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2021-06-16

Just buy the dip ?

Roblox Slides After Reporting Month-Over-Month Drop in Bookings

2021-03-25

Just be patient and wait

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2021-06-15

PLTR best stock ever

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2021-03-02

Buy and hold

1 Reason Why You Should Buy the Dip in AMD Stock

2021-06-16

$Palantir Technologies Inc.(PLTR)$ love this stock

2021-03-02

Great news

Where Will Pfizer Be in 1 Year?

2021-06-17

Apple is the best one on this list

These 10 Stocks Make Up 85% of Warren Buffett's Portfolio

2021-06-15

Very interesting

What investors are watching from the Fed: taper talk and inflation

2021-03-02

Buy and hold

1 Reason Why You Should Buy the Dip in AMD Stock

2021-06-17

Love this stock

Walmart: Buy On Weakness For Its Exciting International Growth Prospects

2021-06-16

Probably more easy money coming

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2021-06-16

Waiting for this meeting before doing any trade

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2021-03-22

Buy and hold

Some “meme” stocks are slipping

2021-03-02

That's great

ARK Invest buys DraftKings, Tencent, Teladoc

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this stock&nbsp;","listText":"Love this stock&nbsp;","text":"Love this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161833243","repostId":"1138373077","repostType":4,"repost":{"id":"1138373077","pubTimestamp":1623915483,"share":"https://www.laohu8.com/m/news/1138373077?lang=&edition=full","pubTime":"2021-06-17 15:38","market":"us","language":"en","title":"Walmart: Buy On Weakness For Its Exciting International Growth Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1138373077","media":"seekingalpha","summary":"Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the yea","content":"<p><b>Summary</b></p>\n<ul>\n <li>Walmart’s international segment is expected to lead the company’s revenue growth in the years ahead.</li>\n <li>The company’s leadership through Flipkart in the rapidly growing India market is expected to be a key competitive advantage as it scales up to compete against Amazon India.</li>\n <li>At the current price, Walmart is not expensive, and offers an attractive entry point for investors to partake in its international growth drivers.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af09545cba715476092d754f8df38e8a\" tg-width=\"768\" tg-height=\"512\"><span>Wolterk/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Walmart (WMT) has very exciting growth prospects in its international markets, especially in India where the market is expected to overtake Canada as the second largest international market segment, behind the leader Mexico by 2025. In addition, the company’s astute investment in Flipkart has given it the key leadership in the e-commerce segment in India which is expected to grow rapidly in the years ahead.</p>\n<p><b>Setting the Stage for International Expansion</b></p>\n<p>Walmart has grand ambitions on the international stage. After the completion of the&nbsp;divestiture of Asda and Seiyu&nbsp;last quarter, the company has set its sights on driving its international growth in the faster growing markets. The company also discussed at length its international priorities and opportunities in two recent conferences (DBAccess, andBaird) on how to take its international business to the next level.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917a0bddc47fb6071bfd416976abe840\" tg-width=\"600\" tg-height=\"371\"><span>WMT net sales worldwide by division. Data Source: Company Filings</span></p>\n<p>Walmart’s international sales accounted for about 21.9% of FY 21 revenue. As we could observe from above, WMT’s international business as a whole has been largely stagnant in recent years even though its U.S. operations saw relatively stable and consistent growth. The company’s exit from Seiyu [Japan] and Asda [UK] in order to reallocate capital to its higher growth regions, notably in India and China, is an important step towards aligning its growth priorities and rejuvenating its international business segment. In fact, Walmart had even received pretty nasty press on its operations in Japan, asNikkei Asiaremarked: “Walmart's foreign flops can be attributed largely to tone-deaf management, which failed to take into account local business customs, dietary habits and labor relations, among other glaring oversights.” Notwithstanding the sensational allegations made by the Nikkei, I think WMT has actually performed admirably in its international business as it’s aprofitable segmentfor the company that posted an operating margin of 4.4% in Q1’22, as well as 3% in FY 21, 2.8% in FY 20, and 4% in FY 19, respectively.</p>\n<p><b>Ask Amazon How Hard It Is To Make Money Overseas</b></p>\n<p>In order to understand how difficult it is to make money operating a retail business in international markets with a footprint as large as WMT, investors need to look no further than Amazon (AMZN), notwithstanding its focus on the e-commerce segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f155f05bf035f522fff05f7c5802740\" tg-width=\"849\" tg-height=\"525\"><span>AMZN annual Operating income by segment. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa70bfe2b8a379252d91f48a78becd52\" tg-width=\"600\" tg-height=\"371\"><span>AMZN quarterly operating income by segment. Data Source: Company Filings</span></p>\n<p>As we could observe from the 2 charts above, AMZN’s international segment only recently started to turn an operating profit in Q2’20 after experiencing losses over the last 6 years, even though the North America segment continued to do well. It’s a good reminder to investors that WMT knows how to manage its large international footprint well and it’s really very difficult to run an operation as geographically diverse and huge as Walmart’s and be profitable at the same time, giving the company an extremely wide moat.</p>\n<p><b>India and China Expected to Lead Growth</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5de7690e94d33c1fa7d9a17901080007\" tg-width=\"833\" tg-height=\"515\"><span>WMT projected net sales by country. Data Source: Edge by Ascential</span></p>\n<p>Although Mexico is still expected to remain as International’s most important revenue driver by 2025, India and China are expected to lead the growth, with India expected to be the company’s second largest international market by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb39da945b2a8ef4d8bc56b06bf945b7\" tg-width=\"600\" tg-height=\"371\"><span>WMT projected revenue CAGR by country. Data Source: Edge by Ascential</span></p>\n<p>India’s 5Y CAGR of 10.4% is expected to outperform the rest of its international peers, followed by China in second place with a 5Y CAGR of 6.6%. The rest of its international markets are also expected to grow relatively fast, including the leader Mexico (5Y CAGR: 4.1%).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9a2cee8cc3738a2a615afe99152dd5f\" tg-width=\"1280\" tg-height=\"738\"><span>WMT projected revenue mean consensus, and YoY growth. Data source: S&amp;P Capital IQ</span></p>\n<p>If we consider the company’s overall expected revenue growth in the next few years, investors should now be able to appreciate the importance of WMT’s international markets to drive the company’s topline and therefore managing the growth of its international segment well would provide the company a highly significant lever to drive results over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b6a11308afe3976fe54e67f76f8f596\" tg-width=\"873\" tg-height=\"540\"><span>Leading retail chain operators in China. Data Source: China Chain Store &amp; Franchise Association</span></p>\n<p>Although WMT’s leadership in the U.S. is undisputed, it may not be the same in China. The competitive landscape in China is strongly dominated by Suning Commerce Group, and WMT’s China operations was actually ranked 7th in this survey. Therefore, there is a tremendous amount of sales potential for WMT to make up in order to move up the ranks among China’s retail leaders.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0338751a0a7661f724cfa43c4acb5c58\" tg-width=\"600\" tg-height=\"371\"><span>Total population in the U.S. and India. Data Source: IMF</span></p>\n<p>In the market where it is expected to lead the company's growth: India, this is where the excitement for WMT’s international business really begins. India’s population is expected to grow from 1.324B in 2016 to 1.443B by 2025, which would represent a CAGR of 0.96%, faster than the U.S. population CAGR of 0.47%, that is twice as fast, despite having a population size that’s already 4x larger to start with.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab0dcd47a074df2156c16ea1db021061\" tg-width=\"600\" tg-height=\"371\"><span>Market size of e-commerce industry across India. Data Source: India Brand Equity Foundation; Various sources (Media sources); BCG; Bain &amp; Company; Morgan Stanley</span></p>\n<p>India’s e-commerce industry (WMT’s main channel in India) is expected to grow from just $14B in 2014 to $200B by 2027, which would represent a whopping CAGR of 22.7%, an incredible growth rate. More importantly, WMT is an e-commerce leader in India (though Flipkart), as Flipkart had a&nbsp;31.9% market share&nbsp;as of Oct 20 according to Forrester Research, just ahead of its fierce rival, Amazon India, who had a 31.2% market share. Therefore, WMT looks very well positioned to compete strongly in India as the leader of a rapidly expanding e-commerce market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c611e761c64537eac8600067ff46dce9\" tg-width=\"600\" tg-height=\"371\"><span>Flipkart revenue. Data Source: Flipkart; Business Standard</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fd83dbbe32e4623cfb108479191db5\" tg-width=\"600\" tg-height=\"371\"><span>Flipkart revenue YoY growth. Data Source: Flipkart; Business Standard</span></p>\n<p>As we could observe from above, Flipkart’s FY 20 revenue of 346B rupees (equivalent to about $4.72B) has barely scratched the surface considering the market size of India’s e-commerce industry that was worth $64B in 2020. Even though the revenue growth of 12% YoY was an egregious deceleration from the previous year’s 42% YoY growth, the company has managed to reduce its net loss from 38.35B rupees to 31.5B rupees (see below), an improvement of 17% YoY. It would thus be important for investors to continue monitoring the health of its growth trend moving forward to evaluate whether there is a persistent deceleration that needs to be addressed by the company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84abc8cadd99bda1af002f8ef6a231ad\" tg-width=\"768\" tg-height=\"475\"><span>P/L of Flipkart. Data Source: Flipkart; Business Standard</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efdcc73d770fedc1353ca09154e30a26\" tg-width=\"600\" tg-height=\"371\"><span>Unified Payment Interface [UPI] usage across India. Data Source: The Financial Express (India); NPCI</span></p>\n<p>Meanwhile, the company’s UPI platform PhonePe is also the leader in UPI usage across India. UPI has become the dominant payments infrastructure across India with a&nbsp;73% share&nbsp;of all digital transactions volume as of Feb 21. However, due to the 30% transactions restriction cap placed on all third-party payment apps that include PhonePe by the authority [NPCI] on the leaders, PhonePe and Google Pay would need to meet a 2-year deadline to bring down their transactions share to within the 30% cap. In addition, WhatsApp Pay is also expected to play an increasingly important role in this rapidly expanding market and compete against Google Pay and PhonePe. Notwithstanding the cap placed by NPCI, the digital payments market in India is expected to grow from 2,153 trillion rupees in 2020 to 7,092 trillion rupees by 2025 (see below), which would represent a CAGR of 26.9%, thus giving us a high level of confidence that there is ample room for all the major competitors to grow. Walmart definitely looks incredibly well-positioned in the India e-commerce market, where its e-commerce growth is still very much in its infancy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6273488f83e60a8d2c316d9296e7ad27\" tg-width=\"600\" tg-height=\"371\"><span>Digital payments market value across India. Data Source: Redseer</span></p>\n<p><b>Considering Walmart's Valuations</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2e1c5a07707bd380a3dab086be2be5c\" tg-width=\"1280\" tg-height=\"701\"><span>EV / EBITDA Metrics. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537bf606c23aaa34ab1130ab1186f6d5\" tg-width=\"1280\" tg-height=\"694\"><span>EV / EBIT metrics. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider WMT’s FCF and EBIT relative valuations using both EV / EBITDA - CapEx (as a proxy for FCF) and EV / EBIT, WMT is currently valued near the higher end of both valuations range (EV / LTM EBITDA: 14.7x, EV / LTM EBIT: 14.9x) over the last 5 years. In fact, when we consider the company forward valuations, we could observe that the market seems to have priced in quite a bit of optimism into WMT’s future EBIT and FCF growth in which the company is expected to execute well moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ba544168ae18b243f52b6359262acb\" tg-width=\"1280\" tg-height=\"884\"><span>EV / EBIT valuation metrics.</span></p>\n<p>Therefore, in order to have a basis on whether WMT’s forward valuations are also in line with what we expect from other companies, it would be useful to conduct an EV / EBIT comparison across a set of benchmark companies for us to have a reasonable basis to value WMT. We also observed that WMT’s EV / EBIT metrics have not been excessive when compared against this set of benchmark companies.</p>\n<p>Using a blend of their EV / LTM EBIT metric and their EV / Fwd EBIT metric, we arrived at a fair value of $156.42 at the midpoint of the fair value range, representing a potential upside of 11.7% from 15 Jun’s closing price of $140.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeab97d13426aa4d6f580b82aaf6bf4b\" tg-width=\"1280\" tg-height=\"784\"><span>Source: TradingView</span></p>\n<p>WMT is a strong stock that has always been well supported along its long-term uptrend over the last 3 years. The 50W moving average has always acted as its key dynamic support level, including during the 2018 bear market, and the 2020 COVID-19 bear market, demonstrating the confidence of the market in this customary market leader. The support level at $127 also looks like an extremely strong support level that attracted strong buying interest during the retracement in Feb - Mar 21 and investors should consider this as a \"Buy more\" entry point if the price retraces to that level in the future. Currently, the stock is right at the 50W MA support level again, and I think at the current price level of $140, it still represents an optimal technical buy entry. Investors should however avoid buying near $154 in the near term as it’s expected to be a near term resistance level.</p>\n<p><b>Wrapping it all up</b></p>\n<p>Walmart’s international strategies, especially in India are looking very exciting and is expected to be the company's main international growth driver. Although its international segment is still a relatively small segment of the company’s overall revenue, it’s expected to lead the group’s growth in the foreseeable future and the market definitely thinks so as well as WMT is expected to be valued at higher multiples than what was observed historically. Investors should therefore take advantage of WMT’s current price weakness to add to this fantastic stock in view of its attractive valuation right now.</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>Walmart: Buy On Weakness For Its Exciting International Growth Prospects</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\">\nWalmart: Buy On Weakness For Its Exciting International Growth Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 15:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the years ahead.\nThe company’s leadership through Flipkart in the rapidly growing India market is expected ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138373077","content_text":"Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the years ahead.\nThe company’s leadership through Flipkart in the rapidly growing India market is expected to be a key competitive advantage as it scales up to compete against Amazon India.\nAt the current price, Walmart is not expensive, and offers an attractive entry point for investors to partake in its international growth drivers.\n\nWolterk/iStock Editorial via Getty Images\nInvestment Thesis\nWalmart (WMT) has very exciting growth prospects in its international markets, especially in India where the market is expected to overtake Canada as the second largest international market segment, behind the leader Mexico by 2025. In addition, the company’s astute investment in Flipkart has given it the key leadership in the e-commerce segment in India which is expected to grow rapidly in the years ahead.\nSetting the Stage for International Expansion\nWalmart has grand ambitions on the international stage. After the completion of the divestiture of Asda and Seiyu last quarter, the company has set its sights on driving its international growth in the faster growing markets. The company also discussed at length its international priorities and opportunities in two recent conferences (DBAccess, andBaird) on how to take its international business to the next level.\nWMT net sales worldwide by division. Data Source: Company Filings\nWalmart’s international sales accounted for about 21.9% of FY 21 revenue. As we could observe from above, WMT’s international business as a whole has been largely stagnant in recent years even though its U.S. operations saw relatively stable and consistent growth. The company’s exit from Seiyu [Japan] and Asda [UK] in order to reallocate capital to its higher growth regions, notably in India and China, is an important step towards aligning its growth priorities and rejuvenating its international business segment. In fact, Walmart had even received pretty nasty press on its operations in Japan, asNikkei Asiaremarked: “Walmart's foreign flops can be attributed largely to tone-deaf management, which failed to take into account local business customs, dietary habits and labor relations, among other glaring oversights.” Notwithstanding the sensational allegations made by the Nikkei, I think WMT has actually performed admirably in its international business as it’s aprofitable segmentfor the company that posted an operating margin of 4.4% in Q1’22, as well as 3% in FY 21, 2.8% in FY 20, and 4% in FY 19, respectively.\nAsk Amazon How Hard It Is To Make Money Overseas\nIn order to understand how difficult it is to make money operating a retail business in international markets with a footprint as large as WMT, investors need to look no further than Amazon (AMZN), notwithstanding its focus on the e-commerce segment.\nAMZN annual Operating income by segment. Data Source: Company Filings\nAMZN quarterly operating income by segment. Data Source: Company Filings\nAs we could observe from the 2 charts above, AMZN’s international segment only recently started to turn an operating profit in Q2’20 after experiencing losses over the last 6 years, even though the North America segment continued to do well. It’s a good reminder to investors that WMT knows how to manage its large international footprint well and it’s really very difficult to run an operation as geographically diverse and huge as Walmart’s and be profitable at the same time, giving the company an extremely wide moat.