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2021-12-23

Great ariticle, would you like to share it?

@Sayaka:📈 Is Now Really the Time to Be Buying Stocks???

2021-06-25

Wor

@小虎活动:【老虎7週年】集卡瓜分百萬獎金

2021-06-25

Vv

@小虎活动:【老虎7週年】集卡瓜分百萬獎金

2021-06-25

Wow

3 Tech Stocks with 35% to 54% Upside, According to Wall Street

2021-06-25

Yes//@andrew123:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co

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2021-06-25

Agree

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2021-06-25

Haha indeed

Electric vehicle stocks rally as Green Tidal Wave hopes are recharged

2021-06-25

Oh no//@dlcgx: Yes

Hershey gains on Berkshire Hathaway takeover speculation

2021-06-25

Yes

Hershey gains on Berkshire Hathaway takeover speculation

2021-06-25

Ok

Confluent IPO: Everything you need to know about Confluent

2021-06-25

Yes

Confluent Prepares For $713 Million IPO

2021-06-24

Wow

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2021-06-24

Wie

Sorry, the original content has been removed

2021-06-24

Yss great

@小虎活动:【老虎7週年】集卡瓜分百萬獎金

2021-06-24

Hey

Sorry, the original content has been removed

2021-06-24

Awesome

Jobless claims hold above 400,000 for the second week in a row

2021-06-24

Hi

3 Tech Stocks with 35% to 54% Upside, According to Wall Street

2021-06-24

Wow

The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer

2021-06-22

This is a post, good luck to all

2021-06-22

Oh no

Sorry, the original content has been removed

Go to Tiger App to see more news

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If you're wondering whether it makes sense to be buying stocks now, my answer would be yes. Read on for three reasons why. What would you do when&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>goes back to $150? Or if the S&amp;P <a href=\"https://laohu8.com/S/SPY\">$S&amp;P500 ETF(SPY)$</a>drops more than 30%? Is Tesla<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> still on a bargain??? 📉Are we in a bubble?1. The market could keep surgingOne reason to not pause your stock buying is that the market may still post another year or two or three of growth, and you'd be stuck on the sidelines. Imagine it's 2012 or 2020, and you're wondering whether you should steer cl","listText":"It's very reasonable, then, to wonder whether the market will crash sometime soon and possibly crash hard. If you're wondering whether it makes sense to be buying stocks now, my answer would be yes. Read on for three reasons why. 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Imagine it's 2012 or 2020, and you're wondering whether you should steer cl","images":[{"img":"https://static.tigerbbs.com/a6e1d3aaf275249b29f1dabacb1b5c81","width":"1258","height":"960"},{"img":"https://static.tigerbbs.com/8039c0c4b458fd4c4a7e435f923df664","width":"3357","height":"2332"},{"img":"https://static.tigerbbs.com/30090235d535b9fb83730ef67b649d86","width":"1262","height":"958"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/690364840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122261736,"gmtCreate":1624623713325,"gmtModify":1703841966184,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wor","listText":"Wor","text":"Wor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122261736","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122261230,"gmtCreate":1624623700620,"gmtModify":1703841965862,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Vv","listText":"Vv","text":"Vv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122261230","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126424118,"gmtCreate":1624582378534,"gmtModify":1703840847156,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Wow","listText":"&nbsp;Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126424118","repostId":"2145046194","repostType":4,"repost":{"id":"2145046194","pubTimestamp":1624540200,"share":"https://www.laohu8.com/m/news/2145046194?lang=&edition=full","pubTime":"2021-06-24 21:10","market":"us","language":"en","title":"3 Tech Stocks with 35% to 54% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2145046194","media":"Motley Fool","summary":"Talking heads like to point to \"expensive\" tech stocks, but analysts think these technology names are still materially undervalued.","content":"<p>Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that have powered the market's gains over the past few years.</p>\n<p>But digital trends aren't going away with the reopening, so if the world goes back to a pre-pandemic \"normal,\" it's reasonable to expect that technology stocks will eventually gain some market leadership and continue their strong relative performance. Today, Wall Street analysts see larger-than-average gains between 35% and 54% for the stocks of <b>Alteryx</b> (NYSE:AYX), <b>Uber Technologies</b> (NYSE:UBER), and <b>Micron Technology</b> (NASDAQ:MU).</p>\n<p><img src=\"https://static.tigerbbs.com/1459afd2cda964bb91343031338eaea0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Alteryx: Implied upside of 35%</h3>\n<p>Data analytics software company Alteryx has not only seen its shares fall with its peer group in 2021, but it actually underperformed the sector in 2020 as well. Currently, the stock is down more than 50% from the all-time highs set back in July 2020, and it trades at just 11 times sales, a discount to most of its peers in the SaaS sector.</p>\n<p>There are a couple of reasons for Alteryx's relative underperformance. First, it has to use a strange accounting convention, whereby it recognizes 35%-40% of its contract value upfront, with the rest recognized ratably over time. That can really distort things when new business slows down, or when contract terms compress. That happened with the onset of the pandemic, so it appeared that Alteryx's revenue had plunged. However, its customer growth and annual recurring revenue (ARR), which aren't affected by accounting conventions, showed much stronger growth this past year:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Alteryx</b></p></th>\n   <th><p><b>Q1 2020</b></p></th>\n   <th><p><b>Q2 2020</b></p></th>\n   <th><p><b>Q3 2020</b></p></th>\n   <th><p><b>Q4 2020</b></p></th>\n   <th><p><b>Q1 2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"104\"><p>Revenue growth (YOY)</p></td>\n   <td width=\"104\"><p>43%</p></td>\n   <td width=\"104\"><p>17%</p></td>\n   <td width=\"104\"><p>25%</p></td>\n   <td width=\"104\"><p>3%</p></td>\n   <td width=\"104\"><p>9%</p></td>\n  </tr>\n  <tr>\n   <td width=\"104\"><p>ARR growth (YOY)</p></td>\n   <td width=\"104\"><p>N/A</p></td>\n   <td width=\"104\"><p>40%</p></td>\n   <td width=\"104\"><p>38%</p></td>\n   <td width=\"104\"><p>32%</p></td>\n   <td width=\"104\"><p>27%</p></td>\n  </tr>\n  <tr>\n   <td width=\"104\"><p>Customer growth (YOY)</p></td>\n   <td width=\"104\"><p>30%</p></td>\n   <td width=\"104\"><p>27%</p></td>\n   <td width=\"104\"><p>24%</p></td>\n   <td width=\"104\"><p>16%</p></td>\n   <td width=\"104\"><p>12%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Alteryx earnings transcripts. YOY = year over year.</p>\n<p>While there is some deceleration, it's somewhat inevitable that a company will decelerate as it grows. Moreover, new CEO Mark Anderson, who took over in late 2020, is fairly new to the job. He has taken a more focused approach to sales and marketing, concentrating Alteryx's efforts on the largest global companies with more capacity to spend. So that could be why the customer count is slowing -- Alteryx is implementing a strategy of getting its best customers to spend more. On the recent conference call with analysts, Anderson reiterated that he sees \"new and significant expansion opportunities,\" just within the Global 2000 large-cap companies, where Alteryx only has 39% penetration.</p>\n<p>Wall Street analysts appear to believe in Anderson, who has a track record of scaling software businesses, most recently at <b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b> (NYSE:PANW). The average target among 14 analysts who cover Alteryx stock is $117.71, about 35% upside from current levels.</p>\n<h3>Uber Technologies: Implied upside of 40%</h3>\n<p>With the economic reopening at hand, analysts are also warming up to the world's leading ride-hailing business, Uber Technologies. Obviously, Uber's core ride-hailing business took a big hit during the pandemic; however, the company was able to maintain some level of revenue stability thanks to its food delivery business, which skyrocketed with people stuck at home.</p>\n<p>Food delivery revenue rose 230% last quarter, helped out by the December acquisition of Postmates and helping to offset a 41% year-over-year decline in mobility revenue. Last quarter, food delivery was actually the largest segment by revenue for the first time. Helped out by increased operating leverage, higher take rates, and cost cuts following the Postmates acquisition, Uber's food delivery platform saw adjusted EBITDA losses narrow from $313 million to $200 million last quarter. On the conference call with analysts, CEO Dara Khosrowshahi said he expects EBITDA breakeven for the delivery business by year end. The freight business also continued to grow nicely, with revenue up 51% and EBITDA losses improving by 55%.</p>\n<p>Uber has also been streamlining its business, selling off its autonomous vehicle and flying car divisions to start-ups, and management expects the streamlining of the business will lead to profitability in the near term -- at least on an adjusted EBITDA basis.</p>\n<p>The ideal scenario would be for food delivery revenue to stick around due to new habits and work-from-anywhere cultures, with ride-sharing bouncing back strongly and the freight business scaling. Analysts appear to share the sunny outlook, with the average price target among 38 analysts at $68.64, about 40% above current stock levels.</p>\n<h3>Micron Technology: Implied upside of 53.6%</h3>\n<p>Finally, memory chip maker Micron Technology also has lots of upside, according to Wall Street analysts. It may be surprising that Micron is down some 21% from all-time highs, given that memory prices have been rising amid a big chip shortage. Perhaps Micron's participation in the technology sector has contributed to the skepticism.</p>\n<p>What's strange is that Micron, unlike a lot of high-growth software stocks, is really more like a cyclical stock, and appears set for higher profits throughout 2021 and into 2022. In fact, the stock only trades at a mere 7.5 times next year's earnings estimates. Micron has also committed to return at least 50% of free cash flow to shareholders via share repurchases, so the company will likely take advantage of the currently discounted stock price by buying back stock.</p>\n<p>Of course, Micron's share price is quite volatile, so investors should be prepared. Some analysts appear to be looking for the next down cycle, as Micron tends to boom and bust based on memory prices. In fact, <a href=\"https://laohu8.com/S/AONE\">one</a> analyst at Lynx Equity Strategies just downgraded Micron to a sell rating based on the anticipation of memory price slowdowns in the back half of the year; but strangely, that same analyst lowered his price target from $110 to $100, still about 30% higher than today's stock price!</p>\n<p>Fears of a downturn seem a bit premature to me, since memory cycles tend to last a couple years, not just two good quarters. Micron remained profitable in the recent downturn, and could potentially make higher highs in this up cycle. Meanwhile, memory-intensive digitization trends around 5G, AI, and the Internet of Things accelerated during the pandemic, which I wouldn't expect to slow down any time soon.</p>\n<p>Most analysts appear to have a more bullish outlook, with the average price target among 30 analysts covering the stock at $118.62, about 53% higher than the price today. In fact, even the lowest analyst price target is $90, about 18% higher than the current stock price, and the highest price target is $172. With a single-digit P/E ratio and that kind of discount, Micron looks like an intriguing tech play for value investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks with 35% to 54% Upside, According to Wall Street</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 Tech Stocks with 35% to 54% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AYX":"Alteryx Inc.","UBER":"优步","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145046194","content_text":"Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that have powered the market's gains over the past few years.\nBut digital trends aren't going away with the reopening, so if the world goes back to a pre-pandemic \"normal,\" it's reasonable to expect that technology stocks will eventually gain some market leadership and continue their strong relative performance. Today, Wall Street analysts see larger-than-average gains between 35% and 54% for the stocks of Alteryx (NYSE:AYX), Uber Technologies (NYSE:UBER), and Micron Technology (NASDAQ:MU).\n\nImage source: Getty Images.\nAlteryx: Implied upside of 35%\nData analytics software company Alteryx has not only seen its shares fall with its peer group in 2021, but it actually underperformed the sector in 2020 as well. Currently, the stock is down more than 50% from the all-time highs set back in July 2020, and it trades at just 11 times sales, a discount to most of its peers in the SaaS sector.\nThere are a couple of reasons for Alteryx's relative underperformance. First, it has to use a strange accounting convention, whereby it recognizes 35%-40% of its contract value upfront, with the rest recognized ratably over time. That can really distort things when new business slows down, or when contract terms compress. That happened with the onset of the pandemic, so it appeared that Alteryx's revenue had plunged. However, its customer growth and annual recurring revenue (ARR), which aren't affected by accounting conventions, showed much stronger growth this past year:\n\n\n\nAlteryx\nQ1 2020\nQ2 2020\nQ3 2020\nQ4 2020\nQ1 2021\n\n\n\n\nRevenue growth (YOY)\n43%\n17%\n25%\n3%\n9%\n\n\nARR growth (YOY)\nN/A\n40%\n38%\n32%\n27%\n\n\nCustomer growth (YOY)\n30%\n27%\n24%\n16%\n12%\n\n\n\nData source: Alteryx earnings transcripts. YOY = year over year.\nWhile there is some deceleration, it's somewhat inevitable that a company will decelerate as it grows. Moreover, new CEO Mark Anderson, who took over in late 2020, is fairly new to the job. He has taken a more focused approach to sales and marketing, concentrating Alteryx's efforts on the largest global companies with more capacity to spend. So that could be why the customer count is slowing -- Alteryx is implementing a strategy of getting its best customers to spend more. On the recent conference call with analysts, Anderson reiterated that he sees \"new and significant expansion opportunities,\" just within the Global 2000 large-cap companies, where Alteryx only has 39% penetration.\nWall Street analysts appear to believe in Anderson, who has a track record of scaling software businesses, most recently at Palo Alto Networks (NYSE:PANW). The average target among 14 analysts who cover Alteryx stock is $117.71, about 35% upside from current levels.\nUber Technologies: Implied upside of 40%\nWith the economic reopening at hand, analysts are also warming up to the world's leading ride-hailing business, Uber Technologies. Obviously, Uber's core ride-hailing business took a big hit during the pandemic; however, the company was able to maintain some level of revenue stability thanks to its food delivery business, which skyrocketed with people stuck at home.\nFood delivery revenue rose 230% last quarter, helped out by the December acquisition of Postmates and helping to offset a 41% year-over-year decline in mobility revenue. Last quarter, food delivery was actually the largest segment by revenue for the first time. Helped out by increased operating leverage, higher take rates, and cost cuts following the Postmates acquisition, Uber's food delivery platform saw adjusted EBITDA losses narrow from $313 million to $200 million last quarter. On the conference call with analysts, CEO Dara Khosrowshahi said he expects EBITDA breakeven for the delivery business by year end. The freight business also continued to grow nicely, with revenue up 51% and EBITDA losses improving by 55%.\nUber has also been streamlining its business, selling off its autonomous vehicle and flying car divisions to start-ups, and management expects the streamlining of the business will lead to profitability in the near term -- at least on an adjusted EBITDA basis.\nThe ideal scenario would be for food delivery revenue to stick around due to new habits and work-from-anywhere cultures, with ride-sharing bouncing back strongly and the freight business scaling. Analysts appear to share the sunny outlook, with the average price target among 38 analysts at $68.64, about 40% above current stock levels.\nMicron Technology: Implied upside of 53.6%\nFinally, memory chip maker Micron Technology also has lots of upside, according to Wall Street analysts. It may be surprising that Micron is down some 21% from all-time highs, given that memory prices have been rising amid a big chip shortage. Perhaps Micron's participation in the technology sector has contributed to the skepticism.\nWhat's strange is that Micron, unlike a lot of high-growth software stocks, is really more like a cyclical stock, and appears set for higher profits throughout 2021 and into 2022. In fact, the stock only trades at a mere 7.5 times next year's earnings estimates. Micron has also committed to return at least 50% of free cash flow to shareholders via share repurchases, so the company will likely take advantage of the currently discounted stock price by buying back stock.\nOf course, Micron's share price is quite volatile, so investors should be prepared. Some analysts appear to be looking for the next down cycle, as Micron tends to boom and bust based on memory prices. In fact, one analyst at Lynx Equity Strategies just downgraded Micron to a sell rating based on the anticipation of memory price slowdowns in the back half of the year; but strangely, that same analyst lowered his price target from $110 to $100, still about 30% higher than today's stock price!\nFears of a downturn seem a bit premature to me, since memory cycles tend to last a couple years, not just two good quarters. Micron remained profitable in the recent downturn, and could potentially make higher highs in this up cycle. Meanwhile, memory-intensive digitization trends around 5G, AI, and the Internet of Things accelerated during the pandemic, which I wouldn't expect to slow down any time soon.