Woobenny personal page - To The Moon

Woobenny

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2022-12-09

$Taiwan Semiconductor Manufacturing(TSM)$ Short term bullish then nuke? Haha.

2022-11-15

$S&P 500(.SPX)$ time to nuke after a few days of rally? 👀

2022-11-01

$Alibaba(BABA)$heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!

2022-10-29

$Bank of America(BAC)$What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌

2022-10-28

Twitter saga is done. On to $300!

2022-10-21

$Alibaba(BABA)$Picked up some and let it ride. Cant wait for the future to come!

2022-10-14

$S&P 500(.SPX)$Time to rally before coming down further? 🤔

2022-10-13

$Taiwan Semiconductor Manufacturing(TSM)$once the winter passes, there would be a great run.

2022-10-10

$Tesla Motors(TSLA)$$140 incoming? would be discount of the decade 😂

2022-10-09

$S&P 500(.SPX)$3200 incoming 😂

2022-10-05

$Twitter(TWTR)$

2022-09-09

$Tencent Holding Ltd.(TCEHY)$

2022-09-08

$Tencent Holding Ltd.(TCEHY)$

2022-09-01

2022-06-11

Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.

Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation

2022-05-10

Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.

Palantir: Market Has Completely Misunderstood Its Latest Earnings

2022-05-08

Great company having a bright future!

SQ Stock Is a Strong Buy After Q1 Earnings

2022-05-04

Interesting to see if it's going to re-pick up $PLTR in the future!

ARKQ: The Bottom May Be Near

2022-05-01

Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.

FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April

2022-04-30

Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.