\nIndia and China Expected to Lead Growth\nWMT projected net sales by country. Data Source: Edge by Ascential\nAlthough Mexico is still expected to remain as International’s most important revenue driver by 2025, India and China are expected to lead the growth, with India expected to be the company’s second largest international market by 2025.\nWMT projected revenue CAGR by country. Data Source: Edge by Ascential\nIndia’s 5Y CAGR of 10.4% is expected to outperform the rest of its international peers, followed by China in second place with a 5Y CAGR of 6.6%. The rest of its international markets are also expected to grow relatively fast, including the leader Mexico (5Y CAGR: 4.1%).\nWMT projected revenue mean consensus, and YoY growth. Data source: S&P Capital IQ\nIf we consider the company’s overall expected revenue growth in the next few years, investors should now be able to appreciate the importance of WMT’s international markets to drive the company’s topline and therefore managing the growth of its international segment well would provide the company a highly significant lever to drive results over time.\nLeading retail chain operators in China. Data Source: China Chain Store & Franchise Association\nAlthough WMT’s leadership in the U.S. is undisputed, it may not be the same in China. The competitive landscape in China is strongly dominated by Suning Commerce Group, and WMT’s China operations was actually ranked 7th in this survey. Therefore, there is a tremendous amount of sales potential for WMT to make up in order to move up the ranks among China’s retail leaders.\nTotal population in the U.S. and India. Data Source: IMF\nIn the market where it is expected to lead the company's growth: India, this is where the excitement for WMT’s international business really begins. India’s population is expected to grow from 1.324B in 2016 to 1.443B by 2025, which would represent a CAGR of 0.96%, faster than the U.S. population CAGR of 0.47%, that is twice as fast, despite having a population size that’s already 4x larger to start with.\nMarket size of e-commerce industry across India. Data Source: India Brand Equity Foundation; Various sources (Media sources); BCG; Bain & Company; Morgan Stanley\nIndia’s e-commerce industry (WMT’s main channel in India) is expected to grow from just $14B in 2014 to $200B by 2027, which would represent a whopping CAGR of 22.7%, an incredible growth rate. More importantly, WMT is an e-commerce leader in India (though Flipkart), as Flipkart had a 31.9% market share as of Oct 20 according to Forrester Research, just ahead of its fierce rival, Amazon India, who had a 31.2% market share. Therefore, WMT looks very well positioned to compete strongly in India as the leader of a rapidly expanding e-commerce market.\nFlipkart revenue. Data Source: Flipkart; Business Standard\nFlipkart revenue YoY growth. Data Source: Flipkart; Business Standard\nAs we could observe from above, Flipkart’s FY 20 revenue of 346B rupees (equivalent to about $4.72B) has barely scratched the surface considering the market size of India’s e-commerce industry that was worth $64B in 2020. Even though the revenue growth of 12% YoY was an egregious deceleration from the previous year’s 42% YoY growth, the company has managed to reduce its net loss from 38.35B rupees to 31.5B rupees (see below), an improvement of 17% YoY. It would thus be important for investors to continue monitoring the health of its growth trend moving forward to evaluate whether there is a persistent deceleration that needs to be addressed by the company.\nP/L of Flipkart. Data Source: Flipkart; Business Standard\nUnified Payment Interface [UPI] usage across India. Data Source: The Financial Express (India); NPCI\nMeanwhile, the company’s UPI platform PhonePe is also the leader in UPI usage across India. UPI has become the dominant payments infrastructure across India with a 73% share of all digital transactions volume as of Feb 21. However, due to the 30% transactions restriction cap placed on all third-party payment apps that include PhonePe by the authority [NPCI] on the leaders, PhonePe and Google Pay would need to meet a 2-year deadline to bring down their transactions share to within the 30% cap. In addition, WhatsApp Pay is also expected to play an increasingly important role in this rapidly expanding market and compete against Google Pay and PhonePe. Notwithstanding the cap placed by NPCI, the digital payments market in India is expected to grow from 2,153 trillion rupees in 2020 to 7,092 trillion rupees by 2025 (see below), which would represent a CAGR of 26.9%, thus giving us a high level of confidence that there is ample room for all the major competitors to grow. Walmart definitely looks incredibly well-positioned in the India e-commerce market, where its e-commerce growth is still very much in its infancy.\nDigital payments market value across India. Data Source: Redseer\nConsidering Walmart's Valuations\nEV / EBITDA Metrics. Data source: S&P Capital IQ\nEV / EBIT metrics. Data source: S&P Capital IQ\nWhen we consider WMT’s FCF and EBIT relative valuations using both EV / EBITDA - CapEx (as a proxy for FCF) and EV / EBIT, WMT is currently valued near the higher end of both valuations range (EV / LTM EBITDA: 14.7x, EV / LTM EBIT: 14.9x) over the last 5 years. In fact, when we consider the company forward valuations, we could observe that the market seems to have priced in quite a bit of optimism into WMT’s future EBIT and FCF growth in which the company is expected to execute well moving forward.\nEV / EBIT valuation metrics.\nTherefore, in order to have a basis on whether WMT’s forward valuations are also in line with what we expect from other companies, it would be useful to conduct an EV / EBIT comparison across a set of benchmark companies for us to have a reasonable basis to value WMT. We also observed that WMT’s EV / EBIT metrics have not been excessive when compared against this set of benchmark companies.\nUsing a blend of their EV / LTM EBIT metric and their EV / Fwd EBIT metric, we arrived at a fair value of $156.42 at the midpoint of the fair value range, representing a potential upside of 11.7% from 15 Jun’s closing price of $140.\nPrice Action and Technical Analysis\nSource: TradingView\nWMT is a strong stock that has always been well supported along its long-term uptrend over the last 3 years. The 50W moving average has always acted as its key dynamic support level, including during the 2018 bear market, and the 2020 COVID-19 bear market, demonstrating the confidence of the market in this customary market leader. The support level at $127 also looks like an extremely strong support level that attracted strong buying interest during the retracement in Feb - Mar 21 and investors should consider this as a \"Buy more\" entry point if the price retraces to that level in the future. Currently, the stock is right at the 50W MA support level again, and I think at the current price level of $140, it still represents an optimal technical buy entry. Investors should however avoid buying near $154 in the near term as it’s expected to be a near term resistance level.\nWrapping it all up\nWalmart’s international strategies, especially in India are looking very exciting and is expected to be the company's main international growth driver. Although its international segment is still a relatively small segment of the company’s overall revenue, it’s expected to lead the group’s growth in the foreseeable future and the market definitely thinks so as well as WMT is expected to be valued at higher multiples than what was observed historically. Investors should therefore take advantage of WMT’s current price weakness to add to this fantastic stock in view of its attractive valuation right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161833095,"gmtCreate":1623916373517,"gmtModify":1703823415376,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple is the best one on this list","listText":"Apple is the best one on this list","text":"Apple is the best one on this list","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161833095","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163025996,"gmtCreate":1623854153615,"gmtModify":1703821545072,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;love this stock&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;love this stock&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ love this stock","images":[{"img":"https://static.tigerbbs.com/45a4c3604816ceeee8a31838d1489d09","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163025996","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169767441,"gmtCreate":1623851450483,"gmtModify":1703821398364,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Probably more easy money coming&nbsp;","listText":"Probably more easy money coming&nbsp;","text":"Probably more easy money coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169767441","repostId":"1118154026","repostType":4,"repost":{"id":"1118154026","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623850220,"share":"https://www.laohu8.com/m/news/1118154026?lang=&edition=full","pubTime":"2021-06-16 21:30","market":"us","language":"en","title":"S&P 500 is flat near a record with all eyes on Federal Reserve’s update","url":"https://stock-news.laohu8.com/highlight/detail?id=1118154026","media":"Tiger Newspress","summary":"U.S. stocks were mostly flat on Wednesday ahead of theFederal Reserve’s updateon monetary policy.\nTh","content":"<p>U.S. stocks were mostly flat on Wednesday ahead of theFederal Reserve’s updateon monetary policy.</p> \n<p>The Dow Jones Industrial Average traded 20 points higher. The S&amp;P 500 inched up 0.1%, sitting just a few points below an all-time high reached in the previous session. The tech-heavy Nasdaq Composite edged up 0.2%.</p> \n<p>Large tech shares like Tesla and Nvidia were slightly lower, while shares of economic reopening plays Royal Caribbean and Carnival gained 1% each.</p> \n<p>Stocks pulled back from record levels duringTuesday’s trading session, with the S&amp;P 500 closing 0.2% lower after hitting an all-time intraday high earlier in the day. The Dow slid nearly 100 points and the Nasdaq Composite dipped 0.7% amid weakness in shares of Big Tech.</p> \n<p>The Federal Reserve kicked off its two-day meeting on Tuesday. The central bank is not expected to make any policy moves, but it could signal that it’s beginning to think abouteasing its bond-buying policy. The Fed will also release new forecasts on Wednesday, which could indicate a possible first rate hike penciled in for 2023. Previously, Fed officials hadn’t come to a consensus for a rate hike through 2023.</p> \n<p>The Fed’s statement and forecasts will come out at 2 p.m. ET followed by a press conference by Chairman Jerome Powell 30 minutes later.</p> \n<p>The meeting comes as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.</p> \n<p>\"I still think&nbsp;equities are going higher,\" BlackRock global bond chief&nbsp;Rick Rieder&nbsp;said on CNBC's \"Squawk Box\" on Wednesday.&nbsp;\"If we don't hear anything&nbsp;different, then I worry a little&nbsp;bit about risk&nbsp;the system creates — you can&nbsp;create asset bubbles&nbsp;you can create leverage.&nbsp;We've seen markets that are a&nbsp;little bit concerning with&nbsp;literally zero spread to them&nbsp;for risk assets.\"</p> \n<p>The central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.</p> \n<p>\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"</p> \n<p>Minutes from the central bank's last meeting showed that some Fed officials said it could be appropriate to start discussing adjustments to the bond-buying program should the economy continue to recover. Economists predict that while some of these discussions could begin, concrete details will not be revealed until later this year.</p> \n<p>On Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.</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>S&P 500 is flat near a record with all eyes on Federal Reserve’s update</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\">\nS&P 500 is flat near a record with all eyes on Federal Reserve’s update\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-16 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks were mostly flat on Wednesday ahead of theFederal Reserve’s updateon monetary policy.</p> \n<p>The Dow Jones Industrial Average traded 20 points higher. The S&amp;P 500 inched up 0.1%, sitting just a few points below an all-time high reached in the previous session. The tech-heavy Nasdaq Composite edged up 0.2%.</p> \n<p>Large tech shares like Tesla and Nvidia were slightly lower, while shares of economic reopening plays Royal Caribbean and Carnival gained 1% each.</p> \n<p>Stocks pulled back from record levels duringTuesday’s trading session, with the S&amp;P 500 closing 0.2% lower after hitting an all-time intraday high earlier in the day. The Dow slid nearly 100 points and the Nasdaq Composite dipped 0.7% amid weakness in shares of Big Tech.</p> \n<p>The Federal Reserve kicked off its two-day meeting on Tuesday. The central bank is not expected to make any policy moves, but it could signal that it’s beginning to think abouteasing its bond-buying policy. The Fed will also release new forecasts on Wednesday, which could indicate a possible first rate hike penciled in for 2023. Previously, Fed officials hadn’t come to a consensus for a rate hike through 2023.</p> \n<p>The Fed’s statement and forecasts will come out at 2 p.m. ET followed by a press conference by Chairman Jerome Powell 30 minutes later.</p> \n<p>The meeting comes as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.</p> \n<p>\"I still think&nbsp;equities are going higher,\" BlackRock global bond chief&nbsp;Rick Rieder&nbsp;said on CNBC's \"Squawk Box\" on Wednesday.&nbsp;\"If we don't hear anything&nbsp;different, then I worry a little&nbsp;bit about risk&nbsp;the system creates — you can&nbsp;create asset bubbles&nbsp;you can create leverage.&nbsp;We've seen markets that are a&nbsp;little bit concerning with&nbsp;literally zero spread to them&nbsp;for risk assets.\"</p> \n<p>The central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.</p> \n<p>\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"</p> \n<p>Minutes from the central bank's last meeting showed that some Fed officials said it could be appropriate to start discussing adjustments to the bond-buying program should the economy continue to recover. Economists predict that while some of these discussions could begin, concrete details will not be revealed until later this year.</p> \n<p>On Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118154026","content_text":"U.S. stocks were mostly flat on Wednesday ahead of theFederal Reserve’s updateon monetary policy.\nThe Dow Jones Industrial Average traded 20 points higher. The S&P 500 inched up 0.1%, sitting just a few points below an all-time high reached in the previous session. The tech-heavy Nasdaq Composite edged up 0.2%.\nLarge tech shares like Tesla and Nvidia were slightly lower, while shares of economic reopening plays Royal Caribbean and Carnival gained 1% each.\nStocks pulled back from record levels duringTuesday’s trading session, with the S&P 500 closing 0.2% lower after hitting an all-time intraday high earlier in the day. The Dow slid nearly 100 points and the Nasdaq Composite dipped 0.7% amid weakness in shares of Big Tech.\nThe Federal Reserve kicked off its two-day meeting on Tuesday. The central bank is not expected to make any policy moves, but it could signal that it’s beginning to think abouteasing its bond-buying policy. The Fed will also release new forecasts on Wednesday, which could indicate a possible first rate hike penciled in for 2023. Previously, Fed officials hadn’t come to a consensus for a rate hike through 2023.\nThe Fed’s statement and forecasts will come out at 2 p.m. ET followed by a press conference by Chairman Jerome Powell 30 minutes later.\nThe meeting comes as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.\n\"I still think equities are going higher,\" BlackRock global bond chief Rick Rieder said on CNBC's \"Squawk Box\" on Wednesday. \"If we don't hear anything different, then I worry a little bit about risk the system creates — you can create asset bubbles you can create leverage. We've seen markets that are a little bit concerning with literally zero spread to them for risk assets.\"\nThe central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.\n\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"\nMinutes from the central bank's last meeting showed that some Fed officials said it could be appropriate to start discussing adjustments to the bond-buying program should the economy continue to recover. Economists predict that while some of these discussions could begin, concrete details will not be revealed until later this year.\nOn Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160556960,"gmtCreate":1623802770550,"gmtModify":1703819751806,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Waiting for this meeting before doing any trade&nbsp;","listText":"Waiting for this meeting before doing any trade&nbsp;","text":"Waiting for this meeting before doing any trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160556960","repostId":"1110139876","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160521614,"gmtCreate":1623802448538,"gmtModify":1703819736004,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just buy the dip ?","listText":"Just buy the dip ?","text":"Just buy the dip ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160521614","repostId":"2143637047","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187179407,"gmtCreate":1623747971409,"gmtModify":1704210295689,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very interesting&nbsp;","listText":"Very interesting&nbsp;","text":"Very interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187179407","repostId":"2143631732","repostType":4,"repost":{"id":"2143631732","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":1623736344,"share":"https://www.laohu8.com/m/news/2143631732?lang=&edition=full","pubTime":"2021-06-15 13:52","market":"us","language":"en","title":"What investors are watching from the Fed: taper talk and inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2143631732","media":"Reuters","summary":"June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of it","content":"<p>June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of its policy meeting on Wednesday for insight on whether the central bank has begun discussing tapering bond purchases and if policymakers are concerned about rising inflation. A possible hike to some key short-term rates is also in focus. Here are topics that investors are focused on:</p>\n<p><b>TALKING ABOUT TALKING ABOUT A TAPER</b></p>\n<p>The Fed is keen to minimize the possibility of a market disruption when it begins to reduce its $120 billion per month government bond and mortgage-backed securities purchase program, and so far has only indicated it may soon start \"talking about talking\" about reducing it.</p>\n<p>Market participants will be focused on whether this has advanced in any way, with a reduction in bond purchases expected to be the first step in the Fed’s normalizing its ultra-loose monetary policies.</p>\n<p>Signs that the Fed may taper sooner than expected could spark a bond market sell-off, which could hurt risk appetite and send stocks lower.</p>\n<p>Many analysts think the Fed will hold off on any announcement on bond reductions until its Jackson Hole economic symposium in August, with the taper unlikely to occur until late this year or early next year. Some market participants, however, are worried there are dangers in waiting as inflation prints come in strong.