\nMost analysts appear to have a more bullish outlook, with the average price target among 30 analysts covering the stock at $118.62, about 53% higher than the price today. In fact, even the lowest analyst price target is $90, about 18% higher than the current stock price, and the highest price target is $172. With a single-digit P/E ratio and that kind of discount, Micron looks like an intriguing tech play for value investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126425683,"gmtCreate":1624582367442,"gmtModify":1703840845690,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes//<a href=\"https://laohu8.com/U/3576260758860416\">@andrew123</a>:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co","listText":"Yes//<a href=\"https://laohu8.com/U/3576260758860416\">@andrew123</a>:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co","text":"Yes//@andrew123:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126425683","repostId":"2145042485","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126425875,"gmtCreate":1624582359797,"gmtModify":1703840845497,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126425875","repostId":"2145042485","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126422406,"gmtCreate":1624582344905,"gmtModify":1703840845006,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Haha indeed","listText":"&nbsp;Haha indeed","text":"Haha indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126422406","repostId":"1155360226","repostType":4,"repost":{"id":"1155360226","pubTimestamp":1624542060,"share":"https://www.laohu8.com/m/news/1155360226?lang=&edition=full","pubTime":"2021-06-24 21:41","market":"us","language":"en","title":"Electric vehicle stocks rally as Green Tidal Wave hopes are recharged","url":"https://stock-news.laohu8.com/highlight/detail?id=1155360226","media":"seekingalpha","summary":"Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.That is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit T","content":"<p>Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.</p>\n<p>That is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit Tesla and pure BEV startups in the near term. Wedbush Securities analyst Dan Ives and team forecast the EV market represents a $5 trillion total addressable market over the next decade with many EV OEMs/supply chain players poised to be major winners.</p>\n<p>EV gainers morning&nbsp;trading: Tesla(NASDAQ:TSLA)+2.37%, Fisker, Workhorse Group, Lordstown Motors, Canoo(NASDAQ:GOEV), Churchill Capital Corp IV-Lucid(NYSE:CCIV), ChargePoint Holdings(NYSE:CHPT), Li Auto(NASDAQ:LI)+0.15%, Nio(NYSE:NIO)+2.09%, QuantumScape(NYSE:QS).</p>\n<p><img src=\"https://static.tigerbbs.com/17d4392ca5f5a0bf408ca43a9138a562\" tg-width=\"280\" tg-height=\"246\"></p>\n<p></p>\n<p>Electrification is a big part of the story now in Detroit as well. General Motors(NYSE:GM)is&nbsp;0.70% higher&nbsp;and Ford(NYSE:F)is&nbsp;up 0.88%.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric vehicle stocks rally as Green Tidal Wave hopes are recharged</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\">\nElectric vehicle stocks rally as Green Tidal Wave hopes are recharged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.\nThat is recharging the Green Tidal Wave vibe that was ...</p>\n\n<a href=\"https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155360226","content_text":"Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.\nThat is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit Tesla and pure BEV startups in the near term. Wedbush Securities analyst Dan Ives and team forecast the EV market represents a $5 trillion total addressable market over the next decade with many EV OEMs/supply chain players poised to be major winners.\nEV gainers morning trading: Tesla(NASDAQ:TSLA)+2.37%, Fisker, Workhorse Group, Lordstown Motors, Canoo(NASDAQ:GOEV), Churchill Capital Corp IV-Lucid(NYSE:CCIV), ChargePoint Holdings(NYSE:CHPT), Li Auto(NASDAQ:LI)+0.15%, Nio(NYSE:NIO)+2.09%, QuantumScape(NYSE:QS).\n\n\nElectrification is a big part of the story now in Detroit as well. General Motors(NYSE:GM)is 0.70% higher and Ford(NYSE:F)is up 0.88%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126422689,"gmtCreate":1624582333841,"gmtModify":1703840844682,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no//<a href=\"https://laohu8.com/U/3571284177271116\">@dlcgx</a>:&nbsp;Yes","listText":"Oh no//<a href=\"https://laohu8.com/U/3571284177271116\">@dlcgx</a>:&nbsp;Yes","text":"Oh no//@dlcgx: Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126422689","repostId":"1162964404","repostType":4,"repost":{"id":"1162964404","pubTimestamp":1624545616,"share":"https://www.laohu8.com/m/news/1162964404?lang=&edition=full","pubTime":"2021-06-24 22:40","market":"us","language":"en","title":"Hershey gains on Berkshire Hathaway takeover speculation","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964404","media":"seekingalpha","summary":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the hea","content":"<p>Hershey&nbsp;rose 1.6%&nbsp;after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.</p>\n<p>The plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley&nbsp;in 2008.</p>\n<p>A sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.</p>\n<p>Hershey didn't immediately respond to Seeking Alpha request for comment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hershey gains on Berkshire Hathaway takeover speculation</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\">\nHershey gains on Berkshire Hathaway takeover speculation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is...</p>\n\n<a href=\"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation\">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","BRK.A":"伯克希尔","HSY":"好时"},"source_url":"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162964404","content_text":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley in 2008.\nA sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.\nHershey didn't immediately respond to Seeking Alpha request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126426506,"gmtCreate":1624582315405,"gmtModify":1703840843551,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Yes","listText":"&nbsp;Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126426506","repostId":"1162964404","repostType":4,"repost":{"id":"1162964404","pubTimestamp":1624545616,"share":"https://www.laohu8.com/m/news/1162964404?lang=&edition=full","pubTime":"2021-06-24 22:40","market":"us","language":"en","title":"Hershey gains on Berkshire Hathaway takeover speculation","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964404","media":"seekingalpha","summary":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the hea","content":"<p>Hershey&nbsp;rose 1.6%&nbsp;after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.</p>\n<p>The plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley&nbsp;in 2008.</p>\n<p>A sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.</p>\n<p>Hershey didn't immediately respond to Seeking Alpha request for comment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hershey gains on Berkshire Hathaway takeover speculation</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\">\nHershey gains on Berkshire Hathaway takeover speculation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is...</p>\n\n<a href=\"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation\">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","BRK.A":"伯克希尔","HSY":"好时"},"source_url":"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162964404","content_text":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley in 2008.\nA sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.\nHershey didn't immediately respond to Seeking Alpha request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126421513,"gmtCreate":1624582247732,"gmtModify":1703840840319,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126421513","repostId":"1159660883","repostType":4,"repost":{"id":"1159660883","pubTimestamp":1624549526,"share":"https://www.laohu8.com/m/news/1159660883?lang=&edition=full","pubTime":"2021-06-24 23:45","market":"us","language":"en","title":"Confluent IPO: Everything you need to know about Confluent","url":"https://stock-news.laohu8.com/highlight/detail?id=1159660883","media":"cityindex","summary":"(Update: June 24, 2021 at 00:24 p.m. ET)\nEvent-streaming business Confluent has raised hundred of mi","content":"<p><i><b>(Update: June 24, 2021 at 00:24 p.m. ET)</b></i><img src=\"https://static.tigerbbs.com/00157d15df44b21026df501534932496\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n<p>Event-streaming business Confluent has raised hundred of millions in recent years to fund its march to revolutionise companies’ data usage. Following the company's IPO, discover more about its background and plans.</p>\n<p><b>When was the Confluent IPO?</b></p>\n<p>Confluent's IPO date on Nasdaq was June 24.&nbsp;The company priced its shares at $36 to raise $828&nbsp;million through an offering of 23 million shares, under the ticker CFLT. This was above the expected range of between $29 and $33, and the company may be set for a valuation of more than $9 billion.</p>\n<p><b>What does Confluent do?</b></p>\n<p>Confluent is a Silicon Valley-based tech company that enables enterprises to access and interpret fluid data in the form of real-time streams, in order to better manage their operations. Information is derived from sensors placed in areas such as manufacturing floors and retail stores, which are used to monitor everything from inventory levels to stock capacity. Then, the information is transferred to a data lake for analysis.</p>\n<p>The company was founded in 2014 by LinkedIn engineers Jay Kreps, Jun Rao and Neha Narkhede, who created Apache Kafka, the open source ‘distributed storage system’ on which Confluent is based. With a $500,000 backing from LinkedIn, the trio rolled out the software platform for early use cases at the professional network, handling data streams with billions of messages.</p>\n<p>However, the ambition was bigger, and the same year the founders secured a $6.9 million round of funding led by venture capital firm Benchmark. The company quickly secured the custom of a range of tech luminaries, from Twitter to Netflix to Uber, which used the service for such functions as real-time analytics and fraud prevention.</p>\n<p>Confluent would go on to raise a further four rounds to the present day, totalling some $456 billion, according to Crunchbase.</p>\n<p>As of most recent 2020 figures, the company’s revenues are in excess of $300 million, with revenue in the first quarter of 2021 jumping 51% from the year previous. The company has around 1,500 employees.</p>\n<p><b>What is Confluent’s competition?</b></p>\n<p>Confluent’s competition comes from the likes of Amazon Web Services, Apache Software Foundation, Cloudera and Microsoft. While the company has partnerships with some of the tech giants (see below) it is also faced with the prospect of competing against many of them. However, the edge may be in Kreps’ assertion that the Apache Kafka system is faster than traditional messaging systems, and hence more suited to large volume data streams.</p>\n<p><b>How does Confluent make money?</b></p>\n<p>Confluent makes money through subscriptions of its products Confluent Cloud, a fully-managed cloud-based software as a service offering, as well as its Confluent Platform, its self-managed multicloud software product. It also sells support licenses for its open-source software, as well as proprietary software, freemium services and other miscellaneous licenses.</p>\n<p><b>What is Confluent 's business strategy?</b></p>\n<p>Confluent’s business strategy is based on the concept of combining on-premises services with managed services, as mentioned above. However, the company reportedly sees the coronavirus pandemic, which resulted in customers needing to advance their digital capabilities on less budget, as accelerating a shift to managed services.</p>\n<p>June 2020 saw the company hire new CFO Steffan Tomlinson, former CFO of Google’s cloud division and armed with a demonstrable track record in IPOs, indicating the company’s appetite for flotation and accelerated growth.</p>\n<p>The company has also initiated partnerships with giant tech incumbents to broaden its reach. In April 2019 it partnered with Google Cloud and integrated Confluent’s managed service with Google Cloud Platform.</p>\n<p>Additionally, November 2020 saw the company announce plans for a partnership with IBM, where the computer manufacturer would be reselling Confluent Platform to its own users.</p>\n<p>Finally, in January 2021 Confluent unveiled a strategic alliance with Microsoft that would allow Confluent Cloud to be accessed as a fully managed service directly available on Microsoft Azure.</p>\n<p><b>Is Confluent profitable?</b></p>\n<p>Confluent is not currency profitable; it reportedly lost $229.8 million in 2020. That year, the company’s losses widened following a jump in operating expenses to $122.5 million, although this was caused mainly by equity compensation to investors.</p>\n<p>As with all highly-capitalised businesses with a significant burn rate, investors will be watchful of the scale of losses and if Confluent’s margins look to trend in the right direction soon.</p>\n<p><b>How much is Confluent worth?</b></p>\n<p>The 2021 Confluent IPO could see a valuation of around $9 billion.</p>\n<p>Prior to that, the most recent valuation in April 2020, when it raised a $250 million series E round of funding, saw Confluent worth $4.5 billion, with a 2019 raise of $125 million equalling a $2.5 billion valuation.</p>\n<p><b>Who owns Confluent?</b></p>\n<p>Confluent is owned by a variety of shareholders, with Benchmark as the largest at 15.3% ownership of Confluent's common stock. Other stakes are held by the likes of Sequoia Capital (9.3%), Index Ventures (13%) and Jun Rao (10.6%). The percentage of the business retained by the founders is unclear.</p>\n<p><b>Who are the directors of Confluent?</b></p>\n<p>Confluent has a number of key personnel that have helped progress the company to its current multi-billion dollar valuation. Here are some of them, correct as of June 21 2021.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p><b>Position</b></p></td>\n   <td><p><b>Name</b></p></td>\n  </tr>\n  <tr>\n   <td><p>Founder and CEO</p></td>\n   <td><p>Jay Kreps</p></td>\n  </tr>\n  <tr>\n   <td><p>Co-founder</p></td>\n   <td><p>Jun Rao</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Financial Officer</p></td>\n   <td><p>Steffan Tomlinson</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Marketing Officer</p></td>\n   <td><p>Stephanie Buscemi</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Product and Engineering Officer</p></td>\n   <td><p>Ganesh Srinivasan</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief People Officer</p></td>\n   <td><p>Cheryl Dalrymple</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Customer Officer</p></td>\n   <td><p>Roger Scott</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Related:&nbsp;</b><a href=\"https://laohu8.com/NW/1169202537\" target=\"_blank\"><b>Confluent Prepares For $713 Million IPO</b></a></p>","source":"lsy1624549625256","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>Confluent IPO: Everything you need to know about Confluent</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\">\nConfluent IPO: Everything you need to know about Confluent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cityindex.co.uk/market-analysis/confluent-ipo-everything-you-need-to-know-about-confluent/><strong>cityindex</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: June 24, 2021 at 00:24 p.m. ET)\nEvent-streaming business Confluent has raised hundred of millions in recent years to fund its march to revolutionise companies’ data usage. Following the ...</p>\n\n<a href=\"https://www.cityindex.co.uk/market-analysis/confluent-ipo-everything-you-need-to-know-about-confluent/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CFLT":"Confluent, Inc."},"source_url":"https://www.cityindex.co.uk/market-analysis/confluent-ipo-everything-you-need-to-know-about-confluent/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159660883","content_text":"(Update: June 24, 2021 at 00:24 p.m. ET)\nEvent-streaming business Confluent has raised hundred of millions in recent years to fund its march to revolutionise companies’ data usage. Following the company's IPO, discover more about its background and plans.\nWhen was the Confluent IPO?\nConfluent's IPO date on Nasdaq was June 24. The company priced its shares at $36 to raise $828 million through an offering of 23 million shares, under the ticker CFLT. This was above the expected range of between $29 and $33, and the company may be set for a valuation of more than $9 billion.\nWhat does Confluent do?\nConfluent is a Silicon Valley-based tech company that enables enterprises to access and interpret fluid data in the form of real-time streams, in order to better manage their operations. Information is derived from sensors placed in areas such as manufacturing floors and retail stores, which are used to monitor everything from inventory levels to stock capacity. Then, the information is transferred to a data lake for analysis.\nThe company was founded in 2014 by LinkedIn engineers Jay Kreps, Jun Rao and Neha Narkhede, who created Apache Kafka, the open source ‘distributed storage system’ on which Confluent is based. With a $500,000 backing from LinkedIn, the trio rolled out the software platform for early use cases at the professional network, handling data streams with billions of messages.\nHowever, the ambition was bigger, and the same year the founders secured a $6.9 million round of funding led by venture capital firm Benchmark. The company quickly secured the custom of a range of tech luminaries, from Twitter to Netflix to Uber, which used the service for such functions as real-time analytics and fraud prevention.\nConfluent would go on to raise a further four rounds to the present day, totalling some $456 billion, according to Crunchbase.\nAs of most recent 2020 figures, the company’s revenues are in excess of $300 million, with revenue in the first quarter of 2021 jumping 51% from the year previous. The company has around 1,500 employees.\nWhat is Confluent’s competition?\nConfluent’s competition comes from the likes of Amazon Web Services, Apache Software Foundation, Cloudera and Microsoft. While the company has partnerships with some of the tech giants (see below) it is also faced with the prospect of competing against many of them. However, the edge may be in Kreps’ assertion that the Apache Kafka system is faster than traditional messaging systems, and hence more suited to large volume data streams.