Sea and Grab Stocks Jumped More Than 7% in Morning Trading

Go to Tiger App to see more news

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Haha.","images":[{"img":"https://community-static.tradeup.com/news/fa59279dac52d51938ef2d1b9537b87f","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920776528","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969537144,"gmtCreate":1668472822588,"gmtModify":1676538061457,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>time to nuke after a few days of rally? 👀","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>time to nuke after a few days of rally? 👀","text":"$S&P 500(.SPX)$ time to nuke after a few days of rally? 👀","images":[{"img":"https://community-static.tradeup.com/news/0d59ad0f7e61111d1389b2e2305708c3","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969537144","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985365623,"gmtCreate":1667316887662,"gmtModify":1676537897317,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","text":"$Alibaba(BABA)$heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","images":[{"img":"https://community-static.tradeup.com/news/e50ae968acc21752ef6209a1557ca8bc","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":34,"repostSize":1,"link":"https://ttm.financial/post/9985365623","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"Damien Khoo","avatar":"https://community-static.tradeup.com/news/f08d9f6bdc3c0038e9aa81591b4df363","crmLevel":4,"crmLevelSwitch":0,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"content":"It will be a long time to $200","text":"It will be a long time to $200","html":"It will be a long time to $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986730625,"gmtCreate":1667012524267,"gmtModify":1676537849740,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","text":"$Bank of America(BAC)$What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","images":[{"img":"https://community-static.tradeup.com/news/a527b155b94ffa1d312f220963986ca6","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9986730625","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986864557,"gmtCreate":1666924161679,"gmtModify":1676537832389,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Twitter saga is done. On to $300!","listText":"Twitter saga is done. On to $300!","text":"Twitter saga is done. On to $300!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986864557","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983768629,"gmtCreate":1666321395261,"gmtModify":1676537741039,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Picked up some and let it ride. Cant wait for the future to come!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Picked up some and let it ride. Cant wait for the future to come!","text":"$Alibaba(BABA)$Picked up some and let it ride. Cant wait for the future to come!","images":[{"img":"https://community-static.tradeup.com/news/0ff0539b327663e708d102bf551e3fe8","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983768629","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980662454,"gmtCreate":1665717727178,"gmtModify":1676537654723,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","text":"$S&P 500(.SPX)$Time to rally before coming down further? 🤔","images":[{"img":"https://community-static.tradeup.com/news/efd15fd21a21d8cf96299e6cc2bcbeb8","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980662454","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980930391,"gmtCreate":1665625044313,"gmtModify":1676537637748,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v>once the winter passes, there would be a great run.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v>once the winter passes, there would be a great run.","text":"$Taiwan Semiconductor Manufacturing(TSM)$once the winter passes, there would be a great run.","images":[{"img":"https://community-static.tradeup.com/news/9741fcbc7b0f1c625dddb8a915765f13","width":"750","height":"1864"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980930391","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914739597,"gmtCreate":1665364588219,"gmtModify":1676537592117,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>$140 incoming? would be discount of the decade 😂","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>$140 incoming? would be discount of the decade 😂","text":"$Tesla Motors(TSLA)$$140 incoming? would be discount of the decade 😂","images":[{"img":"https://community-static.tradeup.com/news/0239d02a4c7a1faa3763849a96824fe5","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914739597","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914620325,"gmtCreate":1665276490168,"gmtModify":1676537579971,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>3200 incoming 😂","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>3200 incoming 😂","text":"$S&P 500(.SPX)$3200 incoming 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914620325","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915931171,"gmtCreate":1664934283693,"gmtModify":1676537531704,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>","listText":"<a 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Ltd.(TCEHY)$</a>","text":"$Tencent Holding Ltd.(TCEHY)$","images":[{"img":"https://community-static.tradeup.com/news/a27dd1ddd5f4fedae466e03a63158c08","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936811286","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9938639713,"gmtCreate":1662599242732,"gmtModify":1676537097012,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","listText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","text":"$Tencent Holding Ltd.(TCEHY)$","images":[{"img":"https://community-static.tradeup.com/news/1721ac155f0bbc24872122d04c2185bc","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938639713","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9930427165,"gmtCreate":1661995219059,"gmtModify":1676536620441,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$</a>","listText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$</a>","text":"$ICBC(01398)$","images":[{"img":"https://community-static.tradeup.com/news/474379fdf255966d08d5dca4efa5346f","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930427165","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058730233,"gmtCreate":1654903741122,"gmtModify":1676535529394,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","listText":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","text":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058730233","repostId":"1183280924","repostType":4,"repost":{"id":"1183280924","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":1654871827,"share":"https://ttm.financial/m/news/1183280924?lang=&edition=fundamental","pubTime":"2022-06-10 22:37","market":"us","language":"en","title":"Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1183280924","media":"Reuters","summary":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building","content":"<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Seen Raising U.S. Interest Rates Further to Battle Hot 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Seen Raising U.S. Interest Rates Further to Battle Hot 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\">2022-06-10 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183280924","content_text":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April's 6.2% pace but far from the \"clear and convincing\" sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.\"So much for the idea that inflation has peaked,\" wrote Bankrate chief financial analyst Greg McBride. \"Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.\"Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.Friday's inflation read report suggested the opposite.Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.Traders of futures tied to the Fed's policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.The Fed's current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.May's inflation report appears to make that task even harder.