NIO Stock</b></p><p>On Tuesday, Warren Buffett-backed Chinese Automaker&nbsp;<b>BYD Company</b>(OTCMKTS:<b><u>BYDDF</u></b>)announcedit had delivered more than twice as many electric cars as Nio in March.</p><p>The race to capture market share in the fast-growing Chinese market is on. And right now, it appears Nio is losing ground to competitors.</p><p>Nio’s March deliveries of 7,257 cars didbeat analyst expectations. However, Nio isn’t the only game in town, and investors seem to be assessing how the market share of each competitor will ultimately shape up.</p><p>BYD and&nbsp;<b>Xpeng</b>(NYSE:<b><u>XPEV</u></b>) combined to produce roughly three times as many cars as Nio. An approximate 25% market share compared to its top two competitors isn’t bad, but it isn’t great either. Accordingly, it appears the jury’s still out on which company will be the longer-term market leader in China.</p><p><b>Q2 Production Headwinds an Issue</b></p><p>Recentcommentsby Nio’s founder and CEO William Li have provided another cause for concern for investors in NIO stock.</p><p>This time, the issue is once again with a global chip shortage. Li said:</p><blockquote>“We still face difficulties in achieving our production goal — the issue (of chip shortage) remains tough in the second quarter, but it will affect our production only in the near term.”</blockquote><p>Concerns are that the global chip shortage could result in Nio missing its production targets. Given how much growth is priced into EV stocks, that’s not a good thing. The company’s target of assembling 7,500 cars in Q2 appears to be at risk, and investors are pricing this risk into NIO stock today.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock: 2 Reasons Red-Hot Nio Is Moving in Reverse Today</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 Stock: 2 Reasons Red-Hot Nio Is Moving in Reverse Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/nio-stock-2-reasons-red-hot-nio-is-moving-in-reverse-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO stock continues to be under pressure today.Today, investors inNio(NYSE:NIO) and NIO stock are seeing red once again. Shares are down more than 5% at the time of writing as investors continue to ...</p>\n\n<a href=\"https://investorplace.com/2021/04/nio-stock-2-reasons-red-hot-nio-is-moving-in-reverse-today/\">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://investorplace.com/2021/04/nio-stock-2-reasons-red-hot-nio-is-moving-in-reverse-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158517084","content_text":"NIO stock continues to be under pressure today.Today, investors inNio(NYSE:NIO) and NIO stock are seeing red once again. Shares are down more than 5% at the time of writing as investors continue to digest the Chinese EV maker’s prospects.Many investors are already aware of the myriad of issues plaguing this stock of late. The company’s been hit withdeteriorating U.S.-China relations, and more recently,delisting threats. The globalchip shortageaffecting all EV stocks is still at play, providing additional downside momentum in recent weeks.However, today, a couple of additional headwinds materialized. Let’s dive into what’s driving NIO stock lower today.BYD, Competitors Threatening NIO StockOn Tuesday, Warren Buffett-backed Chinese Automaker BYD Company(OTCMKTS:BYDDF)announcedit had delivered more than twice as many electric cars as Nio in March.The race to capture market share in the fast-growing Chinese market is on. And right now, it appears Nio is losing ground to competitors.Nio’s March deliveries of 7,257 cars didbeat analyst expectations. However, Nio isn’t the only game in town, and investors seem to be assessing how the market share of each competitor will ultimately shape up.BYD and Xpeng(NYSE:XPEV) combined to produce roughly three times as many cars as Nio. An approximate 25% market share compared to its top two competitors isn’t bad, but it isn’t great either. Accordingly, it appears the jury’s still out on which company will be the longer-term market leader in China.Q2 Production Headwinds an IssueRecentcommentsby Nio’s founder and CEO William Li have provided another cause for concern for investors in NIO stock.This time, the issue is once again with a global chip shortage. Li said:“We still face difficulties in achieving our production goal — the issue (of chip shortage) remains tough in the second quarter, but it will affect our production only in the near term.”Concerns are that the global chip shortage could result in Nio missing its production targets. Given how much growth is priced into EV stocks, that’s not a good thing. The