\nHow does Confluent make money?\nConfluent makes money through subscriptions of its products Confluent Cloud, a fully-managed cloud-based software as a service offering, as well as its Confluent Platform, its self-managed multicloud software product. It also sells support licenses for its open-source software, as well as proprietary software, freemium services and other miscellaneous licenses.\nWhat is Confluent 's business strategy?\nConfluent’s business strategy is based on the concept of combining on-premises services with managed services, as mentioned above. However, the company reportedly sees the coronavirus pandemic, which resulted in customers needing to advance their digital capabilities on less budget, as accelerating a shift to managed services.\nJune 2020 saw the company hire new CFO Steffan Tomlinson, former CFO of Google’s cloud division and armed with a demonstrable track record in IPOs, indicating the company’s appetite for flotation and accelerated growth.\nThe company has also initiated partnerships with giant tech incumbents to broaden its reach. In April 2019 it partnered with Google Cloud and integrated Confluent’s managed service with Google Cloud Platform.\nAdditionally, November 2020 saw the company announce plans for a partnership with IBM, where the computer manufacturer would be reselling Confluent Platform to its own users.\nFinally, in January 2021 Confluent unveiled a strategic alliance with Microsoft that would allow Confluent Cloud to be accessed as a fully managed service directly available on Microsoft Azure.\nIs Confluent profitable?\nConfluent is not currency profitable; it reportedly lost $229.8 million in 2020. That year, the company’s losses widened following a jump in operating expenses to $122.5 million, although this was caused mainly by equity compensation to investors.\nAs with all highly-capitalised businesses with a significant burn rate, investors will be watchful of the scale of losses and if Confluent’s margins look to trend in the right direction soon.\nHow much is Confluent worth?\nThe 2021 Confluent IPO could see a valuation of around $9 billion.\nPrior to that, the most recent valuation in April 2020, when it raised a $250 million series E round of funding, saw Confluent worth $4.5 billion, with a 2019 raise of $125 million equalling a $2.5 billion valuation.\nWho owns Confluent?\nConfluent is owned by a variety of shareholders, with Benchmark as the largest at 15.3% ownership of Confluent's common stock. Other stakes are held by the likes of Sequoia Capital (9.3%), Index Ventures (13%) and Jun Rao (10.6%). The percentage of the business retained by the founders is unclear.\nWho are the directors of Confluent?\nConfluent has a number of key personnel that have helped progress the company to its current multi-billion dollar valuation. Here are some of them, correct as of June 21 2021.\n\n\n\nPosition\nName\n\n\nFounder and CEO\nJay Kreps\n\n\nCo-founder\nJun Rao\n\n\nChief Financial Officer\nSteffan Tomlinson\n\n\nChief Marketing Officer\nStephanie Buscemi\n\n\nChief Product and Engineering Officer\nGanesh Srinivasan\n\n\nChief People Officer\nCheryl Dalrymple\n\n\nChief Customer Officer\nRoger Scott\n\n\n\nRelated: Confluent Prepares For $713 Million IPO","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126421017,"gmtCreate":1624582235039,"gmtModify":1703840839836,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126421017","repostId":"1169202537","repostType":4,"repost":{"id":"1169202537","pubTimestamp":1624549071,"share":"https://www.laohu8.com/m/news/1169202537?lang=&edition=full","pubTime":"2021-06-24 23:37","market":"us","language":"en","title":"Confluent Prepares For $713 Million IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1169202537","media":"seekingalpha","summary":"Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infras","content":"<p><b>Summary</b></p>\n<ul>\n <li>Confluent has filed proposed terms for its $713 million IPO.</li>\n <li>The firm provides an IT infrastructure as a service platform to enterprises globally.</li>\n <li>CFLT has grown revenue and gross profit but is generating high operating losses and the IPO appears expensive, so I'll watch it from the sidelines.</li>\n</ul>\n<p><b>Quick Take</b></p>\n<p>Confluent (CFLT) has filed to raise $713 million in an IPO of its Class A common stock, according to an S-1/Aregistration statement.</p>\n<p>The firm provides data infrastructure as a service to enterprises with complex requirements.</p>\n<p>CFLT is generating high operating losses with no credible path to operating breakeven and the IPO appears expensive, so I'll pass on it.</p>\n<p><b>Company &amp; Technology</b></p>\n<p>Mountain View, California-based Confluent was founded to create a platform enabling companies to more easily build and deploy data-driven applications for real-time use.</p>\n<p>Management is headed by co-founder and CEO Jay Kreps, who was previously a software architect at LinkedIn and was one of the creators of Apache Kafka which Confluent uses as the basis for its system.</p>\n<p>Kafka is used by many companies for high-performance data streaming applications, among other uses.</p>\n<p>The company’s primary offerings include:</p>\n<ul>\n <li>Confluent Cloud - SaaS platform</li>\n <li>Confluent Platform - Self-managed system</li>\n</ul>\n<p>Confluent has received at least $574 million in equity investment from investors including Benchmark Capital, Index Ventures, Jun Rao, and Sequoia Capital.</p>\n<p><b>Customer/User Acquisition</b></p>\n<p>The firm pursues relationships primarily with large and medium-sized companies through a direct sales and marketing approach.</p>\n<p>As of March 31, 2021, Confluent had over 560 customers with $100,000 or more in annual recurring revenue across numerous industries including financial services, retail and e-commerce, manufacturing, and media &amp; entertainment.</p>\n<p>Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased, as the figures below indicate:</p>\n<p><img src=\"https://static.tigerbbs.com/e5cc76d07fa184ab25908af34e003253\" tg-width=\"627\" tg-height=\"315\"></p>\n<p>The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, dropped to 0.4x in the most recent reporting period, as shown in the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/ade4d8d84c15ad5b405df3eb76062e01\" tg-width=\"620\" tg-height=\"247\"></p>\n<p>The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.</p>\n<p>CFLT’s most recent calculation was negative (7%) as of March 31, 2021, so the firm needs significant improvement in this regard, per the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/c4cb9e1ff077aaab8fda94762c10a6dd\" tg-width=\"617\" tg-height=\"249\"></p>\n<p>The firm’s dollar-based net revenue retention rate for Q1 2021 was 117% and for all of 2020 was 125%, which are both good results.</p>\n<p>The dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.</p>\n<p>Market &amp; Competition</p>\n<p>According to a 2020 marketresearch reportby Allied Market Research, the global market for big data as a service was an estimated $5 billion in 2018 and is forecast to exceed $61 billion by 2026.</p>\n<p>This represents a forecast very strong CAGR of 36.9% from 2019 to 2026.</p>\n<p>The main drivers for this expected growth are the continued transition of enterprises to cloud applications and the need to drive efficiencies across all aspects of the enterprise.</p>\n<p>Also, as companies transition to cloud infrastructures, their systems are becoming more complex and there is a substantial need for vendor reduction to improve integration and lower complexity.</p>\n<p>The infrastructure as a service market [IaaS] is expected to grow by $136 billion from 2021 to 2025, representing a CAGR of 27%, according toResearchAndMarkets.</p>\n<p>Major competitive or other industry participants include:</p>\n<ul>\n <li><p>Microsoft(NASDAQ:MSFT)</p></li>\n <li><p>Amazon(NASDAQ:AMZN)</p></li>\n <li><p>Google (GOOG,GOOGL)</p></li>\n <li><p>TIBCO Streaming</p></li>\n <li><p>Cloudera(NYSE:CLDR)</p></li>\n <li><p>Red Hat</p></li>\n <li><p>Oracle(NYSE:ORCL)</p></li>\n</ul>\n<p>Financial Performance</p>\n<p>Confluent’s recent financial results can be summarized as follows:</p>\n<ul>\n <li><p>Growing top line revenue</p></li>\n <li><p>Increasing gross profit and gross margin</p></li>\n <li><p>High and increasing operating losses</p></li>\n <li><p>High cash used in operations</p></li>\n</ul>\n<p>Below are relevant financial results derived from the firm’s registration statement:</p>\n<p><img src=\"https://static.tigerbbs.com/5194e46029ac9b822d272939057e2cdf\" tg-width=\"629\" tg-height=\"624\"><img src=\"https://static.tigerbbs.com/07fa0bff438bb98cc5b56772e6af6d7f\" tg-width=\"621\" tg-height=\"621\"><img src=\"https://static.tigerbbs.com/d0e045562404b8ffa6569881a2b62d59\" tg-width=\"620\" tg-height=\"620\">As of March 31, 2021, Confluent had $44.1 million in cash and $274.4 million in total liabilities.</p>\n<p>Free cash flow during the twelve months ended March 31, 2021, was negative ($74.2 million).</p>\n<p><b>IPO Details</b></p>\n<p>Confluent intends to raise $713 million in gross proceeds from an IPO of its Class A common stock, offering 23 million shares at a proposed midpoint price of $31.00.</p>\n<p>Class A common stockholders will receive one vote per share and Class shareholders will be entitled to ten votes per share.</p>\n<p>The S&amp;P 500 Index no longer admits firms with multiple classes of stock into its index.</p>\n<p>Certain existing shareholders have indicated an interest to purchase shares of up to $112 million in the aggregate at the IPO price.</p>\n<p>Assuming a successful IPO, the company’s enterprise value at IPO would approximate $6.9 billion, excluding the effects of underwriter over-allotment options.</p>\n<p>Excluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.11%. A figure under 10% is generally considered a ‘low float’ stock which can be subject to significant price volatility.</p>\n<p>Management says it will use the net proceeds from the IPO as follows:</p>\n<blockquote>\n The principal purposes of this offering are to increase our capitalization and financial flexibility and create a public market for our Class A common stock. We intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures. We cannot specify with certainty all of the particular uses for the remaining net proceeds to us from this offering. We may also use a portion of the net proceeds for acquisitions of, or strategic investments in, complementary businesses, products, services, or technologies. However, we do not have any agreements or commitments to enter into any material acquisitions or investments at this time. (Source)\n</blockquote>\n<p>Management’s presentation of the company roadshow isavailable here.</p>\n<p>Listed bookrunners of the IPO are Morgan Stanley, J.P. Morgan, Goldman Sachs, BofA Securities, Citigroup, Barclays, Credit Suisse, Deutsche Bank Securities, UBS Investment Bank, Wells Fargo Securities, Cowen, D.A. Davidson &amp; Co., JMP Securities, KeyBanc Capital Markets and Piper Sandler.</p>\n<p><b>Valuation Metrics</b></p>\n<p>Below is a table of relevant capitalization and valuation figures for the company:</p>\n<p><img src=\"https://static.tigerbbs.com/e716bb31dd4f9850fb6b2d45ab87f7b3\" tg-width=\"621\" tg-height=\"711\"></p>\n<p>As a reference, a potential partial public comparable to Confluent would be Cloudera; below is a comparison of their primary valuation metrics:</p>\n<p><img src=\"https://static.tigerbbs.com/0c053081dcc6ad74cba10a936cd27571\" tg-width=\"614\" tg-height=\"419\"></p>\n<p>The firm’s last private market valuation was $4.5 billion in April, 2020, so the IPO will represent an increase in valuation of approximately 53% from that valuation.</p>\n<p>Commentary</p>\n<p>Confluent is seeking public investment capital for its general corporate expansion plans and to provide an ultimate exit for its venture capital firm investors.</p>\n<p>Those investors include top tier firms Benchmark and Sequoia Capital.</p>\n<p>The firm’s financials show strong top line revenue growth and gross profit growth, but high operating losses which are a distinct negative in the current IPO market environment.</p>\n<p>Free cash flow for the twelve months ended March 31, 2021, was negative ($74.2 million), so the company is burning through a lot of cash.</p>\n<p>Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenue has increased; its Sales and Marketing efficiency rate dropped to 0.4x in the most recent reporting period.</p>\n<p>The market opportunity for providing data/infrastructure as a service is very large and expected to grow at a high rate of growth over the coming years, so the firm has strong industry growth dynamics in its favor.</p>\n<p>Morgan Stanley is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 26.6% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p>\n<p>The primary risk to the company’s outlook is if one or more of its major platform competitors bundles competing offerings into its existing pricing structure, putting substantial pricing pressure and integration complexity pressure onto Confluent.</p>\n<p>As for valuation, compared to already public and larger partial competitor Cloudera, Confluent is seeking a big premium at IPO.</p>\n<p>Of course, CFLT is growing revenue at a far higher rate of growth, so some of that premium is justified.</p>\n<p>Still, the firm has made no credible progress toward operating breakeven and is producing enormous operating losses.</p>\n<p>Since the IPO valuation is not cheap and the firm is generating high operating losses and cash burn, I'll watch the IPO from the sidelines.</p>\n<p>Expected IPO Pricing Date: June 23, 2021</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Confluent Prepares For $713 Million IPO</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\">\nConfluent Prepares For $713 Million IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infrastructure as a service platform to enterprises globally.\nCFLT has grown revenue and gross profit but ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CFLT":"Confluent, Inc."},"source_url":"https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169202537","content_text":"Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infrastructure as a service platform to enterprises globally.\nCFLT has grown revenue and gross profit but is generating high operating losses and the IPO appears expensive, so I'll watch it from the sidelines.\n\nQuick Take\nConfluent (CFLT) has filed to raise $713 million in an IPO of its Class A common stock, according to an S-1/Aregistration statement.\nThe firm provides data infrastructure as a service to enterprises with complex requirements.\nCFLT is generating high operating losses with no credible path to operating breakeven and the IPO appears expensive, so I'll pass on it.\nCompany & Technology\nMountain View, California-based Confluent was founded to create a platform enabling companies to more easily build and deploy data-driven applications for real-time use.\nManagement is headed by co-founder and CEO Jay Kreps, who was previously a software architect at LinkedIn and was one of the creators of Apache Kafka which Confluent uses as the basis for its system.\nKafka is used by many companies for high-performance data streaming applications, among other uses.\nThe company’s primary offerings include:\n\nConfluent Cloud - SaaS platform\nConfluent Platform - Self-managed system\n\nConfluent has received at least $574 million in equity investment from investors including Benchmark Capital, Index Ventures, Jun Rao, and Sequoia Capital.\nCustomer/User Acquisition\nThe firm pursues relationships primarily with large and medium-sized companies through a direct sales and marketing approach.\nAs of March 31, 2021, Confluent had over 560 customers with $100,000 or more in annual recurring revenue across numerous industries including financial services, retail and e-commerce, manufacturing, and media & entertainment.\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased, as the figures below indicate:\n\nThe Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, dropped to 0.4x in the most recent reporting period, as shown in the table below:\n\nThe Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.\nCFLT’s most recent calculation was negative (7%) as of March 31, 2021, so the firm needs significant improvement in this regard, per the table below:\n\nThe firm’s dollar-based net revenue retention rate for Q1 2021 was 117% and for all of 2020 was 125%, which are both good results.\nThe dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.\nMarket & Competition\nAccording to a 2020 marketresearch reportby Allied Market Research, the global market for big data as a service was an estimated $5 billion in 2018 and is forecast to exceed $61 billion by 2026.\nThis represents a forecast very strong CAGR of 36.9% from 2019 to 2026.\nThe main drivers for this expected growth are the continued transition of enterprises to cloud applications and the need to drive efficiencies across all aspects of the enterprise.\nAlso, as companies transition to cloud infrastructures, their systems are becoming more complex and there is a substantial need for vendor reduction to improve integration and lower complexity.\nThe infrastructure as a service market [IaaS] is expected to grow by $136 billion from 2021 to 2025, representing a CAGR of 27%, according toResearchAndMarkets.\nMajor competitive or other industry participants include:\n\nMicrosoft(NASDAQ:MSFT)\nAmazon(NASDAQ:AMZN)\nGoogle (GOOG,GOOGL)\nTIBCO Streaming\nCloudera(NYSE:CLDR)\nRed Hat\nOracle(NYSE:ORCL)\n\nFinancial Performance\nConfluent’s recent financial results can be summarized as follows:\n\nGrowing top line revenue\nIncreasing gross profit and gross margin\nHigh and increasing operating losses\nHigh cash used in operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\nAs of March 31, 2021, Confluent had $44.1 million in cash and $274.4 million in total liabilities.\nFree cash flow during the twelve months ended March 31, 2021, was negative ($74.2 million).\nIPO Details\nConfluent intends to raise $713 million in gross proceeds from an IPO of its Class A common stock, offering 23 million shares at a proposed midpoint price of $31.00.\nClass A common stockholders will receive one vote per share and Class shareholders will be entitled to ten votes per share.\nThe S&P 500 Index no longer admits firms with multiple classes of stock into its index.\nCertain existing shareholders have indicated an interest to purchase shares of up to $112 million in the aggregate at the IPO price.