JesseC personal page - To The Moon

JesseC

JesseC

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01-11

Hihihi let's play this game

01-11

Hihihi let's play this game thanks

01-11

Let's play the game tgt!!!

01-10

Lets play the game tgt!!!

01-09

let's play the game tgt!!!

01-08

Looking forward to see what the new week brings in terms of trading opportunities

01-08

Let's play the game tgt!!!

01-07

Let's play the game tgt!!!

01-06

Lets play the game tgt!!!

01-05

Let's play the game together!!!

01-04

Let's play the game together!!!

01-03

Let's play the game together!!!

01-02

Let's play the game!

01-01

Let's play the game!!!

2023-12-31

Welcome 2024 lets play

2023-12-31

lets go and play the game!

2023-12-30

Let's play the game!

2023-12-29

Recap your 2023

Find out more here: Recap your 2023 Unlock your exclusive investment memory

Recap your 2023

2023-12-29

Let's join the game!

2023-12-28

let's play the game!

Go to Tiger App to see more news

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href=\"https://www.heytigers.com/activity/market/2023/summary?adcode=20231218154721&amp;skin=1&amp;os=iOS&amp;account_id=50740304&amp;utm_source=invite&amp;utm_campaign=20231218154721&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=227acc1e4e7aa4d9c9aefdc441ad7c89&amp;invite=EA3AII&amp;lang=en_US#/\">Recap your 2023</a> Unlock your exclusive investment memory","listText":"Find out more here: <a href=\"https://www.heytigers.com/activity/market/2023/summary?adcode=20231218154721&amp;skin=1&amp;os=iOS&amp;account_id=50740304&amp;utm_source=invite&amp;utm_campaign=20231218154721&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=227acc1e4e7aa4d9c9aefdc441ad7c89&amp;invite=EA3AII&amp;lang=en_US#/\">Recap your 2023</a> Unlock your exclusive investment memory","text":"Find out more here: Recap your 2023 Unlock your exclusive investment 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game!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256825713274944","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9961518677,"gmtCreate":1668994594800,"gmtModify":1676538135914,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9961518677","repostId":"2284006934","repostType":4,"repost":{"id":"2284006934","pubTimestamp":1669010357,"share":"https://ttm.financial/m/news/2284006934?lang=&edition=fundamental","pubTime":"2022-11-21 13:59","market":"us","language":"en","title":"2 Buffett Stocks to Get Greedy With Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2284006934","media":"Motley Fool","summary":"Warren Buffett just bought these two stocks. Should you?","content":"<html><head></head><body><p>Given CEO Warren Buffett&#39;s straightforward investing advice and a long track record of huge returns, it&#39;s not surprising that investors closely follow <b>Berkshire Hathaway</b>&#39;s every move. That includes perusing its 13-F filings every quarter to see what Buffett&#39;s conglomerate bought and sold. The most recent of these was released on Nov. 14.</p><p>As usual, the third-quarter filing had a few surprises in it. Let&#39;s take a look at two Buffett stocks referenced in the recent disclosure that would be a good fit for almost any investor. These are a couple of stocks you might want to get greedy with.</p><h2>1. Taiwan Semiconductor Manufacturing</h2><p>Berkshire&#39;s most surprising purchase in the third quarter was <b>Taiwan Semiconductor Manufacturing</b>, the world&#39;s largest microchip manufacturer. TSMC, as it is often called, is the company that chip designers like <b>Nvidia</b>, <b>Advanced Micro Devices</b>, <b>Apple</b>, and <b>Intel</b> enlist to actually produce the chips they design.</p><p>TSMC is a new holding for Berkshire, which bought more than 60 million shares of it in the third quarter, worth about $4 billion. It&#39;s now Berkshire&#39;s 10th-biggest holding.</p><p>TSMC has a number of attributes that make it a classic Buffett stock. First, it has a huge economic moat as the largest semiconductor foundry. A wide range of companies and products depend on TSMC, and it dominates the foundry arena with a 53% market share.</p><p>Majority market share in an essential industry sounds perfect for a Berkshire holding, and TSMC also enjoys the kinds of margins that are indicative of a monopoly. In its most recent quarter, the company reported an operating margin of 50.6%, as it spends relatively little on overhead costs to run its foundries.</p><p>TSMC is also growing quickly, with revenue up 48% year over year. And Buffett would almost certainly approve of the price tag, as it trades at a price-to-earnings ratio of 15 and offers a 2.3% dividend yield. TSMC likely trades at a discount due to investor concerns about Chinese stocks, but the chipmaker hasn&#39;t faced as much backlash as <b>Tencent </b>or <b>Alibaba</b>. Unlike those companies, TSMC makes essential infrastructure, and its base in Taiwan makes it more politically sensitive than Mainland Chinese companies.</p><p>With TSMC&#39;s market cap of more than $400 billion, Berkshire can invest billions in it without having to worry about special disclosures that are required when a company owns a significant percentage of another company (generally when the ownership exceeds 10%).</p><h2>2. RH</h2><p><b>RH</b>, the high-end home furnishings company formerly known as Restoration Hardware, is much smaller than TSMC, but Berkshire added to its RH holdings in the third quarter, buying 190,000 additional shares of the home-goods stock. That brings its total to 2.36 million shares, or roughly $230 million.</p><p>Share prices of RH have fallen more than 50% from their peak in September 2021 because demand for home furnishings is slowing as the boom from the pandemic fades and recessionary headwinds set in.</p><p>However, RH is still highly profitable; its adjusted operating margin was 24.7% in its second quarter. That&#39;s an unusually wide profit margin for a retailer, which is a sign of its competitive advantages.</p><p>RH employs a unique business model, selling memberships in order to build customer loyalty and encourage repeat purchases. Wall Street was dismissive of the idea when RH first introduced it in 2016, but the stock and the business have soared since then, proving RH CEO Gary Friedman right.</p><p>The company is now looking to expand its brand beyond home furnishings by managing hotels and restaurants and leasing planes and yachts. RH is also launching its own streaming service, which will focus on architecture and design. Those moves show that the company aims to leverage its brand equity in home furnishings into new categories. With its wealthy, loyal customer base, the strategy could pay off, especially the streaming content.</p><p>The retailer is likely to feel the macroeconomic headwinds over the next few quarters. But when the economy strengthens, RH looks primed to soar because its new businesses will have had time to build momentum.</p><p>Currently, the stock trades at a price-to-earnings ratio of just 10, which looks like a great value for a disruptive luxury brand with a long track record of outperformance. Buffett and his team have clearly taken notice.</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 Buffett Stocks to Get Greedy With Now</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 Buffett Stocks to Get Greedy With Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/20/2-buffett-stocks-to-get-greedy-with-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Given CEO Warren Buffett's straightforward investing advice and a long track record of huge returns, it's not surprising that investors closely follow Berkshire Hathaway's every move. That includes ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/20/2-buffett-stocks-to-get-greedy-with-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","RH":"Restoration Hardware Holdings"},"source_url":"https://www.fool.com/investing/2022/11/20/2-buffett-stocks-to-get-greedy-with-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284006934","content_text":"Given CEO Warren Buffett's straightforward investing advice and a long track record of huge returns, it's not surprising that investors closely follow Berkshire Hathaway's every move. That includes perusing its 13-F filings every quarter to see what Buffett's conglomerate bought and sold. The most recent of these was released on Nov. 14.As usual, the third-quarter filing had a few surprises in it. Let's take a look at two Buffett stocks referenced in the recent disclosure that would be a good fit for almost any investor. These are a couple of stocks you might want to get greedy with.1. Taiwan Semiconductor ManufacturingBerkshire's most surprising purchase in the third quarter was Taiwan Semiconductor Manufacturing, the world's largest microchip manufacturer. TSMC, as it is often called, is the company that chip designers like Nvidia, Advanced Micro Devices, Apple, and Intel enlist to actually produce the chips they design.TSMC is a new holding for Berkshire, which bought more than 60 million shares of it in the third quarter, worth about $4 billion. It's now Berkshire's 10th-biggest holding.TSMC has a number of attributes that make it a classic Buffett stock. First, it has a huge economic moat as the largest semiconductor foundry. A wide range of companies and products depend on TSMC, and it dominates the foundry arena with a 53% market share.Majority market share in an essential industry sounds perfect for a Berkshire holding, and TSMC also enjoys the kinds of margins that are indicative of a monopoly. In its most recent quarter, the company reported an operating margin of 50.6%, as it spends relatively little on overhead costs to run its foundries.TSMC is also growing quickly, with revenue up 48% year over year. And Buffett would almost certainly approve of the price tag, as it trades at a price-to-earnings ratio of 15 and offers a 2.3% dividend yield. TSMC likely trades at a discount due to investor concerns about Chinese stocks, but the chipmaker hasn't faced as much backlash as Tencent or Alibaba. Unlike those companies, TSMC makes essential infrastructure, and its base in Taiwan makes it more politically sensitive than Mainland Chinese companies.With TSMC's market cap of more than $400 billion, Berkshire can invest billions in it without having to worry about special disclosures that are required when a company owns a significant percentage of another company (generally when the ownership exceeds 10%).2. RHRH, the high-end home furnishings company formerly known as Restoration Hardware, is much smaller than TSMC, but Berkshire added to its RH holdings in the third quarter, buying 190,000 additional shares of the home-goods stock. That brings its total to 2.36 million shares, or roughly $230 million.Share prices of RH have fallen more than 50% from their peak in September 2021 because demand for home furnishings is slowing as the boom from the pandemic fades and recessionary headwinds set in.However, RH is still highly profitable; its adjusted operating margin was 24.7% in its second quarter. That's an unusually wide profit margin for a retailer, which is a sign of its competitive advantages.RH employs a unique business model, selling memberships in order to build customer loyalty and encourage repeat purchases. Wall Street was dismissive of the idea when RH first introduced it in 2016, but the stock and the business have soared since then, proving RH CEO Gary Friedman right.The company is now looking to expand its brand beyond home furnishings by managing hotels and restaurants and leasing planes and yachts. RH is also launching its own streaming service, which will focus on architecture and design. Those moves show that the company aims to leverage its brand equity in home furnishings into new categories. With its wealthy, loyal customer base, the strategy could pay off, especially the streaming content.The retailer is likely to feel the macroeconomic headwinds over the next few quarters. But when the economy strengthens, RH looks primed to soar because its new businesses will have had time to build momentum.Currently, the stock trades at a price-to-earnings ratio of just 10, which looks like a great value for a disruptive luxury brand with a long track record of outperformance. Buffett and his team have clearly taken notice.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120673666,"gmtCreate":1624323126155,"gmtModify":1703833388708,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Please like and comment, will reply back thanks","listText":"Please like and comment, will reply back thanks","text":"Please like and comment, will reply back thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/120673666","repostId":"1191349655","repostType":4,"repost":{"id":"1191349655","pubTimestamp":1624316842,"share":"https://ttm.financial/m/news/1191349655?lang=&edition=fundamental","pubTime":"2021-06-22 07:07","market":"us","language":"en","title":"Wall Street ends sharply higher, led by surging Dow","url":"https://stock-news.laohu8.com/highlight/detail?id=1191349655","media":"Reuters","summary":"(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over thr","content":"<p>(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the economy rebounds from the pandemic.</p>\n<p>The small-cap Russell 2000 and the Dow Jones Transports Average, considered a barometer of economic health, both jumped about 2%.</p>\n<p>The S&amp;P 500 value index, which includes banks, energy and other economically sensitive sectors and has led gains in U.S. equities so far this year, surged 1.9%, outperforming a 0.9% rise in the growth index.</p>\n<p>That was a stark reversal from last week, when the Fed’s hawkish signals on monetary policy sparked a round of profit taking that wiped out value stocks’ lead over growth this month and triggered the worst weekly performance for the Dow and the S&amp;P 500 in months.</p>\n<p>“The overall theme here is the market still does not know whether it wants easy money or tight money and it’s in a tug of war,” said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p>\n<p>All 11 S&amp;P 500 sector indexes rose, with energy jumping 4.3% and leading the way, followed by financials, up 2.4%.</p>\n<p>Microsoft Corp rose 1.2% to close at an all-time high.</p>\n<p>The S&amp;P 500 has traded in a tight range this month as investors juggled fears of an overheating economy with optimism about a strong economic rebound.</p>\n<p>(Graphic: Value vs Growth stocks, )</p>\n<p><img src=\"https://static.tigerbbs.com/cef3457ef1409a02e910dfc35591b8dc\" tg-width=\"963\" tg-height=\"726\" referrerpolicy=\"no-referrer\"></p>\n<p>Focus this week will be on U.S. factory activity surveys and home sales data, while Fed Chair Jerome Powell testifies before Congress on Tuesday.</p>\n<p>The Dow Jones Industrial Average rose 1.76% to end at 33,876.97 points, while the S&amp;P 500 gained 1.40% to 4,224.79. The Nasdaq Composite climbed 0.79% to 14,141.48.