</p>\n<p><b>IS INFLATION BECOMING ENTRENCHED?</b></p>\n<p>Inflation has been coming in well above the Fed’s 2% target as the economy reopens and investors will be watching for signs that policymakers are uncomfortable with the recent increases.</p>\n<p>Data last week showed that consumer prices in May registered the largest annual increase in 13 years, with a 5% gain.</p>\n<p>The U.S. Treasury market showed little concern about the data, however, with yields falling to three-month lows. Ten-year yields were at 1.46% on Monday and have fallen from a <a href=\"https://laohu8.com/S/AONE\">one</a>-year high of 1.78% in March.</p>\n<p>Fed Chair Jerome Powell said after the U.S. central bank’s April meeting that transitory increases in inflation expected this year would not meet its standard for raising interest rates.</p>\n<p><b>WILL THE DOT PLOT SHOW AN EXPECTED RATE HIKE IN 2023?</b></p>\n<p>Market participants will focus on when policymakers see an increase in rates, a section of the Fed's economic projections known as the “dot plot.”</p>\n<p>Seven of 18 officials expected to raise rates in 2023 at the Fed’s March meeting, compared with five in December. Four officials also felt rates may need to rise as soon as next year, a change from zero as of the last projections in December.</p>\n<p>Meanwhile, any increase in inflation projections for 2022 and 2023 may indicate that the Fed sees inflation increases being more persistent than previously expected.</p>\n<p><b>AS REVERSE REPO VOLUMES HIT RECORDS, WILL THEY RAISE 'IOER'?</b></p>\n<p>Another key focus will be whether the Fed will address disruptions in cash markets by raising the interest it pays banks on excess reserves and the rate it pays on overnight reverse repos.</p>\n<p>Money market investors are struggling with a lack of high quality short-dated assets as the Treasury reduces bill issuance at the same time as banks are struggling with excess deposits, in large part from Fed bond purchases.</p>\n<p>The Fed’s reverse repo facility, which offers approved money managers the option to lend money to the Fed overnight in return for Treasury collateral, has seen increasing demand and set a record $584 billion on Monday. Demand is expected to continue growing as the Treasury continues paring issuance of Treasury bills and the debt ceiling nears.</p>\n<p>By raising the IOER, the Fed can ease some downward pressure on short-term rates. Some analysts say the Fed is unlikely to make any adjustments unless the fed funds rate falls below 5 basis points, a level it has so far held above. The fed funds rate was at 6 basis points on Friday.</p>\n<p><b>STANDING REPO FACILITY</b></p>\n<p>The Fed surprised some market participants when minutes from its April meeting, released in May, showed policymakers participated in a briefing on the pros and cons of making permanent the support they provide to money markets.</p>\n<p>Investors will be looking for any details the Fed may give on a standing repo facility, which would reduce the chance of the Treasury market experiencing the sort of liquidity shortages that hit markets in September 2019 and March 2020 by giving investors confidence that there is a lender of last resort in the event of another large disruption.</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>What investors are watching from the Fed: taper talk and inflation</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\">\nWhat investors are watching from the Fed: taper talk and inflation\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\">2021-06-15 13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of its policy meeting on Wednesday for insight on whether the central bank has begun discussing tapering bond purchases and if policymakers are concerned about rising inflation. A possible hike to some key short-term rates is also in focus. Here are topics that investors are focused on:</p>\n<p><b>TALKING ABOUT TALKING ABOUT A TAPER</b></p>\n<p>The Fed is keen to minimize the possibility of a market disruption when it begins to reduce its $120 billion per month government bond and mortgage-backed securities purchase program, and so far has only indicated it may soon start \"talking about talking\" about reducing it.</p>\n<p>Market participants will be focused on whether this has advanced in any way, with a reduction in bond purchases expected to be the first step in the Fed’s normalizing its ultra-loose monetary policies.</p>\n<p>Signs that the Fed may taper sooner than expected could spark a bond market sell-off, which could hurt risk appetite and send stocks lower.</p>\n<p>Many analysts think the Fed will hold off on any announcement on bond reductions until its Jackson Hole economic symposium in August, with the taper unlikely to occur until late this year or early next year. Some market participants, however, are worried there are dangers in waiting as inflation prints come in strong.</p>\n<p><b>IS INFLATION BECOMING ENTRENCHED?</b></p>\n<p>Inflation has been coming in well above the Fed’s 2% target as the economy reopens and investors will be watching for signs that policymakers are uncomfortable with the recent increases.</p>\n<p>Data last week showed that consumer prices in May registered the largest annual increase in 13 years, with a 5% gain.</p>\n<p>The U.S. Treasury market showed little concern about the data, however, with yields falling to three-month lows. Ten-year yields were at 1.46% on Monday and have fallen from a <a href=\"https://laohu8.com/S/AONE\">one</a>-year high of 1.78% in March.</p>\n<p>Fed Chair Jerome Powell said after the U.S. central bank’s April meeting that transitory increases in inflation expected this year would not meet its standard for raising interest rates.</p>\n<p><b>WILL THE DOT PLOT SHOW AN EXPECTED RATE HIKE IN 2023?</b></p>\n<p>Market participants will focus on when policymakers see an increase in rates, a section of the Fed's economic projections known as the “dot plot.”</p>\n<p>Seven of 18 officials expected to raise rates in 2023 at the Fed’s March meeting, compared with five in December. Four officials also felt rates may need to rise as soon as next year, a change from zero as of the last projections in December.</p>\n<p>Meanwhile, any increase in inflation projections for 2022 and 2023 may indicate that the Fed sees inflation increases being more persistent than previously expected.</p>\n<p><b>AS REVERSE REPO VOLUMES HIT RECORDS, WILL THEY RAISE 'IOER'?</b></p>\n<p>Another key focus will be whether the Fed will address disruptions in cash markets by raising the interest it pays banks on excess reserves and the rate it pays on overnight reverse repos.</p>\n<p>Money market investors are struggling with a lack of high quality short-dated assets as the Treasury reduces bill issuance at the same time as banks are struggling with excess deposits, in large part from Fed bond purchases.</p>\n<p>The Fed’s reverse repo facility, which offers approved money managers the option to lend money to the Fed overnight in return for Treasury collateral, has seen increasing demand and set a record $584 billion on Monday. Demand is expected to continue growing as the Treasury continues paring issuance of Treasury bills and the debt ceiling nears.</p>\n<p>By raising the IOER, the Fed can ease some downward pressure on short-term rates. Some analysts say the Fed is unlikely to make any adjustments unless the fed funds rate falls below 5 basis points, a level it has so far held above. The fed funds rate was at 6 basis points on Friday.</p>\n<p><b>STANDING REPO FACILITY</b></p>\n<p>The Fed surprised some market participants when minutes from its April meeting, released in May, showed policymakers participated in a briefing on the pros and cons of making permanent the support they provide to money markets.</p>\n<p>Investors will be looking for any details the Fed may give on a standing repo facility, which would reduce the chance of the Treasury market experiencing the sort of liquidity shortages that hit markets in September 2019 and March 2020 by giving investors confidence that there is a lender of last resort in the event of another large disruption.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143631732","content_text":"June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of its policy meeting on Wednesday for insight on whether the central bank has begun discussing tapering bond purchases and if policymakers are concerned about rising inflation. A possible hike to some key short-term rates is also in focus. Here are topics that investors are focused on:\nTALKING ABOUT TALKING ABOUT A TAPER\nThe Fed is keen to minimize the possibility of a market disruption when it begins to reduce its $120 billion per month government bond and mortgage-backed securities purchase program, and so far has only indicated it may soon start \"talking about talking\" about reducing it.\nMarket participants will be focused on whether this has advanced in any way, with a reduction in bond purchases expected to be the first step in the Fed’s normalizing its ultra-loose monetary policies.\nSigns that the Fed may taper sooner than expected could spark a bond market sell-off, which could hurt risk appetite and send stocks lower.\nMany analysts think the Fed will hold off on any announcement on bond reductions until its Jackson Hole economic symposium in August, with the taper unlikely to occur until late this year or early next year. Some market participants, however, are worried there are dangers in waiting as inflation prints come in strong.\nIS INFLATION BECOMING ENTRENCHED?\nInflation has been coming in well above the Fed’s 2% target as the economy reopens and investors will be watching for signs that policymakers are uncomfortable with the recent increases.\nData last week showed that consumer prices in May registered the largest annual increase in 13 years, with a 5% gain.\nThe U.S. Treasury market showed little concern about the data, however, with yields falling to three-month lows. Ten-year yields were at 1.46% on Monday and have fallen from a one-year high of 1.78% in March.\nFed Chair Jerome Powell said after the U.S. central bank’s April meeting that transitory increases in inflation expected this year would not meet its standard for raising interest rates.\nWILL THE DOT PLOT SHOW AN EXPECTED RATE HIKE IN 2023?\nMarket participants will focus on when policymakers see an increase in rates, a section of the Fed's economic projections known as the “dot plot.”\nSeven of 18 officials expected to raise rates in 2023 at the Fed’s March meeting, compared with five in December. Four officials also felt rates may need to rise as soon as next year, a change from zero as of the last projections in December.\nMeanwhile, any increase in inflation projections for 2022 and 2023 may indicate that the Fed sees inflation increases being more persistent than previously expected.\nAS REVERSE REPO VOLUMES HIT RECORDS, WILL THEY RAISE 'IOER'?\nAnother key focus will be whether the Fed will address disruptions in cash markets by raising the interest it pays banks on excess reserves and the rate it pays on overnight reverse repos.\nMoney market investors are struggling with a lack of high quality short-dated assets as the Treasury reduces bill issuance at the same time as banks are struggling with excess deposits, in large part from Fed bond purchases.\nThe Fed’s reverse repo facility, which offers approved money managers the option to lend money to the Fed overnight in return for Treasury collateral, has seen increasing demand and set a record $584 billion on Monday. Demand is expected to continue growing as the Treasury continues paring issuance of Treasury bills and the debt ceiling nears.\nBy raising the IOER, the Fed can ease some downward pressure on short-term rates. Some analysts say the Fed is unlikely to make any adjustments unless the fed funds rate falls below 5 basis points, a level it has so far held above. The fed funds rate was at 6 basis points on Friday.\nSTANDING REPO FACILITY\nThe Fed surprised some market participants when minutes from its April meeting, released in May, showed policymakers participated in a briefing on the pros and cons of making permanent the support they provide to money markets.\nInvestors will be looking for any details the Fed may give on a standing repo facility, which would reduce the chance of the Treasury market experiencing the sort of liquidity shortages that hit markets in September 2019 and March 2020 by giving investors confidence that there is a lender of last resort in the event of another large disruption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187155083,"gmtCreate":1623747645642,"gmtModify":1704210274283,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"PLTR best stock ever&nbsp;","listText":"PLTR best stock ever&nbsp;","text":"PLTR best stock ever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187155083","repostId":"1155798913","repostType":4,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358628754,"gmtCreate":1616686333878,"gmtModify":1704797500937,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just be patient and wait&nbsp;","listText":"Just be patient and wait&nbsp;","text":"Just be patient and wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358628754","repostId":"2122443771","repostType":4,"repost":{"id":"2122443771","pubTimestamp":1616684484,"share":"https://www.laohu8.com/m/news/2122443771?lang=&edition=full","pubTime":"2021-03-25 23:01","market":"us","language":"en","title":"These 3 Cathie Wood Stocks Could Struggle in a Post-Pandemic World","url":"https://stock-news.laohu8.com/highlight/detail?id=2122443771","media":"Motley Fool ","summary":"Zoom and two other ARK stocks will face tough comparisons this year.","content":"<p><b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> (NYSEMKT:ARKK), the flagship fund of celebrated growth investor Cathie Wood, has been <a href=\"https://laohu8.com/S/AONE\">one</a> of my worst-performing investments this year. I initially bought the ETF in mid-February to gain some exposure to higher-growth stocks that I didn't want to take larger positions in. Unfortunately, many of ARK's stocks fell in tandem as higher bond yields sparked a rotation from growth stocks to value stocks. Rising vaccination rates also exacerbated the pain for many companies that had previously benefited from remote work and other stay-at-home measures.</p>\n<p>I'm not too worried about ARK Innovation's recent decline since it only represents 1.8% of my portfolio and I don't plan to sell my shares anytime soon. However, we should still take a look at a few of ARK Innovation's top holdings to see why they could struggle in a post-pandemic world.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F619163%2Fgettyimages-960533052.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>1. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2>\n<p><b>Zoom</b> (NASDAQ:ZM), which became synonymous with video calls during the pandemic, now accounts for over 3% of ARK Innovation's holdings, up from less than 1% last October. ARK significantly increased that stake after Zoom's latest quarterly report in early March, and Wood boldly declared the platform would \"usurp\" older telecom companies during a subsequent interview.</p>\n<p>Zoom's growth rates seem to support that thesis. Its revenue soared 326% to $2.65 billion in fiscal 2021, which ended this January, while its adjusted net income surged 833% to $996 million.</p>\n<p>In fiscal 2022, Zoom expects its revenue to rise 42% to 43%, and its adjusted earnings to grow 7% to 9%. That forecast is solid, especially considering how tough the year-over-year comparisons are, but its stock also seems priced for perfection at more than 80 times forward earnings and 26 times this year's sales.</p>\n<p>Those frothy valuations, along with concerns about a gradual slowdown and competition from other platforms like <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b>'s Messenger Rooms and <b>Cisco</b>'s Webex, have been weighing down Zoom's stock over the past few months.</p>\n<h2>2. Shopify</h2>\n<p><b>Shopify</b> (NYSE:SHOP) -- the Canadian e-commerce services company that helps companies build their own websites, launch marketing campaigns, process payments, and fulfill orders -- thrived throughout the pandemic as smaller businesses relied heavily on online orders.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48c898b12f57bde7ba9d6c83939f32a8\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>Shopify now accounts for over 3% of ARK Innovation's holdings, up&nbsp;from about 0.5% last November. The company's revenue soared 86% to $2.93 billion in fiscal 2020, its gross merchandise volume surged 96% to $119.6 billion, and its adjusted net income jumped <i>14 times</i> year over year to $491 million.</p>\n<p>Shopify now serves more than a million businesses worldwide, and its decentralized self-service platform continues to attract merchants that don't want to be tethered to <b>Amazon</b> (NASDAQ:AMZN).</p>\n<p>But just like Zoom, Shopify's growth could decelerate after the pandemic passes. Analysts expect its revenue to rise 39% this&nbsp;year, but for its earnings to stay nearly flat as it ramps up its spending again.</p>\n<p>That slowdown could make it tough to justify its high valuations this year. Shopify trades at over 230 times forward earnings and 35 times this year's sales, which makes it even pricier than Zoom.</p>\n<h2>3. Roku</h2>\n<p><b>Roku</b> (NASDAQ:ROKU), the market leader in streaming media devices, generated robust growth throughout the pandemic as stay-at-home measures sparked strong sales of its hardware, which supports the expansion of its advertising and partnership-driven software platform.</p>\n<p>Roku accounts for over 5% of ARK Innovation's portfolio, and that percentage has&nbsp;held steady over the past six months. The company's revenue rose 58% to $1.78 billion in fiscal 2020, and it ended the year with 51.2 million active accounts, up 39% from the end of 2019.</p>\n<p>Its total number of streaming hours increased 55% year over year to 17 billion in the fourth quarter, and its average revenue per user grew 24% to $28.76 as it unlocked more ways to monetize its platform. Roku's net loss also narrowed, from $59.9 million in 2019 to $17.5 million in 2020, and its adjusted EBITDA&nbsp;surged 319% to $150 million.</p>\n<p>Those growth rates crush the bearish notion that other streaming devices and platforms, such as Amazon's Fire TV, will render it obsolete. However, Roku credits a lot of its recent growth to the pandemic, and analysts expect its revenue to rise 44% this year, with a wider net loss.</p>\n<p>Roku trades at about 17 times this year's sales. That high price-to-sales ratio could limit its upside potential this year as it faces tough year-over-year comparisons. However, the stock will likely remain a top play on the secular shift away from traditional pay-TV platforms for the foreseeable future.</p>\n<h2>The bottom line</h2>\n<p>Zoom, Shopify, and Roku all share similar qualities: They all owe some of their growth to the pandemic, trade at high valuations, and face tough comparisons this year. However, all three companies could potentially disrupt their respective markets -- so it might not be a great idea to bet against these stocks, or ARK Innovation's other top holdings, over the long term.</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>These 3 Cathie Wood Stocks Could Struggle in a Post-Pandemic World</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\">\nThese 3 Cathie Wood Stocks Could Struggle in a Post-Pandemic World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 23:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/25/these-3-cathie-wood-stocks-could-struggle-in-a-pos/><strong>Motley Fool </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Innovation ETF (NYSEMKT:ARKK), the flagship fund of celebrated growth investor Cathie Wood, has been one of my worst-performing investments this year. I initially bought the ETF in mid-February to...