\"These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065836630,"gmtCreate":1652167166520,"gmtModify":1676535044462,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","listText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","text":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065836630","repostId":"2234773775","repostType":4,"repost":{"id":"2234773775","pubTimestamp":1652144038,"share":"https://ttm.financial/m/news/2234773775?lang=&edition=fundamental","pubTime":"2022-05-10 08:53","market":"us","language":"en","title":"Palantir: Market Has Completely Misunderstood Its Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2234773775","media":"Seeking Alpha","summary":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak sh","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s post-earning sell-off underscores the market&#39;s disappointment with another weak showing for government sector revenues.</li><li>It also accentuates the market&#39;s ongoing ignorance of Palantir&#39;s success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.</li><li>Palantir&#39;s continued effectiveness in deploying its &#34;land and expand&#34; business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.</li><li>Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir&#39;s fundamental outlook continues to be supported by a robust demand environment.</li><li>In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Palantir&#39;s stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.</p><p>On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.</p><p>Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.</p><p>While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.</p><p><b>Palantir - Brief Recap of 1Q22 Fundamental Performance</b></p><p>Palantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.</p><p>Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.</p><p>Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.</p><p><b>Expectations for Backloaded Government Growth</b></p><p>Palantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.</p><p><b>Boosted Global Military Spending Tailwinds</b></p><p>On the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.</p><p><b>Europe:</b>European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.</p><p>Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.</p><p><b>U.S.:</b> Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.</p><p>A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.</p><p><b>Expanding Adjacent Non-Military Opportunities</b></p><p>Palantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:</p><ul><li>COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.</li><li>CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.</li><li>HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.</li></ul><p><b>Commercial Acceleration</b></p><p>Acceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a &#34;highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.</p><p><b>Modularization:</b>The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.</p><p><b>Industry-Specific Solutions:</b>There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.</p><p>Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&amp;M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.</p><p><b>Seamless Digital Migration with Apollo:</b>In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.</p><p>The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under <a href=\"https://laohu8.com/S/AONE.U\">one</a> roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.</p><p><b>Fundamental Estimate Update</b></p><p>Adjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.</p><p>Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir&#39;s increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5dc583f4af09214f856ea934172fdd\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/><span>Palantir Financial Forecast (Author)</span></p><p><b>PLTR</b> <b>Stock Valuation Update</b></p><p>The market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2ba02fa1bb38f522606760ccfaf427\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p>Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c199352b87f7154fdda41bff9f33ec\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p><b>Conclusion</b></p><p>While we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.</p><p>Author&#39;s Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Market Has Completely Misunderstood Its Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Market Has Completely Misunderstood Its Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir'...</p>\n\n<a href=\"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234773775","content_text":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir's success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.Palantir's continued effectiveness in deploying its \"land and expand\" business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir's fundamental outlook continues to be supported by a robust demand environment.In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.Michael Vi/iStock Editorial via Getty ImagesPalantir's stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.Palantir - Brief Recap of 1Q22 Fundamental PerformancePalantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.Expectations for Backloaded Government GrowthPalantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.Boosted Global Military Spending TailwindsOn the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.Europe:European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.U.S.: Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.Expanding Adjacent Non-Military OpportunitiesPalantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.Commercial AccelerationAcceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a \"highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.Modularization:The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.Industry-Specific Solutions:There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.Seamless Digital Migration with Apollo:In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under one roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.Fundamental Estimate UpdateAdjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir's increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.Palantir Financial Forecast (Author)PLTR Stock Valuation UpdateThe market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.Palantir Valuation Analysis (Author)Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.Palantir Valuation Analysis (Author)ConclusionWhile we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.Author's Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062326520,"gmtCreate":1652009969160,"gmtModify":1676535013095,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Great company having a bright future!","listText":"Great company having a bright future!","text":"Great company having a bright future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062326520","repostId":"1181610225","repostType":4,"repost":{"id":"1181610225","pubTimestamp":1651979830,"share":"https://ttm.financial/m/news/1181610225?lang=&edition=fundamental","pubTime":"2022-05-08 11:17","market":"us","language":"en","title":"SQ Stock Is a Strong Buy After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1181610225","media":"InvestorPlace","summary":"Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly know","content":"<html><head></head><body><p><b>Block</b>(NYSE:<b><u>SQ</u></b>) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn’t all positive, but it was enough to send SQ stock up in after-hours trading yesterday. While shares have been turbulent today, analysts remain bullish following the earnings report, foreseeing better things ahead for the company.</p><p>What’s Happening With SQ Stock</p><p>As noted, SQ stock did not rise after yesterday’s call until markets had closed. Extended trading hours brought a 10% surge, but today, shares are back in the red. SQ began today by falling 9% but is already moving upward. As of this writing, it is only down 4% for the day and looks poised to pull back into the green soon.