</p>\n<p>Cryptocurrency stocks, including miners Riot Blockchain, Marathon Patent Group and crypto exchange Coinbase Global, tumbled between 1% and 4% on China’s expanding crackdown on bitcoin mining.</p>\n<p>Moderna Inc rallied 4.5% after a report said the drugmaker is adding two new production lines at a COVID-19 vaccine manufacturing plant, in a bid to prepare for making more booster shots.</p>\n<p>Market participants are girding for a major trading event on Friday, when the FTSE Russell completes the annual rebalancing of its indexes, potentially affecting trillions of dollars in investments.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 74 new highs and 55 new lows.</p>\n<p>Volume on U.S. exchanges was 10.1 billion shares, compared with the 11 billion average over the last 20 trading days.</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>Wall Street ends sharply higher, led by surging Dow</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\">\nWall Street ends sharply higher, led by surging Dow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","MSFT":"微软",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191349655","content_text":"(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the economy rebounds from the pandemic.\nThe small-cap Russell 2000 and the Dow Jones Transports Average, considered a barometer of economic health, both jumped about 2%.\nThe S&P 500 value index, which includes banks, energy and other economically sensitive sectors and has led gains in U.S. equities so far this year, surged 1.9%, outperforming a 0.9% rise in the growth index.\nThat was a stark reversal from last week, when the Fed’s hawkish signals on monetary policy sparked a round of profit taking that wiped out value stocks’ lead over growth this month and triggered the worst weekly performance for the Dow and the S&P 500 in months.\n“The overall theme here is the market still does not know whether it wants easy money or tight money and it’s in a tug of war,” said Randy Frederick, vice president of trading and derivatives at Charles Schwab.\nAll 11 S&P 500 sector indexes rose, with energy jumping 4.3% and leading the way, followed by financials, up 2.4%.\nMicrosoft Corp rose 1.2% to close at an all-time high.\nThe S&P 500 has traded in a tight range this month as investors juggled fears of an overheating economy with optimism about a strong economic rebound.\n(Graphic: Value vs Growth stocks, )\n\nFocus this week will be on U.S. factory activity surveys and home sales data, while Fed Chair Jerome Powell testifies before Congress on Tuesday.\nThe Dow Jones Industrial Average rose 1.76% to end at 33,876.97 points, while the S&P 500 gained 1.40% to 4,224.79. The Nasdaq Composite climbed 0.79% to 14,141.48.\nCryptocurrency stocks, including miners Riot Blockchain, Marathon Patent Group and crypto exchange Coinbase Global, tumbled between 1% and 4% on China’s expanding crackdown on bitcoin mining.\nModerna Inc rallied 4.5% after a report said the drugmaker is adding two new production lines at a COVID-19 vaccine manufacturing plant, in a bid to prepare for making more booster shots.\nMarket participants are girding for a major trading event on Friday, when the FTSE Russell completes the annual rebalancing of its indexes, potentially affecting trillions of dollars in investments.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 74 new highs and 55 new lows.\nVolume on U.S. exchanges was 10.1 billion shares, compared with the 11 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162478751,"gmtCreate":1624073660473,"gmtModify":1703828265947,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Please like and comment thanks, will reply to you","listText":"Please like and comment thanks, will reply to you","text":"Please like and comment thanks, will reply to you","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/162478751","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","pubTimestamp":1624063306,"share":"https://ttm.financial/m/news/1156696708?lang=&edition=fundamental","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.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>Dow falls more than 500 points to close out its worst week since October</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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581477238019949","authorId":"3581477238019949","name":"ojxp","avatar":"https://static.tigerbbs.com/f1cc2cda3ae5a57a5a3b43f6c0c4e93e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581477238019949","authorIdStr":"3581477238019949"},"content":"Comment back please","text":"Comment back please","html":"Comment back please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998849874,"gmtCreate":1660968697100,"gmtModify":1676536433161,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998849874","repostId":"2260126340","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999633001,"gmtCreate":1660523365305,"gmtModify":1676533484735,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999633001","repostId":"2259723131","repostType":4,"repost":{"id":"2259723131","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":1660522823,"share":"https://ttm.financial/m/news/2259723131?lang=&edition=fundamental","pubTime":"2022-08-15 08:20","market":"us","language":"en","title":"Don't Give Up on the Chip Makers, These 9 Chip Stocks Look Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2259723131","media":"Dow Jones","summary":"These are troubling times for the chip industry. Demand for consumer-focused tech products is saggin","content":"<html><head></head><body><p>These are troubling times for the chip industry. Demand for consumer-focused tech products is sagging, with sales weakening for PCs and peripherals, Android smartphones, and videogames. And there are now signs that slowdown is spreading into other places, including the automotive, industrial, and data center markets, where demand was supposed to be more durable.</p><p>Over the past week, two key chip companies provided grim updates. On Monday, the graphics chip company Nvidia (ticker: NVDA) warned that results for its fiscal second quarter ended July 31 would be dramatically below previous expectations, due to an unexpected decline in demand for graphics chips targeted at videogames but also used for cryptocurrency mining.</p><p>Nvidia now expects July quarter revenue of $6.7 billion, up only 3% from the year-ago period; previous guidance had called for $8.1 billion in revenue. Nvidia said gaming revenue will be down 33% year over year; its data center revenue is also weaker than expected.</p><p>One day later, memory chip giant Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> slashed the guidance it had provided just six weeks earlier. In reporting results for its quarter ended May 31, Micron had already offered an outlook that was below Wall Street estimates, pointing to soft PC and smartphone sales.</p><p>At an investor conference last week, Micron CFO Mark Murphy said the weakness had worsened, with slower sales spreading to automotive and industrial customers. Murphy described the issue as &#34;inventory adjustments,&#34; rather than reduced end demand, but that was cold comfort.</p><p>In response, Micron is slashing spending on chip making gear, with fiscal 2023 outlays now expected to be &#34;down meaningfully&#34; from 2022. On that news, both chip and equipment stocks skidded.</p><p>But all is not lost and investors can still find opportunity in the chip sector, which is notably cheaper than it was six months ago.</p><p>Ironically, the Micron warning came on the same day President Joe Biden signed the Chips and Science Act, a measure targeted at improving the U.S. competitive position in chip manufacturing. Among other things, the Chips Act provides $52.7 billion to help fund new chip factories.</p><p>Paul Wick, portfolio manager of the Columbia Seligman Technology &amp; Information Fund (SLMCX), has long been a believer in the opportunity in chip stocks. The chip industry &#34;had a lot of things all going in the same direction the last few years,&#34; Wick says, including huge demand for data center hardware, a strong PC market, increased use of chips in cars, the emergence of 5G wireless, and various other factors.</p><p>Nonetheless, Wick says he trimmed many chip positions late in 2021 and earlier this year, after a huge run amid nearly perfect conditions for end-market demand. And there are still things he&#39;d avoid. He doesn&#39;t own Nvidia or Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, both of which he considers too pricey, and he says Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> investors will need to be extremely patient, with the payoff from its push into contract manufacturing still several years away.</p><p>But Wick sees plenty of bargain-hunting options. He remains bullish on <a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS), where he says the company&#39;s memory chip royalty business remains &#34;predictable and healthy.&#34; Wick also likes Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>, a producer of mobile phone radio chips, which recently reduced its outlook due to weakness in Android smartphones. He says the stock looks cheap, trading at 12 times &#34;trough&#34; earnings for the March 2023 fiscal year.</p><p>Wick is bullish, as well, on Microchip <a href=\"https://laohu8.com/S/MCHP\">$(MCHP)$</a>, which makes parts for automotive and industrial customers, hasn&#39;t had a recent quarterly miss, and, like Qorvo, trades for a modest 12 times forward earnings. He&#39;s also keen on NXP Semiconductor <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, an automotive chip supplier, which likewise trades for 12 times forward earnings, has produced strong results, and nonetheless is down more than 20% this year. And he is bullish on both Analog Devices <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a> and Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, where he says fundamentals &#34;seem rock solid.&#34;</p><p>&#34;A lot of the stocks feel washed out,&#34; Wick says. &#34;People are focused on a potential recession in the second half and into next year that could hammer the chip industry. But they are not looking beyond that, two or three years out, with a high likelihood that the companies will do well.&#34;</p><p>Wick&#39;s colleague Shekhar Pramanick, an analyst on the fund, thinks the market is too bearish on semi equipment stocks. Pramanick is bullish on Lam Research <a href=\"https://laohu8.com/S/LRCX\">$(LRCX)$</a>, Applied Materials <a href=\"https://laohu8.com/S/AMAT\">$(AMAT)$</a>, and KLA <a href=\"https://laohu8.com/S/KLAC\">$(KLAC)$</a>, all of which he says should grow next year even with slower demand as they work down their backlogs.</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>Don't Give Up on the Chip Makers, These 9 Chip Stocks Look Cheap</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\">\nDon't Give Up on the Chip Makers, These 9 Chip Stocks Look Cheap\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\">2022-08-15 08:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>These are troubling times for the chip industry. Demand for consumer-focused tech products is sagging, with sales weakening for PCs and peripherals, Android smartphones, and videogames. And there are now signs that slowdown is spreading into other places, including the automotive, industrial, and data center markets, where demand was supposed to be more durable.</p><p>Over the past week, two key chip companies provided grim updates. On Monday, the graphics chip company Nvidia (ticker: NVDA) warned that results for its fiscal second quarter ended July 31 would be dramatically below previous expectations, due to an unexpected decline in demand for graphics chips targeted at videogames but also used for cryptocurrency mining.</p><p>Nvidia now expects July quarter revenue of $6.7 billion, up only 3% from the year-ago period; previous guidance had called for $8.1 billion in revenue. Nvidia said gaming revenue will be down 33% year over year; its data center revenue is also weaker than expected.</p><p>One day later, memory chip giant Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> slashed the guidance it had provided just six weeks earlier. In reporting results for its quarter ended May 31, Micron had already offered an outlook that was below Wall Street estimates, pointing to soft PC and smartphone sales.</p><p>At an investor conference last week, Micron CFO Mark Murphy said the weakness had worsened, with slower sales spreading to automotive and industrial customers. Murphy described the issue as &#34;inventory adjustments,&#34; rather than reduced end demand, but that was cold comfort.</p><p>In response, Micron is slashing spending on chip making gear, with fiscal 2023 outlays now expected to be &#34;down meaningfully&#34; from 2022. On that news, both chip and equipment stocks skidded.</p><p>But all is not lost and investors can still find opportunity in the chip sector, which is notably cheaper than it was six months ago.</p><p>Ironically, the Micron warning came on the same day President Joe Biden signed the Chips and Science Act, a measure targeted at improving the U.S. competitive position in chip manufacturing. Among other things, the Chips Act provides $52.7 billion to help fund new chip factories.</p><p>Paul Wick, portfolio manager of the Columbia Seligman Technology &amp; Information Fund (SLMCX), has long been a believer in the opportunity in chip stocks. The chip industry &#34;had a lot of things all going in the same direction the last few years,&#34; Wick says, including huge demand for data center hardware, a strong PC market, increased use of chips in cars, the emergence of 5G wireless, and various other factors.</p><p>Nonetheless, Wick says he trimmed many chip positions late in 2021 and earlier this year, after a huge run amid nearly perfect conditions for end-market demand. And there are still things he&#39;d avoid. He doesn&#39;t own Nvidia or Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, both of which he considers too pricey, and he says Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> investors will need to be extremely patient, with the payoff from its push into contract manufacturing still several years away.</p><p>But Wick sees plenty of bargain-hunting options. He remains bullish on <a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS), where he says the company&#39;s memory chip royalty business remains &#34;predictable and healthy.&#34; Wick also likes Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>, a producer of mobile phone radio chips, which recently reduced its outlook due to weakness in Android smartphones. He says the stock looks cheap, trading at 12 times &#34;trough&#34; earnings for the March 2023 fiscal year.