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/25/these-3-cathie-wood-stocks-could-struggle-in-a-pos/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ARKK":"ARK Innovation ETF","ZM":"Zoom","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/03/25/these-3-cathie-wood-stocks-could-struggle-in-a-pos/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122443771","content_text":"ARK Innovation ETF (NYSEMKT:ARKK), the flagship fund of celebrated growth investor Cathie Wood, has been one of my worst-performing investments this year. I initially bought the ETF in mid-February to gain some exposure to higher-growth stocks that I didn't want to take larger positions in. Unfortunately, many of ARK's stocks fell in tandem as higher bond yields sparked a rotation from growth stocks to value stocks. Rising vaccination rates also exacerbated the pain for many companies that had previously benefited from remote work and other stay-at-home measures.\nI'm not too worried about ARK Innovation's recent decline since it only represents 1.8% of my portfolio and I don't plan to sell my shares anytime soon. However, we should still take a look at a few of ARK Innovation's top holdings to see why they could struggle in a post-pandemic world.\nImage source: Getty Images.\n1. Zoom Video Communications\nZoom (NASDAQ:ZM), which became synonymous with video calls during the pandemic, now accounts for over 3% of ARK Innovation's holdings, up from less than 1% last October. ARK significantly increased that stake after Zoom's latest quarterly report in early March, and Wood boldly declared the platform would \"usurp\" older telecom companies during a subsequent interview.\nZoom's growth rates seem to support that thesis. Its revenue soared 326% to $2.65 billion in fiscal 2021, which ended this January, while its adjusted net income surged 833% to $996 million.\nIn fiscal 2022, Zoom expects its revenue to rise 42% to 43%, and its adjusted earnings to grow 7% to 9%. That forecast is solid, especially considering how tough the year-over-year comparisons are, but its stock also seems priced for perfection at more than 80 times forward earnings and 26 times this year's sales.\nThose frothy valuations, along with concerns about a gradual slowdown and competition from other platforms like Facebook's Messenger Rooms and Cisco's Webex, have been weighing down Zoom's stock over the past few months.\n2. Shopify\nShopify (NYSE:SHOP) -- the Canadian e-commerce services company that helps companies build their own websites, launch marketing campaigns, process payments, and fulfill orders -- thrived throughout the pandemic as smaller businesses relied heavily on online orders.\nImage source: Getty Images.\nShopify now accounts for over 3% of ARK Innovation's holdings, up from about 0.5% last November. The company's revenue soared 86% to $2.93 billion in fiscal 2020, its gross merchandise volume surged 96% to $119.6 billion, and its adjusted net income jumped 14 times year over year to $491 million.\nShopify now serves more than a million businesses worldwide, and its decentralized self-service platform continues to attract merchants that don't want to be tethered to Amazon (NASDAQ:AMZN).\nBut just like Zoom, Shopify's growth could decelerate after the pandemic passes. Analysts expect its revenue to rise 39% this year, but for its earnings to stay nearly flat as it ramps up its spending again.\nThat slowdown could make it tough to justify its high valuations this year. Shopify trades at over 230 times forward earnings and 35 times this year's sales, which makes it even pricier than Zoom.\n3. Roku\nRoku (NASDAQ:ROKU), the market leader in streaming media devices, generated robust growth throughout the pandemic as stay-at-home measures sparked strong sales of its hardware, which supports the expansion of its advertising and partnership-driven software platform.\nRoku accounts for over 5% of ARK Innovation's portfolio, and that percentage has held steady over the past six months. The company's revenue rose 58% to $1.78 billion in fiscal 2020, and it ended the year with 51.2 million active accounts, up 39% from the end of 2019.\nIts total number of streaming hours increased 55% year over year to 17 billion in the fourth quarter, and its average revenue per user grew 24% to $28.76 as it unlocked more ways to monetize its platform. Roku's net loss also narrowed, from $59.9 million in 2019 to $17.5 million in 2020, and its adjusted EBITDA surged 319% to $150 million.\nThose growth rates crush the bearish notion that other streaming devices and platforms, such as Amazon's Fire TV, will render it obsolete. However, Roku credits a lot of its recent growth to the pandemic, and analysts expect its revenue to rise 44% this year, with a wider net loss.\nRoku trades at about 17 times this year's sales. That high price-to-sales ratio could limit its upside potential this year as it faces tough year-over-year comparisons. However, the stock will likely remain a top play on the secular shift away from traditional pay-TV platforms for the foreseeable future.\nThe bottom line\nZoom, Shopify, and Roku all share similar qualities: They all owe some of their growth to the pandemic, trade at high valuations, and face tough comparisons this year. However, all three companies could potentially disrupt their respective markets -- so it might not be a great idea to bet against these stocks, or ARK Innovation's other top holdings, over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359782824,"gmtCreate":1616424112068,"gmtModify":1704793971423,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359782824","repostId":"1115438167","repostType":4,"repost":{"id":"1115438167","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616423750,"share":"https://www.laohu8.com/m/news/1115438167?lang=&edition=full","pubTime":"2021-03-22 22:35","market":"us","language":"en","title":"Some “meme” stocks are slipping","url":"https://stock-news.laohu8.com/highlight/detail?id=1115438167","media":"Tiger Newspress","summary":"Some “meme” stocks are slipping in Monday trading,AMC Entertainment stock fall 13%,the shares of Sundial Growers drop 7%,GameStop Corp. stock is down 2%.These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days ","content":"<p>Some&nbsp;“meme”&nbsp;stocks&nbsp;are&nbsp;slipping&nbsp;in&nbsp;Monday&nbsp;trading,AMC&nbsp;Entertainment&nbsp;stock&nbsp;fall&nbsp;13%,the&nbsp;shares&nbsp;of&nbsp;Sundial&nbsp;Growers&nbsp;drop&nbsp;7%,GameStop&nbsp;Corp.&nbsp;stock&nbsp;is&nbsp;down&nbsp;2%.</p><p>These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days compared to market cap as a way of determining what they called lottery stocks.</p><p><img src=\"https://static.tigerbbs.com/de78ffef1bc7540f75fca0332d31e69c\" tg-width=\"371\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></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>Some “meme” stocks are slipping</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\">\nSome “meme” stocks are slipping\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-22 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some&nbsp;“meme”&nbsp;stocks&nbsp;are&nbsp;slipping&nbsp;in&nbsp;Monday&nbsp;trading,AMC&nbsp;Entertainment&nbsp;stock&nbsp;fall&nbsp;13%,the&nbsp;shares&nbsp;of&nbsp;Sundial&nbsp;Growers&nbsp;drop&nbsp;7%,GameStop&nbsp;Corp.&nbsp;stock&nbsp;is&nbsp;down&nbsp;2%.</p><p>These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days compared to market cap as a way of determining what they called lottery stocks.</p><p><img src=\"https://static.tigerbbs.com/de78ffef1bc7540f75fca0332d31e69c\" tg-width=\"371\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站","SNDL":"SNDL Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115438167","content_text":"Some “meme” stocks are slipping in Monday trading,AMC Entertainment stock fall 13%,the shares of Sundial Growers drop 7%,GameStop Corp. stock is down 2%.These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days compared to market cap as a way of determining what they called lottery stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365338886,"gmtCreate":1614696025345,"gmtModify":1704774159030,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365338886","repostId":"2116663594","repostType":4,"repost":{"id":"2116663594","pubTimestamp":1614694800,"share":"https://www.laohu8.com/m/news/2116663594?lang=&edition=full","pubTime":"2021-03-02 22:20","market":"us","language":"en","title":"1 Reason Why You Should Buy the Dip in AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2116663594","media":"Harsh Chauhan","summary":"The chipmaker is witnessing tremendous traction in an area that could drive multi-year growth.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.</p>\n<p><img src=\"https://static.tigerbbs.com/4b1b0b9f67938d594ce85330904971ac\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>That's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating <b>Intel</b> in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.</p>\n<p>However, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from <b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SNE) is also turning out to be a major tailwind for the company -- <a href=\"https://laohu8.com/S/AONE\">one</a> that could help the chipmaker exceed its own expectations as it supplies chips for both devices.</p>\n<p><b><b>The new gaming consoles are witnessing unprecedented demand</b></b></p>\n<p>The PlayStation 5 and Xbox Series X consoles have been setting&nbsp;the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.</p>\n<p>The company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid&nbsp;a global shortage of chips.</p>\n<p>The long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.</p>\n<p>Microsoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.</p>\n<p>All of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F614887%2Fbuystock.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>And that demand has created a massive tailwind for AMD</b></p>\n<p>AMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:</p>\n<blockquote>\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n</blockquote>\n<p>This indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.</p>\n<p>Thanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5fd3c87ee611e4914752957c021857\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>At the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.</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>1 Reason Why You Should Buy the Dip in AMD Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Reason Why You Should Buy the Dip in AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/><strong>Harsh Chauhan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116663594","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by YCharts.\nThat's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating Intel in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.\nHowever, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) is also turning out to be a major tailwind for the company -- one that could help the chipmaker exceed its own expectations as it supplies chips for both devices.\nThe new gaming consoles are witnessing unprecedented demand\nThe PlayStation 5 and Xbox Series X consoles have been setting the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.\nThe company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid a global shortage of chips.\nThe long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.\nMicrosoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.\nAll of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.\n\nImage source: Getty Images.\nAnd that demand has created a massive tailwind for AMD\nAMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:\n\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n\nThis indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.\nThanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.\n\nData by YCharts.\nAt the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365339591,"gmtCreate":1614695938113,"gmtModify":1704774155938,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"That's great&nbsp;","listText":"That's great&nbsp;","text":"That's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365339591","repostId":"1157813248","repostType":4,"repost":{"id":"1157813248","pubTimestamp":1614687902,"share":"https://www.laohu8.com/m/news/1157813248?lang=&edition=full","pubTime":"2021-03-02 20:25","market":"us","language":"en","title":"ARK Invest buys DraftKings, Tencent, Teladoc","url":"https://stock-news.laohu8.com/highlight/detail?id=1157813248","media":"seekingalpha","summary":"Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdi","content":"<p>Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdings(OTCPK:TCEHY)and Teladoc Health(NYSE:TDOC), among otherissues yesterday.</p><p>ARK bought 173,800 shares of DraftKings for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). It now makes up 0.2539% of the fund.</p><p>It added 340,177 shares of Tencent to the ARK Next Generation Internet ETF(NYSEARCA:ARKW), bringing the position size up to 0.3617%.</p><p>And it bought 111,041 shares of Teladoc for the ARK Innovation ETF(NYSEARCA:ARKK), brining the position up to 0.1025%, and 88,691 shares for ARKW. It now makes up 0.2349% of that fund.</p><p>First Trust, is the latest firm jumping into the space, filing a preliminary prospectus with the U.S. Securities Exchange Commission for theFirst Trust Innovation Leaders ETF.</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>ARK Invest buys DraftKings, Tencent, Teladoc</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\">\nARK Invest buys DraftKings, Tencent, Teladoc\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 20:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668163-ark-invest-buys-draftkings-tencent-teladoc><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdings(OTCPK:TCEHY)and Teladoc Health(NYSE:TDOC), among otherissues yesterday.ARK bought 173,800 shares...</p>\n\n<a href=\"https://seekingalpha.com/news/3668163-ark-invest-buys-draftkings-tencent-teladoc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","00700":"腾讯控股","DKNG":"DraftKings Inc."},"source_url":"https://seekingalpha.com/news/3668163-ark-invest-buys-draftkings-tencent-teladoc","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157813248","content_text":"Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdings(OTCPK:TCEHY)and Teladoc Health(NYSE:TDOC), among otherissues yesterday.ARK bought 173,800 shares of DraftKings for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). It now makes up 0.2539% of the fund.It added 340,177 shares of Tencent to the ARK Next Generation Internet ETF(NYSEARCA:ARKW), bringing the position size up to 0.3617%.And it bought 111,041 shares of Teladoc for the ARK Innovation ETF(NYSEARCA:ARKK), brining the position up to 0.1025%, and 88,691 shares for ARKW. It now makes up 0.2349% of that fund.First Trust, is the latest firm jumping into the space, filing a preliminary prospectus with the U.S. Securities Exchange Commission for theFirst Trust Innovation Leaders ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365397684,"gmtCreate":1614695882148,"gmtModify":1704774152527,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365397684","repostId":"2116663594","repostType":4,"repost":{"id":"2116663594","pubTimestamp":1614694800,"share":"https://www.laohu8.com/m/news/2116663594?lang=&edition=full","pubTime":"2021-03-02 22:20","market":"us","language":"en","title":"1 Reason Why You Should Buy the Dip in AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2116663594","media":"Harsh Chauhan","summary":"The chipmaker is witnessing tremendous traction in an area that could drive multi-year growth.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.</p>\n<p><img src=\"https://static.tigerbbs.com/4b1b0b9f67938d594ce85330904971ac\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>That's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating <b>Intel</b> in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.</p>\n<p>However, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from <b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SNE) is also turning out to be a major tailwind for the company -- <a href=\"https://laohu8.com/S/AONE\">one</a> that could help the chipmaker exceed its own expectations as it supplies chips for both devices.</p>\n<p><b><b>The new gaming consoles are witnessing unprecedented demand</b></b></p>\n<p>The PlayStation 5 and Xbox Series X consoles have been setting&nbsp;the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.</p>\n<p>The company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid&nbsp;a global shortage of chips.</p>\n<p>The long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.</p>\n<p>Microsoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.</p>\n<p>All of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F614887%2Fbuystock.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>And that demand has created a massive tailwind for AMD</b></p>\n<p>AMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:</p>\n<blockquote>\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n</blockquote>\n<p>This indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.</p>\n<p>Thanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5fd3c87ee611e4914752957c021857\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>At the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.</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>1 Reason Why You Should Buy the Dip in AMD Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Reason Why You Should Buy the Dip in AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/><strong>Harsh Chauhan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116663594","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by YCharts.\nThat's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating Intel in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.\nHowever, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) is also turning out to be a major tailwind for the company -- one that could help the chipmaker exceed its own expectations as it supplies chips for both devices.\nThe new gaming consoles are witnessing unprecedented demand\nThe PlayStation 5 and Xbox Series X consoles have been setting the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.\nThe company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid a global shortage of chips.\nThe long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.\nMicrosoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.\nAll of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.\n\nImage source: Getty Images.\nAnd that demand has created a massive tailwind for AMD\nAMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:\n\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n\nThis indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.\nThanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.\n\nData by YCharts.