\nAssuming a successful IPO, the company’s enterprise value at IPO would approximate $6.9 billion, excluding the effects of underwriter over-allotment options.\nExcluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.11%. A figure under 10% is generally considered a ‘low float’ stock which can be subject to significant price volatility.\nManagement says it will use the net proceeds from the IPO as follows:\n\n The principal purposes of this offering are to increase our capitalization and financial flexibility and create a public market for our Class A common stock. We intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures. We cannot specify with certainty all of the particular uses for the remaining net proceeds to us from this offering. We may also use a portion of the net proceeds for acquisitions of, or strategic investments in, complementary businesses, products, services, or technologies. However, we do not have any agreements or commitments to enter into any material acquisitions or investments at this time. (Source)\n\nManagement’s presentation of the company roadshow isavailable here.\nListed bookrunners of the IPO are Morgan Stanley, J.P. Morgan, Goldman Sachs, BofA Securities, Citigroup, Barclays, Credit Suisse, Deutsche Bank Securities, UBS Investment Bank, Wells Fargo Securities, Cowen, D.A. Davidson & Co., JMP Securities, KeyBanc Capital Markets and Piper Sandler.\nValuation Metrics\nBelow is a table of relevant capitalization and valuation figures for the company:\n\nAs a reference, a potential partial public comparable to Confluent would be Cloudera; below is a comparison of their primary valuation metrics:\n\nThe firm’s last private market valuation was $4.5 billion in April, 2020, so the IPO will represent an increase in valuation of approximately 53% from that valuation.\nCommentary\nConfluent is seeking public investment capital for its general corporate expansion plans and to provide an ultimate exit for its venture capital firm investors.\nThose investors include top tier firms Benchmark and Sequoia Capital.\nThe firm’s financials show strong top line revenue growth and gross profit growth, but high operating losses which are a distinct negative in the current IPO market environment.\nFree cash flow for the twelve months ended March 31, 2021, was negative ($74.2 million), so the company is burning through a lot of cash.\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenue has increased; its Sales and Marketing efficiency rate dropped to 0.4x in the most recent reporting period.\nThe market opportunity for providing data/infrastructure as a service is very large and expected to grow at a high rate of growth over the coming years, so the firm has strong industry growth dynamics in its favor.\nMorgan Stanley is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 26.6% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the company’s outlook is if one or more of its major platform competitors bundles competing offerings into its existing pricing structure, putting substantial pricing pressure and integration complexity pressure onto Confluent.\nAs for valuation, compared to already public and larger partial competitor Cloudera, Confluent is seeking a big premium at IPO.\nOf course, CFLT is growing revenue at a far higher rate of growth, so some of that premium is justified.\nStill, the firm has made no credible progress toward operating breakeven and is producing enormous operating losses.\nSince the IPO valuation is not cheap and the firm is generating high operating losses and cash burn, I'll watch the IPO from the sidelines.\nExpected IPO Pricing Date: June 23, 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126159774,"gmtCreate":1624548460198,"gmtModify":1703840150668,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126159774","repostId":"1161267930","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126127250,"gmtCreate":1624548403770,"gmtModify":1703840147833,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wie&nbsp;","listText":"Wie&nbsp;","text":"Wie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126127250","repostId":"2145448160","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126385120,"gmtCreate":1624544703860,"gmtModify":1703839971525,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yss great","listText":"Yss great","text":"Yss great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126385120","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126386469,"gmtCreate":1624544663151,"gmtModify":1703839969639,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hey","listText":"Hey","text":"Hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126386469","repostId":"1178318911","repostType":4,"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126386927,"gmtCreate":1624544638269,"gmtModify":1703839968662,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Awesome&nbsp;","listText":"&nbsp;Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126386927","repostId":"1144309015","repostType":4,"repost":{"id":"1144309015","pubTimestamp":1624539041,"share":"https://www.laohu8.com/m/news/1144309015?lang=&edition=full","pubTime":"2021-06-24 20:50","market":"us","language":"en","title":"Jobless claims hold above 400,000 for the second week in a row","url":"https://stock-news.laohu8.com/highlight/detail?id=1144309015","media":"cnbc","summary":"Initial claims for unemployment insurance remained elevated last week as employers struggled to fill","content":"<div>\n<p>Initial claims for unemployment insurance remained elevated last week as employers struggled to fill a record amount of job openings.\nFirst-time filings totaled 411,000 for the week ended June 19, a ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/weekly-jobless-claims.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>Jobless claims hold above 400,000 for the second week in a row</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\">\nJobless claims hold above 400,000 for the second week in a row\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/24/weekly-jobless-claims.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Initial claims for unemployment insurance remained elevated last week as employers struggled to fill a record amount of job openings.\nFirst-time filings totaled 411,000 for the week ended June 19, a ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/weekly-jobless-claims.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","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/24/weekly-jobless-claims.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1144309015","content_text":"Initial claims for unemployment insurance remained elevated last week as employers struggled to fill a record amount of job openings.\nFirst-time filings totaled 411,000 for the week ended June 19, a slight decrease from the previous total of 418,000 and worse than the 380,000 Dow Jones estimate, the Labor Department reported Thursday.\n\nA separate report from the Census Bureau showed that orders for long-lasting big-ticket items increased by 2.3% in May, slightly below the 2.6% estimate but still the biggest gain since July 2020.\nAlso, the final count on first-quarter gross domestic product growth came in at 6.4%, unchanged from the last estimate and in line with forecasts.\nEmployment, though, has taken the biggest focus for policymakers, and the latest data shows that the sharp gains from earlier in the spring have flattened.\nThe comes amid a record 9.3 million job openings, a total just shy of the 9.6 million or so American workers still counted as unemployed. Last week's jobless claims total marked the second week in a row that the level has stayed above 400,000 after briefly dipping below in late May.\nAs things stand, the current level of initial claims is about double where it was prior to the Covid-19 pandemic.\nThe good news on the jobs front is that continuing claims are on the decline, falling to 3.39 million, a decline of 144,000. That number runs a week behind the headline claims total.\n\nThe total of those receiving benefits through all programs was little changed at 14.84 million through June 5.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126388612,"gmtCreate":1624544620836,"gmtModify":1703839967844,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126388612","repostId":"2145046194","repostType":4,"repost":{"id":"2145046194","pubTimestamp":1624540200,"share":"https://www.laohu8.com/m/news/2145046194?lang=&edition=full","pubTime":"2021-06-24 21:10","market":"us","language":"en","title":"3 Tech Stocks with 35% to 54% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2145046194","media":"Motley Fool","summary":"Talking heads like to point to \"expensive\" tech stocks, but analysts think these technology names are still materially undervalued.","content":"<p>Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that have powered the market's gains over the past few years.</p>\n<p>But digital trends aren't going away with the reopening, so if the world goes back to a pre-pandemic \"normal,\" it's reasonable to expect that technology stocks will eventually gain some market leadership and continue their strong relative performance. Today, Wall Street analysts see larger-than-average gains between 35% and 54% for the stocks of <b>Alteryx</b> (NYSE:AYX), <b>Uber Technologies</b> (NYSE:UBER), and <b>Micron Technology</b> (NASDAQ:MU).</p>\n<p><img src=\"https://static.tigerbbs.com/1459afd2cda964bb91343031338eaea0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Alteryx: Implied upside of 35%</h3>\n<p>Data analytics software company Alteryx has not only seen its shares fall with its peer group in 2021, but it actually underperformed the sector in 2020 as well. Currently, the stock is down more than 50% from the all-time highs set back in July 2020, and it trades at just 11 times sales, a discount to most of its peers in the SaaS sector.</p>\n<p>There are a couple of reasons for Alteryx's relative underperformance. First, it has to use a strange accounting convention, whereby it recognizes 35%-40% of its contract value upfront, with the rest recognized ratably over time. That can really distort things when new business slows down, or when contract terms compress. That happened with the onset of the pandemic, so it appeared that Alteryx's revenue had plunged. However, its customer growth and annual recurring revenue (ARR), which aren't affected by accounting conventions, showed much stronger growth this past year:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Alteryx</b></p></th>\n   <th><p><b>Q1 2020</b></p></th>\n   <th><p><b>Q2 2020</b></p></th>\n   <th><p><b>Q3 2020</b></p></th>\n   <th><p><b>Q4 2020</b></p></th>\n   <th><p><b>Q1 2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"104\"><p>Revenue growth (YOY)</p></td>\n   <td width=\"104\"><p>43%</p></td>\n   <td width=\"104\"><p>17%</p></td>\n   <td width=\"104\"><p>25%</p></td>\n   <td width=\"104\"><p>3%</p></td>\n   <td width=\"104\"><p>9%</p></td>\n  </tr>\n  <tr>\n   <td width=\"104\"><p>ARR growth (YOY)</p></td>\n   <td width=\"104\"><p>N/A</p></td>\n   <td width=\"104\"><p>40%</p></td>\n   <td width=\"104\"><p>38%</p></td>\n   <td width=\"104\"><p>32%</p></td>\n   <td width=\"104\"><p>27%</p></td>\n  </tr>\n  <tr>\n   <td width=\"104\"><p>Customer growth (YOY)</p></td>\n   <td width=\"104\"><p>30%</p></td>\n   <td width=\"104\"><p>27%</p></td>\n   <td width=\"104\"><p>24%</p></td>\n   <td width=\"104\"><p>16%</p></td>\n   <td width=\"104\"><p>12%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Alteryx earnings transcripts. YOY = year over year.</p>\n<p>While there is some deceleration, it's somewhat inevitable that a company will decelerate as it grows. Moreover, new CEO Mark Anderson, who took over in late 2020, is fairly new to the job. He has taken a more focused approach to sales and marketing, concentrating Alteryx's efforts on the largest global companies with more capacity to spend. So that could be why the customer count is slowing -- Alteryx is implementing a strategy of getting its best customers to spend more. On the recent conference call with analysts, Anderson reiterated that he sees \"new and significant expansion opportunities,\" just within the Global 2000 large-cap companies, where Alteryx only has 39% penetration.</p>\n<p>Wall Street analysts appear to believe in Anderson, who has a track record of scaling software businesses, most recently at <b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b> (NYSE:PANW). The average target among 14 analysts who cover Alteryx stock is $117.71, about 35% upside from current levels.</p>\n<h3>Uber Technologies: Implied upside of 40%</h3>\n<p>With the economic reopening at hand, analysts are also warming up to the world's leading ride-hailing business, Uber Technologies. Obviously, Uber's core ride-hailing business took a big hit during the pandemic; however, the company was able to maintain some level of revenue stability thanks to its food delivery business, which skyrocketed with people stuck at home.</p>\n<p>Food delivery revenue rose 230% last quarter, helped out by the December acquisition of Postmates and helping to offset a 41% year-over-year decline in mobility revenue. Last quarter, food delivery was actually the largest segment by revenue for the first time. Helped out by increased operating leverage, higher take rates, and cost cuts following the Postmates acquisition, Uber's food delivery platform saw adjusted EBITDA losses narrow from $313 million to $200 million last quarter. On the conference call with analysts, CEO Dara Khosrowshahi said he expects EBITDA breakeven for the delivery business by year end. The freight business also continued to grow nicely, with revenue up 51% and EBITDA losses improving by 55%.</p>\n<p>Uber has also been streamlining its business, selling off its autonomous vehicle and flying car divisions to start-ups, and management expects the streamlining of the business will lead to profitability in the near term -- at least on an adjusted EBITDA basis.</p>\n<p>The ideal scenario would be for food delivery revenue to stick around due to new habits and work-from-anywhere cultures, with ride-sharing bouncing back strongly and the freight business scaling. Analysts appear to share the sunny outlook, with the average price target among 38 analysts at $68.64, about 40% above current stock levels.</p>\n<h3>Micron Technology: Implied upside of 53.6%</h3>\n<p>Finally, memory chip maker Micron Technology also has lots of upside, according to Wall Street analysts. It may be surprising that Micron is down some 21% from all-time highs, given that memory prices have been rising amid a big chip shortage. Perhaps Micron's participation in the technology sector has contributed to the skepticism.</p>\n<p>What's strange is that Micron, unlike a lot of high-growth software stocks, is really more like a cyclical stock, and appears set for higher profits throughout 2021 and into 2022. In fact, the stock only trades at a mere 7.5 times next year's earnings estimates. Micron has also committed to return at least 50% of free cash flow to shareholders via share repurchases, so the company will likely take advantage of the currently discounted stock price by buying back stock.</p>\n<p>Of course, Micron's share price is quite volatile, so investors should be prepared. Some analysts appear to be looking for the next down cycle, as Micron tends to boom and bust based on memory prices. In fact, <a href=\"https://laohu8.com/S/AONE\">one</a> analyst at Lynx Equity Strategies just downgraded Micron to a sell rating based on the anticipation of memory price slowdowns in the back half of the year; but strangely, that same analyst lowered his price target from $110 to $100, still about 30% higher than today's stock price!</p>\n<p>Fears of a downturn seem a bit premature to me, since memory cycles tend to last a couple years, not just two good quarters. Micron remained profitable in the recent downturn, and could potentially make higher highs in this up cycle. Meanwhile, memory-intensive digitization trends around 5G, AI, and the Internet of Things accelerated during the pandemic, which I wouldn't expect to slow down any time soon.</p>\n<p>Most analysts appear to have a more bullish outlook, with the average price target among 30 analysts covering the stock at $118.62, about 53% higher than the price today. In fact, even the lowest analyst price target is $90, about 18% higher than the current stock price, and the highest price target is $172. With a single-digit P/E ratio and that kind of discount, Micron looks like an intriguing tech play for value investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks with 35% to 54% Upside, According to Wall Street</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 Tech Stocks with 35% to 54% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AYX":"Alteryx Inc.","UBER":"优步","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145046194","content_text":"Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that have powered the market's gains over the past few years.\nBut digital trends aren't going away with the reopening, so if the world goes back to a pre-pandemic \"normal,\" it's reasonable to expect that technology stocks will eventually gain some market leadership and continue their strong relative performance. Today, Wall Street analysts see larger-than-average gains between 35% and 54% for the stocks of Alteryx (NYSE:AYX), Uber Technologies (NYSE:UBER), and Micron Technology (NASDAQ:MU).\n\nImage source: Getty Images.\nAlteryx: Implied upside of 35%\nData analytics software company Alteryx has not only seen its shares fall with its peer group in 2021, but it actually underperformed the sector in 2020 as well. Currently, the stock is down more than 50% from the all-time highs set back in July 2020, and it trades at just 11 times sales, a discount to most of its peers in the SaaS sector.\nThere are a couple of reasons for Alteryx's relative underperformance. First, it has to use a strange accounting convention, whereby it recognizes 35%-40% of its contract value upfront, with the rest recognized ratably over time. That can really distort things when new business slows down, or when contract terms compress. That happened with the onset of the pandemic, so it appeared that Alteryx's revenue had plunged. However, its customer growth and annual recurring revenue (ARR), which aren't affected by accounting conventions, showed much stronger growth this past year:\n\n\n\nAlteryx\nQ1 2020\nQ2 2020\nQ3 2020\nQ4 2020\nQ1 2021\n\n\n\n\nRevenue growth (YOY)\n43%\n17%\n25%\n3%\n9%\n\n\nARR growth (YOY)\nN/A\n40%\n38%\n32%\n27%\n\n\nCustomer growth (YOY)\n30%\n27%\n24%\n16%\n12%\n\n\n\nData source: Alteryx earnings transcripts. YOY = year over year.