</p><p>Wick is bullish, as well, on Microchip <a href=\"https://laohu8.com/S/MCHP\">$(MCHP)$</a>, which makes parts for automotive and industrial customers, hasn&#39;t had a recent quarterly miss, and, like Qorvo, trades for a modest 12 times forward earnings. He&#39;s also keen on NXP Semiconductor <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, an automotive chip supplier, which likewise trades for 12 times forward earnings, has produced strong results, and nonetheless is down more than 20% this year. And he is bullish on both Analog Devices <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a> and Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, where he says fundamentals &#34;seem rock solid.&#34;</p><p>&#34;A lot of the stocks feel washed out,&#34; Wick says. &#34;People are focused on a potential recession in the second half and into next year that could hammer the chip industry. But they are not looking beyond that, two or three years out, with a high likelihood that the companies will do well.&#34;</p><p>Wick&#39;s colleague Shekhar Pramanick, an analyst on the fund, thinks the market is too bearish on semi equipment stocks. Pramanick is bullish on Lam Research <a href=\"https://laohu8.com/S/LRCX\">$(LRCX)$</a>, Applied Materials <a href=\"https://laohu8.com/S/AMAT\">$(AMAT)$</a>, and KLA <a href=\"https://laohu8.com/S/KLAC\">$(KLAC)$</a>, all of which he says should grow next year even with slower demand as they work down their backlogs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4535":"淡马锡持仓","AMAT":"应用材料","BK4527":"明星科技股","NVDA":"英伟达","BK4543":"AI","BK4550":"红杉资本持仓","BK4518":"OLED概念","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4519":"光伏太阳能","BK4561":"索罗斯持仓","LRCX":"拉姆研究","BK4512":"苹果概念","INTC":"英特尔","BK4549":"软银资本持仓","QRVO":"Qorvo, Inc.","MU":"美光科技","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4529":"IDC概念","KLAC":"科磊","BK4573":"虚拟现实","AVGO":"博通","MCHP":"微芯科技","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","ADI":"亚德诺","BK4515":"5G概念","RMBS":"Rambus","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4579":"人工智能","BK4567":"ESG概念","BK4147":"半导体设备","AMD":"美国超微公司","NXPI":"恩智浦","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259723131","content_text":"These are troubling times for the chip industry. Demand for consumer-focused tech products is sagging, with sales weakening for PCs and peripherals, Android smartphones, and videogames. And there are now signs that slowdown is spreading into other places, including the automotive, industrial, and data center markets, where demand was supposed to be more durable.Over the past week, two key chip companies provided grim updates. On Monday, the graphics chip company Nvidia (ticker: NVDA) warned that results for its fiscal second quarter ended July 31 would be dramatically below previous expectations, due to an unexpected decline in demand for graphics chips targeted at videogames but also used for cryptocurrency mining.Nvidia now expects July quarter revenue of $6.7 billion, up only 3% from the year-ago period; previous guidance had called for $8.1 billion in revenue. Nvidia said gaming revenue will be down 33% year over year; its data center revenue is also weaker than expected.One day later, memory chip giant Micron Technology $(MU)$ slashed the guidance it had provided just six weeks earlier. In reporting results for its quarter ended May 31, Micron had already offered an outlook that was below Wall Street estimates, pointing to soft PC and smartphone sales.At an investor conference last week, Micron CFO Mark Murphy said the weakness had worsened, with slower sales spreading to automotive and industrial customers. Murphy described the issue as \"inventory adjustments,\" rather than reduced end demand, but that was cold comfort.In response, Micron is slashing spending on chip making gear, with fiscal 2023 outlays now expected to be \"down meaningfully\" from 2022. On that news, both chip and equipment stocks skidded.But all is not lost and investors can still find opportunity in the chip sector, which is notably cheaper than it was six months ago.Ironically, the Micron warning came on the same day President Joe Biden signed the Chips and Science Act, a measure targeted at improving the U.S. competitive position in chip manufacturing. Among other things, the Chips Act provides $52.7 billion to help fund new chip factories.Paul Wick, portfolio manager of the Columbia Seligman Technology & Information Fund (SLMCX), has long been a believer in the opportunity in chip stocks. The chip industry \"had a lot of things all going in the same direction the last few years,\" Wick says, including huge demand for data center hardware, a strong PC market, increased use of chips in cars, the emergence of 5G wireless, and various other factors.Nonetheless, Wick says he trimmed many chip positions late in 2021 and earlier this year, after a huge run amid nearly perfect conditions for end-market demand. And there are still things he'd avoid. He doesn't own Nvidia or Advanced Micro Devices $(AMD)$, both of which he considers too pricey, and he says Intel $(INTC)$ investors will need to be extremely patient, with the payoff from its push into contract manufacturing still several years away.But Wick sees plenty of bargain-hunting options. He remains bullish on Rambus (RMBS), where he says the company's memory chip royalty business remains \"predictable and healthy.\" Wick also likes Qorvo $(QRVO)$, a producer of mobile phone radio chips, which recently reduced its outlook due to weakness in Android smartphones. He says the stock looks cheap, trading at 12 times \"trough\" earnings for the March 2023 fiscal year.Wick is bullish, as well, on Microchip $(MCHP)$, which makes parts for automotive and industrial customers, hasn't had a recent quarterly miss, and, like Qorvo, trades for a modest 12 times forward earnings. He's also keen on NXP Semiconductor $(NXPI)$, an automotive chip supplier, which likewise trades for 12 times forward earnings, has produced strong results, and nonetheless is down more than 20% this year. And he is bullish on both Analog Devices $(ADI)$ and Broadcom $(AVGO)$, where he says fundamentals \"seem rock solid.\"\"A lot of the stocks feel washed out,\" Wick says. \"People are focused on a potential recession in the second half and into next year that could hammer the chip industry. But they are not looking beyond that, two or three years out, with a high likelihood that the companies will do well.\"Wick's colleague Shekhar Pramanick, an analyst on the fund, thinks the market is too bearish on semi equipment stocks. Pramanick is bullish on Lam Research $(LRCX)$, Applied Materials $(AMAT)$, and KLA $(KLAC)$, all of which he says should grow next year even with slower demand as they work down their backlogs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908580881,"gmtCreate":1659402561343,"gmtModify":1705979963828,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908580881","repostId":"1117279881","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986421715,"gmtCreate":1667005872837,"gmtModify":1676537847891,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/9986421715","repostId":"1181513995","repostType":4,"repost":{"id":"1181513995","pubTimestamp":1667005194,"share":"https://ttm.financial/m/news/1181513995?lang=&edition=fundamental","pubTime":"2022-10-29 08:59","market":"us","language":"en","title":"Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=1181513995","media":"TipRanks","summary":"DidApple (AAPL)just do some flexing?","content":"<div>\n<p>Did Apple (AAPL)just do some flexing? While all its big tech brethren were taking massive hits in this giant-killing earnings season, Apple emerged unscathed from the carnage and delivered a healthy ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 08:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Did Apple (AAPL)just do some flexing? While all its big tech brethren were taking massive hits in this giant-killing earnings season, Apple emerged unscathed from the carnage and delivered a healthy ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank\">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.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181513995","content_text":"Did Apple (AAPL)just do some flexing? While all its big tech brethren were taking massive hits in this giant-killing earnings season, Apple emerged unscathed from the carnage and delivered a healthy F4Q report, even while iPhone sales came in soft.There were beats on both the top-and bottom-line. The company delivered record sales in the September quarter, as revenue rose by 8.1% year-over-year to reach $90.15 billion, coming in $1.38 billion above Street expectations. EPS hit $1.29, 2 cents higher than the $1.27 the analysts had predicted.It was not all plain sailing, however; iPhone revenue increased by 9.67% from the same period last year to $42.63 billion but came in shy of the $43.21 billion estimated on Wall Street, while Services revenue also missed, climbing 4.98% higher to $19.19 billion vs. The $20.10 billion the analysts had in mind. These misses were somewhat offset but strong showings elsewhere, with Mac revenue rising by 25.39% year-over-year to $11.51 billion, some distance above the $9.36 billion predicted. And Other Products revenue came in at $9.65 billion vs. the $9.17 billion estimate, up 9.85% year-over-yearAs has become customary at Apple, no official guidance was offered for FQ1 (December quarter) which normally accounts for the biggest sales season of the year. However, management said it expects year-over-year revenue won’t grow as much as the 8.1% seen during the September quarter.Nevertheless, considering the disastrous showings on offer elsewhere, Deutsche Bank’s Sidney Ho highlights how Apple stands out from the crowd.“AAPL has executed well in a tough environment and its earnings power seems more sustainable than large-cap tech peers,” the 5-star analyst said. “We see a slightly above-average valuation vs. peers as fair when we compare AAPL’s total growth potential and earnings power with the growth expectations of the peer group. With steady gross and operating margins and a solid balance sheet, we see the potential reward from stock outperformance as skewed positively when compared with the company’s risk profile.”With a risk-reward profile which “remains attractive,” Ho reiterated a Buy rating, although taking a prudent approach, the price target is lowered from $175 to $170. There’s an upside of 17% from current levels.Overall, Apple has garnered 27 reviews over the past 3 months, with 23 Buys outpacing the 4 Holds, making for a Strong Buy consensus rating. The average target stands at $183.37, suggesting shares will climb 27% higher in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915607639,"gmtCreate":1665017508921,"gmtModify":1676537544473,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/9915607639","repostId":"1141572735","repostType":4,"repost":{"id":"1141572735","pubTimestamp":1665014849,"share":"https://ttm.financial/m/news/1141572735?lang=&edition=fundamental","pubTime":"2022-10-06 08:07","market":"us","language":"en","title":"Singapore Stock Market Tipped To Open In The Red","url":"https://stock-news.laohu8.com/highlight/detail?id=1141572735","media":"rtt news","summary":"The Singapore stock market has moved higher in back-to-back sessions, improving more than 45 points ","content":"<html><head></head><body><p>The Singapore stock market has moved higher in back-to-back sessions, improving more than 45 points or 1.5 percent along the way. The Straits Times Index now rests just above the 3,150-point plateau although it&#39;s likely to open under pressure on Thursday.</p><p>The global forecast for the Asianmarketsis soft on recession fears and concerns about the outlook for interest rates. The European and U.S. markets were modestly lower and the Asian bourses are tipped to follow suit.</p><p>The STI finished modestly higher on Wednesday following gains from the financial shares and the property stocks, while the industrials were mixed.</p><p>For the day, the index gained 14.33 points or 0.46 percent to finish at 3,153.23 after trading between 3,145.80 and 3,161.65. Volume was 1.66 billion shares worth 1.15 billion Singapore dollars. There were 307 gainers and 230 decliners.</p><p>Among the actives, Ascendas REIT rose 0.37 percent, while CapitaLand Integrated Commercial Trust surged 2.08 percent, CapitaLand Investment spiked 2.01 percent, City Developments added 0.64 percent, Comfort DelGro dropped 0.78 percent, DBS Group was up 0.12 percent, Emperador soared 2.06 percent, Genting Singapore advanced 1.26 percent, Hongkong Land jumped 1.76 percent, Keppel Corp perked 0.29 percent, Mapletree Pan Asia Commercial Trust strengthened 1.71 percent, Mapletree Industrial Trust improved 0.84 percent, Mapletree Logistics Trust rallied 1.94 percent, Oversea-Chinese Banking Corporation collected 0.50 percent, SATS slumped 1.34 percent, SembCorp Industries declined 1.29 percent, Singapore Technologies Engineering gained 0.57 percent, SingTel tumbled 2.30 percent, United Overseas Bank climbed 1.34 percent, Wilmar International lost 0.53 percent, Yangzijiang Financial retreated 1.33 percent and Yangzijiang Shipbuilding and Thai Beverage were unchanged.</p><p>The lead from Wall Street suggests mild consolidation as the major averages opened sharply lower but clawed their way back as the day progressed to end only slightly in the red.</p><p>The Dow shed 42.45 points or 0.14 percent to finish at 30,273.87, while the NASDAQ lost 27.77 points or 0.25 percent to end at 11,148.64 and the S&amp;P 500 dipped 7.65 points or 0.20 percent to close at 3,783.28.</p><p>The early weakness on Wall Street came as central banks around the world appear poised to continue raising interest in the months ahead, potentially tipping the globaleconomyinto a recession as they combat elevated inflation.</p><p>A rebound by treasury yields also weighed on the markets, with the yield on the benchmark 10-year note regaining ground after easing in the two previous sessions. Selling pressure waned over the course of the session, however, as traders may feel the economic worries have been overdone.</p><p>Upbeat U.S. economic data has added to worries the Federal Reserve will continue to aggressively raising interest rates going into the end of the year as payroll processor ADP said private sector employment in the U.S. increased slightly more than expected in September.</p><p>Crude oil prices climbed higher on Wednesday after OPEC agreed to impose output cuts, aiming to spur a recovery in oil prices. West Texas Intermediate Crude oil futures for November climbed $1.24 or 1.4 percent at $87.76 a barrel.</p></body></html>","source":"lsy1637539882596","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 Stock Market Tipped To Open In The Red</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 Stock Market Tipped To Open In The Red\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3315517/singapore-stock-market-tipped-to-open-in-the-red.