</p><p>It makes sense that SQ would be volatile after the earnings report brought both good and bad news. However, it is clear that the good far outweighs the bad as far as analysts are concerned. Let’s take a look at the factors at play here.</p><p>Why It Matters</p><p>The less-than-positive news is that Block did not meet expectations for revenue or earnings for the previous quarter. While that’s never a great sign for investors, the company did issue positive signals for its Cash App arm. Block’s gross profit for the mobile wallet system was$578 million, a figure that exceeded Wall Street expectations. And that number isn’t even including profit from Afterpay, an Australian buy now pay later (BNPL) app recently acquired by Block.</p><p>Another negative headwind that Block has been facing lately is the falling of cryptocurrency prices. Indeed, <b>Bitcoin</b>(<b><u>BTC-USD</u></b>) prices are plunging today, and many other cryptos are following. The market selloff that sent many tech stocks down yesterday has spread to digital assets, and risk-averse investors are backing off crypto plays. As weakening demand for crypto pushes prices down, companies like Block will be pushed down with it. However, most of Wall Street hasn’t soured on SQ stock.</p><p>Prior to the earnings report, SQ received two analyst upgrades. Since the report, it has received more. Mayank Tandon of Needhamrecently reiterated a “buy” rating and set a price target of $135. Mizuho Securities analyst Dan Dolev remains bullish on SQ, maintaining his “buy” rating and setting a $215 price target. Mark Palmer of BTIG isn’t quite so optimistic, but he also reiterated a “buy” rating and assigned SQ aprice target of $175. The TipRanks analyst rating consensus is that SQ stock is a “strong buy,” with 30 analysts maintaining buy ratings.</p><p>In a note to investors, analyst Ramsey El-Assal of Barclays credited Cash App with being the “standout of Q1.” The mobile payments acquisition may be what saves the company.</p><p>What It Means</p><p>Clearly, Wall Street is choosing to see the big picture when it comes to SQ stock. They have plenty of reason to. As noted on the call, “Cash App generated $624 million of gross profit in the first quarter, an increase of 26% year-over-year and 94% on a three-year compound annual growth rate (CAGR) basis.”</p><p>There’s no reason to expect that these growth trends won’t continue throughout the current quarter and beyond. And with the addition of Afterpay, Block will have another dynamic growth driver, particularly in international markets. SQ stock should definitely be on the radar of investors looking for bullish fintech plays.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SQ Stock Is a Strong Buy After Q1 Earnings</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\">\nSQ Stock Is a Strong Buy After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn...</p>\n\n<a href=\"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181610225","content_text":"Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn’t all positive, but it was enough to send SQ stock up in after-hours trading yesterday. While shares have been turbulent today, analysts remain bullish following the earnings report, foreseeing better things ahead for the company.What’s Happening With SQ StockAs noted, SQ stock did not rise after yesterday’s call until markets had closed. Extended trading hours brought a 10% surge, but today, shares are back in the red. SQ began today by falling 9% but is already moving upward. As of this writing, it is only down 4% for the day and looks poised to pull back into the green soon.It makes sense that SQ would be volatile after the earnings report brought both good and bad news. However, it is clear that the good far outweighs the bad as far as analysts are concerned. Let’s take a look at the factors at play here.Why It MattersThe less-than-positive news is that Block did not meet expectations for revenue or earnings for the previous quarter. While that’s never a great sign for investors, the company did issue positive signals for its Cash App arm. Block’s gross profit for the mobile wallet system was$578 million, a figure that exceeded Wall Street expectations. And that number isn’t even including profit from Afterpay, an Australian buy now pay later (BNPL) app recently acquired by Block.Another negative headwind that Block has been facing lately is the falling of cryptocurrency prices. Indeed, Bitcoin(BTC-USD) prices are plunging today, and many other cryptos are following. The market selloff that sent many tech stocks down yesterday has spread to digital assets, and risk-averse investors are backing off crypto plays. As weakening demand for crypto pushes prices down, companies like Block will be pushed down with it. However, most of Wall Street hasn’t soured on SQ stock.Prior to the earnings report, SQ received two analyst upgrades. Since the report, it has received more. Mayank Tandon of Needhamrecently reiterated a “buy” rating and set a price target of $135. Mizuho Securities analyst Dan Dolev remains bullish on SQ, maintaining his “buy” rating and setting a $215 price target. Mark Palmer of BTIG isn’t quite so optimistic, but he also reiterated a “buy” rating and assigned SQ aprice target of $175. The TipRanks analyst rating consensus is that SQ stock is a “strong buy,” with 30 analysts maintaining buy ratings.In a note to investors, analyst Ramsey El-Assal of Barclays credited Cash App with being the “standout of Q1.” The mobile payments acquisition may be what saves the company.What It MeansClearly, Wall Street is choosing to see the big picture when it comes to SQ stock. They have plenty of reason to. As noted on the call, “Cash App generated $624 million of gross profit in the first quarter, an increase of 26% year-over-year and 94% on a three-year compound annual growth rate (CAGR) basis.”There’s no reason to expect that these growth trends won’t continue throughout the current quarter and beyond. And with the addition of Afterpay, Block will have another dynamic growth driver, particularly in international markets. SQ stock should definitely be on the radar of investors looking for bullish fintech plays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061595156,"gmtCreate":1651637723722,"gmtModify":1676534940949,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Interesting to see if it's going to re-pick&nbsp;up $PLTR in the future!","listText":"Interesting to see if it's going to re-pick&nbsp;up $PLTR in the future!","text":"Interesting to see if it's going to re-pick up $PLTR in the future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061595156","repostId":"1166304032","repostType":4,"repost":{"id":"1166304032","pubTimestamp":1651632135,"share":"https://ttm.financial/m/news/1166304032?lang=&edition=fundamental","pubTime":"2022-05-04 10:42","market":"us","language":"en","title":"ARKQ: The Bottom May Be Near","url":"https://stock-news.laohu8.com/highlight/detail?id=1166304032","media":"Seeking Alpha","summary":"SummaryArk Invest's ARKQ has fallen more than 35% in the past 6 months.There has been significant ac","content":"<html><head></head><body><p>Summary</p><ul><li>Ark Invest&#39;s ARKQ has fallen more than 35% in the past 6 months.</li><li>There has been significant activity in the fund, including a reduction in its largest holding, Tesla, and the liquidation of Palantir.</li><li>Despite a drop in the ETF price, the companies in the fund seem to have shown impressive revenue growth.</li><li>Current macroeconomic uncertainties have accelerated multiple compression, driving down the fund&#39;s ETF price, despite a high level of growth in the Robotics &amp; Autonomization Industry.</li></ul><p>After a tumultuous 2021, it appears Cathie Wood is unable to catch a break, after her ARK Autonomous Technology &amp; Robotics ETF (BATS:BATS:ARKQ) entered 2022 with many headwinds. Currently, the ETF is down 28.08% YTD, compared to 13.76% YTDfor the S&amp;P 500 (SPY). Here I will explain why I think this sell-off is likely overdone, what has changed in the fund, and why I see autonomy &amp; robotics as a strong buy with a bright future ahead.