\nWhile there is some deceleration, it's somewhat inevitable that a company will decelerate as it grows. Moreover, new CEO Mark Anderson, who took over in late 2020, is fairly new to the job. He has taken a more focused approach to sales and marketing, concentrating Alteryx's efforts on the largest global companies with more capacity to spend. So that could be why the customer count is slowing -- Alteryx is implementing a strategy of getting its best customers to spend more. On the recent conference call with analysts, Anderson reiterated that he sees \"new and significant expansion opportunities,\" just within the Global 2000 large-cap companies, where Alteryx only has 39% penetration.\nWall Street analysts appear to believe in Anderson, who has a track record of scaling software businesses, most recently at Palo Alto Networks (NYSE:PANW). The average target among 14 analysts who cover Alteryx stock is $117.71, about 35% upside from current levels.\nUber Technologies: Implied upside of 40%\nWith the economic reopening at hand, analysts are also warming up to the world's leading ride-hailing business, Uber Technologies. Obviously, Uber's core ride-hailing business took a big hit during the pandemic; however, the company was able to maintain some level of revenue stability thanks to its food delivery business, which skyrocketed with people stuck at home.\nFood delivery revenue rose 230% last quarter, helped out by the December acquisition of Postmates and helping to offset a 41% year-over-year decline in mobility revenue. Last quarter, food delivery was actually the largest segment by revenue for the first time. Helped out by increased operating leverage, higher take rates, and cost cuts following the Postmates acquisition, Uber's food delivery platform saw adjusted EBITDA losses narrow from $313 million to $200 million last quarter. On the conference call with analysts, CEO Dara Khosrowshahi said he expects EBITDA breakeven for the delivery business by year end. The freight business also continued to grow nicely, with revenue up 51% and EBITDA losses improving by 55%.\nUber has also been streamlining its business, selling off its autonomous vehicle and flying car divisions to start-ups, and management expects the streamlining of the business will lead to profitability in the near term -- at least on an adjusted EBITDA basis.\nThe ideal scenario would be for food delivery revenue to stick around due to new habits and work-from-anywhere cultures, with ride-sharing bouncing back strongly and the freight business scaling. Analysts appear to share the sunny outlook, with the average price target among 38 analysts at $68.64, about 40% above current stock levels.\nMicron Technology: Implied upside of 53.6%\nFinally, memory chip maker Micron Technology also has lots of upside, according to Wall Street analysts. It may be surprising that Micron is down some 21% from all-time highs, given that memory prices have been rising amid a big chip shortage. Perhaps Micron's participation in the technology sector has contributed to the skepticism.\nWhat's strange is that Micron, unlike a lot of high-growth software stocks, is really more like a cyclical stock, and appears set for higher profits throughout 2021 and into 2022. In fact, the stock only trades at a mere 7.5 times next year's earnings estimates. Micron has also committed to return at least 50% of free cash flow to shareholders via share repurchases, so the company will likely take advantage of the currently discounted stock price by buying back stock.\nOf course, Micron's share price is quite volatile, so investors should be prepared. Some analysts appear to be looking for the next down cycle, as Micron tends to boom and bust based on memory prices. In fact, one analyst at Lynx Equity Strategies just downgraded Micron to a sell rating based on the anticipation of memory price slowdowns in the back half of the year; but strangely, that same analyst lowered his price target from $110 to $100, still about 30% higher than today's stock price!\nFears of a downturn seem a bit premature to me, since memory cycles tend to last a couple years, not just two good quarters. Micron remained profitable in the recent downturn, and could potentially make higher highs in this up cycle. Meanwhile, memory-intensive digitization trends around 5G, AI, and the Internet of Things accelerated during the pandemic, which I wouldn't expect to slow down any time soon.\nMost analysts appear to have a more bullish outlook, with the average price target among 30 analysts covering the stock at $118.62, about 53% higher than the price today. In fact, even the lowest analyst price target is $90, about 18% higher than the current stock price, and the highest price target is $172. With a single-digit P/E ratio and that kind of discount, Micron looks like an intriguing tech play for value investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126388366,"gmtCreate":1624544609455,"gmtModify":1703839967192,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126388366","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","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>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129836534,"gmtCreate":1624368619128,"gmtModify":1703834564228,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"This is a post, good luck to all","listText":"This is a post, good luck to all","text":"This is a post, good luck to all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129836534","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129836951,"gmtCreate":1624368601273,"gmtModify":1703834563415,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no&nbsp;","listText":"Oh no&nbsp;","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129836951","repostId":"2145918051","repostType":4,"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":126388366,"gmtCreate":1624544609455,"gmtModify":1703839967192,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126388366","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","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>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126422406,"gmtCreate":1624582344905,"gmtModify":1703840845006,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Haha indeed","listText":"&nbsp;Haha indeed","text":"Haha indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126422406","repostId":"1155360226","repostType":4,"repost":{"id":"1155360226","pubTimestamp":1624542060,"share":"https://www.laohu8.com/m/news/1155360226?lang=&edition=full","pubTime":"2021-06-24 21:41","market":"us","language":"en","title":"Electric vehicle stocks rally as Green Tidal Wave hopes are recharged","url":"https://stock-news.laohu8.com/highlight/detail?id=1155360226","media":"seekingalpha","summary":"Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.That is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit T","content":"<p>Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.</p>\n<p>That is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit Tesla and pure BEV startups in the near term. Wedbush Securities analyst Dan Ives and team forecast the EV market represents a $5 trillion total addressable market over the next decade with many EV OEMs/supply chain players poised to be major winners.</p>\n<p>EV gainers morning&nbsp;trading: Tesla(NASDAQ:TSLA)+2.37%, Fisker, Workhorse Group, Lordstown Motors, Canoo(NASDAQ:GOEV), Churchill Capital Corp IV-Lucid(NYSE:CCIV), ChargePoint Holdings(NYSE:CHPT), Li Auto(NASDAQ:LI)+0.15%, Nio(NYSE:NIO)+2.09%, QuantumScape(NYSE:QS).</p>\n<p><img src=\"https://static.tigerbbs.com/17d4392ca5f5a0bf408ca43a9138a562\" tg-width=\"280\" tg-height=\"246\"></p>\n<p></p>\n<p>Electrification is a big part of the story now in Detroit as well. General Motors(NYSE:GM)is&nbsp;0.70% higher&nbsp;and Ford(NYSE:F)is&nbsp;up 0.88%.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric vehicle stocks rally as Green Tidal Wave hopes are recharged</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\">\nElectric vehicle stocks rally as Green Tidal Wave hopes are recharged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.\nThat is recharging the Green Tidal Wave vibe that was ...</p>\n\n<a href=\"https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155360226","content_text":"Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.\nThat is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit Tesla and pure BEV startups in the near term. Wedbush Securities analyst Dan Ives and team forecast the EV market represents a $5 trillion total addressable market over the next decade with many EV OEMs/supply chain players poised to be major winners.\nEV gainers morning trading: Tesla(NASDAQ:TSLA)+2.37%, Fisker, Workhorse Group, Lordstown Motors, Canoo(NASDAQ:GOEV), Churchill Capital Corp IV-Lucid(NYSE:CCIV), ChargePoint Holdings(NYSE:CHPT), Li Auto(NASDAQ:LI)+0.15%, Nio(NYSE:NIO)+2.09%, QuantumScape(NYSE:QS).\n\n\nElectrification is a big part of the story now in Detroit as well. General Motors(NYSE:GM)is 0.70% higher and Ford(NYSE:F)is up 0.88%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126426506,"gmtCreate":1624582315405,"gmtModify":1703840843551,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Yes","listText":"&nbsp;Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126426506","repostId":"1162964404","repostType":4,"repost":{"id":"1162964404","pubTimestamp":1624545616,"share":"https://www.laohu8.com/m/news/1162964404?lang=&edition=full","pubTime":"2021-06-24 22:40","market":"us","language":"en","title":"Hershey gains on Berkshire Hathaway takeover speculation","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964404","media":"seekingalpha","summary":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the hea","content":"<p>Hershey&nbsp;rose 1.6%&nbsp;after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.</p>\n<p>The plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley&nbsp;in 2008.</p>\n<p>A sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.</p>\n<p>Hershey didn't immediately respond to Seeking Alpha request for comment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hershey gains on Berkshire Hathaway takeover speculation</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\">\nHershey gains on Berkshire Hathaway takeover speculation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is...</p>\n\n<a href=\"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation\">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","BRK.A":"伯克希尔","HSY":"好时"},"source_url":"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162964404","content_text":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley in 2008.\nA sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.\nHershey didn't immediately respond to Seeking Alpha request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126421513,"gmtCreate":1624582247732,"gmtModify":1703840840319,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126421513","repostId":"1159660883","repostType":4,"repost":{"id":"1159660883","pubTimestamp":1624549526,"share":"https://www.laohu8.com/m/news/1159660883?lang=&edition=full","pubTime":"2021-06-24 23:45","market":"us","language":"en","title":"Confluent IPO: Everything you need to know about Confluent","url":"https://stock-news.laohu8.com/highlight/detail?id=1159660883","media":"cityindex","summary":"(Update: June 24, 2021 at 00:24 p.m. ET)\nEvent-streaming business Confluent has raised hundred of mi","content":"<p><i><b>(Update: June 24, 2021 at 00:24 p.m. ET)</b></i><img src=\"https://static.tigerbbs.com/00157d15df44b21026df501534932496\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n<p>Event-streaming business Confluent has raised hundred of millions in recent years to fund its march to revolutionise companies’ data usage. Following the company's IPO, discover more about its background and plans.</p>\n<p><b>When was the Confluent IPO?</b></p>\n<p>Confluent's IPO date on Nasdaq was June 24.&nbsp;The company priced its shares at $36 to raise $828&nbsp;million through an offering of 23 million shares, under the ticker CFLT. This was above the expected range of between $29 and $33, and the company may be set for a valuation of more than $9 billion.</p>\n<p><b>What does Confluent do?</b></p>\n<p>Confluent is a Silicon Valley-based tech company that enables enterprises to access and interpret fluid data in the form of real-time streams, in order to better manage their operations. Information is derived from sensors placed in areas such as manufacturing floors and retail stores, which are used to monitor everything from inventory levels to stock capacity. Then, the information is transferred to a data lake for analysis.</p>\n<p>The company was founded in 2014 by LinkedIn engineers Jay Kreps, Jun Rao and Neha Narkhede, who created Apache Kafka, the open source ‘distributed storage system’ on which Confluent is based. With a $500,000 backing from LinkedIn, the trio rolled out the software platform for early use cases at the professional network, handling data streams with billions of messages.</p>\n<p>However, the ambition was bigger, and the same year the founders secured a $6.9 million round of funding led by venture capital firm Benchmark. The company quickly secured the custom of a range of tech luminaries, from Twitter to Netflix to Uber, which used the service for such functions as real-time analytics and fraud prevention.</p>\n<p>Confluent would go on to raise a further four rounds to the present day, totalling some $456 billion, according to Crunchbase.</p>\n<p>As of most recent 2020 figures, the company’s revenues are in excess of $300 million, with revenue in the first quarter of 2021 jumping 51% from the year previous. The company has around 1,500 employees.</p>\n<p><b>What is Confluent’s competition?</b></p>\n<p>Confluent’s competition comes from the likes of Amazon Web Services, Apache Software Foundation, Cloudera and Microsoft. While the company has partnerships with some of the tech giants (see below) it is also faced with the prospect of competing against many of them. However, the edge may be in Kreps’ assertion that the Apache Kafka system is faster than traditional messaging systems, and hence more suited to large volume data streams.</p>\n<p><b>How does Confluent make money?</b></p>\n<p>Confluent makes money through subscriptions of its products Confluent Cloud, a fully-managed cloud-based software as a service offering, as well as its Confluent Platform, its self-managed multicloud software product. It also sells support licenses for its open-source software, as well as proprietary software, freemium services and other miscellaneous licenses.</p>\n<p><b>What is Confluent 's business strategy?</b></p>\n<p>Confluent’s business strategy is based on the concept of combining on-premises services with managed services, as mentioned above. However, the company reportedly sees the coronavirus pandemic, which resulted in customers needing to advance their digital capabilities on less budget, as accelerating a shift to managed services.</p>\n<p>June 2020 saw the company hire new CFO Steffan Tomlinson, former CFO of Google’s cloud division and armed with a demonstrable track record in IPOs, indicating the company’s appetite for flotation and accelerated growth.</p>\n<p>The company has also initiated partnerships with giant tech incumbents to broaden its reach. In April 2019 it partnered with Google Cloud and integrated Confluent’s managed service with Google Cloud Platform.</p>\n<p>Additionally, November 2020 saw the company announce plans for a partnership with IBM, where the computer manufacturer would be reselling Confluent Platform to its own users.</p>\n<p>Finally, in January 2021 Confluent unveiled a strategic alliance with Microsoft that would allow Confluent Cloud to be accessed as a fully managed service directly available on Microsoft Azure.</p>\n<p><b>Is Confluent profitable?</b></p>\n<p>Confluent is not currency profitable; it reportedly lost $229.8 million in 2020. That year, the company’s losses widened following a jump in operating expenses to $122.5 million, although this was caused mainly by equity compensation to investors.</p>\n<p>As with all highly-capitalised businesses with a significant burn rate, investors will be watchful of the scale of losses and if Confluent’s margins look to trend in the right direction soon.</p>\n<p><b>How much is Confluent worth?</b></p>\n<p>The 2021 Confluent IPO could see a valuation of around $9 billion.</p>\n<p>Prior to that, the most recent valuation in April 2020, when it raised a $250 million series E round of funding, saw Confluent worth $4.5 billion, with a 2019 raise of $125 million equalling a $2.5 billion valuation.</p>\n<p><b>Who owns Confluent?</b></p>\n<p>Confluent is owned by a variety of shareholders, with Benchmark as the largest at 15.3% ownership of Confluent's common stock. Other stakes are held by the likes of Sequoia Capital (9.3%), Index Ventures (13%) and Jun Rao (10.6%). The percentage of the business retained by the founders is unclear.</p>\n<p><b>Who are the directors of Confluent?</b></p>\n<p>Confluent has a number of key personnel that have helped progress the company to its current multi-billion dollar valuation. Here are some of them, correct as of June 21 2021.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p><b>Position</b></p></td>\n   <td><p><b>Name</b></p></td>\n  </tr>\n  <tr>\n   <td><p>Founder and CEO</p></td>\n   <td><p>Jay Kreps</p></td>\n  </tr>\n  <tr>\n   <td><p>Co-founder</p></td>\n   <td><p>Jun Rao</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Financial Officer</p></td>\n   <td><p>Steffan Tomlinson</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Marketing Officer</p></td>\n   <td><p>Stephanie Buscemi</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Product and Engineering Officer</p></td>\n   <td><p>Ganesh Srinivasan</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief People Officer</p></td>\n   <td><p>Cheryl Dalrymple</p></td>\n  </tr>\n  <tr>\n   <td><p>Chief Customer Officer</p></td>\n   <td><p>Roger Scott</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Related:&nbsp;</b><a href=\"https://laohu8.com/NW/1169202537\" target=\"_blank\"><b>Confluent Prepares For $713 Million IPO</b></a></p>","source":"lsy1624549625256","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>Confluent IPO: Everything you need to know about Confluent</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\">\nConfluent IPO: Everything you need to know about Confluent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cityindex.co.uk/market-analysis/confluent-ipo-everything-you-need-to-know-about-confluent/><strong>cityindex</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: June 24, 2021 at 00:24 p.m. ET)\nEvent-streaming business Confluent has raised hundred of millions in recent years to fund its march to revolutionise companies’ data usage. Following the ...