\nAt the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365396719,"gmtCreate":1614695750131,"gmtModify":1704774147660,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great news&nbsp;","listText":"Great news&nbsp;","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365396719","repostId":"2116599076","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":160521614,"gmtCreate":1623802448538,"gmtModify":1703819736004,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just buy the dip ?","listText":"Just buy the dip ?","text":"Just buy the dip ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160521614","repostId":"2143637047","repostType":4,"repost":{"id":"2143637047","pubTimestamp":1623798488,"share":"https://www.laohu8.com/m/news/2143637047?lang=&edition=full","pubTime":"2021-06-16 07:08","market":"us","language":"en","title":"Roblox Slides After Reporting Month-Over-Month Drop in Bookings","url":"https://stock-news.laohu8.com/highlight/detail?id=2143637047","media":"Bloomberg","summary":"Roblox Corp. shares fall 8% in extended trading after the video-game company said May bookings decli","content":"<p>Roblox Corp. shares fall 8% in extended trading after the video-game company said May bookings declined from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/70612b5b597a651743af5a0475e499fd\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>The company estimated bookings to be between $216 million and $219 million in May, down about 11% at the midpoint from between $242 million and $245 million in April. Average bookings per daily active user also declined month over month.</p>\n<p>Truist Securities analyst Matthew Thornton said bookings look “softer than expected,” though he noted that the company has said that May metrics are typically down month over month, while June metrics are usually up.</p>\n<p>May daily active users also fell 1% from the previous month. Daily active users were 43 million in May, down from 43.3 million in April, though up 28% year over year, according to a release of the month’s key metrics.</p>\n<p>Roblox shares gained 2.3% on Tuesday. The stock has doubled since the company’s initial public offering in March.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox Slides After Reporting Month-Over-Month Drop in Bookings</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\">\nRoblox Slides After Reporting Month-Over-Month Drop in Bookings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-15/roblox-slides-after-reporting-month-over-month-drop-in-bookings?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox Corp. shares fall 8% in extended trading after the video-game company said May bookings declined from the previous month.\n\nThe company estimated bookings to be between $216 million and $219 ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-15/roblox-slides-after-reporting-month-over-month-drop-in-bookings?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-15/roblox-slides-after-reporting-month-over-month-drop-in-bookings?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143637047","content_text":"Roblox Corp. shares fall 8% in extended trading after the video-game company said May bookings declined from the previous month.\n\nThe company estimated bookings to be between $216 million and $219 million in May, down about 11% at the midpoint from between $242 million and $245 million in April. Average bookings per daily active user also declined month over month.\nTruist Securities analyst Matthew Thornton said bookings look “softer than expected,” though he noted that the company has said that May metrics are typically down month over month, while June metrics are usually up.\nMay daily active users also fell 1% from the previous month. Daily active users were 43 million in May, down from 43.3 million in April, though up 28% year over year, according to a release of the month’s key metrics.\nRoblox shares gained 2.3% on Tuesday. The stock has doubled since the company’s initial public offering in March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358628754,"gmtCreate":1616686333878,"gmtModify":1704797500937,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just be patient and wait&nbsp;","listText":"Just be patient and wait&nbsp;","text":"Just be patient and wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358628754","repostId":"2122443771","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187155083,"gmtCreate":1623747645642,"gmtModify":1704210274283,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"PLTR best stock ever&nbsp;","listText":"PLTR best stock ever&nbsp;","text":"PLTR best stock ever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187155083","repostId":"1155798913","repostType":4,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365338886,"gmtCreate":1614696025345,"gmtModify":1704774159030,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365338886","repostId":"2116663594","repostType":4,"repost":{"id":"2116663594","pubTimestamp":1614694800,"share":"https://www.laohu8.com/m/news/2116663594?lang=&edition=full","pubTime":"2021-03-02 22:20","market":"us","language":"en","title":"1 Reason Why You Should Buy the Dip in AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2116663594","media":"Harsh Chauhan","summary":"The chipmaker is witnessing tremendous traction in an area that could drive multi-year growth.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.</p>\n<p><img src=\"https://static.tigerbbs.com/4b1b0b9f67938d594ce85330904971ac\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>That's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating <b>Intel</b> in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.</p>\n<p>However, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from <b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SNE) is also turning out to be a major tailwind for the company -- <a href=\"https://laohu8.com/S/AONE\">one</a> that could help the chipmaker exceed its own expectations as it supplies chips for both devices.</p>\n<p><b><b>The new gaming consoles are witnessing unprecedented demand</b></b></p>\n<p>The PlayStation 5 and Xbox Series X consoles have been setting&nbsp;the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.</p>\n<p>The company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid&nbsp;a global shortage of chips.</p>\n<p>The long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.</p>\n<p>Microsoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.</p>\n<p>All of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F614887%2Fbuystock.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>And that demand has created a massive tailwind for AMD</b></p>\n<p>AMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:</p>\n<blockquote>\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n</blockquote>\n<p>This indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.</p>\n<p>Thanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5fd3c87ee611e4914752957c021857\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>At the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.</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>1 Reason Why You Should Buy the Dip in AMD Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Reason Why You Should Buy the Dip in AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/><strong>Harsh Chauhan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116663594","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by YCharts.\nThat's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating Intel in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.\nHowever, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) is also turning out to be a major tailwind for the company -- one that could help the chipmaker exceed its own expectations as it supplies chips for both devices.\nThe new gaming consoles are witnessing unprecedented demand\nThe PlayStation 5 and Xbox Series X consoles have been setting the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.\nThe company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid a global shortage of chips.\nThe long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.\nMicrosoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.\nAll of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.\n\nImage source: Getty Images.\nAnd that demand has created a massive tailwind for AMD\nAMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:\n\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n\nThis indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.\nThanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.\n\nData by YCharts.\nAt the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163025996,"gmtCreate":1623854153615,"gmtModify":1703821545072,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;love this stock&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;love this stock&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ love this stock","images":[{"img":"https://static.tigerbbs.com/45a4c3604816ceeee8a31838d1489d09","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163025996","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365396719,"gmtCreate":1614695750131,"gmtModify":1704774147660,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great news&nbsp;","listText":"Great news&nbsp;","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365396719","repostId":"2116599076","repostType":4,"repost":{"id":"2116599076","pubTimestamp":1614694860,"share":"https://www.laohu8.com/m/news/2116599076?lang=&edition=full","pubTime":"2021-03-02 22:21","market":"us","language":"en","title":"Where Will Pfizer Be in 1 Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=2116599076","media":"Jason Hawthorne","summary":"The company will face competition on many fronts before 2022 arrives.","content":"<p>Those following the headlines about&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> &nbsp;last year may have thought 2020 was all aboutdeveloping a vaccinefor COVID-19. For society at large, it was. For the company, though, 2020 was about transformation. Management is hoping to reestablish Pfizer as a scientific trailblazer after shedding slow-growth businesses. By this time next year, we should know whether the move is paying off or whether competition will stunt the 172-year-old pharmaceutical giant's attempt to ignite growth.</p><p>The new Pfizer</p><p>Over the last decade, the company has been converting itself into what it calls a pure-play science and innovation-focused company. After the August 2019 deal with<b>GlaxoSmithKline</b>&nbsp;to create a joint venture of consumer health assets, and the November 2020 deal to combine its off-patent arm, Upjohn, with Mylan to form<b>Viatris</b>, management is finally able to devote all of its energy to the biopharmaceuticals business. The unit is surprisingly well-diversified, with no single segment comprising more than roughly a quarter of sales, as the recently reported full-year 2020 results demonstrate.</p><p><img src=\"https://static.tigerbbs.com/cc6fea5bd9e065b25b8086e128f154db\" tg-width=\"791\" tg-height=\"371\" referrerpolicy=\"no-referrer\">As the largest segment, oncology is the most important growth driver for the company. Breast cancer drug Ibrance is the best seller there, and its sales were up 9% year over year in 2020. The $5.4 billion in revenue made it the company's second best-selling drug overall. Other smaller contributors in the segment included Xtandi and Inlyta, drugs for prostate and kidney cancer, respectively. Beyond oncology, blockbuster drugs for arthritis, heart failure, and blood clots all grew at least as fast as Ibrance.</p><p>That is impressive diversification across a portfolio of drugs for many different diseases. Of course, the greatest success of 2020 was the development and rollout of Comirnaty, the COVID-19 vaccine developed with partner<b>BioNTech</b>(NASDAQ:BNTX).</p><p><img src=\"https://static.tigerbbs.com/cbee7455a05f1c2943bd0c8b890fc3e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\">A bevy of competition</p><p>To maintain this kind of growth, Pfizer will have to fight off competition on nearly every front. So far, the company has shared the stage with<b>Moderna</b>in the fight against COVID-19. However, with<b>Johnson &amp; Johnson</b>'s single-dose vaccine now authorized for emergency use, that may change fast. And there's another contender not far behind; this one, from<b>Novavax</b>, requires two shots but doesn't use a genetic delivery mechanism and has no special storage requirements. The company could see its market share shrink fast as these alternative options emerge.</p><p>In oncology, a clinical trial studying the ability of Ibrance to prevent recurrence in women after treatment for early stage breast cancer did not meet its goal. That opens the door for<b>Eli Lilly</b>'s(NYSE:LLY)competing drug, Verzenio, which did reduce the risk of recurrence in its own study.</p><p>In inflammation and immunology, patients taking arthritis drug Xeljanz were shown to be at greater risk of heart complications and cancer than if they were taking other anti-inflammatory drugs. The issue may not be with the drug itself. Instead, the entire class of JAK inhibitors -- drugs that block an enzyme that regulates immune response -- has come under scrutiny. That should give investors concern about the durability of the $2.4 billion Xeljanz produced last year. Competing drugs like<b>Abbvie</b>'s(NYSE:ABBV)Humira, which generated nearly $20 billion in sales last year, and<b>Amgen</b>'s(NASDAQ:AMGN)Enbrel, which produced $1.3 billion, take a different approach to treating inflammatory diseases.</p><p>Pfizer's best-selling drug is pneumococcal vaccine Prevnar, bringing in $5.85 billion last year. It was the highest-grossing vaccine in the world before COVID-19, and it could also be under threat. Pfizer and<b>Merck</b>(NYSE:MRK)both have improved pneumococcal vaccines for adults slated for a decision from the U.S. Food and Drug Administration this summer. However, adults only account for 20% of Prevnar sales -- and Merck's new candidate is expected to have results on its effects in children by November, a year earlier than Pfizer's. That head start could eat into sales of Prevnar for at least a year, or even longer if doctors stick with the Merck treatment once they start using it.</p><p>This time next year</p><p>A year from now, investors will have a lot more information about thegrowth prospectsfor Pfizer. Prevnar sales could be under assault, COVID-19 vaccine sales could be limited to boosters, and some of the company's blockbuster drugs could have been replaced. Management has guided for $59.4 billion to $61.4 billion in revenue this year thanks to $15 billion from COVID-19 vaccine sales, but these risks could undermine the minimum 6% annual revenue growth CEO Albert Bourla has promised beyond this year.</p><p>That said, Pfizer is mounting a defense. The company is currently investigating a third vaccine shot in the hopes that it will extend protection, in addition to developing a version of the vaccine to target the South African variant. Also, the recent launches of biosimilars should bolster the oncology segment and fill some of the gap left by the inability of Ibrance to expand beyond metastatic breast cancer. These biosimilar drugs generated $866 million in revenue last year, up 203% year over year.</p><p>2021 will be the first year of Pfizer operating in its new form. Despite the risks, the company has a broad portfolio of drugs and well-performing new products in the key oncology segment. Investors seeking stability may want to add shares to their portfolio. So far, the company is managing risks despite some setbacks, and the next 12 months should provide a lot of clarity about the long-term outlook.</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>Where Will Pfizer Be in 1 Year?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Will Pfizer Be in 1 Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/where-will-pfizer-be-in-1-year/><strong>Jason Hawthorne</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Those following the headlines about Pfizer  last year may have thought 2020 was all aboutdeveloping a vaccinefor COVID-19. For society at large, it was. For the company, though, 2020 was about ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/where-will-pfizer-be-in-1-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/03/02/where-will-pfizer-be-in-1-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116599076","content_text":"Those following the headlines about Pfizer  last year may have thought 2020 was all aboutdeveloping a vaccinefor COVID-19. For society at large, it was. For the company, though, 2020 was about transformation. Management is hoping to reestablish Pfizer as a scientific trailblazer after shedding slow-growth businesses. By this time next year, we should know whether the move is paying off or whether competition will stunt the 172-year-old pharmaceutical giant's attempt to ignite growth.The new PfizerOver the last decade, the company has been converting itself into what it calls a pure-play science and innovation-focused company. After the August 2019 deal withGlaxoSmithKline to create a joint venture of consumer health assets, and the November 2020 deal to combine its off-patent arm, Upjohn, with Mylan to formViatris, management is finally able to devote all of its energy to the biopharmaceuticals business. The unit is surprisingly well-diversified, with no single segment comprising more than roughly a quarter of sales, as the recently reported full-year 2020 results demonstrate.As the largest segment, oncology is the most important growth driver for the company. Breast cancer drug Ibrance is the best seller there, and its sales were up 9% year over year in 2020. The $5.4 billion in revenue made it the company's second best-selling drug overall. Other smaller contributors in the segment included Xtandi and Inlyta, drugs for prostate and kidney cancer, respectively. Beyond oncology, blockbuster drugs for arthritis, heart failure, and blood clots all grew at least as fast as Ibrance.That is impressive diversification across a portfolio of drugs for many different diseases. Of course, the greatest success of 2020 was the development and rollout of Comirnaty, the COVID-19 vaccine developed with partnerBioNTech(NASDAQ:BNTX).A bevy of competitionTo maintain this kind of growth, Pfizer will have to fight off competition on nearly every front. So far, the company has shared the stage withModernain the fight against COVID-19. However, withJohnson & Johnson's single-dose vaccine now authorized for emergency use, that may change fast. And there's another contender not far behind; this one, fromNovavax, requires two shots but doesn't use a genetic delivery mechanism and has no special storage requirements. The company could see its market share shrink fast as these alternative options emerge.In oncology, a clinical trial studying the ability of Ibrance to prevent recurrence in women after treatment for early stage breast cancer did not meet its goal. That opens the door forEli Lilly's(NYSE:LLY)competing drug, Verzenio, which did reduce the risk of recurrence in its own study.In inflammation and immunology, patients taking arthritis drug Xeljanz were shown to be at greater risk of heart complications and cancer than if they were taking other anti-inflammatory drugs. The issue may not be with the drug itself. Instead, the entire class of JAK inhibitors -- drugs that block an enzyme that regulates immune response -- has come under scrutiny. That should give investors concern about the durability of the $2.4 billion Xeljanz produced last year. Competing drugs likeAbbvie's(NYSE:ABBV)Humira, which generated nearly $20 billion in sales last year, andAmgen's(NASDAQ:AMGN)Enbrel, which produced $1.3 billion, take a different approach to treating inflammatory diseases.Pfizer's best-selling drug is pneumococcal vaccine Prevnar, bringing in $5.85 billion last year. It was the highest-grossing vaccine in the world before COVID-19, and it could also be under threat. Pfizer andMerck(NYSE:MRK)both have improved pneumococcal vaccines for adults slated for a decision from the U.S. Food and Drug Administration this summer. However, adults only account for 20% of Prevnar sales -- and Merck's new candidate is expected to have results on its effects in children by November, a year earlier than Pfizer's. That head start could eat into sales of Prevnar for at least a year, or even longer if doctors stick with the Merck treatment once they start using it.This time next yearA year from now, investors will have a lot more information about thegrowth prospectsfor Pfizer. Prevnar sales could be under assault, COVID-19 vaccine sales could be limited to boosters, and some of the company's blockbuster drugs could have been replaced. Management has guided for $59.4 billion to $61.4 billion in revenue this year thanks to $15 billion from COVID-19 vaccine sales, but these risks could undermine the minimum 6% annual revenue growth CEO Albert Bourla has promised beyond this year.That said, Pfizer is mounting a defense. The company is currently investigating a third vaccine shot in the hopes that it will extend protection, in addition to developing a version of the vaccine to target the South African variant. Also, the recent launches of biosimilars should bolster the oncology segment and fill some of the gap left by the inability of Ibrance to expand beyond metastatic breast cancer. These biosimilar drugs generated $866 million in revenue last year, up 203% year over year.2021 will be the first year of Pfizer operating in its new form. Despite the risks, the company has a broad portfolio of drugs and well-performing new products in the key oncology segment. Investors seeking stability may want to add shares to their portfolio. So far, the company is managing risks despite some setbacks, and the next 12 months should provide a lot of clarity about the long-term outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161833095,"gmtCreate":1623916373517,"gmtModify":1703823415376,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple is the best one on this list","listText":"Apple is the best one on this list","text":"Apple is the best one on this list","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161833095","repostId":"2143379379","repostType":4,"repost":{"id":"2143379379","pubTimestamp":1623893744,"share":"https://www.laohu8.com/m/news/2143379379?lang=&edition=full","pubTime":"2021-06-17 09:35","market":"us","language":"en","title":"These 10 Stocks Make Up 85% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2143379379","media":"Motley Fool","summary":"Diversification isn't necessary if you know what you're doing, according to the Oracle of Omaha.","content":"<p>If you've ever wondered why <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!