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in back-to-back sessions, improving more than 45 points or 1.5 percent along the way. The Straits Times Index now rests just above the 3,150-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3315517/singapore-stock-market-tipped-to-open-in-the-red.aspx?type=acom\">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.rttnews.com/3315517/singapore-stock-market-tipped-to-open-in-the-red.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141572735","content_text":"The Singapore stock market has moved higher in back-to-back sessions, improving more than 45 points or 1.5 percent along the way. The Straits Times Index now rests just above the 3,150-point plateau although it's likely to open under pressure on Thursday.The global forecast for the Asianmarketsis soft on recession fears and concerns about the outlook for interest rates. The European and U.S. markets were modestly lower and the Asian bourses are tipped to follow suit.The STI finished modestly higher on Wednesday following gains from the financial shares and the property stocks, while the industrials were mixed.For the day, the index gained 14.33 points or 0.46 percent to finish at 3,153.23 after trading between 3,145.80 and 3,161.65. Volume was 1.66 billion shares worth 1.15 billion Singapore dollars. There were 307 gainers and 230 decliners.Among the actives, Ascendas REIT rose 0.37 percent, while CapitaLand Integrated Commercial Trust surged 2.08 percent, CapitaLand Investment spiked 2.01 percent, City Developments added 0.64 percent, Comfort DelGro dropped 0.78 percent, DBS Group was up 0.12 percent, Emperador soared 2.06 percent, Genting Singapore advanced 1.26 percent, Hongkong Land jumped 1.76 percent, Keppel Corp perked 0.29 percent, Mapletree Pan Asia Commercial Trust strengthened 1.71 percent, Mapletree Industrial Trust improved 0.84 percent, Mapletree Logistics Trust rallied 1.94 percent, Oversea-Chinese Banking Corporation collected 0.50 percent, SATS slumped 1.34 percent, SembCorp Industries declined 1.29 percent, Singapore Technologies Engineering gained 0.57 percent, SingTel tumbled 2.30 percent, United Overseas Bank climbed 1.34 percent, Wilmar International lost 0.53 percent, Yangzijiang Financial retreated 1.33 percent and Yangzijiang Shipbuilding and Thai Beverage were unchanged.The lead from Wall Street suggests mild consolidation as the major averages opened sharply lower but clawed their way back as the day progressed to end only slightly in the red.The Dow shed 42.45 points or 0.14 percent to finish at 30,273.87, while the NASDAQ lost 27.77 points or 0.25 percent to end at 11,148.64 and the S&P 500 dipped 7.65 points or 0.20 percent to close at 3,783.28.The early weakness on Wall Street came as central banks around the world appear poised to continue raising interest in the months ahead, potentially tipping the globaleconomyinto a recession as they combat elevated inflation.A rebound by treasury yields also weighed on the markets, with the yield on the benchmark 10-year note regaining ground after easing in the two previous sessions. Selling pressure waned over the course of the session, however, as traders may feel the economic worries have been overdone.Upbeat U.S. economic data has added to worries the Federal Reserve will continue to aggressively raising interest rates going into the end of the year as payroll processor ADP said private sector employment in the U.S. increased slightly more than expected in September.Crude oil prices climbed higher on Wednesday after OPEC agreed to impose output cuts, aiming to spur a recovery in oil prices. West Texas Intermediate Crude oil futures for November climbed $1.24 or 1.4 percent at $87.76 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016303499,"gmtCreate":1649122797724,"gmtModify":1676534455610,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016303499","repostId":"2224132370","repostType":4,"repost":{"id":"2224132370","pubTimestamp":1649120728,"share":"https://ttm.financial/m/news/2224132370?lang=&edition=fundamental","pubTime":"2022-04-05 09:05","market":"us","language":"en","title":"3 High-Yield Dividend Stocks to Buy in a Market Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2224132370","media":"Motley Fool","summary":"It could be a good time to lock in these high yields.","content":"<html><head></head><body><p>Bad news tends to overshadow good news. That&#39;s especially the case when there has been a lot of bad news in recent weeks as we have experienced. However, there&#39;s now good news as well. The major stock market indices have been rising. None of them are in a bear market now -- and the <b>S&amp;P 500</b> is no longer in correction territory.</p><p>Income investors could especially have a great opportunity to lock in attractive dividend yields right now. Here are three high-yield dividend stocks to buy in a market rebound.</p><h2>1. Enterprise Products Partners</h2><p><b>Enterprise Products Partners</b> didn&#39;t sink as most stocks have in recent months. The major midstream energy company&#39;s shares are up close to 18% year to date.</p><p>This solid gain makes sense considering the current overall dynamics of the oil and gas industry. Prices have risen in part due to worries about the Russian invasion of Ukraine. However, the demand for oil and gas has also increased as the global economy recovers from the impact of the COVID-19 pandemic.</p><p>Enterprise has been a key beneficiary of these tailwinds with its pipelines, natural gas processing facilities, and storage facilities. It should also profit further if the stock market continues to rebound and economic uncertainties fade. But even if not, Enterprise is a stock that should hold up well no matter what the market does.</p><p>The company offers a juicy dividend yield of 7.2%. Enterprise has also increased its distribution for 23 consecutive years. There aren&#39;t too many high-yield dividend stocks with such an impressive track record.</p><h2>2. <a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a></h2><p><b>Medical Properties Trust</b> stock hasn&#39;t fared quite so well. Its shares are still down around 9% year to date after beginning to bounce back in mid-March. However, the company&#39;s underlying business hasn&#39;t skipped a beat.</p><p>That underlying business is owning and leasing hospitals. Medical Properties Trust is a real estate investment trust (REIT) with around 440 facilities in its portfolio. Roughly 60% of these properties are in the U.S. with the remaining hospitals in eight other countries -- primarily in Europe.</p><p>As you might expect, Medical Properties Trust&#39;s lease revenue doesn&#39;t rise or fall based on stock market gyrations. Higher inflation rates shouldn&#39;t be a big problem, either. The REIT has rent escalators based on the Consumer Price Index built into more than 99% of its leases.</p><p>REITs are known for their dividends. Medical Properties Trust is no slouch on that front. Its dividend yield currently stands at nearly 5.5%. The company has increased its dividend for eight consecutive years.</p><h2>3. Verizon Communications</h2><p><b>Verizon Communications</b> claims a distinction that very few high-yield dividend stocks have: It&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Warren Buffett&#39;s favorites. The telecom giant ranks as the eighth-largest holding in <b>Berkshire Hathaway</b>&#39;s portfolio.</p><p>Should you buy Verizon just because Buffett likes it? Of course not. However, it&#39;s a good idea to at least consider what an investor such as the Oracle of Omaha might find attractive about Verizon.</p><p>The dividend certainly stands out. Verizon&#39;s dividend yield tops 5%. The company has increased its dividend for 15 consecutive years. Verizon should easily be able to keep that streak going with a payout ratio of less than 48%.</p><p>Sure, Verizon probably won&#39;t deliver sizzling growth. However, the company could have better growth opportunities than you might think with its high-speed 5G network, especially in expanding further in the home internet market. There&#39;s more good news for Verizon than there is bad news.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Yield Dividend Stocks to Buy in a Market Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Yield Dividend Stocks to Buy in a Market Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/04/3-high-yield-dividend-stocks-to-buy-in-a-market-re/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bad news tends to overshadow good news. That's especially the case when there has been a lot of bad news in recent weeks as we have experienced. However, there's now good news as well. The major stock...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/04/3-high-yield-dividend-stocks-to-buy-in-a-market-re/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","REIT":"ALPS Active REIT ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4176":"多领域控股","BK4581":"高盛持仓","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/04/04/3-high-yield-dividend-stocks-to-buy-in-a-market-re/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224132370","content_text":"Bad news tends to overshadow good news. That's especially the case when there has been a lot of bad news in recent weeks as we have experienced. However, there's now good news as well. The major stock market indices have been rising. None of them are in a bear market now -- and the S&P 500 is no longer in correction territory.Income investors could especially have a great opportunity to lock in attractive dividend yields right now. Here are three high-yield dividend stocks to buy in a market rebound.1. Enterprise Products PartnersEnterprise Products Partners didn't sink as most stocks have in recent months. The major midstream energy company's shares are up close to 18% year to date.This solid gain makes sense considering the current overall dynamics of the oil and gas industry. Prices have risen in part due to worries about the Russian invasion of Ukraine. However, the demand for oil and gas has also increased as the global economy recovers from the impact of the COVID-19 pandemic.Enterprise has been a key beneficiary of these tailwinds with its pipelines, natural gas processing facilities, and storage facilities. It should also profit further if the stock market continues to rebound and economic uncertainties fade. But even if not, Enterprise is a stock that should hold up well no matter what the market does.The company offers a juicy dividend yield of 7.2%. Enterprise has also increased its distribution for 23 consecutive years. There aren't too many high-yield dividend stocks with such an impressive track record.2. Medical Properties TrustMedical Properties Trust stock hasn't fared quite so well. Its shares are still down around 9% year to date after beginning to bounce back in mid-March. However, the company's underlying business hasn't skipped a beat.That underlying business is owning and leasing hospitals. Medical Properties Trust is a real estate investment trust (REIT) with around 440 facilities in its portfolio. Roughly 60% of these properties are in the U.S. with the remaining hospitals in eight other countries -- primarily in Europe.As you might expect, Medical Properties Trust's lease revenue doesn't rise or fall based on stock market gyrations. Higher inflation rates shouldn't be a big problem, either. The REIT has rent escalators based on the Consumer Price Index built into more than 99% of its leases.REITs are known for their dividends. Medical Properties Trust is no slouch on that front. Its dividend yield currently stands at nearly 5.5%. The company has increased its dividend for eight consecutive years.3. Verizon CommunicationsVerizon Communications claims a distinction that very few high-yield dividend stocks have: It's one of Warren Buffett's favorites. The telecom giant ranks as the eighth-largest holding in Berkshire Hathaway's portfolio.Should you buy Verizon just because Buffett likes it? Of course not. However, it's a good idea to at least consider what an investor such as the Oracle of Omaha might find attractive about Verizon.The dividend certainly stands out. Verizon's dividend yield tops 5%. The company has increased its dividend for 15 consecutive years. Verizon should easily be able to keep that streak going with a payout ratio of less than 48%.Sure, Verizon probably won't deliver sizzling growth. However, the company could have better growth opportunities than you might think with its high-speed 5G network, especially in expanding further in the home internet market. There's more good news for Verizon than there is bad news.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030158028,"gmtCreate":1645666145259,"gmtModify":1676534051096,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030158028","repostId":"1180818879","repostType":4,"repost":{"id":"1180818879","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":1645665727,"share":"https://ttm.financial/m/news/1180818879?lang=&edition=fundamental","pubTime":"2022-02-24 09:22","market":"us","language":"en","title":"Volatility Index Rose Over 3%, While Nasdaq Futures Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180818879","media":"Tiger Newspress","summary":"Volatility index rose over 3%, while Nasdaq futures fell over 1% as US Secretary of State Antony Bli","content":"<html><head></head><body><p>Volatility index rose over 3%, while Nasdaq futures fell over 1% as US Secretary of State Antony Blinken says Russia looks ready to attack Ukraine.<img src=\"https://static.tigerbbs.com/dff33a42158a9a57af199b538de3ef2b\" tg-width=\"379\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Secretary of State Antony Blinken said Wednesday evening that Russian forces could engage in a full invasion of Ukraine before the night is over.</p><p>Blinken shared the stunning revelation during an interview with Lester Holt on “NBC Nightly News.”</p><p>Holt asked, “Do you have reason to believe that before this night is over Russian forces will be engaged in something akin to a full invasion of Ukraine?”</p><p>To which Blinken responded, “I do.”</p><p>“Unfortunately, Russia has positioned its forces at the final point of readiness across Ukraine’s borders to the North, to the East, to the South,” the nation’s top diplomat said.</p><p>“Everything seems to be in place for Russia to engage in a major aggression against Ukraine,” Blinken added.</p><p>Holt then followed up and asked, “To be clear, you think tonight that could happen? Or will happen?”</p><p>Blinken said, “Look, I can’t put date or an exact time on it, but everything is in place for Russia to move forward.”</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>Volatility Index Rose Over 3%, While Nasdaq Futures Fell Over 1%</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\">\nVolatility Index Rose Over 3%, While Nasdaq Futures Fell Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-24 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Volatility index rose over 3%, while Nasdaq futures fell over 1% as US Secretary of State Antony Blinken says Russia looks ready to attack Ukraine.