</p>\n\n<a href=\"https://www.cityindex.co.uk/market-analysis/confluent-ipo-everything-you-need-to-know-about-confluent/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CFLT":"Confluent, Inc."},"source_url":"https://www.cityindex.co.uk/market-analysis/confluent-ipo-everything-you-need-to-know-about-confluent/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159660883","content_text":"(Update: June 24, 2021 at 00:24 p.m. ET)\nEvent-streaming business Confluent has raised hundred of millions in recent years to fund its march to revolutionise companies’ data usage. Following the company's IPO, discover more about its background and plans.\nWhen was the Confluent IPO?\nConfluent's IPO date on Nasdaq was June 24. The company priced its shares at $36 to raise $828 million through an offering of 23 million shares, under the ticker CFLT. This was above the expected range of between $29 and $33, and the company may be set for a valuation of more than $9 billion.\nWhat does Confluent do?\nConfluent is a Silicon Valley-based tech company that enables enterprises to access and interpret fluid data in the form of real-time streams, in order to better manage their operations. Information is derived from sensors placed in areas such as manufacturing floors and retail stores, which are used to monitor everything from inventory levels to stock capacity. Then, the information is transferred to a data lake for analysis.\nThe company was founded in 2014 by LinkedIn engineers Jay Kreps, Jun Rao and Neha Narkhede, who created Apache Kafka, the open source ‘distributed storage system’ on which Confluent is based. With a $500,000 backing from LinkedIn, the trio rolled out the software platform for early use cases at the professional network, handling data streams with billions of messages.\nHowever, the ambition was bigger, and the same year the founders secured a $6.9 million round of funding led by venture capital firm Benchmark. The company quickly secured the custom of a range of tech luminaries, from Twitter to Netflix to Uber, which used the service for such functions as real-time analytics and fraud prevention.\nConfluent would go on to raise a further four rounds to the present day, totalling some $456 billion, according to Crunchbase.\nAs of most recent 2020 figures, the company’s revenues are in excess of $300 million, with revenue in the first quarter of 2021 jumping 51% from the year previous. The company has around 1,500 employees.\nWhat is Confluent’s competition?\nConfluent’s competition comes from the likes of Amazon Web Services, Apache Software Foundation, Cloudera and Microsoft. While the company has partnerships with some of the tech giants (see below) it is also faced with the prospect of competing against many of them. However, the edge may be in Kreps’ assertion that the Apache Kafka system is faster than traditional messaging systems, and hence more suited to large volume data streams.\nHow does Confluent make money?\nConfluent makes money through subscriptions of its products Confluent Cloud, a fully-managed cloud-based software as a service offering, as well as its Confluent Platform, its self-managed multicloud software product. It also sells support licenses for its open-source software, as well as proprietary software, freemium services and other miscellaneous licenses.\nWhat is Confluent 's business strategy?\nConfluent’s business strategy is based on the concept of combining on-premises services with managed services, as mentioned above. However, the company reportedly sees the coronavirus pandemic, which resulted in customers needing to advance their digital capabilities on less budget, as accelerating a shift to managed services.\nJune 2020 saw the company hire new CFO Steffan Tomlinson, former CFO of Google’s cloud division and armed with a demonstrable track record in IPOs, indicating the company’s appetite for flotation and accelerated growth.\nThe company has also initiated partnerships with giant tech incumbents to broaden its reach. In April 2019 it partnered with Google Cloud and integrated Confluent’s managed service with Google Cloud Platform.\nAdditionally, November 2020 saw the company announce plans for a partnership with IBM, where the computer manufacturer would be reselling Confluent Platform to its own users.\nFinally, in January 2021 Confluent unveiled a strategic alliance with Microsoft that would allow Confluent Cloud to be accessed as a fully managed service directly available on Microsoft Azure.\nIs Confluent profitable?\nConfluent is not currency profitable; it reportedly lost $229.8 million in 2020. That year, the company’s losses widened following a jump in operating expenses to $122.5 million, although this was caused mainly by equity compensation to investors.\nAs with all highly-capitalised businesses with a significant burn rate, investors will be watchful of the scale of losses and if Confluent’s margins look to trend in the right direction soon.\nHow much is Confluent worth?\nThe 2021 Confluent IPO could see a valuation of around $9 billion.\nPrior to that, the most recent valuation in April 2020, when it raised a $250 million series E round of funding, saw Confluent worth $4.5 billion, with a 2019 raise of $125 million equalling a $2.5 billion valuation.\nWho owns Confluent?\nConfluent is owned by a variety of shareholders, with Benchmark as the largest at 15.3% ownership of Confluent's common stock. Other stakes are held by the likes of Sequoia Capital (9.3%), Index Ventures (13%) and Jun Rao (10.6%). The percentage of the business retained by the founders is unclear.\nWho are the directors of Confluent?\nConfluent has a number of key personnel that have helped progress the company to its current multi-billion dollar valuation. Here are some of them, correct as of June 21 2021.\n\n\n\nPosition\nName\n\n\nFounder and CEO\nJay Kreps\n\n\nCo-founder\nJun Rao\n\n\nChief Financial Officer\nSteffan Tomlinson\n\n\nChief Marketing Officer\nStephanie Buscemi\n\n\nChief Product and Engineering Officer\nGanesh Srinivasan\n\n\nChief People Officer\nCheryl Dalrymple\n\n\nChief Customer Officer\nRoger Scott\n\n\n\nRelated: Confluent Prepares For $713 Million IPO","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126159774,"gmtCreate":1624548460198,"gmtModify":1703840150668,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126159774","repostId":"1161267930","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126127250,"gmtCreate":1624548403770,"gmtModify":1703840147833,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wie&nbsp;","listText":"Wie&nbsp;","text":"Wie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126127250","repostId":"2145448160","repostType":4,"repost":{"id":"2145448160","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":1624539192,"share":"https://www.laohu8.com/m/news/2145448160?lang=&edition=full","pubTime":"2021-06-24 20:53","market":"us","language":"en","title":"Biden to meet with bipartisan senators to discuss infrastructure plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2145448160","media":"Reuters","summary":"WASHINGTON, June 24 (Reuters) - President Joe Biden will meet with a bipartisan group of U.S. senato","content":"<p>WASHINGTON, June 24 (Reuters) - President Joe Biden will meet with a bipartisan group of U.S. senators on Thursday to discuss their proposed framework for an infrastructure bill as he looks to push a large-scale spending package through Congress despite Republican opposition.</p>\n<p>Members of the group of 21 senators, or \"G-21,\" announced an agreement on a framework on Wednesday after a meeting with White House officials.</p>\n<p>Republican U.S. Senator Rob Portman, a member of the group, said they would see how the Democratic president responded and would work to sell the plan to other lawmakers in both political parties.</p>\n<p>\"I'm hopeful we can get a positive response from the White House today,\" he told CNBC in an interview.</p>\n<p>The two sides will meet at the White House at 11:45 a.m., the White House said in a statement.</p>\n<p>The G-21 talks have focused on a $1.2 trillion, eight-year spending plan, with a mix of new and repurposed funding.</p>\n<p>For Biden, securing a large-scale infrastructure package is a top domestic priority.</p>\n<p>The White House opened talks with the group after the Democratic president broke off negotiations with Republican Senator Shelley Capito. The White House said her proposals had fallen short of meeting \"the essential needs of our country\".</p>\n<p>Biden, seeking to fuel growth and address income inequality after the coronavirus pandemic, initially proposed spending about $2.3 trillion. Republicans chafed at his definition of infrastructure, which included fighting climate change and providing care for children and the elderly.</p>\n<p>The White House later trimmed the offer to about $1.7 trillion in an unsuccessful bid to win the Republican support needed for any plan to get the 60 votes required to advance most legislation in the evenly split 100-seat Senate.  \"We came to an agreement on a plan ... and we're just going to try to wrap it up tomorrow,\" Democratic Senator Joe Manchin told reporters on Wednesday of the new plan.</p>\n<p>A major sticking point had been how to pay for the investments. Biden has pledged not to increase taxes on Americans earning less than $400,000 a year, while Republicans are determined to protect a 2017 cut in corporate taxes.</p>\n<p>Manchin said the framework encompassed a \"long list\" of so-called pay-fors and that all new spending would be offset with provisions to cover it, but he offered no specifics.</p>\n<p>Congressional Democrats are operating on two tracks.</p>\n<p>While they welcomed a bipartisan deal that could win enough Republican support to clear the Senate, they are also planning to bring up a separate measure with significant additional spending on unconventional infrastructure programs, such as home healthcare for the elderly.</p>\n<p>That measure would be brought up under special Senate rules for budget bills that would allow it to pass without any Republican support. In that case, Vice President Kamala Harris would be called upon to cast the tie-breaking vote.</p>\n<p>(Additional reporting by David Morgan, Richard Cowan, Makini Brice and Susan Heavey; Writing by Tim Ahmann; Editing by Lincoln Feast)</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>Biden to meet with bipartisan senators to discuss infrastructure plan</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\">\nBiden to meet with bipartisan senators to discuss infrastructure plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-24 20:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, June 24 (Reuters) - President Joe Biden will meet with a bipartisan group of U.S. senators on Thursday to discuss their proposed framework for an infrastructure bill as he looks to push a large-scale spending package through Congress despite Republican opposition.</p>\n<p>Members of the group of 21 senators, or \"G-21,\" announced an agreement on a framework on Wednesday after a meeting with White House officials.</p>\n<p>Republican U.S. Senator Rob Portman, a member of the group, said they would see how the Democratic president responded and would work to sell the plan to other lawmakers in both political parties.</p>\n<p>\"I'm hopeful we can get a positive response from the White House today,\" he told CNBC in an interview.</p>\n<p>The two sides will meet at the White House at 11:45 a.m., the White House said in a statement.</p>\n<p>The G-21 talks have focused on a $1.2 trillion, eight-year spending plan, with a mix of new and repurposed funding.</p>\n<p>For Biden, securing a large-scale infrastructure package is a top domestic priority.</p>\n<p>The White House opened talks with the group after the Democratic president broke off negotiations with Republican Senator Shelley Capito. The White House said her proposals had fallen short of meeting \"the essential needs of our country\".</p>\n<p>Biden, seeking to fuel growth and address income inequality after the coronavirus pandemic, initially proposed spending about $2.3 trillion. Republicans chafed at his definition of infrastructure, which included fighting climate change and providing care for children and the elderly.</p>\n<p>The White House later trimmed the offer to about $1.7 trillion in an unsuccessful bid to win the Republican support needed for any plan to get the 60 votes required to advance most legislation in the evenly split 100-seat Senate.  \"We came to an agreement on a plan ... and we're just going to try to wrap it up tomorrow,\" Democratic Senator Joe Manchin told reporters on Wednesday of the new plan.</p>\n<p>A major sticking point had been how to pay for the investments. Biden has pledged not to increase taxes on Americans earning less than $400,000 a year, while Republicans are determined to protect a 2017 cut in corporate taxes.</p>\n<p>Manchin said the framework encompassed a \"long list\" of so-called pay-fors and that all new spending would be offset with provisions to cover it, but he offered no specifics.</p>\n<p>Congressional Democrats are operating on two tracks.</p>\n<p>While they welcomed a bipartisan deal that could win enough Republican support to clear the Senate, they are also planning to bring up a separate measure with significant additional spending on unconventional infrastructure programs, such as home healthcare for the elderly.</p>\n<p>That measure would be brought up under special Senate rules for budget bills that would allow it to pass without any Republican support. In that case, Vice President Kamala Harris would be called upon to cast the tie-breaking vote.</p>\n<p>(Additional reporting by David Morgan, Richard Cowan, Makini Brice and Susan Heavey; Writing by Tim Ahmann; Editing by Lincoln Feast)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145448160","content_text":"WASHINGTON, June 24 (Reuters) - President Joe Biden will meet with a bipartisan group of U.S. senators on Thursday to discuss their proposed framework for an infrastructure bill as he looks to push a large-scale spending package through Congress despite Republican opposition.\nMembers of the group of 21 senators, or \"G-21,\" announced an agreement on a framework on Wednesday after a meeting with White House officials.\nRepublican U.S. Senator Rob Portman, a member of the group, said they would see how the Democratic president responded and would work to sell the plan to other lawmakers in both political parties.\n\"I'm hopeful we can get a positive response from the White House today,\" he told CNBC in an interview.\nThe two sides will meet at the White House at 11:45 a.m., the White House said in a statement.\nThe G-21 talks have focused on a $1.2 trillion, eight-year spending plan, with a mix of new and repurposed funding.\nFor Biden, securing a large-scale infrastructure package is a top domestic priority.\nThe White House opened talks with the group after the Democratic president broke off negotiations with Republican Senator Shelley Capito. The White House said her proposals had fallen short of meeting \"the essential needs of our country\".\nBiden, seeking to fuel growth and address income inequality after the coronavirus pandemic, initially proposed spending about $2.3 trillion. Republicans chafed at his definition of infrastructure, which included fighting climate change and providing care for children and the elderly.\nThe White House later trimmed the offer to about $1.7 trillion in an unsuccessful bid to win the Republican support needed for any plan to get the 60 votes required to advance most legislation in the evenly split 100-seat Senate.  \"We came to an agreement on a plan ... and we're just going to try to wrap it up tomorrow,\" Democratic Senator Joe Manchin told reporters on Wednesday of the new plan.\nA major sticking point had been how to pay for the investments. Biden has pledged not to increase taxes on Americans earning less than $400,000 a year, while Republicans are determined to protect a 2017 cut in corporate taxes.\nManchin said the framework encompassed a \"long list\" of so-called pay-fors and that all new spending would be offset with provisions to cover it, but he offered no specifics.\nCongressional Democrats are operating on two tracks.\nWhile they welcomed a bipartisan deal that could win enough Republican support to clear the Senate, they are also planning to bring up a separate measure with significant additional spending on unconventional infrastructure programs, such as home healthcare for the elderly.\nThat measure would be brought up under special Senate rules for budget bills that would allow it to pass without any Republican support. In that case, Vice President Kamala Harris would be called upon to cast the tie-breaking vote.\n(Additional reporting by David Morgan, Richard Cowan, Makini Brice and Susan Heavey; Writing by Tim Ahmann; Editing by Lincoln Feast)","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126424118,"gmtCreate":1624582378534,"gmtModify":1703840847156,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;Wow","listText":"&nbsp;Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126424118","repostId":"2145046194","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126421017,"gmtCreate":1624582235039,"gmtModify":1703840839836,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126421017","repostId":"1169202537","repostType":4,"repost":{"id":"1169202537","pubTimestamp":1624549071,"share":"https://www.laohu8.com/m/news/1169202537?lang=&edition=full","pubTime":"2021-06-24 23:37","market":"us","language":"en","title":"Confluent Prepares For $713 Million IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1169202537","media":"seekingalpha","summary":"Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infras","content":"<p><b>Summary</b></p>\n<ul>\n <li>Confluent has filed proposed terms for its $713 million IPO.</li>\n <li>The firm provides an IT infrastructure as a service platform to enterprises globally.</li>\n <li>CFLT has grown revenue and gross profit but is generating high operating losses and the IPO appears expensive, so I'll watch it from the sidelines.</li>\n</ul>\n<p><b>Quick Take</b></p>\n<p>Confluent (CFLT) has filed to raise $713 million in an IPO of its Class A common stock, according to an S-1/Aregistration statement.</p>\n<p>The firm provides data infrastructure as a service to enterprises with complex requirements.</p>\n<p>CFLT is generating high operating losses with no credible path to operating breakeven and the IPO appears expensive, so I'll pass on it.