</p>\n<p>What's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.</p>\n<p>Another source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f21f3cc2f9e5524bd5d613063faa2\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>1. Apple: $115.6 billion</h2>\n<p>Tech kingpin <b>Apple</b> (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.</p>\n<h2>2. Bank of America: $43.2 billion</h2>\n<p>Bank stocks have long been Buffett's favorite place to put Berkshire's money work. <b>Bank of America</b> (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3e6a16841306014bf0cfc3b1697b23\" tg-width=\"700\" tg-height=\"466\"><span>Image source: American <a href=\"https://laohu8.com/S/EXPR\">Express</a>.</span></p>\n<h2>3. American Express: $24.9 billion</h2>\n<p>Payment processor and lender <b>American Express</b> (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.</p>\n<h2>4. Coca-Cola: $22.5 billion</h2>\n<p>Speaking of long-tenured holdings, beverage behemoth <b>Coca-Cola</b> (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc21d6aabfd53f63ded95ae16cbd64e1\" tg-width=\"700\" tg-height=\"468\"><span>Image source: Getty Images.</span></p>\n<h2>5. Kraft Heinz: $14.1 billion</h2>\n<p>There's little question that <b>Kraft Heinz</b> (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.</p>\n<h2>6. Verizon Communications: $9.1 billion</h2>\n<p>Telecommunications giant <b>Verizon</b> (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>7. U.S. Bancorp: $8.7 billion</h2>\n<p>Next to BofA, <b>U.S. Bancorp</b> (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.</p>\n<h2>8. Moody's: $8.5 billion</h2>\n<p>Credit agency and analytics company <b>Moody's</b> (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>9. BYD: $6.2 billion</h2>\n<p>Back in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY)&nbsp;for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors <b>NIO</b>&nbsp;and <b>XPeng</b>&nbsp;delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.</p>\n<h2>10. DaVita: $4.4 billion</h2>\n<p>Rounding out the top 10 is kidney dialysis services company <b>DaVita</b> (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.</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>These 10 Stocks Make Up 85% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 85% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","BRK.B":"伯克希尔B","USB":"美国合众银行","DVA":"达维塔保健","MCO":"穆迪","KO":"可口可乐","AAPL":"苹果","AXP":"美国运通","BRK.A":"伯克希尔","BAC":"美国银行","VZ":"威瑞森","KHC":"卡夫亨氏"},"source_url":"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143379379","content_text":"If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!\nWhat's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.\nAnother source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\n1. Apple: $115.6 billion\nTech kingpin Apple (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.\n2. Bank of America: $43.2 billion\nBank stocks have long been Buffett's favorite place to put Berkshire's money work. Bank of America (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.\nImage source: American Express.\n3. American Express: $24.9 billion\nPayment processor and lender American Express (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.\n4. Coca-Cola: $22.5 billion\nSpeaking of long-tenured holdings, beverage behemoth Coca-Cola (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.\nImage source: Getty Images.\n5. Kraft Heinz: $14.1 billion\nThere's little question that Kraft Heinz (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.\n6. Verizon Communications: $9.1 billion\nTelecommunications giant Verizon (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably one of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.\nImage source: Getty Images.\n7. U.S. Bancorp: $8.7 billion\nNext to BofA, U.S. Bancorp (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.\n8. Moody's: $8.5 billion\nCredit agency and analytics company Moody's (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.\nImage source: Getty Images.\n9. BYD: $6.2 billion\nBack in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer BYD (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors NIO and XPeng delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.\n10. DaVita: $4.4 billion\nRounding out the top 10 is kidney dialysis services company DaVita (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187179407,"gmtCreate":1623747971409,"gmtModify":1704210295689,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very interesting&nbsp;","listText":"Very interesting&nbsp;","text":"Very interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187179407","repostId":"2143631732","repostType":4,"repost":{"id":"2143631732","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":1623736344,"share":"https://www.laohu8.com/m/news/2143631732?lang=&edition=full","pubTime":"2021-06-15 13:52","market":"us","language":"en","title":"What investors are watching from the Fed: taper talk and inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2143631732","media":"Reuters","summary":"June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of it","content":"<p>June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of its policy meeting on Wednesday for insight on whether the central bank has begun discussing tapering bond purchases and if policymakers are concerned about rising inflation. A possible hike to some key short-term rates is also in focus. Here are topics that investors are focused on:</p>\n<p><b>TALKING ABOUT TALKING ABOUT A TAPER</b></p>\n<p>The Fed is keen to minimize the possibility of a market disruption when it begins to reduce its $120 billion per month government bond and mortgage-backed securities purchase program, and so far has only indicated it may soon start \"talking about talking\" about reducing it.</p>\n<p>Market participants will be focused on whether this has advanced in any way, with a reduction in bond purchases expected to be the first step in the Fed’s normalizing its ultra-loose monetary policies.</p>\n<p>Signs that the Fed may taper sooner than expected could spark a bond market sell-off, which could hurt risk appetite and send stocks lower.</p>\n<p>Many analysts think the Fed will hold off on any announcement on bond reductions until its Jackson Hole economic symposium in August, with the taper unlikely to occur until late this year or early next year. Some market participants, however, are worried there are dangers in waiting as inflation prints come in strong.</p>\n<p><b>IS INFLATION BECOMING ENTRENCHED?</b></p>\n<p>Inflation has been coming in well above the Fed’s 2% target as the economy reopens and investors will be watching for signs that policymakers are uncomfortable with the recent increases.</p>\n<p>Data last week showed that consumer prices in May registered the largest annual increase in 13 years, with a 5% gain.</p>\n<p>The U.S. Treasury market showed little concern about the data, however, with yields falling to three-month lows. Ten-year yields were at 1.46% on Monday and have fallen from a <a href=\"https://laohu8.com/S/AONE\">one</a>-year high of 1.78% in March.</p>\n<p>Fed Chair Jerome Powell said after the U.S. central bank’s April meeting that transitory increases in inflation expected this year would not meet its standard for raising interest rates.</p>\n<p><b>WILL THE DOT PLOT SHOW AN EXPECTED RATE HIKE IN 2023?</b></p>\n<p>Market participants will focus on when policymakers see an increase in rates, a section of the Fed's economic projections known as the “dot plot.”</p>\n<p>Seven of 18 officials expected to raise rates in 2023 at the Fed’s March meeting, compared with five in December. Four officials also felt rates may need to rise as soon as next year, a change from zero as of the last projections in December.</p>\n<p>Meanwhile, any increase in inflation projections for 2022 and 2023 may indicate that the Fed sees inflation increases being more persistent than previously expected.</p>\n<p><b>AS REVERSE REPO VOLUMES HIT RECORDS, WILL THEY RAISE 'IOER'?</b></p>\n<p>Another key focus will be whether the Fed will address disruptions in cash markets by raising the interest it pays banks on excess reserves and the rate it pays on overnight reverse repos.</p>\n<p>Money market investors are struggling with a lack of high quality short-dated assets as the Treasury reduces bill issuance at the same time as banks are struggling with excess deposits, in large part from Fed bond purchases.</p>\n<p>The Fed’s reverse repo facility, which offers approved money managers the option to lend money to the Fed overnight in return for Treasury collateral, has seen increasing demand and set a record $584 billion on Monday. Demand is expected to continue growing as the Treasury continues paring issuance of Treasury bills and the debt ceiling nears.</p>\n<p>By raising the IOER, the Fed can ease some downward pressure on short-term rates. Some analysts say the Fed is unlikely to make any adjustments unless the fed funds rate falls below 5 basis points, a level it has so far held above. The fed funds rate was at 6 basis points on Friday.</p>\n<p><b>STANDING REPO FACILITY</b></p>\n<p>The Fed surprised some market participants when minutes from its April meeting, released in May, showed policymakers participated in a briefing on the pros and cons of making permanent the support they provide to money markets.</p>\n<p>Investors will be looking for any details the Fed may give on a standing repo facility, which would reduce the chance of the Treasury market experiencing the sort of liquidity shortages that hit markets in September 2019 and March 2020 by giving investors confidence that there is a lender of last resort in the event of another large disruption.</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>What investors are watching from the Fed: taper talk and inflation</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\">\nWhat investors are watching from the Fed: taper talk and inflation\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\">2021-06-15 13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of its policy meeting on Wednesday for insight on whether the central bank has begun discussing tapering bond purchases and if policymakers are concerned about rising inflation. A possible hike to some key short-term rates is also in focus. Here are topics that investors are focused on:</p>\n<p><b>TALKING ABOUT TALKING ABOUT A TAPER</b></p>\n<p>The Fed is keen to minimize the possibility of a market disruption when it begins to reduce its $120 billion per month government bond and mortgage-backed securities purchase program, and so far has only indicated it may soon start \"talking about talking\" about reducing it.</p>\n<p>Market participants will be focused on whether this has advanced in any way, with a reduction in bond purchases expected to be the first step in the Fed’s normalizing its ultra-loose monetary policies.</p>\n<p>Signs that the Fed may taper sooner than expected could spark a bond market sell-off, which could hurt risk appetite and send stocks lower.</p>\n<p>Many analysts think the Fed will hold off on any announcement on bond reductions until its Jackson Hole economic symposium in August, with the taper unlikely to occur until late this year or early next year. Some market participants, however, are worried there are dangers in waiting as inflation prints come in strong.</p>\n<p><b>IS INFLATION BECOMING ENTRENCHED?</b></p>\n<p>Inflation has been coming in well above the Fed’s 2% target as the economy reopens and investors will be watching for signs that policymakers are uncomfortable with the recent increases.</p>\n<p>Data last week showed that consumer prices in May registered the largest annual increase in 13 years, with a 5% gain.</p>\n<p>The U.S. Treasury market showed little concern about the data, however, with yields falling to three-month lows. Ten-year yields were at 1.46% on Monday and have fallen from a <a href=\"https://laohu8.com/S/AONE\">one</a>-year high of 1.78% in March.</p>\n<p>Fed Chair Jerome Powell said after the U.S. central bank’s April meeting that transitory increases in inflation expected this year would not meet its standard for raising interest rates.</p>\n<p><b>WILL THE DOT PLOT SHOW AN EXPECTED RATE HIKE IN 2023?</b></p>\n<p>Market participants will focus on when policymakers see an increase in rates, a section of the Fed's economic projections known as the “dot plot.”</p>\n<p>Seven of 18 officials expected to raise rates in 2023 at the Fed’s March meeting, compared with five in December. Four officials also felt rates may need to rise as soon as next year, a change from zero as of the last projections in December.</p>\n<p>Meanwhile, any increase in inflation projections for 2022 and 2023 may indicate that the Fed sees inflation increases being more persistent than previously expected.</p>\n<p><b>AS REVERSE REPO VOLUMES HIT RECORDS, WILL THEY RAISE 'IOER'?</b></p>\n<p>Another key focus will be whether the Fed will address disruptions in cash markets by raising the interest it pays banks on excess reserves and the rate it pays on overnight reverse repos.</p>\n<p>Money market investors are struggling with a lack of high quality short-dated assets as the Treasury reduces bill issuance at the same time as banks are struggling with excess deposits, in large part from Fed bond purchases.</p>\n<p>The Fed’s reverse repo facility, which offers approved money managers the option to lend money to the Fed overnight in return for Treasury collateral, has seen increasing demand and set a record $584 billion on Monday. Demand is expected to continue growing as the Treasury continues paring issuance of Treasury bills and the debt ceiling nears.</p>\n<p>By raising the IOER, the Fed can ease some downward pressure on short-term rates. Some analysts say the Fed is unlikely to make any adjustments unless the fed funds rate falls below 5 basis points, a level it has so far held above. The fed funds rate was at 6 basis points on Friday.</p>\n<p><b>STANDING REPO FACILITY</b></p>\n<p>The Fed surprised some market participants when minutes from its April meeting, released in May, showed policymakers participated in a briefing on the pros and cons of making permanent the support they provide to money markets.</p>\n<p>Investors will be looking for any details the Fed may give on a standing repo facility, which would reduce the chance of the Treasury market experiencing the sort of liquidity shortages that hit markets in September 2019 and March 2020 by giving investors confidence that there is a lender of last resort in the event of another large disruption.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143631732","content_text":"June 15 (Reuters) - Investors will be scrutinizing the Federal Reserve's comments at the close of its policy meeting on Wednesday for insight on whether the central bank has begun discussing tapering bond purchases and if policymakers are concerned about rising inflation. A possible hike to some key short-term rates is also in focus. Here are topics that investors are focused on:\nTALKING ABOUT TALKING ABOUT A TAPER\nThe Fed is keen to minimize the possibility of a market disruption when it begins to reduce its $120 billion per month government bond and mortgage-backed securities purchase program, and so far has only indicated it may soon start \"talking about talking\" about reducing it.\nMarket participants will be focused on whether this has advanced in any way, with a reduction in bond purchases expected to be the first step in the Fed’s normalizing its ultra-loose monetary policies.\nSigns that the Fed may taper sooner than expected could spark a bond market sell-off, which could hurt risk appetite and send stocks lower.\nMany analysts think the Fed will hold off on any announcement on bond reductions until its Jackson Hole economic symposium in August, with the taper unlikely to occur until late this year or early next year. Some market participants, however, are worried there are dangers in waiting as inflation prints come in strong.\nIS INFLATION BECOMING ENTRENCHED?\nInflation has been coming in well above the Fed’s 2% target as the economy reopens and investors will be watching for signs that policymakers are uncomfortable with the recent increases.\nData last week showed that consumer prices in May registered the largest annual increase in 13 years, with a 5% gain.\nThe U.S. Treasury market showed little concern about the data, however, with yields falling to three-month lows. Ten-year yields were at 1.46% on Monday and have fallen from a one-year high of 1.78% in March.\nFed Chair Jerome Powell said after the U.S. central bank’s April meeting that transitory increases in inflation expected this year would not meet its standard for raising interest rates.\nWILL THE DOT PLOT SHOW AN EXPECTED RATE HIKE IN 2023?\nMarket participants will focus on when policymakers see an increase in rates, a section of the Fed's economic projections known as the “dot plot.”