<img src=\"https://static.tigerbbs.com/dff33a42158a9a57af199b538de3ef2b\" tg-width=\"379\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Secretary of State Antony Blinken said Wednesday evening that Russian forces could engage in a full invasion of Ukraine before the night is over.</p><p>Blinken shared the stunning revelation during an interview with Lester Holt on “NBC Nightly News.”</p><p>Holt asked, “Do you have reason to believe that before this night is over Russian forces will be engaged in something akin to a full invasion of Ukraine?”</p><p>To which Blinken responded, “I do.”</p><p>“Unfortunately, Russia has positioned its forces at the final point of readiness across Ukraine’s borders to the North, to the East, to the South,” the nation’s top diplomat said.</p><p>“Everything seems to be in place for Russia to engage in a major aggression against Ukraine,” Blinken added.</p><p>Holt then followed up and asked, “To be clear, you think tonight that could happen? Or will happen?”</p><p>Blinken said, “Look, I can’t put date or an exact time on it, but everything is in place for Russia to move forward.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180818879","content_text":"Volatility index rose over 3%, while Nasdaq futures fell over 1% as US Secretary of State Antony Blinken says Russia looks ready to attack Ukraine.Secretary of State Antony Blinken said Wednesday evening that Russian forces could engage in a full invasion of Ukraine before the night is over.Blinken shared the stunning revelation during an interview with Lester Holt on “NBC Nightly News.”Holt asked, “Do you have reason to believe that before this night is over Russian forces will be engaged in something akin to a full invasion of Ukraine?”To which Blinken responded, “I do.”“Unfortunately, Russia has positioned its forces at the final point of readiness across Ukraine’s borders to the North, to the East, to the South,” the nation’s top diplomat said.“Everything seems to be in place for Russia to engage in a major aggression against Ukraine,” Blinken added.Holt then followed up and asked, “To be clear, you think tonight that could happen? Or will happen?”Blinken said, “Look, I can’t put date or an exact time on it, but everything is in place for Russia to move forward.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004991030,"gmtCreate":1642467172159,"gmtModify":1676533713090,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004991030","repostId":"2204774764","repostType":4,"repost":{"id":"2204774764","pubTimestamp":1642464104,"share":"https://ttm.financial/m/news/2204774764?lang=&edition=fundamental","pubTime":"2022-01-18 08:01","market":"us","language":"en","title":"Sales of Electric Vehicles Overtake Diesel in Europe for First Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2204774764","media":"The Straits Times","summary":"Europeans bought more electric cars than diesel models for the first time in December, a stunning illustration of the growing popularity of battery power and the decline of diesel, which was once the ","content":"<div>\n<p>Europeans bought more electric cars than diesel models for the first time in December, a stunning illustration of the growing popularity of battery power and the decline of diesel, which was once the ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/sales-of-electric-vehicles-overtake-diesel-in-europe-for-first-time\">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>Sales of Electric Vehicles Overtake Diesel in Europe for First Time</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\">\nSales of Electric Vehicles Overtake Diesel in Europe for First Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/business/companies-markets/sales-of-electric-vehicles-overtake-diesel-in-europe-for-first-time><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Europeans bought more electric cars than diesel models for the first time in December, a stunning illustration of the growing popularity of battery power and the decline of diesel, which was once the ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/sales-of-electric-vehicles-overtake-diesel-in-europe-for-first-time\">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","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4527":"明星科技股","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.straitstimes.com/business/companies-markets/sales-of-electric-vehicles-overtake-diesel-in-europe-for-first-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204774764","content_text":"Europeans bought more electric cars than diesel models for the first time in December, a stunning illustration of the growing popularity of battery power and the decline of diesel, which was once the most popular engine option in Europe.More than 20 per cent of new cars sold in Europe and Britain in December were powered solely by electricity, according to data compiled by Matthias Schmidt, an analyst in Berlin who tracks electric vehicles sales. Sales of diesel vehicles, which as recently as 2015 accounted for more than half of the new cars in the European Union, slipped below 19 per cent.The December figures illustrate how electric vehicles are fast becoming mainstream. Sales of battery-powered cars soared in Europe, the United States and China last year while sales of conventional vehicles stagnated.Government incentives have made electric vehicles more affordable, the variety of electric cars to choose from has grown and buyers have become more conscious of the environmental cost of vehicles powered by internal combustion engines.The growth of electric vehicles was all the more remarkable considering that the overall car market is in crisis. Sales of all new cars in the EU fell more than 20 per cent in November as a shortage of semiconductors strangled production, according to the European Automobile Manufacturers' Association.\"This is the real deal,\" Mr Schmidt said in an email. His figures, based on data from European government agencies, were first reported by the Financial Times. The data includes Norway, which is not a member of the EU and has the highest percentage of electric vehicles of any nation on the Continent.Tesla was the bestselling electric vehicle brand in 2021, followed by Volkswagen, Mr Schmidt said. Tesla will be in a good position to expand its leadership when the carmaker opens a new factory in Berlin this year to serve the European market. Tesla has been importing cars from China.Diesel was long popular in Europe because of tax policies that made diesel fuel less expensive than gasoline. Diesel-powered vehicles are generally more fuel-efficient than petrol cars, but produce more harmful pollution.Diesel's decline began in 2015 after Volkswagen admitted that it had sold millions of diesel cars equipped with software that produced artificially low emissions during official tests. The illegal software made the vehicles appear much cleaner than they were.The scandal called attention to the pollution caused by diesel cars, which is blamed for tens of thousands of premature deaths. Cities such as Hamburg and Berlin banned diesel cars from some neighborhoods, while the EU tightened its rules on vehicle pollution. Carmakers must pay substantial fines if they do not reduce carbon dioxide emissions to prescribed levels.The regulations encouraged carmakers to develop electric vehicles, which produce no tailpipe emissions, to comply. Petrol vehicles are still more popular, accounting for 40 per cent of new cars, but are also in long-term decline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968174999,"gmtCreate":1669167611011,"gmtModify":1676538161174,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/9968174999","repostId":"2285863548","repostType":4,"repost":{"id":"2285863548","pubTimestamp":1669165202,"share":"https://ttm.financial/m/news/2285863548?lang=&edition=fundamental","pubTime":"2022-11-23 09:00","market":"us","language":"en","title":"Apple: The Last FANG Standing","url":"https://stock-news.laohu8.com/highlight/detail?id=2285863548","media":"Seekingalpha","summary":"The Fall From the TopTo this day, Apple (NASDAQ: AAPL) is an exciting company, and the giant tech st","content":"<html><head></head><body><h2>The Fall From the Top</h2><p>To this day, Apple (NASDAQ: AAPL) is an exciting company, and the giant tech stock has held up like no other major tech company during this downturn. I wrote about the epic drop coming for tech stocks in late November last year, right as the market peaked. Well, some of the declines surpassed even my expectations. So, let&#39;s look at how top-tech stocks have performed during this downturn.</p><h2><b>Bear Market Peak to Trough Declines</b></h2><ul><li><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META): 74%</li><li>Amazon (AMZN): 55%</li><li>Netflix (NFLX): 75%</li><li>Alphabet (GOOG) (GOOGL): 45%</li><li>Nvidia (NVDA): 69%</li><li>Advanced Micro Devices (AMD): 67%</li><li>Tesla (TSLA): 58%</li><li>Microsoft (MSFT): 40%</li><li>Apple: 28%</li></ul><p>&#34;FANG&#34; stocks went through considerable declines ranging from 40-75% during the bear market phase. However, one giant tech stock stood out, declining by just 28% during the recent tech drop. I&#39;ve been a fan of Apple for many years, not just the stock but the company&#39;s products. I still have my iPhone 12 Pro Max, which I purchased for $1,300 last year. Moreover, I&#39;ve been shopping for a new notebook and decided to upgrade to the MacBook Pro 14 version. However, perhaps the best Apple purchase was investing in the company&#39;s stock in 2007 when the iPhone came out.</p><p><b>Apple 15-Year Chart</b></p><p></p><p><img src=\"https://static.tigerbbs.com/d2e40b56a7fcdf6e0d617ae9739bb504\" tg-width=\"640\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL (macrotrends.com)</p><p>Remarkably, the stock was only around $3 (split adjusted) back then. Apple&#39;s stock has been one of the top performers in this time frame, appreciating by approximately 6,000% (trough to peak). Apple is an excellent company with extraordinary earnings potential. The company also produces arguably the best products in the world, and the company&#39;s services business continues booming. Despite the likelihood of near-term volatility, Apple stock&#39;s downside is probably limited. Moreover, the company&#39;s growth prospects and profitability potential should improve, enabling Apple&#39;s stock price to appreciate considerably in the coming years.</p><h2>The Apple Advantage</h2><p>The iPhone accounts for a substantial portion of Apple&#39;s revenues. The iPhone segment raked in approximately $205.5 billion last year, accounting for roughly 52% of total sales. However, the iPhone remains hugely popular in the U.S. and globally and should continue increasing sales as the company moves forward.</p><p></p><p><img src=\"https://static.tigerbbs.com/c1febbb809434b24e3b45b9f69a098f6\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>U.S. smartphone market share (couterpointresearch.com)</p><p>The iPhone dominates in the U.S. with about a 50% smartphone market share. Many consumers consider Apple&#39;s products superior in quality, and once on an iPhone, many customers become lifelong users. This dynamic separates the iPhone from the Android market. Consumers have several producers to choose from in the Android market, but at the end of the day, there is only one iPhone producer, Apple. Therefore, we should continue seeing robust demand in the U.S., and iPhone sales should continue growing globally.</p><p></p><p><img src=\"https://static.tigerbbs.com/9991067830ed1a4a7ca2a503ce4501a8\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global smartphone share (counterpointresearch.com)</p><p>Globally, Apple&#39;s smartphone market share is only about 16%, second to Samsung&#39;s 21% market share. Therefore, Apple has significant opportunities for growth outside of the U.S. market, and the company could expand its market share substantially in the coming years. While Samsung makes an excellent cellphone, Apple is still the Apple. The new S22 has fantastic features, but the iPhone 14 wins in many categories.</p><p>Also, there is just something about the iPhone that makes it a status symbol in many countries. I&#39;ve visited many countries, and in many places, there is nothing more prestigious than having the latest iPhone in your pocket. Therefore, we should continue to see iPhone sales increasing, especially as the downturn concludes, leading to substantially higher revenues for Apple.</p><p><b>Apple&#39;s Revenues</b></p><p></p><p><img src=\"https://static.tigerbbs.com/94e59aafd97a4c359527a3451375c13c\" tg-width=\"640\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple revenues (businessquant.com)</p><p>Apple&#39;s revenue has exploded, reaching nearly $400 billion last (fiscal) year. We&#39;ve seen a 73% revenue increase since 2013, and we should continue seeing revenue growth from here.</p><p><b>Revenue by Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c4bac139075d16dd164699c0b8cd7c6a\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Segment revenues (businessquant.com)</p><p><b>Revenue Breakdown</b></p><p></p><p><img src=\"https://static.tigerbbs.com/dafd49eca7cebc39c194cbd7524898ae\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Segment revenues (businessquant.com)</p><p>After being stagnant for several years, Mac revenues have shot up lately, increasing from around $25-26 billion in 2017-2019 to more than $40 billion last year, an increase of 60%. Therefore, the Mac business is working and should continue generating growth and profitability in future years. Services continue doing exceptionally well, growing revenues by a whopping 160% over the last five years. iPhone revenues have surged by 50% in just two years. Perhaps the most exciting segment, &#34;other&#34; revenues, have skyrocketed by 240% in the last five years. Total revenues have increased by 43% over the previous two years.</p><h2>What We Should See From Apple Moving Forward</h2><p><b>Revenue Estimates</b></p><p></p><p><img src=\"https://static.tigerbbs.com/cdbc2ac111d88928e53ea99d38968619\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue estimates (seekingalpha.com)</p><p>Revenues should continue increasing from here. Consensus estimates are for around <i>$520 billion</i> in revenues in fiscal 2027, but Apple may do better. Apple is accustomed to surpassing analysts&#39; revenue and EPS estimates, and the company should continue outperforming expectations.