</p>\n<p><b>Company &amp; Technology</b></p>\n<p>Mountain View, California-based Confluent was founded to create a platform enabling companies to more easily build and deploy data-driven applications for real-time use.</p>\n<p>Management is headed by co-founder and CEO Jay Kreps, who was previously a software architect at LinkedIn and was one of the creators of Apache Kafka which Confluent uses as the basis for its system.</p>\n<p>Kafka is used by many companies for high-performance data streaming applications, among other uses.</p>\n<p>The company’s primary offerings include:</p>\n<ul>\n <li>Confluent Cloud - SaaS platform</li>\n <li>Confluent Platform - Self-managed system</li>\n</ul>\n<p>Confluent has received at least $574 million in equity investment from investors including Benchmark Capital, Index Ventures, Jun Rao, and Sequoia Capital.</p>\n<p><b>Customer/User Acquisition</b></p>\n<p>The firm pursues relationships primarily with large and medium-sized companies through a direct sales and marketing approach.</p>\n<p>As of March 31, 2021, Confluent had over 560 customers with $100,000 or more in annual recurring revenue across numerous industries including financial services, retail and e-commerce, manufacturing, and media &amp; entertainment.</p>\n<p>Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased, as the figures below indicate:</p>\n<p><img src=\"https://static.tigerbbs.com/e5cc76d07fa184ab25908af34e003253\" tg-width=\"627\" tg-height=\"315\"></p>\n<p>The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, dropped to 0.4x in the most recent reporting period, as shown in the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/ade4d8d84c15ad5b405df3eb76062e01\" tg-width=\"620\" tg-height=\"247\"></p>\n<p>The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.</p>\n<p>CFLT’s most recent calculation was negative (7%) as of March 31, 2021, so the firm needs significant improvement in this regard, per the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/c4cb9e1ff077aaab8fda94762c10a6dd\" tg-width=\"617\" tg-height=\"249\"></p>\n<p>The firm’s dollar-based net revenue retention rate for Q1 2021 was 117% and for all of 2020 was 125%, which are both good results.</p>\n<p>The dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.</p>\n<p>Market &amp; Competition</p>\n<p>According to a 2020 marketresearch reportby Allied Market Research, the global market for big data as a service was an estimated $5 billion in 2018 and is forecast to exceed $61 billion by 2026.</p>\n<p>This represents a forecast very strong CAGR of 36.9% from 2019 to 2026.</p>\n<p>The main drivers for this expected growth are the continued transition of enterprises to cloud applications and the need to drive efficiencies across all aspects of the enterprise.</p>\n<p>Also, as companies transition to cloud infrastructures, their systems are becoming more complex and there is a substantial need for vendor reduction to improve integration and lower complexity.</p>\n<p>The infrastructure as a service market [IaaS] is expected to grow by $136 billion from 2021 to 2025, representing a CAGR of 27%, according toResearchAndMarkets.</p>\n<p>Major competitive or other industry participants include:</p>\n<ul>\n <li><p>Microsoft(NASDAQ:MSFT)</p></li>\n <li><p>Amazon(NASDAQ:AMZN)</p></li>\n <li><p>Google (GOOG,GOOGL)</p></li>\n <li><p>TIBCO Streaming</p></li>\n <li><p>Cloudera(NYSE:CLDR)</p></li>\n <li><p>Red Hat</p></li>\n <li><p>Oracle(NYSE:ORCL)</p></li>\n</ul>\n<p>Financial Performance</p>\n<p>Confluent’s recent financial results can be summarized as follows:</p>\n<ul>\n <li><p>Growing top line revenue</p></li>\n <li><p>Increasing gross profit and gross margin</p></li>\n <li><p>High and increasing operating losses</p></li>\n <li><p>High cash used in operations</p></li>\n</ul>\n<p>Below are relevant financial results derived from the firm’s registration statement:</p>\n<p><img src=\"https://static.tigerbbs.com/5194e46029ac9b822d272939057e2cdf\" tg-width=\"629\" tg-height=\"624\"><img src=\"https://static.tigerbbs.com/07fa0bff438bb98cc5b56772e6af6d7f\" tg-width=\"621\" tg-height=\"621\"><img src=\"https://static.tigerbbs.com/d0e045562404b8ffa6569881a2b62d59\" tg-width=\"620\" tg-height=\"620\">As of March 31, 2021, Confluent had $44.1 million in cash and $274.4 million in total liabilities.</p>\n<p>Free cash flow during the twelve months ended March 31, 2021, was negative ($74.2 million).</p>\n<p><b>IPO Details</b></p>\n<p>Confluent intends to raise $713 million in gross proceeds from an IPO of its Class A common stock, offering 23 million shares at a proposed midpoint price of $31.00.</p>\n<p>Class A common stockholders will receive one vote per share and Class shareholders will be entitled to ten votes per share.</p>\n<p>The S&amp;P 500 Index no longer admits firms with multiple classes of stock into its index.</p>\n<p>Certain existing shareholders have indicated an interest to purchase shares of up to $112 million in the aggregate at the IPO price.</p>\n<p>Assuming a successful IPO, the company’s enterprise value at IPO would approximate $6.9 billion, excluding the effects of underwriter over-allotment options.</p>\n<p>Excluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.11%. A figure under 10% is generally considered a ‘low float’ stock which can be subject to significant price volatility.</p>\n<p>Management says it will use the net proceeds from the IPO as follows:</p>\n<blockquote>\n The principal purposes of this offering are to increase our capitalization and financial flexibility and create a public market for our Class A common stock. We intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures. We cannot specify with certainty all of the particular uses for the remaining net proceeds to us from this offering. We may also use a portion of the net proceeds for acquisitions of, or strategic investments in, complementary businesses, products, services, or technologies. However, we do not have any agreements or commitments to enter into any material acquisitions or investments at this time. (Source)\n</blockquote>\n<p>Management’s presentation of the company roadshow isavailable here.</p>\n<p>Listed bookrunners of the IPO are Morgan Stanley, J.P. Morgan, Goldman Sachs, BofA Securities, Citigroup, Barclays, Credit Suisse, Deutsche Bank Securities, UBS Investment Bank, Wells Fargo Securities, Cowen, D.A. Davidson &amp; Co., JMP Securities, KeyBanc Capital Markets and Piper Sandler.</p>\n<p><b>Valuation Metrics</b></p>\n<p>Below is a table of relevant capitalization and valuation figures for the company:</p>\n<p><img src=\"https://static.tigerbbs.com/e716bb31dd4f9850fb6b2d45ab87f7b3\" tg-width=\"621\" tg-height=\"711\"></p>\n<p>As a reference, a potential partial public comparable to Confluent would be Cloudera; below is a comparison of their primary valuation metrics:</p>\n<p><img src=\"https://static.tigerbbs.com/0c053081dcc6ad74cba10a936cd27571\" tg-width=\"614\" tg-height=\"419\"></p>\n<p>The firm’s last private market valuation was $4.5 billion in April, 2020, so the IPO will represent an increase in valuation of approximately 53% from that valuation.</p>\n<p>Commentary</p>\n<p>Confluent is seeking public investment capital for its general corporate expansion plans and to provide an ultimate exit for its venture capital firm investors.</p>\n<p>Those investors include top tier firms Benchmark and Sequoia Capital.</p>\n<p>The firm’s financials show strong top line revenue growth and gross profit growth, but high operating losses which are a distinct negative in the current IPO market environment.</p>\n<p>Free cash flow for the twelve months ended March 31, 2021, was negative ($74.2 million), so the company is burning through a lot of cash.</p>\n<p>Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenue has increased; its Sales and Marketing efficiency rate dropped to 0.4x in the most recent reporting period.</p>\n<p>The market opportunity for providing data/infrastructure as a service is very large and expected to grow at a high rate of growth over the coming years, so the firm has strong industry growth dynamics in its favor.</p>\n<p>Morgan Stanley is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 26.6% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p>\n<p>The primary risk to the company’s outlook is if one or more of its major platform competitors bundles competing offerings into its existing pricing structure, putting substantial pricing pressure and integration complexity pressure onto Confluent.</p>\n<p>As for valuation, compared to already public and larger partial competitor Cloudera, Confluent is seeking a big premium at IPO.</p>\n<p>Of course, CFLT is growing revenue at a far higher rate of growth, so some of that premium is justified.</p>\n<p>Still, the firm has made no credible progress toward operating breakeven and is producing enormous operating losses.</p>\n<p>Since the IPO valuation is not cheap and the firm is generating high operating losses and cash burn, I'll watch the IPO from the sidelines.</p>\n<p>Expected IPO Pricing Date: June 23, 2021</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Confluent Prepares For $713 Million IPO</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{ 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}\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\">\nConfluent Prepares For $713 Million IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infrastructure as a service platform to enterprises globally.\nCFLT has grown revenue and gross profit but ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CFLT":"Confluent, Inc."},"source_url":"https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169202537","content_text":"Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infrastructure as a service platform to enterprises globally.\nCFLT has grown revenue and gross profit but is generating high operating losses and the IPO appears expensive, so I'll watch it from the sidelines.\n\nQuick Take\nConfluent (CFLT) has filed to raise $713 million in an IPO of its Class A common stock, according to an S-1/Aregistration statement.\nThe firm provides data infrastructure as a service to enterprises with complex requirements.\nCFLT is generating high operating losses with no credible path to operating breakeven and the IPO appears expensive, so I'll pass on it.\nCompany & Technology\nMountain View, California-based Confluent was founded to create a platform enabling companies to more easily build and deploy data-driven applications for real-time use.\nManagement is headed by co-founder and CEO Jay Kreps, who was previously a software architect at LinkedIn and was one of the creators of Apache Kafka which Confluent uses as the basis for its system.\nKafka is used by many companies for high-performance data streaming applications, among other uses.\nThe company’s primary offerings include:\n\nConfluent Cloud - SaaS platform\nConfluent Platform - Self-managed system\n\nConfluent has received at least $574 million in equity investment from investors including Benchmark Capital, Index Ventures, Jun Rao, and Sequoia Capital.\nCustomer/User Acquisition\nThe firm pursues relationships primarily with large and medium-sized companies through a direct sales and marketing approach.\nAs of March 31, 2021, Confluent had over 560 customers with $100,000 or more in annual recurring revenue across numerous industries including financial services, retail and e-commerce, manufacturing, and media & entertainment.\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased, as the figures below indicate:\n\nThe Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, dropped to 0.4x in the most recent reporting period, as shown in the table below:\n\nThe Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.\nCFLT’s most recent calculation was negative (7%) as of March 31, 2021, so the firm needs significant improvement in this regard, per the table below:\n\nThe firm’s dollar-based net revenue retention rate for Q1 2021 was 117% and for all of 2020 was 125%, which are both good results.\nThe dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.\nMarket & Competition\nAccording to a 2020 marketresearch reportby Allied Market Research, the global market for big data as a service was an estimated $5 billion in 2018 and is forecast to exceed $61 billion by 2026.\nThis represents a forecast very strong CAGR of 36.9% from 2019 to 2026.\nThe main drivers for this expected growth are the continued transition of enterprises to cloud applications and the need to drive efficiencies across all aspects of the enterprise.\nAlso, as companies transition to cloud infrastructures, their systems are becoming more complex and there is a substantial need for vendor reduction to improve integration and lower complexity.\nThe infrastructure as a service market [IaaS] is expected to grow by $136 billion from 2021 to 2025, representing a CAGR of 27%, according toResearchAndMarkets.\nMajor competitive or other industry participants include:\n\nMicrosoft(NASDAQ:MSFT)\nAmazon(NASDAQ:AMZN)\nGoogle (GOOG,GOOGL)\nTIBCO Streaming\nCloudera(NYSE:CLDR)\nRed Hat\nOracle(NYSE:ORCL)\n\nFinancial Performance\nConfluent’s recent financial results can be summarized as follows:\n\nGrowing top line revenue\nIncreasing gross profit and gross margin\nHigh and increasing operating losses\nHigh cash used in operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\nAs of March 31, 2021, Confluent had $44.1 million in cash and $274.4 million in total liabilities.\nFree cash flow during the twelve months ended March 31, 2021, was negative ($74.2 million).\nIPO Details\nConfluent intends to raise $713 million in gross proceeds from an IPO of its Class A common stock, offering 23 million shares at a proposed midpoint price of $31.00.\nClass A common stockholders will receive one vote per share and Class shareholders will be entitled to ten votes per share.\nThe S&P 500 Index no longer admits firms with multiple classes of stock into its index.\nCertain existing shareholders have indicated an interest to purchase shares of up to $112 million in the aggregate at the IPO price.\nAssuming a successful IPO, the company’s enterprise value at IPO would approximate $6.9 billion, excluding the effects of underwriter over-allotment options.\nExcluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.11%. A figure under 10% is generally considered a ‘low float’ stock which can be subject to significant price volatility.\nManagement says it will use the net proceeds from the IPO as follows:\n\n The principal purposes of this offering are to increase our capitalization and financial flexibility and create a public market for our Class A common stock. We intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures. We cannot specify with certainty all of the particular uses for the remaining net proceeds to us from this offering. We may also use a portion of the net proceeds for acquisitions of, or strategic investments in, complementary businesses, products, services, or technologies. However, we do not have any agreements or commitments to enter into any material acquisitions or investments at this time. (Source)\n\nManagement’s presentation of the company roadshow isavailable here.\nListed bookrunners of the IPO are Morgan Stanley, J.P. Morgan, Goldman Sachs, BofA Securities, Citigroup, Barclays, Credit Suisse, Deutsche Bank Securities, UBS Investment Bank, Wells Fargo Securities, Cowen, D.A. Davidson & Co., JMP Securities, KeyBanc Capital Markets and Piper Sandler.\nValuation Metrics\nBelow is a table of relevant capitalization and valuation figures for the company:\n\nAs a reference, a potential partial public comparable to Confluent would be Cloudera; below is a comparison of their primary valuation metrics:\n\nThe firm’s last private market valuation was $4.5 billion in April, 2020, so the IPO will represent an increase in valuation of approximately 53% from that valuation.\nCommentary\nConfluent is seeking public investment capital for its general corporate expansion plans and to provide an ultimate exit for its venture capital firm investors.\nThose investors include top tier firms Benchmark and Sequoia Capital.\nThe firm’s financials show strong top line revenue growth and gross profit growth, but high operating losses which are a distinct negative in the current IPO market environment.\nFree cash flow for the twelve months ended March 31, 2021, was negative ($74.2 million), so the company is burning through a lot of cash.\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenue has increased; its Sales and Marketing efficiency rate dropped to 0.4x in the most recent reporting period.\nThe market opportunity for providing data/infrastructure as a service is very large and expected to grow at a high rate of growth over the coming years, so the firm has strong industry growth dynamics in its favor.\nMorgan Stanley is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 26.6% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the company’s outlook is if one or more of its major platform competitors bundles competing offerings into its existing pricing structure, putting substantial pricing pressure and integration complexity pressure onto Confluent.\nAs for valuation, compared to already public and larger partial competitor Cloudera, Confluent is seeking a big premium at IPO.\nOf course, CFLT is growing revenue at a far higher rate of growth, so some of that premium is justified.\nStill, the firm has made no credible progress toward operating breakeven and is producing enormous operating losses.\nSince the IPO valuation is not cheap and the firm is generating high operating losses and cash burn, I'll watch the IPO from the sidelines.\nExpected IPO Pricing Date: June 23, 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129836951,"gmtCreate":1624368601273,"gmtModify":1703834563415,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no&nbsp;","listText":"Oh no&nbsp;","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129836951","repostId":"2145918051","repostType":4,"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129174078,"gmtCreate":1624367639594,"gmtModify":1703834523437,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129174078","repostId":"1196246436","repostType":4,"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129172749,"gmtCreate":1624367610781,"gmtModify":1703834521501,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129172749","repostId":"1133339567","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000487374,"gmtCreate":1640265035968,"gmtModify":1676533512994,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000487374","repostId":"690364840","repostType":1,"repost":{"id":690364840,"gmtCreate":1639637685800,"gmtModify":1676532324576,"author":{"id":"3575357760164357","authorId":"3575357760164357","name":"Sayaka","avatar":"https://static.tigerbbs.com/b9ba234a6653e4f0c99910e770326f38","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"📈 Is Now Really the Time to Be Buying Stocks???","htmlText":"It's very reasonable, then, to wonder whether the market will crash sometime soon and possibly crash hard. If you're wondering whether it makes sense to be buying stocks now, my answer would be yes. Read on for three reasons why. What would you do when&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>goes back to $150? Or if the S&amp;P <a href=\"https://laohu8.com/S/SPY\">$S&amp;P500 ETF(SPY)$</a>drops more than 30%? Is Tesla<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> still on a bargain??? 