company’s target of assembling 7,500 cars in Q2 appears to be at risk, and investors are pricing this risk into NIO stock today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572249185724220","authorId":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572249185724220","authorIdStr":"3572249185724220"},"content":"Like aNd commEnt pleaSe","text":"Like aNd commEnt pleaSe","html":"Like aNd commEnt pleaSe"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043454584,"gmtCreate":1655955276548,"gmtModify":1676535740026,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"🤣🤣🤣","listText":"🤣🤣🤣","text":"🤣🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043454584","repostId":"1105286135","repostType":4,"repost":{"id":"1105286135","kind":"news","pubTimestamp":1655953615,"share":"https://ttm.financial/m/news/1105286135?lang=&edition=fundamental","pubTime":"2022-06-23 11:06","market":"us","language":"en","title":"Cathie Wood Nears Complete Exit From Disney And This Exercise Bike Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=1105286135","media":"Benzinga","summary":"Cathie Wood led Ark Investment Management on Wednesday neared a complete exit from Walt Disney Co an","content":"<html><head></head><body><p><b>Cathie Wood</b> led <b>Ark Investment Management</b> on Wednesday neared a complete exit from <b>Walt Disney Co</b> and <b>Peloton Interactive Inc</b> as it sold more of its remaining shares in the two companies.</p><p>After the latest sale, the popular money managing firm owns 150 shares in Disney and 200 in Peloton.</p><p>St. Petersburg, Florida-based Ark Invest on Tuesday sold 1,306 shares and 1,595 shares in Disney and Peloton, estimated to be worth over $137,000 in total, on Wednesday.</p><p>Ark Invest had in October sold a bulk of its shares in the exercise equipment and media company.</p><p>Peloton shares closed 0.7% higher at $9.7 on Wednesday and are down 92% over the past year, according to data from Benzinga Pro.</p><p>Wood’s firm has also been selling shares in Disney after having piled up a significant stake in May last year ahead of the reopening of theme parks as economies around the globe emerged from the COVID-19 pandemic.</p><p>Disney shares closed 0.2% higher at $93.5 on Wednesday and the stock is down 40.3% year-to-date.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Nears Complete Exit From Disney And This Exercise Bike Maker</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Nears Complete Exit From Disney And This Exercise Bike Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/06/27821600/cathie-wood-nears-exiting-stakes-in-disney-peloton><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood led Ark Investment Management on Wednesday neared a complete exit from Walt Disney Co and Peloton Interactive Inc as it sold more of its remaining shares in the two companies.After the ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27821600/cathie-wood-nears-exiting-stakes-in-disney-peloton\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/22/06/27821600/cathie-wood-nears-exiting-stakes-in-disney-peloton","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105286135","content_text":"Cathie Wood led Ark Investment Management on Wednesday neared a complete exit from Walt Disney Co and Peloton Interactive Inc as it sold more of its remaining shares in the two companies.After the latest sale, the popular money managing firm owns 150 shares in Disney and 200 in Peloton.St. Petersburg, Florida-based Ark Invest on Tuesday sold 1,306 shares and 1,595 shares in Disney and Peloton, estimated to be worth over $137,000 in total, on Wednesday.Ark Invest had in October sold a bulk of its shares in the exercise equipment and media company.Peloton shares closed 0.7% higher at $9.7 on Wednesday and are down 92% over the past year, according to data from Benzinga Pro.Wood’s firm has also been selling shares in Disney after having piled up a significant stake in May last year ahead of the reopening of theme parks as economies around the globe emerged from the COVID-19 pandemic.Disney shares closed 0.2% higher at $93.5 on Wednesday and the stock is down 40.3% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348513998,"gmtCreate":1617939900914,"gmtModify":1704705081686,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Cowboy city&nbsp;","listText":"Cowboy city&nbsp;","text":"Cowboy city","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348513998","repostId":"2126012847","repostType":4,"repost":{"id":"2126012847","kind":"news","pubTimestamp":1617919200,"share":"https://ttm.financial/m/news/2126012847?lang=&edition=fundamental","pubTime":"2021-04-09 06:00","market":"sg","language":"en","title":"While You Were Sleeping: 5 stories you might have missed, April 9","url":"https://stock-news.laohu8.com/highlight/detail?id=2126012847","media":"The Straits Times","summary":"Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attor","content":"<div>\n<p>Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attorney-General Merrick Garland announced limited measures to tackle gun violence in the United States ...