</p><p><b>Recent Earnings</b></p><p>Recently, Apple reported revenues of $90.15 billion (8.1% YoY increase), exceeding expectations of $88.9 billion. Q4 EPS came in at $1.29, a beat by two cents. iPhone revenues increased by about 10% YoY, Mac revenues surged by 25% over last year, Other products increased by about 10%, and services came in 5% higher over last year. Despite a challenging economic landscape, Apple continues to perform exceptionally well, bringing in solid growth YoY. Once the downturn concludes, we should see more robust growth, leading to outperformance over current consensus analysts&#39; figures. Many analysts predict 3-7% revenue growth in the next few years, but we may see 5-10% growth, leading to substantially higher revenues and profitability potential as the company advances.</p><p><b>EPS Earnings Surprise</b></p><p></p><p><img src=\"https://static.tigerbbs.com/615154027ce88f0ba2e763c8a9f77c6e\" tg-width=\"640\" tg-height=\"180\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Earnings surprise (seekingalpha.com)</p><p>Apple has surprised higher in each of its last twelve earnings announcements, and this trend should continue as we advance. If the trend continues, we could see 5-10% EPS beats in future quarters.</p><p><b>EPS Expectations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/bfec0d8d8ea7db5f8516043b74ffa83e\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS growth (seekingalpha.com)</p><p>Due to the general pessimism surrounding the downturn, consensus EPS estimates are very modest here. We see expeditions of approximately 5% annual growth in the next few years. However, as economic conditions improve, we can see 10-15% EPS growth from Apple in future years.</p><h3><b>Here&#39;s what Apple&#39;s financials could look like moving forward:</b></h3><table><tbody><tr><td>Year (fiscal)</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td><td>2028</td><td>2029</td></tr><tr><td>Revenue Bs</td><td>$394</td><td>$420</td><td>$450</td><td>$480</td><td>$520</td><td>$555</td><td>$595</td><td>$640</td></tr><tr><td>Revenue growth</td><td>8%</td><td>7%</td><td>7%</td><td>7%</td><td>8%</td><td>7%</td><td>7%</td><td>7%</td></tr><tr><td>EPS</td><td>$6.11</td><td>$6.80</td><td>$7.30</td><td>$8.10</td><td>$9</td><td>$10</td><td>$11.50</td><td>$13</td></tr><tr><td>Forward P/E</td><td>22</td><td>23</td><td>24</td><td>25</td><td>24</td><td>23</td><td>22</td><td>22</td></tr><tr><td>Stock price</td><td>$150</td><td>$170</td><td>$195</td><td>$225</td><td>$240</td><td>$265</td><td>$286</td><td>$330</td></tr></tbody></table><p>Source: The Financial Prophet</p><h2>What Price to Buy Apple</h2><p>Apple may be mildly expensive today at about 22 times forward earnings estimates, but we should see multiple expansion in future years. I have Apple&#39;s valuation peaking at about 25 in 2025, but that is a relatively modest forecast. We could see Apple&#39;s forward P/E ratio increase to 30 or higher when the economy rebounds, sentiment improves, and demand for high-quality stocks increases. However, as we are currently in a slowdown, I recommend stepping back into Apple at about an 18-20 forward P/E ratio, providing a target entry price of around <i>$120-135</i>. That is the price range I prefer to enter a long-term position, as Apple&#39;s stock price will likely appreciate considerably in future years.</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: The Last FANG Standing</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: The Last FANG Standing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559954-apple-stock-the-last-fang-standing><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Fall From the TopTo this day, Apple (NASDAQ: AAPL) is an exciting company, and the giant tech stock has held up like no other major tech company during this downturn. I wrote about the epic drop ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559954-apple-stock-the-last-fang-standing\">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/4559954-apple-stock-the-last-fang-standing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285863548","content_text":"The Fall From the TopTo this day, Apple (NASDAQ: AAPL) is an exciting company, and the giant tech stock has held up like no other major tech company during this downturn. I wrote about the epic drop coming for tech stocks in late November last year, right as the market peaked. Well, some of the declines surpassed even my expectations. So, let's look at how top-tech stocks have performed during this downturn.Bear Market Peak to Trough DeclinesMeta Platforms (META): 74%Amazon (AMZN): 55%Netflix (NFLX): 75%Alphabet (GOOG) (GOOGL): 45%Nvidia (NVDA): 69%Advanced Micro Devices (AMD): 67%Tesla (TSLA): 58%Microsoft (MSFT): 40%Apple: 28%\"FANG\" stocks went through considerable declines ranging from 40-75% during the bear market phase. However, one giant tech stock stood out, declining by just 28% during the recent tech drop. I've been a fan of Apple for many years, not just the stock but the company's products. I still have my iPhone 12 Pro Max, which I purchased for $1,300 last year. Moreover, I've been shopping for a new notebook and decided to upgrade to the MacBook Pro 14 version. However, perhaps the best Apple purchase was investing in the company's stock in 2007 when the iPhone came out.Apple 15-Year ChartAAPL (macrotrends.com)Remarkably, the stock was only around $3 (split adjusted) back then. Apple's stock has been one of the top performers in this time frame, appreciating by approximately 6,000% (trough to peak). Apple is an excellent company with extraordinary earnings potential. The company also produces arguably the best products in the world, and the company's services business continues booming. Despite the likelihood of near-term volatility, Apple stock's downside is probably limited. Moreover, the company's growth prospects and profitability potential should improve, enabling Apple's stock price to appreciate considerably in the coming years.The Apple AdvantageThe iPhone accounts for a substantial portion of Apple's revenues. The iPhone segment raked in approximately $205.5 billion last year, accounting for roughly 52% of total sales. However, the iPhone remains hugely popular in the U.S. and globally and should continue increasing sales as the company moves forward.U.S. smartphone market share (couterpointresearch.com)The iPhone dominates in the U.S. with about a 50% smartphone market share. Many consumers consider Apple's products superior in quality, and once on an iPhone, many customers become lifelong users. This dynamic separates the iPhone from the Android market. Consumers have several producers to choose from in the Android market, but at the end of the day, there is only one iPhone producer, Apple. Therefore, we should continue seeing robust demand in the U.S., and iPhone sales should continue growing globally.Global smartphone share (counterpointresearch.com)Globally, Apple's smartphone market share is only about 16%, second to Samsung's 21% market share. Therefore, Apple has significant opportunities for growth outside of the U.S. market, and the company could expand its market share substantially in the coming years. While Samsung makes an excellent cellphone, Apple is still the Apple. The new S22 has fantastic features, but the iPhone 14 wins in many categories.Also, there is just something about the iPhone that makes it a status symbol in many countries. I've visited many countries, and in many places, there is nothing more prestigious than having the latest iPhone in your pocket. Therefore, we should continue to see iPhone sales increasing, especially as the downturn concludes, leading to substantially higher revenues for Apple.Apple's RevenuesApple revenues (businessquant.com)Apple's revenue has exploded, reaching nearly $400 billion last (fiscal) year. We've seen a 73% revenue increase since 2013, and we should continue seeing revenue growth from here.Revenue by SegmentSegment revenues (businessquant.com)Revenue BreakdownSegment revenues (businessquant.com)After being stagnant for several years, Mac revenues have shot up lately, increasing from around $25-26 billion in 2017-2019 to more than $40 billion last year, an increase of 60%. Therefore, the Mac business is working and should continue generating growth and profitability in future years. Services continue doing exceptionally well, growing revenues by a whopping 160% over the last five years. iPhone revenues have surged by 50% in just two years. Perhaps the most exciting segment, \"other\" revenues, have skyrocketed by 240% in the last five years. Total revenues have increased by 43% over the previous two years.What We Should See From Apple Moving ForwardRevenue EstimatesRevenue estimates (seekingalpha.com)Revenues should continue increasing from here. Consensus estimates are for around $520 billion in revenues in fiscal 2027, but Apple may do better. Apple is accustomed to surpassing analysts' revenue and EPS estimates, and the company should continue outperforming expectations.Recent EarningsRecently, Apple reported revenues of $90.15 billion (8.1% YoY increase), exceeding expectations of $88.9 billion. Q4 EPS came in at $1.29, a beat by two cents. iPhone revenues increased by about 10% YoY, Mac revenues surged by 25% over last year, Other products increased by about 10%, and services came in 5% higher over last year. Despite a challenging economic landscape, Apple continues to perform exceptionally well, bringing in solid growth YoY. Once the downturn concludes, we should see more robust growth, leading to outperformance over current consensus analysts' figures. Many analysts predict 3-7% revenue growth in the next few years, but we may see 5-10% growth, leading to substantially higher revenues and profitability potential as the company advances.EPS Earnings SurpriseEarnings surprise (seekingalpha.com)Apple has surprised higher in each of its last twelve earnings announcements, and this trend should continue as we advance. If the trend continues, we could see 5-10% EPS beats in future quarters.EPS ExpectationsEPS growth (seekingalpha.com)Due to the general pessimism surrounding the downturn, consensus EPS estimates are very modest here. We see expeditions of approximately 5% annual growth in the next few years. However, as economic conditions improve, we can see 10-15% EPS growth from Apple in future years.Here's what Apple's financials could look like moving forward:Year (fiscal)20222023202420252026202720282029Revenue Bs$394$420$450$480$520$555$595$640Revenue growth8%7%7%7%8%7%7%7%EPS$6.11$6.80$7.30$8.10$9$10$11.50$13Forward P/E2223242524232222Stock price$150$170$195$225$240$265$286$330Source: The Financial ProphetWhat Price to Buy AppleApple may be mildly expensive today at about 22 times forward earnings estimates, but we should see multiple expansion in future years. I have Apple's valuation peaking at about 25 in 2025, but that is a relatively modest forecast. We could see Apple's forward P/E ratio increase to 30 or higher when the economy rebounds, sentiment improves, and demand for high-quality stocks increases. However, as we are currently in a slowdown, I recommend stepping back into Apple at about an 18-20 forward P/E ratio, providing a target entry price of around $120-135. That is the price range I prefer to enter a long-term position, as Apple's stock price will likely appreciate considerably in future years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982674973,"gmtCreate":1667179816992,"gmtModify":1676537871596,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9982674973","repostId":"1139058672","repostType":4,"repost":{"id":"1139058672","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":1667179060,"share":"https://ttm.financial/m/news/1139058672?lang=&edition=fundamental","pubTime":"2022-10-31 09:17","market":"sg","language":"en","title":"Singapore Stocks to Watch: Raffles Medical, CapitaLand China Trust, CapitaLand India Trust, MPACT","url":"https://stock-news.laohu8.com/highlight/detail?id=1139058672","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Monday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Monday (Oct 31):</p><p>Private healthcare provider <b>Raffles Medical</b> reported a 62.1 per cent year-on-year increase in net profit to S$38.3 million in Q3, from the S$23.6 million posted in the same period last year.</p><p>Its revenue also rose 6.5 per cent year on year to S$199.5 million, from S$187.3 million in Q3 2021.</p><p>This is mainly due to the return of foreign patients seeking treatment at Raffles Hospital as border restrictions eased and the increase in locals undergoing elective surgeries that had been delayed during the pandemic, said Raffles Medical in a business update on Monday (Oct 31).</p><p><b>CapitaLand China Trust </b>has reported a net property income (NPI) of RMB970.8 million ($188.5 million) for the 9MFY2022 ended Sept 30, 7.5% higher y-o-y.</p><p>The higher NPI comes on the back of the 7.0% y-o-y growth in 9MFY2022 gross revenue of RMB1.43 billion.</p><p>According to the REIT manager, the uplift in its portfolio was attributable to the addition of new economy assets.</p><p><b>CapitaLand</b> <b>India Trust’s</b>  total property income for the third quarter ended Sep 30 rose 13 per cent to 3 billion rupees (S$53.5 million) from 2.7 billlion rupees last year.</p><p>This comes on the back of higher income contribution from its portfolio, including Building Q1, Arshiya Warehouse 7 and industrial facility at Mahindra World City, Chennai.</p><p>Net property income grew 8 per cent to 2.4 billion rupees in Q3 2022, from 2.2 billion rupees. Gains from higher property income contributions were, however, partially offset by higher property expenses, said the trust’s manager.</p><p>The manager of <b>Mapletree Pan Asia Commercial Trust (MPACT)</b> on Friday (Oct 28) said it does not expect a miraculous recovery for its Festival Walk retail mall in Hong Kong amid China’s strict zero-Covid policy.</p><p>One of MPACT’s three “core assets” alongside VivoCity and Mapletree Business City (MBC) in Singapore, Festival Walk was a key blemish on what was otherwise a solid set of results for the real estate investment trust (Reit).</p><p>In its first results announcement post-merger, the Reit posted a 12.5 per cent increase in distribution per unit (DPU) to S$0.0494 for the first half ended September, with gross revenue and net property income (NPI) both rising 44.9 per cent.</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>Singapore Stocks to Watch: Raffles Medical, CapitaLand China Trust, CapitaLand India Trust, MPACT</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 Stocks to Watch: Raffles Medical, CapitaLand China Trust, CapitaLand India Trust, MPACT\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-31 09:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Monday (Oct 31):</p><p>Private healthcare provider <b>Raffles Medical</b> reported a 62.1 per cent year-on-year increase in net profit to S$38.3 million in Q3, from the S$23.6 million posted in the same period last year.</p><p>Its revenue also rose 6.5 per cent year on year to S$199.5 million, from S$187.3 million in Q3 2021.