\nSeven of 18 officials expected to raise rates in 2023 at the Fed’s March meeting, compared with five in December. Four officials also felt rates may need to rise as soon as next year, a change from zero as of the last projections in December.\nMeanwhile, any increase in inflation projections for 2022 and 2023 may indicate that the Fed sees inflation increases being more persistent than previously expected.\nAS REVERSE REPO VOLUMES HIT RECORDS, WILL THEY RAISE 'IOER'?\nAnother key focus will be whether the Fed will address disruptions in cash markets by raising the interest it pays banks on excess reserves and the rate it pays on overnight reverse repos.\nMoney market investors are struggling with a lack of high quality short-dated assets as the Treasury reduces bill issuance at the same time as banks are struggling with excess deposits, in large part from Fed bond purchases.\nThe Fed’s reverse repo facility, which offers approved money managers the option to lend money to the Fed overnight in return for Treasury collateral, has seen increasing demand and set a record $584 billion on Monday. Demand is expected to continue growing as the Treasury continues paring issuance of Treasury bills and the debt ceiling nears.\nBy raising the IOER, the Fed can ease some downward pressure on short-term rates. Some analysts say the Fed is unlikely to make any adjustments unless the fed funds rate falls below 5 basis points, a level it has so far held above. The fed funds rate was at 6 basis points on Friday.\nSTANDING REPO FACILITY\nThe Fed surprised some market participants when minutes from its April meeting, released in May, showed policymakers participated in a briefing on the pros and cons of making permanent the support they provide to money markets.\nInvestors will be looking for any details the Fed may give on a standing repo facility, which would reduce the chance of the Treasury market experiencing the sort of liquidity shortages that hit markets in September 2019 and March 2020 by giving investors confidence that there is a lender of last resort in the event of another large disruption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365397684,"gmtCreate":1614695882148,"gmtModify":1704774152527,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365397684","repostId":"2116663594","repostType":4,"repost":{"id":"2116663594","pubTimestamp":1614694800,"share":"https://www.laohu8.com/m/news/2116663594?lang=&edition=full","pubTime":"2021-03-02 22:20","market":"us","language":"en","title":"1 Reason Why You Should Buy the Dip in AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2116663594","media":"Harsh Chauhan","summary":"The chipmaker is witnessing tremendous traction in an area that could drive multi-year growth.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.</p>\n<p><img src=\"https://static.tigerbbs.com/4b1b0b9f67938d594ce85330904971ac\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>That's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating <b>Intel</b> in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.</p>\n<p>However, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from <b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SNE) is also turning out to be a major tailwind for the company -- <a href=\"https://laohu8.com/S/AONE\">one</a> that could help the chipmaker exceed its own expectations as it supplies chips for both devices.</p>\n<p><b><b>The new gaming consoles are witnessing unprecedented demand</b></b></p>\n<p>The PlayStation 5 and Xbox Series X consoles have been setting&nbsp;the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.</p>\n<p>The company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid&nbsp;a global shortage of chips.</p>\n<p>The long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.</p>\n<p>Microsoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.</p>\n<p>All of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F614887%2Fbuystock.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>And that demand has created a massive tailwind for AMD</b></p>\n<p>AMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:</p>\n<blockquote>\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n</blockquote>\n<p>This indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.</p>\n<p>Thanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5fd3c87ee611e4914752957c021857\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>At the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.</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>1 Reason Why You Should Buy the Dip in AMD Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Reason Why You Should Buy the Dip in AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/><strong>Harsh Chauhan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116663594","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by YCharts.\nThat's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating Intel in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.\nHowever, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) is also turning out to be a major tailwind for the company -- one that could help the chipmaker exceed its own expectations as it supplies chips for both devices.\nThe new gaming consoles are witnessing unprecedented demand\nThe PlayStation 5 and Xbox Series X consoles have been setting the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.\nThe company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid a global shortage of chips.\nThe long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.\nMicrosoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.\nAll of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.\n\nImage source: Getty Images.\nAnd that demand has created a massive tailwind for AMD\nAMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:\n\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n\nThis indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.\nThanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.\n\nData by YCharts.\nAt the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161833243,"gmtCreate":1623916410482,"gmtModify":1703823416022,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Love this stock&nbsp;","listText":"Love this stock&nbsp;","text":"Love this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161833243","repostId":"1138373077","repostType":4,"repost":{"id":"1138373077","pubTimestamp":1623915483,"share":"https://www.laohu8.com/m/news/1138373077?lang=&edition=full","pubTime":"2021-06-17 15:38","market":"us","language":"en","title":"Walmart: Buy On Weakness For Its Exciting International Growth Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1138373077","media":"seekingalpha","summary":"Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the yea","content":"<p><b>Summary</b></p>\n<ul>\n <li>Walmart’s international segment is expected to lead the company’s revenue growth in the years ahead.</li>\n <li>The company’s leadership through Flipkart in the rapidly growing India market is expected to be a key competitive advantage as it scales up to compete against Amazon India.</li>\n <li>At the current price, Walmart is not expensive, and offers an attractive entry point for investors to partake in its international growth drivers.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af09545cba715476092d754f8df38e8a\" tg-width=\"768\" tg-height=\"512\"><span>Wolterk/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Walmart (WMT) has very exciting growth prospects in its international markets, especially in India where the market is expected to overtake Canada as the second largest international market segment, behind the leader Mexico by 2025. In addition, the company’s astute investment in Flipkart has given it the key leadership in the e-commerce segment in India which is expected to grow rapidly in the years ahead.</p>\n<p><b>Setting the Stage for International Expansion</b></p>\n<p>Walmart has grand ambitions on the international stage. After the completion of the&nbsp;divestiture of Asda and Seiyu&nbsp;last quarter, the company has set its sights on driving its international growth in the faster growing markets. The company also discussed at length its international priorities and opportunities in two recent conferences (DBAccess, andBaird) on how to take its international business to the next level.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917a0bddc47fb6071bfd416976abe840\" tg-width=\"600\" tg-height=\"371\"><span>WMT net sales worldwide by division. Data Source: Company Filings</span></p>\n<p>Walmart’s international sales accounted for about 21.9% of FY 21 revenue. As we could observe from above, WMT’s international business as a whole has been largely stagnant in recent years even though its U.S. operations saw relatively stable and consistent growth. The company’s exit from Seiyu [Japan] and Asda [UK] in order to reallocate capital to its higher growth regions, notably in India and China, is an important step towards aligning its growth priorities and rejuvenating its international business segment. In fact, Walmart had even received pretty nasty press on its operations in Japan, asNikkei Asiaremarked: “Walmart's foreign flops can be attributed largely to tone-deaf management, which failed to take into account local business customs, dietary habits and labor relations, among other glaring oversights.” Notwithstanding the sensational allegations made by the Nikkei, I think WMT has actually performed admirably in its international business as it’s aprofitable segmentfor the company that posted an operating margin of 4.4% in Q1’22, as well as 3% in FY 21, 2.8% in FY 20, and 4% in FY 19, respectively.</p>\n<p><b>Ask Amazon How Hard It Is To Make Money Overseas</b></p>\n<p>In order to understand how difficult it is to make money operating a retail business in international markets with a footprint as large as WMT, investors need to look no further than Amazon (AMZN), notwithstanding its focus on the e-commerce segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f155f05bf035f522fff05f7c5802740\" tg-width=\"849\" tg-height=\"525\"><span>AMZN annual Operating income by segment. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa70bfe2b8a379252d91f48a78becd52\" tg-width=\"600\" tg-height=\"371\"><span>AMZN quarterly operating income by segment. Data Source: Company Filings</span></p>\n<p>As we could observe from the 2 charts above, AMZN’s international segment only recently started to turn an operating profit in Q2’20 after experiencing losses over the last 6 years, even though the North America segment continued to do well. It’s a good reminder to investors that WMT knows how to manage its large international footprint well and it’s really very difficult to run an operation as geographically diverse and huge as Walmart’s and be profitable at the same time, giving the company an extremely wide moat.</p>\n<p><b>India and China Expected to Lead Growth</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5de7690e94d33c1fa7d9a17901080007\" tg-width=\"833\" tg-height=\"515\"><span>WMT projected net sales by country. Data Source: Edge by Ascential</span></p>\n<p>Although Mexico is still expected to remain as International’s most important revenue driver by 2025, India and China are expected to lead the growth, with India expected to be the company’s second largest international market by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb39da945b2a8ef4d8bc56b06bf945b7\" tg-width=\"600\" tg-height=\"371\"><span>WMT projected revenue CAGR by country. Data Source: Edge by Ascential</span></p>\n<p>India’s 5Y CAGR of 10.4% is expected to outperform the rest of its international peers, followed by China in second place with a 5Y CAGR of 6.6%. The rest of its international markets are also expected to grow relatively fast, including the leader Mexico (5Y CAGR: 4.1%).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9a2cee8cc3738a2a615afe99152dd5f\" tg-width=\"1280\" tg-height=\"738\"><span>WMT projected revenue mean consensus, and YoY growth. Data source: S&amp;P Capital IQ</span></p>\n<p>If we consider the company’s overall expected revenue growth in the next few years, investors should now be able to appreciate the importance of WMT’s international markets to drive the company’s topline and therefore managing the growth of its international segment well would provide the company a highly significant lever to drive results over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b6a11308afe3976fe54e67f76f8f596\" tg-width=\"873\" tg-height=\"540\"><span>Leading retail chain operators in China. Data Source: China Chain Store &amp; Franchise Association</span></p>\n<p>Although WMT’s leadership in the U.S. is undisputed, it may not be the same in China. The competitive landscape in China is strongly dominated by Suning Commerce Group, and WMT’s China operations was actually ranked 7th in this survey. Therefore, there is a tremendous amount of sales potential for WMT to make up in order to move up the ranks among China’s retail leaders.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0338751a0a7661f724cfa43c4acb5c58\" tg-width=\"600\" tg-height=\"371\"><span>Total population in the U.S. and India. Data Source: IMF</span></p>\n<p>In the market where it is expected to lead the company's growth: India, this is where the excitement for WMT’s international business really begins. India’s population is expected to grow from 1.324B in 2016 to 1.443B by 2025, which would represent a CAGR of 0.96%, faster than the U.S. population CAGR of 0.47%, that is twice as fast, despite having a population size that’s already 4x larger to start with.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab0dcd47a074df2156c16ea1db021061\" tg-width=\"600\" tg-height=\"371\"><span>Market size of e-commerce industry across India. Data Source: India Brand Equity Foundation; Various sources (Media sources); BCG; Bain &amp; Company; Morgan Stanley</span></p>\n<p>India’s e-commerce industry (WMT’s main channel in India) is expected to grow from just $14B in 2014 to $200B by 2027, which would represent a whopping CAGR of 22.7%, an incredible growth rate. More importantly, WMT is an e-commerce leader in India (though Flipkart), as Flipkart had a&nbsp;31.9% market share&nbsp;as of Oct 20 according to Forrester Research, just ahead of its fierce rival, Amazon India, who had a 31.2% market share. Therefore, WMT looks very well positioned to compete strongly in India as the leader of a rapidly expanding e-commerce market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c611e761c64537eac8600067ff46dce9\" tg-width=\"600\" tg-height=\"371\"><span>Flipkart revenue. Data Source: Flipkart; Business Standard</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fd83dbbe32e4623cfb108479191db5\" tg-width=\"600\" tg-height=\"371\"><span>Flipkart revenue YoY growth. Data Source: Flipkart; Business Standard</span></p>\n<p>As we could observe from above, Flipkart’s FY 20 revenue of 346B rupees (equivalent to about $4.72B) has barely scratched the surface considering the market size of India’s e-commerce industry that was worth $64B in 2020. Even though the revenue growth of 12% YoY was an egregious deceleration from the previous year’s 42% YoY growth, the company has managed to reduce its net loss from 38.35B rupees to 31.5B rupees (see below), an improvement of 17% YoY. It would thus be important for investors to continue monitoring the health of its growth trend moving forward to evaluate whether there is a persistent deceleration that needs to be addressed by the company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84abc8cadd99bda1af002f8ef6a231ad\" tg-width=\"768\" tg-height=\"475\"><span>P/L of Flipkart. Data Source: Flipkart; Business Standard</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efdcc73d770fedc1353ca09154e30a26\" tg-width=\"600\" tg-height=\"371\"><span>Unified Payment Interface [UPI] usage across India. Data Source: The Financial Express (India); NPCI</span></p>\n<p>Meanwhile, the company’s UPI platform PhonePe is also the leader in UPI usage across India. UPI has become the dominant payments infrastructure across India with a&nbsp;73% share&nbsp;of all digital transactions volume as of Feb 21. However, due to the 30% transactions restriction cap placed on all third-party payment apps that include PhonePe by the authority [NPCI] on the leaders, PhonePe and Google Pay would need to meet a 2-year deadline to bring down their transactions share to within the 30% cap. In addition, WhatsApp Pay is also expected to play an increasingly important role in this rapidly expanding market and compete against Google Pay and PhonePe. Notwithstanding the cap placed by NPCI, the digital payments market in India is expected to grow from 2,153 trillion rupees in 2020 to 7,092 trillion rupees by 2025 (see below), which would represent a CAGR of 26.9%, thus giving us a high level of confidence that there is ample room for all the major competitors to grow. Walmart definitely looks incredibly well-positioned in the India e-commerce market, where its e-commerce growth is still very much in its infancy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6273488f83e60a8d2c316d9296e7ad27\" tg-width=\"600\" tg-height=\"371\"><span>Digital payments market value across India. Data Source: Redseer</span></p>\n<p><b>Considering Walmart's Valuations</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2e1c5a07707bd380a3dab086be2be5c\" tg-width=\"1280\" tg-height=\"701\"><span>EV / EBITDA Metrics. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537bf606c23aaa34ab1130ab1186f6d5\" tg-width=\"1280\" tg-height=\"694\"><span>EV / EBIT metrics. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider WMT’s FCF and EBIT relative valuations using both EV / EBITDA - CapEx (as a proxy for FCF) and EV / EBIT, WMT is currently valued near the higher end of both valuations range (EV / LTM EBITDA: 14.7x, EV / LTM EBIT: 14.9x) over the last 5 years. In fact, when we consider the company forward valuations, we could observe that the market seems to have priced in quite a bit of optimism into WMT’s future EBIT and FCF growth in which the company is expected to execute well moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ba544168ae18b243f52b6359262acb\" tg-width=\"1280\" tg-height=\"884\"><span>EV / EBIT valuation metrics.</span></p>\n<p>Therefore, in order to have a basis on whether WMT’s forward valuations are also in line with what we expect from other companies, it would be useful to conduct an EV / EBIT comparison across a set of benchmark companies for us to have a reasonable basis to value WMT. We also observed that WMT’s EV / EBIT metrics have not been excessive when compared against this set of benchmark companies.</p>\n<p>Using a blend of their EV / LTM EBIT metric and their EV / Fwd EBIT metric, we arrived at a fair value of $156.42 at the midpoint of the fair value range, representing a potential upside of 11.7% from 15 Jun’s closing price of $140.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeab97d13426aa4d6f580b82aaf6bf4b\" tg-width=\"1280\" tg-height=\"784\"><span>Source: TradingView</span></p>\n<p>WMT is a strong stock that has always been well supported along its long-term uptrend over the last 3 years. The 50W moving average has always acted as its key dynamic support level, including during the 2018 bear market, and the 2020 COVID-19 bear market, demonstrating the confidence of the market in this customary market leader. The support level at $127 also looks like an extremely strong support level that attracted strong buying interest during the retracement in Feb - Mar 21 and investors should consider this as a \"Buy more\" entry point if the price retraces to that level in the future. Currently, the stock is right at the 50W MA support level again, and I think at the current price level of $140, it still represents an optimal technical buy entry. Investors should however avoid buying near $154 in the near term as it’s expected to be a near term resistance level.