</p><p>ARKQ&#39;s Investment Case</p><p>Ark Invest&#39;s ARKQ Fund focuses on 2 main areas of interest: autonomization and robotics. Autonomous vehicles account for40.42%of the fund, while 3D Printing &amp; Robotics account for 33.64% of the fund. Other themes include energy storage, space exploration, infrastructure development and others. Ark believes that both sectors, Autonomy and Robotics, will experience a high CAGR in this decade.</p><p>As with other trends with her other funds, such as Ark&#39;s Flagship Fund (ARKK), Tesla (TSLA) is still her main holding with a weighting of 9.69%, although she has sold the stock heavily, which I will come back to later.</p><p><img src=\"https://static.tigerbbs.com/71f3f746f101a7f3e4150d8693ef7d9c\" tg-width=\"640\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ARKQ&#39;s Recent Holdings(Ark Invest)</p><p>Autonomization:</p><p>The biggest opportunity Ark Invest wants to capitalize on is autonomous vehicles. According to market research conducted by Ark Invest themselves, autonomous ride-hailing platforms are expected to reach an EV of $11.7T by 2026, compared to $300B for traditional non-autonomous ride-hailing companies such as Uber (UBER), Lyft (LYFT) and others.</p><p>Whether this market will be unlocked as early as 2026 remains to be seen, as evidenced by the fact that Tesla CEO Elon Musk has set optimistic deadlines, promising that FSD would become available to the wider public every year for the past 9 years. However, other companies included in ARKQ that make AirTaxis, such as Archer Aviation (ACHR) and Blade (BLDE), may be more viable to become autonomous in the distant future.</p><p><img src=\"https://static.tigerbbs.com/7271b1664021e9649f79c783b3d9058f\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2026 Autonomy Outlook(Ark Invest)</p><p>Other major holding companies trying to capture this autonomy market include Trimble (TRMB), an integrated technology and software provider that is ARKQ&#39;s second-largest holding company, and UiPath (PATH), a software company that makes automation software for robotics. That takes me to my next point.</p><p>Robotics:</p><p>Their main holding company Tesla plays a sizable role in robotics, and is set to continue to do so in the future. This became especially clear after the announcement of their &#34;Optimus&#34; humanoid robot, which Elon Musk has described as:</p><blockquote>&#34;the most important product development we&#39;re doing this year&#34;, and that &#34;it will be worth more than the car business&#34;.</blockquote><p>Another big role in the industrial revolution, besides robotics, is additive manufacturing. Major 3D Printing companies include Markforged (MKFG), Velo3D (VLD) and Nano Dimension (NNDM) which I recently covered in another article here on Seeking Alpha.</p><p><img src=\"https://static.tigerbbs.com/d0344f439387e3cccd0539376e51802e\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Robotics Outlook 2030(Ark Invest)</p><p>A Closer Look at ARKQ&#39;s Recent Trades</p><p>Considering the fact that Ark Invest publishes daily trades with full transparency, it is quite easy to see when they sold a stock, and for what reason they did so. Over the past 60 trading days, Cathie Wood appears to have opened new positions in Matterport (MTTR) and Xpeng (XPEV).</p><ul><li><b>Matterport</b>: 0.23% weighting. Matterport is the standard for 3D modeling, converting real-life spaces into digital 3D models. Introduced into the fund for the first time on March 28, 2022.</li><li><b>Xpeng</b>: 1.76% weighting. Xpeng is a Chinese electric vehicle manufacturer known for its focus on autonomous driving and the recent introduction of its &#34;flying car&#34;. Added for the first time on December 22, 2021.</li></ul><p>Macro Economic Turmoil</p><p>As Cathie Wood emerged from 2020, into 2021 with rock star status, her strategies were questioned fairly quickly by Mr. Market himself. This was especially the case due to record inflation growth of 8.5% YoY as of April 2022, followed by a yield curve inversion, heavy compression of multiples and a decline in the Nasdaq-100 (NDX) at its worst pace since the 2008 financial crisis.</p><p>In addition, there are fears of a slowdown in domestic and global GDP growth, and the Fed&#39;s policies are being questioned. Fortunately, the labor market is still the strongest it has been since the late 1960s, leading analysts to shy away from the widely feared &#34;stagflation&#34; phenomenon.</p><p>Even though ARKQ has fallen more than 40% since January of last year, Cathie Wood still seems to be positively buoyed by most investors. Her total AUM may have been altered, but taking into account the dramatic drop in the stock price, there have been relatively few outflows, as shown in the chart below:</p><p><img src=\"https://static.tigerbbs.com/f1e005a24491a40dce3dfde17d81ed67\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>In Ark Invest&#39;slatest episode of &#34;In the Know,&#34; Cathie Wood cites her benchmark agnosticism as one of the reasons for the fund&#39;s decline. She also believes that inflation may have peaked, citing the fall in the Manheim used car index and the destruction of demand by high commodity prices, such as oil.</p><p>As for employment, she acknowledged that it should be considered a lagging indicator and pointed to some red flags in the housing market(Building Permits) and non-defensive capital goods spending figures, which she said must go the other way to prevent the U.S. from falling into recession.</p><p>Palantir And Tesla Selloff</p><p>One of the more drastic changes made to the ETF was the large sale of Tesla shares, and the complete liquidation of Palantir (PLTR) in a matter of a few days. At its peak, ARKQ alone had nearly 3 million shares in Palantir on January 10 worth nearly US$50M.</p><p>While the actual liquidation started only on February 16, after she liquidated over 400K shares in one day, in the next 3 days, she sold over 2 million more shares, completely liquidating her position in Palantir. This came after Palantir announced their Q4 highlights, which according to director of research Brett Winton:</p><blockquote>Raised some concerns about Palantir and their competitive positioning within the government industry.</blockquote><p>As with Palantir, Ark&#39;s management team has been busy selling off their best performing and most loved Tesla shares. Although Tesla is still ARKQ&#39;s largest position, they have been liquidating the shares since February 2021. At the end of February 2021, Ark owned 560K Tesla shares, a dramatic contrast to the 149K they currently own, with over 411K shares liquidated worth over $371.10M at the current share price over the last year.</p><p>This happened, despite the fact that last month she put out a Monte Carlo model with price target, in which she estimated that shares of tesla will trade at$4600 by 2026adjusted post-split. Instead, she bought shares of smaller companies such as Archer Aviation, Markforged, Blade Air Mobility, UiPath, Tusimple (TSP), AeroVironment (AVAV) and others.</p><p>Key Details that Tend to Get Overlooked</p><p>Looking at the ETF, there are currently a few drawbacks to investing in it. One is the high management fee of 0.75% and the low momentum/ headwinds. What is often overlooked is the amount of money these fees can bring in, and how much you would need in additional alpha to offset these high fees. Here is an example from Ark Invest itself of what the fees look like after investing US$10,000 at an annual return of 5%:</p><p><img src=\"https://static.tigerbbs.com/14eba843fd355837928e549579cb2f1d\" tg-width=\"640\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>US$10K Management Costs(Ark Invest)</p><p>Something else that is also sometimes far overlooked is the elevated fundamentals that the fund still has, even though multiple compression has already severely punished the fund. ARKQ&#39;s current P/E ratio is28.59, compared to the historical average of about 16 for the S&amp;P 500.