</p>\n\n<a href=\"http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2\">Web Link</a>\n\n</div>\n","source":"straits_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>While You Were Sleeping: 5 stories you might have missed, April 9</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\">\nWhile You Were Sleeping: 5 stories you might have missed, April 9\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attorney-General Merrick Garland announced limited measures to tackle gun violence in the United States ...</p>\n\n<a href=\"http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126012847","content_text":"Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attorney-General Merrick Garland announced limited measures to tackle gun violence in the United States on Thursday in what the White House described as a first step to curb mass shootings, community bloodshed and suicides.\nThe new measures include plans for the Justice Department to crack down on self-assembled “ghost guns” and make “stabilising braces” - which effectively turn pistols into rifles – subject to registration under the National Firearms Act.\nBiden said he will ask the Bureau of Alcohol, Tobacco, Firearms and Explosives to release an annual report on firearms trafficking in the United States, and make it easier for states to adopt “red flag” laws that aim to prevent individuals deemed to present a danger to themselves or others from owning guns.\nBiden also outlined more ambitious goals that he needs the support of Congress to accomplish, including reintroducing a ban on assault weapons, lifting an exemption on lawsuits against gun manufacturers, and passing a nationwide red flag law.\nEx-NFL player kills five people, then turns gun on himself\nA former professional football player shot and killed a prominent South Carolina doctor, his wife, two grandchildren and another man before taking his own life at his home a short distance away, authorities said on Thursday.\nPhillip Adams, 32, who left the National Football League more than five years ago, was found dead hours after the killings of five people on Wednesday at the home of Dr Robert Lesslie in suburban Rock Hill, South Carolina, York County Sheriff Kevin Tolson said.\nInvestigators were at a loss to offer a motive for the shooting spree that broke out in the quiet community about 48km south of Charlotte, North Carolina.\nAmazon unionisation drive losing by 2-1 margin in early vote results\nAmazon union vote count set to begin\nAn early tally on Thursday of votes in Amazon.com’s closely watched union election in Alabama showed workers voting against forming the first union in the United States by more than a 2-1 margin.\nOf the 3,215 ballots received, at least 600 votes were against unionising and more than 250 votes were for the Bessemer, Alabama, warehouse to form a union.\nThe National Labour Relations Board (NLRB), the agency overseeing the election, held a video call and set up multiple cameras so participants and media could watch its regulators count the votes.\nSony, Netflix agree deal to stream new Spider-Man, other films\nNetflix, Sony ink deal on streaming blockbusters\nStreaming service Netflix reached a deal to offer new Spider-Man movies and other films from Sony Pictures to US customers after they play in theatres, the companies said on Thursday.\nThe five-year arrangement will begin with the 2022 slate of movies, which is scheduled to include Marvel film Morbius, best-selling book adaptation Where The Crawdads Sing and Brad Pitt thriller Bullet Train.\nFuture releases are expected to include new installments in the Spider-Man, Venom, Jumanji and Bad Boys franchises.\nGolf: Defending Masters champion Johnson five back after poor finish\nA wild finish left Dustin Johnson five shots behind the leaders on Thursday as the defending Masters champion faced much fiercer conditions at Augusta National compared to the toothless layout he triumphed on five months ago.\nThis Masters has a much more familiar look as it is back in its traditional April slot as the year’s first major while fans were welcomed back, albeit in limited numbers and with protocols in place to reduce the risk of Covid-19 transmission.