📉Are we in a bubble?1. The market could keep surgingOne reason to not pause your stock buying is that the market may still post another year or two or three of growth, and you'd be stuck on the sidelines. Imagine it's 2012 or 2020, and you're wondering whether you should steer cl","listText":"It's very reasonable, then, to wonder whether the market will crash sometime soon and possibly crash hard. If you're wondering whether it makes sense to be buying stocks now, my answer would be yes. Read on for three reasons why. What would you do when&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>goes back to $150? Or if the S&amp;P <a href=\"https://laohu8.com/S/SPY\">$S&amp;P500 ETF(SPY)$</a>drops more than 30%? Is Tesla<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> still on a bargain??? 📉Are we in a bubble?1. The market could keep surgingOne reason to not pause your stock buying is that the market may still post another year or two or three of growth, and you'd be stuck on the sidelines. Imagine it's 2012 or 2020, and you're wondering whether you should steer cl","text":"It's very reasonable, then, to wonder whether the market will crash sometime soon and possibly crash hard. If you're wondering whether it makes sense to be buying stocks now, my answer would be yes. Read on for three reasons why. What would you do when $Apple(AAPL)$goes back to $150? Or if the S&P $S&P500 ETF(SPY)$drops more than 30%? Is Tesla$Tesla Motors(TSLA)$ still on a bargain??? 📉Are we in a bubble?1. The market could keep surgingOne reason to not pause your stock buying is that the market may still post another year or two or three of growth, and you'd be stuck on the sidelines. Imagine it's 2012 or 2020, and you're wondering whether you should steer cl","images":[{"img":"https://static.tigerbbs.com/a6e1d3aaf275249b29f1dabacb1b5c81","width":"1258","height":"960"},{"img":"https://static.tigerbbs.com/8039c0c4b458fd4c4a7e435f923df664","width":"3357","height":"2332"},{"img":"https://static.tigerbbs.com/30090235d535b9fb83730ef67b649d86","width":"1262","height":"958"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/690364840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122261736,"gmtCreate":1624623713325,"gmtModify":1703841966184,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wor","listText":"Wor","text":"Wor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122261736","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122261230,"gmtCreate":1624623700620,"gmtModify":1703841965862,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Vv","listText":"Vv","text":"Vv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122261230","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126425683,"gmtCreate":1624582367442,"gmtModify":1703840845690,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes//<a href=\"https://laohu8.com/U/3576260758860416\">@andrew123</a>:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co","listText":"Yes//<a href=\"https://laohu8.com/U/3576260758860416\">@andrew123</a>:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co","text":"Yes//@andrew123:Safe but if u want higher n faster gain, look for stk where price have not reflect value of co","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126425683","repostId":"2145042485","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126425875,"gmtCreate":1624582359797,"gmtModify":1703840845497,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126425875","repostId":"2145042485","repostType":4,"repost":{"id":"2145042485","pubTimestamp":1624540861,"share":"https://www.laohu8.com/m/news/2145042485?lang=&edition=full","pubTime":"2021-06-24 21:21","market":"us","language":"en","title":"Microsoft (MSFT) Boasts Earnings & Price Momentum: Should You Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145042485","media":"Zacks","summary":"Here at Zacks, we offer our members many different opportunities to take full advantage of the stock","content":"<p>Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.</p>\n<p>The Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what are today's hottest industries.</p>\n<p>Also included in Zacks Premium is the Focus List. This is a long-term portfolio of top stocks that have all the traits to beat the market.</p>\n<p><b>Breaking Down the Zacks Focus List</b></p>\n<p>If you could, wouldn't you jump at the chance for access to a curated list of stocks to kickstart your investing journey?</p>\n<p>That's what the Zacks Focus List, a portfolio of 50 stocks, offers investors. Not only does it serve as a starting point for long-term investors, but all stocks included in the list are poised to outperform the market over the next 12 months.</p>\n<p>What makes the Focus List even more helpful is that each selection is accompanied by a full Zacks Analyst Report, which explains the reasoning behind every stock's selection and why we believe it's a good pick for the long-term.</p>\n<p>The portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&amp;P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&amp;P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021.</p>\n<p><b>Focus List Methodology</b></p>\n<p>When stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.</p>\n<p>Earnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.</p>\n<p>What a company will earn down the road also needs to be taken into consideration, and this is why earnings estimate revisions are so important.</p>\n<p>Stocks that receive upward earnings estimate revisions are more likely to receive even more upward changes in the future. For example, if an analyst raised their estimates last month, they're more likely to do it again this month, and other analysts are likely to do the same.</p>\n<p>Harnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank is a unique, proprietary stock-rating model that utilizes changes to a company's quarterly earnings expectations to help investors build a winning portfolio.</p>\n<p>The Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each <a href=\"https://laohu8.com/S/AONE\">one</a> is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from \"Strong Buy\" to \"Strong Sell,\" using this data.</p>\n<p>The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.</p>\n<p>It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.</p>\n<p><b>Focus List Spotlight: Microsoft (MSFT)</b></p>\n<p>Redmond, WA-based Microsoft Corporation is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest broad-based technology providers in the world. The company dominates the PC software market with more than 80% of the market share for operating systems.</p>\n<p>MSFT, a #3 (Hold) stock, was added to the Focus List on February 1, 2016 at $55.09 per share. Since then, shares have increased 381.53% to $265.28.</p>\n<p>11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2021. The Zacks Consensus Estimate has increased $0.43 to $7.80. MSFT boasts an average earnings surprise of 14.8%.</p>\n<p>Additionally, MSFT's earnings are expected to grow 35.4% for the current fiscal year.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft (MSFT) Boasts Earnings & Price Momentum: Should You Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft (MSFT) Boasts Earnings & Price Momentum: Should You Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-msft-boasts-earnings-price-132101843.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.\nThe Zacks Premium service,...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-msft-boasts-earnings-price-132101843.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-msft-boasts-earnings-price-132101843.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145042485","content_text":"Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.\nThe Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what are today's hottest industries.\nAlso included in Zacks Premium is the Focus List. This is a long-term portfolio of top stocks that have all the traits to beat the market.\nBreaking Down the Zacks Focus List\nIf you could, wouldn't you jump at the chance for access to a curated list of stocks to kickstart your investing journey?\nThat's what the Zacks Focus List, a portfolio of 50 stocks, offers investors. Not only does it serve as a starting point for long-term investors, but all stocks included in the list are poised to outperform the market over the next 12 months.\nWhat makes the Focus List even more helpful is that each selection is accompanied by a full Zacks Analyst Report, which explains the reasoning behind every stock's selection and why we believe it's a good pick for the long-term.\nThe portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021.\nFocus List Methodology\nWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.\nEarnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.\nWhat a company will earn down the road also needs to be taken into consideration, and this is why earnings estimate revisions are so important.\nStocks that receive upward earnings estimate revisions are more likely to receive even more upward changes in the future. For example, if an analyst raised their estimates last month, they're more likely to do it again this month, and other analysts are likely to do the same.\nHarnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank is a unique, proprietary stock-rating model that utilizes changes to a company's quarterly earnings expectations to help investors build a winning portfolio.\nThe Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each one is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from \"Strong Buy\" to \"Strong Sell,\" using this data.\nThe Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.\nIt can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.\nFocus List Spotlight: Microsoft (MSFT)\nRedmond, WA-based Microsoft Corporation is one of the largest broad-based technology providers in the world. The company dominates the PC software market with more than 80% of the market share for operating systems.\nMSFT, a #3 (Hold) stock, was added to the Focus List on February 1, 2016 at $55.09 per share. Since then, shares have increased 381.53% to $265.28.\n11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2021. The Zacks Consensus Estimate has increased $0.43 to $7.80. MSFT boasts an average earnings surprise of 14.8%.\nAdditionally, MSFT's earnings are expected to grow 35.4% for the current fiscal year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126422689,"gmtCreate":1624582333841,"gmtModify":1703840844682,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no//<a href=\"https://laohu8.com/U/3571284177271116\">@dlcgx</a>:&nbsp;Yes","listText":"Oh no//<a href=\"https://laohu8.com/U/3571284177271116\">@dlcgx</a>:&nbsp;Yes","text":"Oh no//@dlcgx: Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126422689","repostId":"1162964404","repostType":4,"repost":{"id":"1162964404","pubTimestamp":1624545616,"share":"https://www.laohu8.com/m/news/1162964404?lang=&edition=full","pubTime":"2021-06-24 22:40","market":"us","language":"en","title":"Hershey gains on Berkshire Hathaway takeover speculation","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964404","media":"seekingalpha","summary":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the hea","content":"<p>Hershey&nbsp;rose 1.6%&nbsp;after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.</p>\n<p>The plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley&nbsp;in 2008.</p>\n<p>A sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.</p>\n<p>Hershey didn't immediately respond to Seeking Alpha request for comment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hershey gains on Berkshire Hathaway takeover speculation</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\">\nHershey gains on Berkshire Hathaway takeover speculation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is...</p>\n\n<a href=\"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation\">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","BRK.A":"伯克希尔","HSY":"好时"},"source_url":"https://seekingalpha.com/news/3709624-hershey-gains-on-berkshire-hathaway-takeover-speculation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162964404","content_text":"Hershey rose 1.6% after a report indicated that Hershey's corporate plane was seen in Omaha, the headquarters of Warren Buffett's Berkshire Hathaway(NYSE:BRK.B), a few weeks ago.\nThe plane spotting is interesting because Berkshire Hathaway owns Sees's Candies and Buffett helped finance Mars's purchase of Wrigley in 2008.\nA sale of Hershey has always been difficult because the Hershey Trust has to approve any kind of deal, though it seems that a transaction with Buffett might be amenable, according to traders, who cited a Gordon Haskett note.\nHershey didn't immediately respond to Seeking Alpha request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126385120,"gmtCreate":1624544703860,"gmtModify":1703839971525,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yss great","listText":"Yss great","text":"Yss great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126385120","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126386469,"gmtCreate":1624544663151,"gmtModify":1703839969639,"author":{"id":"3571284177271116","authorId":"3571284177271116","name":"dlcgx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hey","listText":"Hey","text":"Hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126386469","repostId":"1178318911","repostType":4,"repost":{"id":"1178318911","pubTimestamp":1624538539,"share":"https://www.laohu8.com/m/news/1178318911?lang=&edition=full","pubTime":"2021-06-24 20:42","market":"us","language":"en","title":"Initial Jobless Claims Disappoint Again As Pennsylvania Pukes Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1178318911","media":"zerohedge","summary":"After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to","content":"<p>After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to 380k), but perhaps most notably,<b>today’s jobless claims report is the first to reflect the early June 12 phase out emergency benefits in Alaska, Iowa, Missouri and Mississippi</b>.</p>\n<p>The analysts were wrong -<b>initial claims printed 411k (notably worse than the 380k expected) and relatively flat from the week before</b>...</p>\n<p><img src=\"https://static.tigerbbs.com/f40fbac9201d22b45bd0903f17c2020f\" tg-width=\"500\" tg-height=\"271\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>But something crazy is going on in PA as for the second week in a row, it was the massive outlier in initial claims...</p>\n<p><img src=\"https://static.tigerbbs.com/5df6b8956a2533b2e735e7d11fe73e71\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>And this was the previous week...</p>\n<p><img src=\"https://static.tigerbbs.com/8a9f9d90ca1042b9fb1624f021dae433\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>Continuing claims improved, falling to 3.39mm - the lowest since pre-COVID...</p>\n<p><img src=\"https://static.tigerbbs.com/bd2961e54fde98e826f3c7a8baf61b03\" tg-width=\"500\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>Overall, 14.845 million Americans remain on some form of government dole...</p>\n<p><img src=\"https://static.tigerbbs.com/3f0ed1c51ac90fe738f5c5960818b13c\" tg-width=\"500\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p>\n<p>Basically unchanged from the previous week...</p>\n<p><img src=\"https://static.tigerbbs.com/b693dd2f6ac8d12e9cde60387b28f5d3\" tg-width=\"500\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>With over 9.2 million job openings out there,</p>\n<p><img src=\"https://static.tigerbbs.com/959006f9bc1feb41cfc4018100204c36\" tg-width=\"500\" tg-height=\"274\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>As more and more states end the handouts, will Americans who have grown accustomed for being paid to do nothing be willing to take a job?</p>","source":"lsy1583725640930","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>Initial Jobless Claims Disappoint Again As Pennsylvania Pukes Again</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\">\nInitial Jobless Claims Disappoint Again As Pennsylvania Pukes Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/personal-finance/initial-jobless-claims-disappoint-again-pennsylvania-pukes-again><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to 380k), but perhaps most notably,today’s jobless claims report is the first to reflect the early ...</p>\n\n<a href=\"https://www.zerohedge.com/personal-finance/initial-jobless-claims-disappoint-again-pennsylvania-pukes-again\">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","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/personal-finance/initial-jobless-claims-disappoint-again-pennsylvania-pukes-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178318911","content_text":"After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to 380k), but perhaps most notably,today’s jobless claims report is the first to reflect the early June 12 phase out emergency benefits in Alaska, Iowa, Missouri and Mississippi.\nThe analysts were wrong -initial claims printed 411k (notably worse than the 380k expected) and relatively flat from the week before...\nSource: Bloomberg\nBut something crazy is going on in PA as for the second week in a row, it was the massive outlier in initial claims...\n\nAnd this was the previous week...\n\nContinuing claims improved, falling to 3.39mm - the lowest since pre-COVID...\n\nSource: Bloomberg\nOverall, 14.845 million Americans remain on some form of government dole...\n\nBasically unchanged from the previous week...\nSource: Bloomberg\nWith over 9.2 million job openings out there,\nSource: Bloomberg\nAs more and more states end the handouts, will Americans who have grown accustomed for being paid to do nothing be willing to take a job?","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}