</p><p>Another reason why the fund could be considered oversold is the improvement in the P/S relative to the fund&#39;s share price. Last year, in early February, the fund reached a record P/S ratio of 52.76, which as of today has been reduced to 16.11. That&#39;s a 69.47% drop in the P/S ratio.</p><p>This means that the companies have seen their profits rise significantly and delivered on their promises, despite the deteriorating economic backdrop. Currently, ARKQ is labeled as a sell, according to Seeking Alpha&#39;s Quant Rating due to management fees, momentum and dividends. View the full rating here.</p><p>Conclusion</p><p>Even despite the sharp decline in its ETF price, ARKQ still manages to outperform the S&amp;P 500 and deliver additional Alpha, as shown in the chart below.</p><p>ARKQ may have underperformed broad benchmarks over the past 1.5 years, but the growth in the robotics and autonomy industry seems far from over; more so, it has only just begun. With the P/S ratios of the companies in this fund plummeting, it seems that the bottom may be near.</p><p><img src=\"https://static.tigerbbs.com/ed4062079ce5209036e07ed6384edc2f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARKQ: The Bottom May Be Near</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\">\nARKQ: The Bottom May Be Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4506383-arkq-the-bottom-may-be-near><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryArk Invest's ARKQ has fallen more than 35% in the past 6 months.There has been significant activity in the fund, including a reduction in its largest holding, Tesla, and the liquidation of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4506383-arkq-the-bottom-may-be-near\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://seekingalpha.com/article/4506383-arkq-the-bottom-may-be-near","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166304032","content_text":"SummaryArk Invest's ARKQ has fallen more than 35% in the past 6 months.There has been significant activity in the fund, including a reduction in its largest holding, Tesla, and the liquidation of Palantir.Despite a drop in the ETF price, the companies in the fund seem to have shown impressive revenue growth.Current macroeconomic uncertainties have accelerated multiple compression, driving down the fund's ETF price, despite a high level of growth in the Robotics & Autonomization Industry.After a tumultuous 2021, it appears Cathie Wood is unable to catch a break, after her ARK Autonomous Technology & Robotics ETF (BATS:BATS:ARKQ) entered 2022 with many headwinds. Currently, the ETF is down 28.08% YTD, compared to 13.76% YTDfor the S&P 500 (SPY). Here I will explain why I think this sell-off is likely overdone, what has changed in the fund, and why I see autonomy & robotics as a strong buy with a bright future ahead.ARKQ's Investment CaseArk Invest's ARKQ Fund focuses on 2 main areas of interest: autonomization and robotics. Autonomous vehicles account for40.42%of the fund, while 3D Printing & Robotics account for 33.64% of the fund. Other themes include energy storage, space exploration, infrastructure development and others. Ark believes that both sectors, Autonomy and Robotics, will experience a high CAGR in this decade.As with other trends with her other funds, such as Ark's Flagship Fund (ARKK), Tesla (TSLA) is still her main holding with a weighting of 9.69%, although she has sold the stock heavily, which I will come back to later.ARKQ's Recent Holdings(Ark Invest)Autonomization:The biggest opportunity Ark Invest wants to capitalize on is autonomous vehicles. According to market research conducted by Ark Invest themselves, autonomous ride-hailing platforms are expected to reach an EV of $11.7T by 2026, compared to $300B for traditional non-autonomous ride-hailing companies such as Uber (UBER), Lyft (LYFT) and others.Whether this market will be unlocked as early as 2026 remains to be seen, as evidenced by the fact that Tesla CEO Elon Musk has set optimistic deadlines, promising that FSD would become available to the wider public every year for the past 9 years. However, other companies included in ARKQ that make AirTaxis, such as Archer Aviation (ACHR) and Blade (BLDE), may be more viable to become autonomous in the distant future.2026 Autonomy Outlook(Ark Invest)Other major holding companies trying to capture this autonomy market include Trimble (TRMB), an integrated technology and software provider that is ARKQ's second-largest holding company, and UiPath (PATH), a software company that makes automation software for robotics. That takes me to my next point.Robotics:Their main holding company Tesla plays a sizable role in robotics, and is set to continue to do so in the future. This became especially clear after the announcement of their \"Optimus\" humanoid robot, which Elon Musk has described as:\"the most important product development we're doing this year\", and that \"it will be worth more than the car business\".Another big role in the industrial revolution, besides robotics, is additive manufacturing. Major 3D Printing companies include Markforged (MKFG), Velo3D (VLD) and Nano Dimension (NNDM) which I recently covered in another article here on Seeking Alpha.Robotics Outlook 2030(Ark Invest)A Closer Look at ARKQ's Recent TradesConsidering the fact that Ark Invest publishes daily trades with full transparency, it is quite easy to see when they sold a stock, and for what reason they did so. Over the past 60 trading days, Cathie Wood appears to have opened new positions in Matterport (MTTR) and Xpeng (XPEV).Matterport: 0.23% weighting. Matterport is the standard for 3D modeling, converting real-life spaces into digital 3D models. Introduced into the fund for the first time on March 28, 2022.Xpeng: 1.76% weighting. Xpeng is a Chinese electric vehicle manufacturer known for its focus on autonomous driving and the recent introduction of its \"flying car\". Added for the first time on December 22, 2021.Macro Economic TurmoilAs Cathie Wood emerged from 2020, into 2021 with rock star status, her strategies were questioned fairly quickly by Mr. Market himself. This was especially the case due to record inflation growth of 8.5% YoY as of April 2022, followed by a yield curve inversion, heavy compression of multiples and a decline in the Nasdaq-100 (NDX) at its worst pace since the 2008 financial crisis.In addition, there are fears of a slowdown in domestic and global GDP growth, and the Fed's policies are being questioned. Fortunately, the labor market is still the strongest it has been since the late 1960s, leading analysts to shy away from the widely feared \"stagflation\" phenomenon.Even though ARKQ has fallen more than 40% since January of last year, Cathie Wood still seems to be positively buoyed by most investors. Her total AUM may have been altered, but taking into account the dramatic drop in the stock price, there have been relatively few outflows, as shown in the chart below:Data byYChartsIn Ark Invest'slatest episode of \"In the Know,\" Cathie Wood cites her benchmark agnosticism as one of the reasons for the fund's decline. She also believes that inflation may have peaked, citing the fall in the Manheim used car index and the destruction of demand by high commodity prices, such as oil.As for employment, she acknowledged that it should be considered a lagging indicator and pointed to some red flags in the housing market(Building Permits) and non-defensive capital goods spending figures, which she said must go the other way to prevent the U.S. from falling into recession.Palantir And Tesla SelloffOne of the more drastic changes made to the ETF was the large sale of Tesla shares, and the complete liquidation of Palantir (PLTR) in a matter of a few days. At its peak, ARKQ alone had nearly 3 million shares in Palantir on January 10 worth nearly US$50M.While the actual liquidation started only on February 16, after she liquidated over 400K shares in one day, in