\nJapan’s Hideki Matsuyama, bolstered by an eagle at the par-five eighth, and Brian Harman fired three-under-par 69s to share the first-round clubhouse lead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348257232,"gmtCreate":1617934520026,"gmtModify":1704705006406,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Heng ah ...&nbsp;","listText":"Heng ah ...&nbsp;","text":"Heng ah ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/348257232","repostId":"1132898313","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959714699,"gmtCreate":1673068004312,"gmtModify":1676538783409,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"What's way&nbsp;oversold, companies&nbsp;with sound&nbsp;fundamental it will returns someday ... ☺️☺️","listText":"What's way&nbsp;oversold, companies&nbsp;with sound&nbsp;fundamental it will returns someday ... ☺️☺️","text":"What's way oversold, companies with sound fundamental it will returns someday ... ☺️☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959714699","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058259537,"gmtCreate":1654849523429,"gmtModify":1676535522537,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Haha sell sell sell many waiting to buy ... Is not rotten apple 🍎 yet. Just current global situation is bad .. only energy n commodities stocks perform.&nbsp;","listText":"Haha sell sell sell many waiting to buy ... Is not rotten apple 🍎 yet. Just current global situation is bad .. only energy n commodities stocks perform.&nbsp;","text":"Haha sell sell sell many waiting to buy ... Is not rotten apple 🍎 yet. Just current global situation is bad .. only energy n commodities stocks perform.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058259537","repostId":"1178468807","repostType":4,"repost":{"id":"1178468807","kind":"news","pubTimestamp":1654845497,"share":"https://ttm.financial/m/news/1178468807?lang=&edition=fundamental","pubTime":"2022-06-10 15:18","market":"us","language":"en","title":"Apple's Inflation Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1178468807","media":"Seeking Alpha","summary":"SummaryApple makes fantastic products, but that doesn't mean the stock is a good buy here.In fact, A","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple makes fantastic products, but that doesn&#39;t mean the stock is a good buy here.</li><li>In fact, Apple has been dead money since I wrote about the stock last November.</li><li>Apple&#39;s stock trades at about 24 times earnings, but the company&#39;s revenues will likely grow by low single digits in the coming years.</li><li>Apple&#39;s stock is overpriced here, has limited upside, and may reach about $100 or lower when the recession arrives.</li></ul><p>There&#39;s no denying that Apple Inc. (NASDAQ:AAPL) makes excellent products. I&#39;ve been an Apple enthusiast for a long time, using many of the company&#39;s products over the years. I am also fond of the company&#39;s stock, and Apple was a top performer in my portfolio for many years (2006-2020). However, the dynamic surrounding Apple has changed. I wrote about the company&#39;s stock being &#34;dead money&#34; in November of last year, and Apple&#39;s stock hasn&#39;t returned anything since then. Apple faces a significant growth problem, and its valuation is relatively expensive for a company with limited growth.</p><p>Additionally, Apple faces supply constraints, other issues, and a significant inflation problem. Apple is a company with excellent products, but it has not invented anything revolutionary in a long time. Many market participants expect too much from Apple&#39;s stock. Therefore, there are better stocks to own here, and Apple will probably continue being dead money for now.</p><p><b>Apple&#39;s Inflation Problem</b></p><p>Despite Apple&#39;s beat on revenues and EPS last quarter, the company&#39;s stock declined as Apple warned of supply constraints impacting revenues by about $4-8 billion this quarter. We see that Apple is not immune to supply chain challenges, and it is not immune to inflation either. The new iPhone 14 models will start at$1099 for the Pro and $1199 for the Pro Max (according to insiders). That is about $100 more expensive than the company&#39;s current models. Moreover, the company&#39;s Max model will likely start at $999, roughly $300 more than the iPhone Min it will be replacing.</p><p>So, we see Apple&#39;s iPhone prices rising, which is not necessarily a good thing this time. Also, the price increase implies that the Pro Max 512 gigabyte version could cost roughly $1,500, and the 1T Pro Max will likely cost a whopping $1,700. These are costly iPhones, and these price increases come at a challenging time for consumers and the economy.