</p>\n<p><b>Wrapping it all up</b></p>\n<p>Walmart’s international strategies, especially in India are looking very exciting and is expected to be the company's main international growth driver. Although its international segment is still a relatively small segment of the company’s overall revenue, it’s expected to lead the group’s growth in the foreseeable future and the market definitely thinks so as well as WMT is expected to be valued at higher multiples than what was observed historically. Investors should therefore take advantage of WMT’s current price weakness to add to this fantastic stock in view of its attractive valuation right now.</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>Walmart: Buy On Weakness For Its Exciting International Growth Prospects</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\">\nWalmart: Buy On Weakness For Its Exciting International Growth Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 15:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the years ahead.\nThe company’s leadership through Flipkart in the rapidly growing India market is expected ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138373077","content_text":"Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the years ahead.\nThe company’s leadership through Flipkart in the rapidly growing India market is expected to be a key competitive advantage as it scales up to compete against Amazon India.\nAt the current price, Walmart is not expensive, and offers an attractive entry point for investors to partake in its international growth drivers.\n\nWolterk/iStock Editorial via Getty Images\nInvestment Thesis\nWalmart (WMT) has very exciting growth prospects in its international markets, especially in India where the market is expected to overtake Canada as the second largest international market segment, behind the leader Mexico by 2025. In addition, the company’s astute investment in Flipkart has given it the key leadership in the e-commerce segment in India which is expected to grow rapidly in the years ahead.\nSetting the Stage for International Expansion\nWalmart has grand ambitions on the international stage. After the completion of the divestiture of Asda and Seiyu last quarter, the company has set its sights on driving its international growth in the faster growing markets. The company also discussed at length its international priorities and opportunities in two recent conferences (DBAccess, andBaird) on how to take its international business to the next level.\nWMT net sales worldwide by division. Data Source: Company Filings\nWalmart’s international sales accounted for about 21.9% of FY 21 revenue. As we could observe from above, WMT’s international business as a whole has been largely stagnant in recent years even though its U.S. operations saw relatively stable and consistent growth. The company’s exit from Seiyu [Japan] and Asda [UK] in order to reallocate capital to its higher growth regions, notably in India and China, is an important step towards aligning its growth priorities and rejuvenating its international business segment. In fact, Walmart had even received pretty nasty press on its operations in Japan, asNikkei Asiaremarked: “Walmart's foreign flops can be attributed largely to tone-deaf management, which failed to take into account local business customs, dietary habits and labor relations, among other glaring oversights.” Notwithstanding the sensational allegations made by the Nikkei, I think WMT has actually performed admirably in its international business as it’s aprofitable segmentfor the company that posted an operating margin of 4.4% in Q1’22, as well as 3% in FY 21, 2.8% in FY 20, and 4% in FY 19, respectively.\nAsk Amazon How Hard It Is To Make Money Overseas\nIn order to understand how difficult it is to make money operating a retail business in international markets with a footprint as large as WMT, investors need to look no further than Amazon (AMZN), notwithstanding its focus on the e-commerce segment.\nAMZN annual Operating income by segment. Data Source: Company Filings\nAMZN quarterly operating income by segment. Data Source: Company Filings\nAs we could observe from the 2 charts above, AMZN’s international segment only recently started to turn an operating profit in Q2’20 after experiencing losses over the last 6 years, even though the North America segment continued to do well. It’s a good reminder to investors that WMT knows how to manage its large international footprint well and it’s really very difficult to run an operation as geographically diverse and huge as Walmart’s and be profitable at the same time, giving the company an extremely wide moat.\nIndia and China Expected to Lead Growth\nWMT projected net sales by country. Data Source: Edge by Ascential\nAlthough Mexico is still expected to remain as International’s most important revenue driver by 2025, India and China are expected to lead the growth, with India expected to be the company’s second largest international market by 2025.\nWMT projected revenue CAGR by country. Data Source: Edge by Ascential\nIndia’s 5Y CAGR of 10.4% is expected to outperform the rest of its international peers, followed by China in second place with a 5Y CAGR of 6.6%. The rest of its international markets are also expected to grow relatively fast, including the leader Mexico (5Y CAGR: 4.1%).\nWMT projected revenue mean consensus, and YoY growth. Data source: S&P Capital IQ\nIf we consider the company’s overall expected revenue growth in the next few years, investors should now be able to appreciate the importance of WMT’s international markets to drive the company’s topline and therefore managing the growth of its international segment well would provide the company a highly significant lever to drive results over time.\nLeading retail chain operators in China. Data Source: China Chain Store & Franchise Association\nAlthough WMT’s leadership in the U.S. is undisputed, it may not be the same in China. The competitive landscape in China is strongly dominated by Suning Commerce Group, and WMT’s China operations was actually ranked 7th in this survey. Therefore, there is a tremendous amount of sales potential for WMT to make up in order to move up the ranks among China’s retail leaders.\nTotal population in the U.S. and India. Data Source: IMF\nIn the market where it is expected to lead the company's growth: India, this is where the excitement for WMT’s international business really begins. India’s population is expected to grow from 1.324B in 2016 to 1.443B by 2025, which would represent a CAGR of 0.96%, faster than the U.S. population CAGR of 0.47%, that is twice as fast, despite having a population size that’s already 4x larger to start with.\nMarket size of e-commerce industry across India. Data Source: India Brand Equity Foundation; Various sources (Media sources); BCG; Bain & Company; Morgan Stanley\nIndia’s e-commerce industry (WMT’s main channel in India) is expected to grow from just $14B in 2014 to $200B by 2027, which would represent a whopping CAGR of 22.7%, an incredible growth rate. More importantly, WMT is an e-commerce leader in India (though Flipkart), as Flipkart had a 31.9% market share as of Oct 20 according to Forrester Research, just ahead of its fierce rival, Amazon India, who had a 31.2% market share. Therefore, WMT looks very well positioned to compete strongly in India as the leader of a rapidly expanding e-commerce market.\nFlipkart revenue. Data Source: Flipkart; Business Standard\nFlipkart revenue YoY growth. Data Source: Flipkart; Business Standard\nAs we could observe from above, Flipkart’s FY 20 revenue of 346B rupees (equivalent to about $4.72B) has barely scratched the surface considering the market size of India’s e-commerce industry that was worth $64B in 2020. Even though the revenue growth of 12% YoY was an egregious deceleration from the previous year’s 42% YoY growth, the company has managed to reduce its net loss from 38.35B rupees to 31.5B rupees (see below), an improvement of 17% YoY. It would thus be important for investors to continue monitoring the health of its growth trend moving forward to evaluate whether there is a persistent deceleration that needs to be addressed by the company.\nP/L of Flipkart. Data Source: Flipkart; Business Standard\nUnified Payment Interface [UPI] usage across India. Data Source: The Financial Express (India); NPCI\nMeanwhile, the company’s UPI platform PhonePe is also the leader in UPI usage across India. UPI has become the dominant payments infrastructure across India with a 73% share of all digital transactions volume as of Feb 21. However, due to the 30% transactions restriction cap placed on all third-party payment apps that include PhonePe by the authority [NPCI] on the leaders, PhonePe and Google Pay would need to meet a 2-year deadline to bring down their transactions share to within the 30% cap. In addition, WhatsApp Pay is also expected to play an increasingly important role in this rapidly expanding market and compete against Google Pay and PhonePe. Notwithstanding the cap placed by NPCI, the digital payments market in India is expected to grow from 2,153 trillion rupees in 2020 to 7,092 trillion rupees by 2025 (see below), which would represent a CAGR of 26.9%, thus giving us a high level of confidence that there is ample room for all the major competitors to grow. Walmart definitely looks incredibly well-positioned in the India e-commerce market, where its e-commerce growth is still very much in its infancy.\nDigital payments market value across India. Data Source: Redseer\nConsidering Walmart's Valuations\nEV / EBITDA Metrics. Data source: S&P Capital IQ\nEV / EBIT metrics. Data source: S&P Capital IQ\nWhen we consider WMT’s FCF and EBIT relative valuations using both EV / EBITDA - CapEx (as a proxy for FCF) and EV / EBIT, WMT is currently valued near the higher end of both valuations range (EV / LTM EBITDA: 14.7x, EV / LTM EBIT: 14.9x) over the last 5 years. In fact, when we consider the company forward valuations, we could observe that the market seems to have priced in quite a bit of optimism into WMT’s future EBIT and FCF growth in which the company is expected to execute well moving forward.\nEV / EBIT valuation metrics.\nTherefore, in order to have a basis on whether WMT’s forward valuations are also in line with what we expect from other companies, it would be useful to conduct an EV / EBIT comparison across a set of benchmark companies for us to have a reasonable basis to value WMT. We also observed that WMT’s EV / EBIT metrics have not been excessive when compared against this set of benchmark companies.\nUsing a blend of their EV / LTM EBIT metric and their EV / Fwd EBIT metric, we arrived at a fair value of $156.42 at the midpoint of the fair value range, representing a potential upside of 11.7% from 15 Jun’s closing price of $140.\nPrice Action and Technical Analysis\nSource: TradingView\nWMT is a strong stock that has always been well supported along its long-term uptrend over the last 3 years. The 50W moving average has always acted as its key dynamic support level, including during the 2018 bear market, and the 2020 COVID-19 bear market, demonstrating the confidence of the market in this customary market leader. The support level at $127 also looks like an extremely strong support level that attracted strong buying interest during the retracement in Feb - Mar 21 and investors should consider this as a \"Buy more\" entry point if the price retraces to that level in the future. Currently, the stock is right at the 50W MA support level again, and I think at the current price level of $140, it still represents an optimal technical buy entry. Investors should however avoid buying near $154 in the near term as it’s expected to be a near term resistance level.\nWrapping it all up\nWalmart’s international strategies, especially in India are looking very exciting and is expected to be the company's main international growth driver. Although its international segment is still a relatively small segment of the company’s overall revenue, it’s expected to lead the group’s growth in the foreseeable future and the market definitely thinks so as well as WMT is expected to be valued at higher multiples than what was observed historically. Investors should therefore take advantage of WMT’s current price weakness to add to this fantastic stock in view of its attractive valuation right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169767441,"gmtCreate":1623851450483,"gmtModify":1703821398364,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Probably more easy money coming&nbsp;","listText":"Probably more easy money coming&nbsp;","text":"Probably more easy money coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169767441","repostId":"1118154026","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160556960,"gmtCreate":1623802770550,"gmtModify":1703819751806,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Waiting for this meeting before doing any trade&nbsp;","listText":"Waiting for this meeting before doing any trade&nbsp;","text":"Waiting for this meeting before doing any trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160556960","repostId":"1110139876","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359782824,"gmtCreate":1616424112068,"gmtModify":1704793971423,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359782824","repostId":"1115438167","repostType":4,"repost":{"id":"1115438167","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616423750,"share":"https://www.laohu8.com/m/news/1115438167?lang=&edition=full","pubTime":"2021-03-22 22:35","market":"us","language":"en","title":"Some “meme” stocks are slipping","url":"https://stock-news.laohu8.com/highlight/detail?id=1115438167","media":"Tiger Newspress","summary":"Some “meme” stocks are slipping in Monday trading,AMC Entertainment stock fall 13%,the shares of Sundial Growers drop 7%,GameStop Corp. stock is down 2%.These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days ","content":"<p>Some&nbsp;“meme”&nbsp;stocks&nbsp;are&nbsp;slipping&nbsp;in&nbsp;Monday&nbsp;trading,AMC&nbsp;Entertainment&nbsp;stock&nbsp;fall&nbsp;13%,the&nbsp;shares&nbsp;of&nbsp;Sundial&nbsp;Growers&nbsp;drop&nbsp;7%,GameStop&nbsp;Corp.&nbsp;stock&nbsp;is&nbsp;down&nbsp;2%.</p><p>These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days compared to market cap as a way of determining what they called lottery stocks.</p><p><img src=\"https://static.tigerbbs.com/de78ffef1bc7540f75fca0332d31e69c\" tg-width=\"371\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></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>Some “meme” stocks are slipping</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\">\nSome “meme” stocks are slipping\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-22 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some&nbsp;“meme”&nbsp;stocks&nbsp;are&nbsp;slipping&nbsp;in&nbsp;Monday&nbsp;trading,AMC&nbsp;Entertainment&nbsp;stock&nbsp;fall&nbsp;13%,the&nbsp;shares&nbsp;of&nbsp;Sundial&nbsp;Growers&nbsp;drop&nbsp;7%,GameStop&nbsp;Corp.&nbsp;stock&nbsp;is&nbsp;down&nbsp;2%.</p><p>These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days compared to market cap as a way of determining what they called lottery stocks.</p><p><img src=\"https://static.tigerbbs.com/de78ffef1bc7540f75fca0332d31e69c\" tg-width=\"371\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站","SNDL":"SNDL Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115438167","content_text":"Some “meme” stocks are slipping in Monday trading,AMC Entertainment stock fall 13%,the shares of Sundial Growers drop 7%,GameStop Corp. stock is down 2%.These stocks are identified as a potential gamble using methodology from recently published research paper—from Alok Kumar of the University of Miami, Houng Nguyen of the University of Danang, and Talis Putnins at the University of Technology Sydney and Stockholm School of Economics. The group proposed looking at the average volume over 30 days compared to market cap as a way of determining what they called lottery stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365339591,"gmtCreate":1614695938113,"gmtModify":1704774155938,"author":{"id":"3571349296276312","authorId":"3571349296276312","name":"thaisa","avatar":"https://static.tigerbbs.com/eeea7094f4ede9be18b304ae6e663458","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"That's great&nbsp;","listText":"That's great&nbsp;","text":"That's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365339591","repostId":"1157813248","repostType":4,"repost":{"id":"1157813248","pubTimestamp":1614687902,"share":"https://www.laohu8.com/m/news/1157813248?lang=&edition=full","pubTime":"2021-03-02 20:25","market":"us","language":"en","title":"ARK Invest buys DraftKings, Tencent, Teladoc","url":"https://stock-news.laohu8.com/highlight/detail?id=1157813248","media":"seekingalpha","summary":"Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdi","content":"<p>Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdings(OTCPK:TCEHY)and Teladoc Health(NYSE:TDOC), among otherissues yesterday.</p><p>ARK bought 173,800 shares of DraftKings for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). It now makes up 0.2539% of the fund.</p><p>It added 340,177 shares of Tencent to the ARK Next Generation Internet ETF(NYSEARCA:ARKW), bringing the position size up to 0.3617%.</p><p>And it bought 111,041 shares of Teladoc for the ARK Innovation ETF(NYSEARCA:ARKK), brining the position up to 0.1025%, and 88,691 shares for ARKW. It now makes up 0.2349% of that fund.</p><p>First Trust, is the latest firm jumping into the space, filing a preliminary prospectus with the U.S. Securities Exchange Commission for theFirst Trust Innovation Leaders ETF.</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>ARK Invest buys DraftKings, Tencent, Teladoc</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\">\nARK Invest buys DraftKings, Tencent, Teladoc\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 20:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668163-ark-invest-buys-draftkings-tencent-teladoc><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdings(OTCPK:TCEHY)and Teladoc Health(NYSE:TDOC), among otherissues yesterday.ARK bought 173,800 shares...</p>\n\n<a href=\"https://seekingalpha.com/news/3668163-ark-invest-buys-draftkings-tencent-teladoc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","00700":"腾讯控股","DKNG":"DraftKings Inc."},"source_url":"https://seekingalpha.com/news/3668163-ark-invest-buys-draftkings-tencent-teladoc","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157813248","content_text":"Cathie Wood's ARK Investment Management added to positions of DraftKings(NASDAQ:DKNG), Tencent Holdings(OTCPK:TCEHY)and Teladoc Health(NYSE:TDOC), among otherissues yesterday.ARK bought 173,800 shares of DraftKings for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). It now makes up 0.2539% of the fund.It added 340,177 shares of Tencent to the ARK Next Generation Internet ETF(NYSEARCA:ARKW), bringing the position size up to 0.3617%.And it bought 111,041 shares of Teladoc for the ARK Innovation ETF(NYSEARCA:ARKK), brining the position up to 0.1025%, and 88,691 shares for ARKW. It now makes up 0.2349% of that fund.First Trust, is the latest firm jumping into the space, filing a preliminary prospectus with the U.S. Securities Exchange Commission for theFirst Trust Innovation Leaders ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}