the next 3 days, she sold over 2 million more shares, completely liquidating her position in Palantir. This came after Palantir announced their Q4 highlights, which according to director of research Brett Winton:Raised some concerns about Palantir and their competitive positioning within the government industry.As with Palantir, Ark's management team has been busy selling off their best performing and most loved Tesla shares. Although Tesla is still ARKQ's largest position, they have been liquidating the shares since February 2021. At the end of February 2021, Ark owned 560K Tesla shares, a dramatic contrast to the 149K they currently own, with over 411K shares liquidated worth over $371.10M at the current share price over the last year.This happened, despite the fact that last month she put out a Monte Carlo model with price target, in which she estimated that shares of tesla will trade at$4600 by 2026adjusted post-split. Instead, she bought shares of smaller companies such as Archer Aviation, Markforged, Blade Air Mobility, UiPath, Tusimple (TSP), AeroVironment (AVAV) and others.Key Details that Tend to Get OverlookedLooking at the ETF, there are currently a few drawbacks to investing in it. One is the high management fee of 0.75% and the low momentum/ headwinds. What is often overlooked is the amount of money these fees can bring in, and how much you would need in additional alpha to offset these high fees. Here is an example from Ark Invest itself of what the fees look like after investing US$10,000 at an annual return of 5%:US$10K Management Costs(Ark Invest)Something else that is also sometimes far overlooked is the elevated fundamentals that the fund still has, even though multiple compression has already severely punished the fund. ARKQ's current P/E ratio is28.59, compared to the historical average of about 16 for the S&P 500.Another reason why the fund could be considered oversold is the improvement in the P/S relative to the fund's share price. Last year, in early February, the fund reached a record P/S ratio of 52.76, which as of today has been reduced to 16.11. That's a 69.47% drop in the P/S ratio.This means that the companies have seen their profits rise significantly and delivered on their promises, despite the deteriorating economic backdrop. Currently, ARKQ is labeled as a sell, according to Seeking Alpha's Quant Rating due to management fees, momentum and dividends. View the full rating here.ConclusionEven despite the sharp decline in its ETF price, ARKQ still manages to outperform the S&P 500 and deliver additional Alpha, as shown in the chart below.ARKQ may have underperformed broad benchmarks over the past 1.5 years, but the growth in the robotics and autonomy industry seems far from over; more so, it has only just begun. With the P/S ratios of the companies in this fund plummeting, it seems that the bottom may be near.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069759599,"gmtCreate":1651366619178,"gmtModify":1676534894965,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","listText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","text":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069759599","repostId":"2231267307","repostType":4,"repost":{"id":"2231267307","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651390133,"share":"https://ttm.financial/m/news/2231267307?lang=&edition=fundamental","pubTime":"2022-05-01 15:28","market":"us","language":"en","title":"FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April","url":"https://stock-news.laohu8.com/highlight/detail?id=2231267307","media":"Dow Jones","summary":"One element that stood out during such a rough year for technology stocks was that the FAANG group (","content":"<html><head></head><body><p>One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc.</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc. </a>, Google holding company <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> plus <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> lost $1.404 trillion in market capitalization during April.  More data about the group&#39;s performance is below.</p><p>Index summary</p><ul><li>On April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.</li><li>The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.</li><li>The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.</li></ul><p><b>FAANG summary</b></p><p>Here’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:</p><p><img src=\"https://static.tigerbbs.com/424639395e6612e8b2605755ca5191ef\" tg-width=\"946\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.</p><p><b>S&amp;P 500 decliners</b></p><p>All sectors of the S&amp;P 500 were down during April, except consumer staples:</p><p><img src=\"https://static.tigerbbs.com/0508a2698fa7976cd0a2a478b37581b0\" tg-width=\"887\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>During April, 79% of the S&amp;P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:</p><p><img src=\"https://static.tigerbbs.com/83c24283ce58266d275df415679d269e\" tg-width=\"876\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b7f81aa6564949767f27ae46a5c6631d\" tg-width=\"884\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April</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\">\nFAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-01 15:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc.</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc. </a>, Google holding company <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> plus <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> lost $1.404 trillion in market capitalization during April.  More data about the group&#39;s performance is below.</p><p>Index summary</p><ul><li>On April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.</li><li>The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.</li><li>The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.</li></ul><p><b>FAANG summary</b></p><p>Here’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:</p><p><img src=\"https://static.tigerbbs.com/424639395e6612e8b2605755ca5191ef\" tg-width=\"946\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.</p><p><b>S&amp;P 500 decliners</b></p><p>All sectors of the S&amp;P 500 were down during April, except consumer staples:</p><p><img src=\"https://static.tigerbbs.com/0508a2698fa7976cd0a2a478b37581b0\" tg-width=\"887\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>During April, 79% of the S&amp;P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:</p><p><img src=\"https://static.tigerbbs.com/83c24283ce58266d275df415679d269e\" tg-width=\"876\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b7f81aa6564949767f27ae46a5c6631d\" tg-width=\"884\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","TDOC":"Teladoc Health Inc.","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","NFLX":"奈飞","BK4503":"景林资产持仓","GOOGL":"谷歌A","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231267307","content_text":"One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company Meta Platforms Inc., Apple Inc. , Amazon.com Inc., Netflix Inc. , Google holding company Alphabet Inc. plus Microsoft lost $1.404 trillion in market capitalization during April.  