</p><p><b>CPI inflation</b><img src=\"https://static.tigerbbs.com/6657580c1b8d385d3bb641d613b31e31\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>CPI inflation(TradingEconomics.com )</p><p>Inflation has risen sharply recently, with the CPI trending around 8% for several months. This period of price increases signals the highest level of inflation we&#39;ve seen in about 40 years in the U.S. Furthermore, high inflation may persist for longer than expected and will probably continue weighing on the consumer. Incidentally, we&#39;re seeing consumer sentiment data at some of its lowest readings in decades, implying a recession may soon begin. Apple raising prices in or before a recessionary phase will probably cause a decrease in demand for its iPhone and other products. On the other side of the equation, if Apple does not raise prices, revenues will likely decrease due to tighter consumer spending and other variables associated with a recessionary environment.</p><p><b>Consumer sentiment</b><img src=\"https://static.tigerbbs.com/a873be6a865a11fdaf8172a7188eb7aa\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>Consumer sentiment(TradingEconomics.com )</p><p>If Apple raises prices on its new iPhone 14 lineup, the price hikes may be ill-timed. Prices are spiking all around us on everything from food to fuel. Therefore, some consumers may either wait for a better time to renew their iPhones or opt for a cheaper phone. Of course, I am not talking about the majority of Apple users switching their spending habits due to a slowdown. However, even a relatively small percentage of Apple&#39;s users choosing to go an extra year with their old iPhone could impact the company&#39;s bottom line.</p><p><b>Consumer confidence</b><img src=\"https://static.tigerbbs.com/751eaf2d44a3dd2b8ec8ca3b455a8b9d\" tg-width=\"640\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p>Consumer confidence(Data.oecd.org)</p><p>Consumer confidence is also down at its lowest level in years. Higher costs from every angle are bombarding the consumer, and now may not be the optimal time for an iPhone price hike. However, I can see why Apple wants to raise prices because if we look at the other side of the equation, we&#39;re seeing producer prices rise. Therefore, Apple&#39;s bottom line will likely get pressured, and the company needs to raise prices to keep revenues and earnings up.</p><p><b>PPI inflation</b><img src=\"https://static.tigerbbs.com/d6e76c711dfabd4ee76be72905d6ff1f\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/></p><p>PPI inflation(pls.gov)</p><p>Final-demand-goods is running remarkably hot, above 15%. This dynamic implies that it costs companies 15% more to create products than it did one year ago. Therefore, the iPhone 13 Pro, which cost Apple about $570 to manufacture, may come out to about $650 or more for the iPhone 14. Therefore, Apple needs to raise prices to keep its margins from declining and keep its profitability from dropping as we advance.</p><p>Nevertheless, higher prices for new iPhones may dissuade potential buyers and keep revenue growth lower than the company and analysts expect. Analysts anticipate Apple&#39;s growth to be low single-digit in the coming years, but the company&#39;s growth may be flat or even negative if the recession strikes.</p><p><b>Apple - Relatively Expensive Now</b></p><p>At around 24 times earnings, Apple is relatively expensive now, but there are several scenarios in which I would consider investing in Apple&#39;s stock again. The primary factor to see is improved growth. Currently, estimates are for low signal digit revenue growth, and it would be preferable to see the company return to 5-10% growth. Also, Apple&#39;s valuation needs to come down. There is little incentive to pay 24 times earnings or 21 times forward EPS estimates for a company growing sales by 2-3% in the coming years.</p><p><b>Apple&#39;s revenue estimates</b><img src=\"https://static.tigerbbs.com/a208f61756f4ab19650573478d126125\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>AAPL revenue growth(SeekingAlpha.com)</p><p>Moreover, if there is a recession, growth could turn negative, and Apple may see declining revenues in the coming years. Therefore, unless Apple&#39;s growth story gets back on track quickly (it likely won&#39;t), the stock may only be worth around 15-18 times earnings here.