</p><p>This is mainly due to the return of foreign patients seeking treatment at Raffles Hospital as border restrictions eased and the increase in locals undergoing elective surgeries that had been delayed during the pandemic, said Raffles Medical in a business update on Monday (Oct 31).</p><p><b>CapitaLand China Trust </b>has reported a net property income (NPI) of RMB970.8 million ($188.5 million) for the 9MFY2022 ended Sept 30, 7.5% higher y-o-y.</p><p>The higher NPI comes on the back of the 7.0% y-o-y growth in 9MFY2022 gross revenue of RMB1.43 billion.</p><p>According to the REIT manager, the uplift in its portfolio was attributable to the addition of new economy assets.</p><p><b>CapitaLand</b> <b>India Trust’s</b>  total property income for the third quarter ended Sep 30 rose 13 per cent to 3 billion rupees (S$53.5 million) from 2.7 billlion rupees last year.</p><p>This comes on the back of higher income contribution from its portfolio, including Building Q1, Arshiya Warehouse 7 and industrial facility at Mahindra World City, Chennai.</p><p>Net property income grew 8 per cent to 2.4 billion rupees in Q3 2022, from 2.2 billion rupees. Gains from higher property income contributions were, however, partially offset by higher property expenses, said the trust’s manager.</p><p>The manager of <b>Mapletree Pan Asia Commercial Trust (MPACT)</b> on Friday (Oct 28) said it does not expect a miraculous recovery for its Festival Walk retail mall in Hong Kong amid China’s strict zero-Covid policy.</p><p>One of MPACT’s three “core assets” alongside VivoCity and Mapletree Business City (MBC) in Singapore, Festival Walk was a key blemish on what was otherwise a solid set of results for the real estate investment trust (Reit).</p><p>In its first results announcement post-merger, the Reit posted a 12.5 per cent increase in distribution per unit (DPU) to S$0.0494 for the first half ended September, with gross revenue and net property income (NPI) both rising 44.9 per cent.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AU8U.SI":"凯德商用中国信托","N2IU.SI":"丰树商业信托","BSL.SI":"莱佛士医疗","CY6U.SI":"凯德印度信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139058672","content_text":"THE following companies saw new developments that may affect trading of their securities on Monday (Oct 31):Private healthcare provider Raffles Medical reported a 62.1 per cent year-on-year increase in net profit to S$38.3 million in Q3, from the S$23.6 million posted in the same period last year.Its revenue also rose 6.5 per cent year on year to S$199.5 million, from S$187.3 million in Q3 2021.This is mainly due to the return of foreign patients seeking treatment at Raffles Hospital as border restrictions eased and the increase in locals undergoing elective surgeries that had been delayed during the pandemic, said Raffles Medical in a business update on Monday (Oct 31).CapitaLand China Trust has reported a net property income (NPI) of RMB970.8 million ($188.5 million) for the 9MFY2022 ended Sept 30, 7.5% higher y-o-y.The higher NPI comes on the back of the 7.0% y-o-y growth in 9MFY2022 gross revenue of RMB1.43 billion.According to the REIT manager, the uplift in its portfolio was attributable to the addition of new economy assets.CapitaLand India Trust’s  total property income for the third quarter ended Sep 30 rose 13 per cent to 3 billion rupees (S$53.5 million) from 2.7 billlion rupees last year.This comes on the back of higher income contribution from its portfolio, including Building Q1, Arshiya Warehouse 7 and industrial facility at Mahindra World City, Chennai.Net property income grew 8 per cent to 2.4 billion rupees in Q3 2022, from 2.2 billion rupees. Gains from higher property income contributions were, however, partially offset by higher property expenses, said the trust’s manager.The manager of Mapletree Pan Asia Commercial Trust (MPACT) on Friday (Oct 28) said it does not expect a miraculous recovery for its Festival Walk retail mall in Hong Kong amid China’s strict zero-Covid policy.One of MPACT’s three “core assets” alongside VivoCity and Mapletree Business City (MBC) in Singapore, Festival Walk was a key blemish on what was otherwise a solid set of results for the real estate investment trust (Reit).In its first results announcement post-merger, the Reit posted a 12.5 per cent increase in distribution per unit (DPU) to S$0.0494 for the first half ended September, with gross revenue and net property income (NPI) both rising 44.9 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043562360,"gmtCreate":1655944977050,"gmtModify":1676535737042,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043562360","repostId":"1183443942","repostType":4,"repost":{"id":"1183443942","pubTimestamp":1655944831,"share":"https://ttm.financial/m/news/1183443942?lang=&edition=fundamental","pubTime":"2022-06-23 08:40","market":"sg","language":"en","title":"Singapore Stocks to Watch: Hwa Hong, Katrina","url":"https://stock-news.laohu8.com/highlight/detail?id=1183443942","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Thursday","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Thursday (Jun 23):</p><p>Hwa Hong minority shareholders could consider accepting Sanjuro United’s privatisation offer for Hwa Hong and switch to other developers offering a deeper discount to book, UOB Kay Hian (UOBKH) said in a report.</p><p>Two employees of a subsidiary of food and beverage (F&amp;B) group Katrina Group are assisting with an investigation by the Urban Redevelopment Authority (URA), the company said in a bourse filing on Wednesday (Jun 22).</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>Singapore Stocks to Watch: Hwa Hong, Katrina</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; 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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 Stocks to Watch: Hwa Hong, Katrina\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-hwa-hong-aspen-katrina><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Thursday (Jun 23):Hwa Hong minority shareholders could consider accepting Sanjuro United’s privatisation ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-hwa-hong-aspen-katrina\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"1A0.SI":"Katrina集团"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-hwa-hong-aspen-katrina","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183443942","content_text":"THE following companies saw new developments that may affect trading of their securities on Thursday (Jun 23):Hwa Hong minority shareholders could consider accepting Sanjuro United’s privatisation offer for Hwa Hong and switch to other developers offering a deeper discount to book, UOB Kay Hian (UOBKH) said in a report.Two employees of a subsidiary of food and beverage (F&B) group Katrina Group are assisting with an investigation by the Urban Redevelopment Authority (URA), the company said in a bourse filing on Wednesday (Jun 22).","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035428004,"gmtCreate":1647657534422,"gmtModify":1676534256419,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Sea!","listText":"Sea!","text":"Sea!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035428004","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"us","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee&#39;s losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea&#39;s second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I&#39;ve been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I&#39;m doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let&#39;s get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company&#39;s slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee&#39;s losses are also getting worse.</p><p>The Group&#39;s cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea&#39;s second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea&#39;s main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea&#39;s first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena&#39;s Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea&#39;s mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee&#39;s two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee&#39;s e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers&#39; funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee&#39;s scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee&#39;s most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea&#39;s operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney&#39;s various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney&#39;s mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a &#34;buy now pay later&#34; payment option, enables consumers to purchase items without accessing credit. For those who are interested, I&#39;ve written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney&#39;s main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea&#39;s other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea&#39;s market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let&#39;s take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021&#39;s total figure. Given Garena&#39;s successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity&#39;s findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee&#39;s vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea&#39;s markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney&#39;s other brands will benefit from this trend. Also of important note, SeaMoney&#39;s expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea&#39;s 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea&#39;s consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney&#39;s mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let&#39;s analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3&#39;s QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3&#39;s 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea&#39;s two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee&#39;s existing and newer markets. However, we&#39;re also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The faster growth in Revenue was due to Shopee&#39;s increasing take rate, which displays Shopee&#39;s ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before &#34;allocation of the headquarters’ common expenses&#34; was $(0.15), an improvement from last year&#39;s $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney&#39;s Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney&#39;s AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea&#39;s second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney&#39;s long-term margin profile.</p><p><b>Group</b></p><p>With that said, let&#39;s take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>What&#39;s encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee&#39;s aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Most of the Operating Expenses were used for Sales &amp; Marketing purposes. Unsurprisingly, Shopee had the highest S&amp;M burn rate. Discounts, cashback, celebrity promotions... they&#39;re everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena&#39;s falling Bookings and Shoppe&#39;s widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021&#39;s number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena&#39;s estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee&#39;s and SeaMoney&#39;s growth story, a deceleration in Garena&#39;s business had investors reacting so negatively to Sea&#39;s latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea&#39;s balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea&#39;s debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Unlike other high-flying growth companies, Sea&#39;s Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena&#39;s games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world&#39;s population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea&#39;s core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena&#39;s Free Fire is certainly a blockbuster game and time in Free Fire&#39;s game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author&#39;s Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee&#39;s growth could turn exponential.</li><li><b>The Metaverse</b> — Sea&#39;s withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea&#39;s digital financial services offerings will be a strong addition to Sea&#39;s bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena&#39;s weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea&#39;s cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there&#39;s also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe&#39;s business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there&#39;s a certain level of pride for consumers to see their native-born companies succeed. I&#39;m Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here&#39;s a glance of GoTo&#39;s stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea&#39;s markets that investors should never ignore. Here&#39;s a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited&#39;s stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo&#39;s integration, Shopee&#39;s vertically-integrated business model doesn&#39;t look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea&#39;s core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company&#39;s unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don&#39;t hesitate to share your thoughts as well.</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>Sea Limited: The Three-Headed Monster</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\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093317167,"gmtCreate":1643516385067,"gmtModify":1676533827857,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093317167","repostId":"2207013618","repostType":4,"repost":{"id":"2207013618","pubTimestamp":1643510178,"share":"https://ttm.financial/m/news/2207013618?lang=&edition=fundamental","pubTime":"2022-01-30 10:36","market":"us","language":"en","title":"My 5 Favorite Electric Vehicle Stocks For 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2207013618","media":"Motley Fool","summary":"The recent sell-off in electric vehicle stocks presents an attractive buying opportunity.","content":"<html><head></head><body><p>A bright future for electric vehicles (EVs) sent the stocks of EV companies soaring over the last couple of years. The resultant high valuations of EV stocks have so far kept value-seeking investors at bay. That may, however, change soon. Several top EV stocks have corrected to some extent recently, making them more attractive.</p><p>Here are my favorite five EV stocks that look attractive right now.</p><h2>1. ChargePoint Holdings</h2><p>The stock of leading electric vehicle charging company <a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint</b> <b>Holdings </b></a> has fallen 69% in a year and 34% so far in January. The stock&#39;s steep fall has made it more attractive. Investors adopted a more cautious approach toward EV stocks, including ChargePoint, after their significant rise in early last year.