</p><p><b>Apple&#39;s EPS estimates</b><img src=\"https://static.tigerbbs.com/25829a58591eb0343a70db794ee112a4\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>AAPL EPS growth(SeekingAlpha.com )</p><p>Apple earned $6.04 in EPS in 2021, and the company should deliver approximately $6.15 this year. Now, unless Apple blows away consensus analysts&#39; figures, the company will have very little EPS growth. Also, Apple is trading at around $150 today, illustrating that its trailing and forward P/E ratio is above 24. This valuation is relatively expensive for a company with very little revenue and EPS growth. The stock&#39;s 2% projected EPS growth and 24 P/E ratio illustrate that Apple is trading at a sky-high PEG ratio of around 12. Even if Apple earns towards the higher end of estimates and brings in about $6.50 in EPS the year, its PEG ratio would still be very high at around 3.</p><p><b>The Bottom Line</b></p><p>Regardless of how we look at it, Apple is expensive here. I would consider paying roughly 15-18 times earnings for this stock, which implies that the share price needs to drop significantly. A 15-18 P/E multiple suggests a stock price of approximately $90-110, roughly 27-40% below the stock price today. This suggestion may seem dramatic, and some market participants may have difficulty imagining Apple&#39;s stock price down there. However, $100 may be an optimal place to buy Apple when a recession occurs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Inflation Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Inflation Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 15:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517558-apples-inflation-problem><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple makes fantastic products, but that doesn't mean the stock is a good buy here.In fact, Apple has been dead money since I wrote about the stock last November.Apple's stock trades at about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517558-apples-inflation-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4517558-apples-inflation-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178468807","content_text":"SummaryApple makes fantastic products, but that doesn't mean the stock is a good buy here.In fact, Apple has been dead money since I wrote about the stock last November.Apple's stock trades at about 24 times earnings, but the company's revenues will likely grow by low single digits in the coming years.Apple's stock is overpriced here, has limited upside, and may reach about $100 or lower when the recession arrives.There's no denying that Apple Inc. (NASDAQ:AAPL) makes excellent products. I've been an Apple enthusiast for a long time, using many of the company's products over the years. I am also fond of the company's stock, and Apple was a top performer in my portfolio for many years (2006-2020). However, the dynamic surrounding Apple has changed. I wrote about the company's stock being \"dead money\" in November of last year, and Apple's stock hasn't returned anything since then. Apple faces a significant growth problem, and its valuation is relatively expensive for a company with limited growth.Additionally, Apple faces supply constraints, other issues, and a significant inflation problem. Apple is a company with excellent products, but it has not invented anything revolutionary in a long time. Many market participants expect too much from Apple's stock. Therefore, there are better stocks to own here, and Apple will probably continue being dead money for now.Apple's Inflation ProblemDespite Apple's beat on revenues and EPS last quarter, the company's stock declined as Apple warned of supply constraints impacting revenues by about $4-8 billion this quarter. We see that Apple is not immune to supply chain challenges, and it is not immune to inflation either. The new iPhone 14 models will start at$1099 for the Pro and $1199 for the Pro Max (according to insiders). That is about $100 more expensive than the company's current models. Moreover, the company's Max model will likely start at $999, roughly $300 more than the iPhone Min it will be replacing.So, we see Apple's iPhone prices rising, which is not necessarily a good thing this time. Also, the price increase implies that the Pro Max 512 gigabyte version could cost roughly $1,500, and the 1T Pro Max will likely cost a whopping $1,700. These are costly iPhones, and these price increases come at a challenging time for consumers and the economy.CPI inflationCPI inflation(TradingEconomics.com )Inflation has risen sharply recently, with the CPI trending around 8% for several months. This period of price increases signals the highest level of inflation