</p><p>ChargePoint stock&#39;s forward price-to-sales (P/S) ratio has fallen to nearly 11 from more than 28 in July last year. The ratio is also lower than ChargePoint&#39;s average ratio of 19 in the last year.</p><p><img src=\"https://static.tigerbbs.com/9b1ea1a8ca83a40482d93044f37c26c0\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>CHPT P/S Ratio (Forward 1 year) data by YCharts</p><p>ChargePoint&#39;s ratio compares favorably with its peers <b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> and <b>EVgo</b>, though it&#39;s higher than <b>Volta&#39;s </b>ratio.</p><p>ChargePoint is growing its network and revenue quickly. It has around 163,000 charging ports globally. In the third quarter, the company&#39;s revenue grew 79% year over year. However, profitability is a key challenge for ChargePoint. Notably, none of the EV charging companies are profitable yet.</p><p>Still, EV charging companies should become profitable in the future, considering that the demand for EV charging infrastructure is expected to remain strong and grow over time. It remains to be seen how EV charging companies will monetize this growth, but as a leading company, ChargePoint looks better placed than others to benefit from this growth.</p><h2>2. Ford Motor Company</h2><p><a href=\"https://laohu8.com/S/F\"><b>Ford Motor Company</b> </a> is investing heavily in electric vehicles. It intends to spend more than $30 billion on EVs through 2025. Its plans include setting up a nearly 6-square-mile campus in Tennessee to build electric F-Series pickups and batteries. Also, the company has partnered with Korea&#39;s SK Innovation to set up two battery plants in Kentucky. Ford is setting up an EV plant in Germany as well.</p><p>Ford intends to make 40% to 50% of all its vehicles electric by 2030. The automaker wants to become the second-largest electric vehicle manufacturer in the next couple of years. Notably, even if Ford delivers according to its plans, half of its sales would still be internal combustion engine (ICE) vehicles by 2030.</p><p>Even if Ford&#39;s profit margins and stock prices don&#39;t rise dramatically from the current levels, Ford looks poised to grow in the EV segment. Ford seems to have a better chance of establishing itself as a top EV maker than most of the new pure-play EV companies.</p><p><img src=\"https://static.tigerbbs.com/a30592639d4c1e142896a57fa199be7f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Volkswagen.</p><h2>3. Volkswagen</h2><p><b>Volkswagen </b>(OTC:VWAGY) delivered 8.9 million vehicles globally in 2021. Of these, 452,900 units, or 5.1%, were battery electric vehicles (BEVs). That&#39;s significantly higher from 2020 when BEVs accounted for just 2.5% of Volkswagen&#39;s total vehicle sales. In the U.S., Volkswagen sold 37,200 BEVs in 2021, capturing the second-highest share of the U.S. BEV market.</p><p>Though BEVs are a small percentage of Volkswagen&#39;s total sales right now, the company expects half of its sales to be electric by 2030. Volkswagen intends to spend 52 billion Euros on electrification through 2026. In short, the top automaker is positioning itself to be a key player in the EV market in the long term.</p><h2>4. Lucid Group</h2><p>Among pure-play EV companies, <a href=\"https://laohu8.com/S/LCID\"><b>Lucid Group</b> </a> looks interesting. Starting deliveries in October last year, Lucid beat established EV maker <b>Tesla</b> in terms of range. With a range of 520 miles, Lucid&#39;s Air model offered at least 100 miles of additional range over Tesla&#39;s Model S. Attractive designs and features helped Lucid Air bag <i>MotorTrend&#39;s</i> Car of the Year Award.</p><p>The company has more than 17,000 reservations for the Lucid Air. Moreover, Lucid has robust growth plans. It plans to expand in international markets, starting with Saudi Arabia and Europe. Lucid plans to launch a new model, Gravity, in 2023. Overall, things look positive for Lucid so far. The company has immense growth potential and a long runway.</p><p>It is, however, important to note that Lucid faces stiff competition from new EV companies as well as legacy car companies. Secondly, though Lucid&#39;s initial deliveries have received a positive response, the company has yet to produce profitably at scale. In short, spreading your bets across top stocks could be the best way to invest in the volatile and evolving EV sector.</p><h2>5. BYD</h2><p>Chinese automaker $<b>BYD</b> (OTC:BYDDY)$ is the fourth-largest EV maker in the world after Tesla, Volkswagen, and SAIC. BYD sold roughly 320,000 BEVs in 2021.</p><p>The company has been growing its sales rapidly. In the first nine months of 2021, BYD&#39;s sales grew 38% year over year. In December, plug-in vehicles accounted for almost 95% of BYD&#39;s vehicle sales. In addition to vehicles, BYD derives a chunk of its revenue from mobile handset components, rechargeable batteries, and solar products.</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>My 5 Favorite Electric Vehicle Stocks 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\">\nMy 5 Favorite Electric Vehicle Stocks For 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-30 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/29/my-5-favorite-electric-vehicle-stocks-for-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A bright future for electric vehicles (EVs) sent the stocks of EV companies soaring over the last couple of years. The resultant high valuations of EV stocks have so far kept value-seeking investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/29/my-5-favorite-electric-vehicle-stocks-for-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ICE":"洲际交易所","BK4099":"汽车制造商","LCID":"Lucid Group Inc","BK4112":"金融交易所和数据","BK4551":"寇图资本持仓","F":"福特汽车","BK4548":"巴美列捷福持仓","BK4542":"充电桩","TSLA":"特斯拉","BK4555":"新能源车","BYDDY":"比亚迪ADR","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","CHPT":"ChargePoint Holdings Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/29/my-5-favorite-electric-vehicle-stocks-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207013618","content_text":"A bright future for electric vehicles (EVs) sent the stocks of EV companies soaring over the last couple of years. The resultant high valuations of EV stocks have so far kept value-seeking investors at bay. That may, however, change soon. Several top EV stocks have corrected to some extent recently, making them more attractive.Here are my favorite five EV stocks that look attractive right now.1. ChargePoint HoldingsThe stock of leading electric vehicle charging company ChargePoint Holdings  has fallen 69% in a year and 34% so far in January. The stock's steep fall has made it more attractive. Investors adopted a more cautious approach toward EV stocks, including ChargePoint, after their significant rise in early last year.ChargePoint stock's forward price-to-sales (P/S) ratio has fallen to nearly 11 from more than 28 in July last year. The ratio is also lower than ChargePoint's average ratio of 19 in the last year.CHPT P/S Ratio (Forward 1 year) data by YChartsChargePoint's ratio compares favorably with its peers Blink Charging and EVgo, though it's higher than Volta's ratio.ChargePoint is growing its network and revenue quickly. It has around 163,000 charging ports globally. In the third quarter, the company's revenue grew 79% year over year. However, profitability is a key challenge for ChargePoint. Notably, none of the EV charging companies are profitable yet.Still, EV charging companies should become profitable in the future, considering that the demand for EV charging infrastructure is expected to remain strong and grow over time. It remains to be seen how EV charging companies will monetize this growth, but as a leading company, ChargePoint looks better placed than others to benefit from this growth.2. Ford Motor CompanyFord Motor Company  is investing heavily in electric vehicles. It intends to spend more than $30 billion on EVs through 2025. Its plans include setting up a nearly 6-square-mile campus in Tennessee to build electric F-Series pickups and batteries. Also, the company has partnered with Korea's SK Innovation to set up two battery plants in Kentucky. Ford is setting up an EV plant in Germany as well.Ford intends to make 40% to 50% of all its vehicles electric by 2030. The automaker wants to become the second-largest electric vehicle manufacturer in the next couple of years. Notably, even if Ford delivers according to its plans, half of its sales would still be internal combustion engine (ICE) vehicles by 2030.Even if Ford's profit margins and stock prices don't rise dramatically from the current levels, Ford looks poised to grow in the EV segment. Ford seems to have a better chance of establishing itself as a top EV maker than most of the new pure-play EV companies.Image source: Volkswagen.3. VolkswagenVolkswagen (OTC:VWAGY) delivered 8.9 million vehicles globally in 2021. Of these, 452,900 units, or 5.1%, were battery electric vehicles (BEVs). That's significantly higher from 2020 when BEVs accounted for just 2.5% of Volkswagen's total vehicle sales. In the U.S., Volkswagen sold 37,200 BEVs in 2021, capturing the second-highest share of the U.S. BEV market.Though BEVs are a small percentage of Volkswagen's total sales right now, the company expects half of its sales to be electric by 2030. Volkswagen intends to spend 52 billion Euros on electrification through 2026. In short, the top automaker is positioning itself to be a key player in the EV market in the long term.4. Lucid GroupAmong pure-play EV companies, Lucid Group  looks interesting. Starting deliveries in October last year, Lucid beat established EV maker Tesla in terms of range. With a range of 520 miles, Lucid's Air model offered at least 100 miles of additional range over Tesla's Model S. Attractive designs and features helped Lucid Air bag MotorTrend's Car of the Year Award.The company has more than 17,000 reservations for the Lucid Air. Moreover, Lucid has robust growth plans. It plans to expand in international markets, starting with Saudi Arabia and Europe. Lucid plans to launch a new model, Gravity, in 2023. Overall, things look positive for Lucid so far. The company has immense growth potential and a long runway.It is, however, important to note that Lucid faces stiff competition from new EV companies as well as legacy car companies. Secondly, though Lucid's initial deliveries have received a positive response, the company has yet to produce profitably at scale. In short, spreading your bets across top stocks could be the best way to invest in the volatile and evolving EV sector.5. BYDChinese automaker $BYD (OTC:BYDDY)$ is the fourth-largest EV maker in the world after Tesla, Volkswagen, and SAIC. BYD sold roughly 320,000 BEVs in 2021.The company has been growing its sales rapidly. In the first nine months of 2021, BYD's sales grew 38% year over year. In December, plug-in vehicles accounted for almost 95% of BYD's vehicle sales. In addition to vehicles, BYD derives a chunk of its revenue from mobile handset components, rechargeable batteries, and solar products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099170435,"gmtCreate":1643326268532,"gmtModify":1676533804133,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099170435","repostId":"1122320524","repostType":4,"repost":{"id":"1122320524","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":1643321766,"share":"https://ttm.financial/m/news/1122320524?lang=&edition=fundamental","pubTime":"2022-01-28 06:16","market":"us","language":"en","title":"Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases","url":"https://stock-news.laohu8.com/highlight/detail?id=1122320524","media":"Reuters","summary":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iP","content":"<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</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 Sales and Profit Top Estimates as Hit from Chip Shortages Eases</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 Sales and Profit Top Estimates as Hit from Chip Shortages Eases\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-28 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122320524","content_text":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.\"They've navigated the supply chain better than everybody, and it's showing in the results,\" said Ryan Reith, who studies the smartphone market for industry tracker IDC.Demand during the holiday quarter outstripped supply in line with Apple's expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.\"The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It's difficult for us to predict, so we try to focus on the short term,\" he said.With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.Apple's smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.The company's overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts' average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts' expectations of $31 billion and $1.89 per share.The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company's segments, including computers, accessories and tablets.Apple's services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts' estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company's five-year average of 20 times expected earnings, according to Refinitiv.Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple's in-app payment system.Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.\"Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,\" said Neil Shah of Counterpoint Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164777864,"gmtCreate":1624238066558,"gmtModify":1703831162956,"author":{"id":"3570851668487502","authorId":"3570851668487502","name":"JesseC","avatar":"https://community-static.tradeup.com/news/aa75283eff8e6ec8f384f30a9ae50e16","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570851668487502","authorIdStr":"3570851668487502"},"themes":[],"htmlText":"Please like and comment thanks, will reply to you","listText":"Please like and comment thanks, will reply to you","text":"Please like and comment thanks, will reply to you","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/164777864","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</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\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","DRI":"达登饭店","NKE":"耐克","FDX":"联邦快递"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574229303651505","authorId":"3574229303651505","name":"SGX500","avatar":"https://static.tigerbbs.com/6b4498bea235dca251a166a6a1a967bc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3574229303651505","authorIdStr":"3574229303651505"},"content":"Nice comment and like back?","text":"Nice comment and like back?","html":"Nice comment and like back?"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}