we've seen in about 40 years in the U.S. Furthermore, high inflation may persist for longer than expected and will probably continue weighing on the consumer. Incidentally, we're seeing consumer sentiment data at some of its lowest readings in decades, implying a recession may soon begin. Apple raising prices in or before a recessionary phase will probably cause a decrease in demand for its iPhone and other products. On the other side of the equation, if Apple does not raise prices, revenues will likely decrease due to tighter consumer spending and other variables associated with a recessionary environment.Consumer sentimentConsumer sentiment(TradingEconomics.com )If Apple raises prices on its new iPhone 14 lineup, the price hikes may be ill-timed. Prices are spiking all around us on everything from food to fuel. Therefore, some consumers may either wait for a better time to renew their iPhones or opt for a cheaper phone. Of course, I am not talking about the majority of Apple users switching their spending habits due to a slowdown. However, even a relatively small percentage of Apple's users choosing to go an extra year with their old iPhone could impact the company's bottom line.Consumer confidenceConsumer confidence(Data.oecd.org)Consumer confidence is also down at its lowest level in years. Higher costs from every angle are bombarding the consumer, and now may not be the optimal time for an iPhone price hike. However, I can see why Apple wants to raise prices because if we look at the other side of the equation, we're seeing producer prices rise. Therefore, Apple's bottom line will likely get pressured, and the company needs to raise prices to keep revenues and earnings up.PPI inflationPPI inflation(pls.gov)Final-demand-goods is running remarkably hot, above 15%. This dynamic implies that it costs companies 15% more to create products than it did one year ago. Therefore, the iPhone 13 Pro, which cost Apple about $570 to manufacture, may come out to about $650 or more for the iPhone 14. Therefore, Apple needs to raise prices to keep its margins from declining and keep its profitability from dropping as we advance.Nevertheless, higher prices for new iPhones may dissuade potential buyers and keep revenue growth lower than the company and analysts expect. Analysts anticipate Apple's growth to be low single-digit in the coming years, but the company's growth may be flat or even negative if the recession strikes.Apple - Relatively Expensive NowAt around 24 times earnings, Apple is relatively expensive now, but there are several scenarios in which I would consider investing in Apple's stock again. The primary factor to see is improved growth. Currently, estimates are for low signal digit revenue growth, and it would be preferable to see the company return to 5-10% growth. Also, Apple's valuation needs to come down. There is little incentive to pay 24 times earnings or 21 times forward EPS estimates for a company growing sales by 2-3% in the coming years.Apple's revenue estimatesAAPL revenue growth(SeekingAlpha.com)Moreover, if there is a recession, growth could turn negative, and Apple may see declining revenues in the coming years. Therefore, unless Apple's growth story gets back on track quickly (it likely won't), the stock may only be worth around 15-18 times earnings here.Apple's EPS estimatesAAPL EPS growth(SeekingAlpha.com )Apple earned $6.04 in EPS in 2021, and the company should deliver approximately $6.15 this year. Now, unless Apple blows away consensus analysts' figures, the company will have very little EPS growth. Also, Apple is trading at around $150 today, illustrating that its trailing and forward P/E ratio is above 24. This valuation is relatively expensive for a company with very little revenue and EPS growth. The stock's 2% projected EPS growth and 24 P/E ratio illustrate that Apple is trading at a sky-high PEG ratio of around 12. Even if Apple earns towards the higher end of estimates and brings in about $6.50 in EPS the year, its PEG ratio would still be very high at around 3.The Bottom LineRegardless of how we look at it, Apple is expensive here. I would consider paying roughly 15-18 times earnings for this stock, which implies that the share price needs to drop significantly. A 15-18 P/E multiple suggests a stock price of approximately $90-110, roughly 27-40% below the stock price today. This suggestion may seem dramatic, and some market participants may have difficulty imagining Apple's stock price down there. However, $100 may be an optimal place to buy Apple when a recession occurs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}