More data about the group's performance is below.Index summaryOn April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)The S&P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.FAANG summaryHere’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.S&P 500 declinersAll sectors of the S&P 500 were down during April, except consumer staples:During April, 79% of the S&P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3572923586954779","authorIdStr":"3572923586954779"},"content":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","text":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","html":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069829710,"gmtCreate":1651276854410,"gmtModify":1676534881244,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","listText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","text":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069829710","repostId":"1199070862","repostType":4,"repost":{"id":"1199070862","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":1651241437,"share":"https://ttm.financial/m/news/1199070862?lang=&edition=fundamental","pubTime":"2022-04-29 22:10","market":"us","language":"en","title":"Sea and Grab Stocks Jumped More Than 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199070862","media":"Tiger Newspress","summary":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among o","content":"<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Jumped More Than 7% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Jumped More Than 7% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199070862","content_text":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.There were a total of 29 consortia that applied for the digital bank licences in June 2020.In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9985365623,"gmtCreate":1667316887662,"gmtModify":1676537897317,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","text":"$Alibaba(BABA)$heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","images":[{"img":"https://community-static.tradeup.com/news/e50ae968acc21752ef6209a1557ca8bc","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":34,"repostSize":1,"link":"https://ttm.financial/post/9985365623","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"Damien Khoo","avatar":"https://community-static.tradeup.com/news/f08d9f6bdc3c0038e9aa81591b4df363","crmLevel":4,"crmLevelSwitch":0,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"content":"It will be a long time to $200","text":"It will be a long time to $200","html":"It will be a long time to $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986730625,"gmtCreate":1667012524267,"gmtModify":1676537849740,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","text":"$Bank of America(BAC)$What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","images":[{"img":"https://community-static.tradeup.com/news/a527b155b94ffa1d312f220963986ca6","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9986730625","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920776528,"gmtCreate":1670554121265,"gmtModify":1676538392866,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>Short term bullish then nuke? Haha.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>Short term bullish then nuke? Haha.","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Short term bullish then nuke? Haha.","images":[{"img":"https://community-static.tradeup.com/news/fa59279dac52d51938ef2d1b9537b87f","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920776528","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069759599,"gmtCreate":1651366619178,"gmtModify":1676534894965,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","listText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","text":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069759599","repostId":"2231267307","repostType":4,"repost":{"id":"2231267307","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651390133,"share":"https://ttm.financial/m/news/2231267307?lang=&edition=fundamental","pubTime":"2022-05-01 15:28","market":"us","language":"en","title":"FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April","url":"https://stock-news.laohu8.com/highlight/detail?id=2231267307","media":"Dow Jones","summary":"One element that stood out during such a rough year for technology stocks was that the FAANG group (","content":"<html><head></head><body><p>One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc.</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc. </a>, Google holding company <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> plus <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> lost $1.404 trillion in market capitalization during April.  More data about the group&#39;s performance is below.</p><p>Index summary</p><ul><li>On April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.</li><li>The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.</li><li>The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.</li></ul><p><b>FAANG summary</b></p><p>Here’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:</p><p><img src=\"https://static.tigerbbs.com/424639395e6612e8b2605755ca5191ef\" tg-width=\"946\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.</p><p><b>S&amp;P 500 decliners</b></p><p>All sectors of the S&amp;P 500 were down during April, except consumer staples:</p><p><img src=\"https://static.tigerbbs.com/0508a2698fa7976cd0a2a478b37581b0\" tg-width=\"887\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>During April, 79% of the S&amp;P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:</p><p><img src=\"https://static.tigerbbs.com/83c24283ce58266d275df415679d269e\" tg-width=\"876\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b7f81aa6564949767f27ae46a5c6631d\" tg-width=\"884\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April</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\">\nFAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-01 15:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc.</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc. </a>, Google holding company <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> plus <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> lost $1.404 trillion in market capitalization during April.  More data about the group&#39;s performance is below.</p><p>Index summary</p><ul><li>On April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.</li><li>The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.</li><li>The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.</li></ul><p><b>FAANG summary</b></p><p>Here’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:</p><p><img src=\"https://static.tigerbbs.com/424639395e6612e8b2605755ca5191ef\" tg-width=\"946\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.</p><p><b>S&amp;P 500 decliners</b></p><p>All sectors of the S&amp;P 500 were down during April, except consumer staples:</p><p><img src=\"https://static.tigerbbs.com/0508a2698fa7976cd0a2a478b37581b0\" tg-width=\"887\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>During April, 79% of the S&amp;P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:</p><p><img src=\"https://static.tigerbbs.com/83c24283ce58266d275df415679d269e\" tg-width=\"876\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b7f81aa6564949767f27ae46a5c6631d\" tg-width=\"884\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","TDOC":"Teladoc Health Inc.","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","NFLX":"奈飞","BK4503":"景林资产持仓","GOOGL":"谷歌A","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231267307","content_text":"One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company Meta Platforms Inc., Apple Inc. , Amazon.com Inc., Netflix Inc. , Google holding company Alphabet Inc. plus Microsoft lost $1.404 trillion in market capitalization during April.  More data about the group's performance is below.Index summaryOn April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)The S&P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.FAANG summaryHere’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.S&P 500 declinersAll sectors of the S&P 500 were down during April, except consumer staples:During April, 79% of the S&P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3572923586954779","authorIdStr":"3572923586954779"},"content":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","text":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","html":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084471747,"gmtCreate":1650923210836,"gmtModify":1676534813517,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Interesting years ahead!","listText":"Interesting years ahead!","text":"Interesting years ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084471747","repostId":"2230614999","repostType":4,"repost":{"id":"2230614999","pubTimestamp":1650890927,"share":"https://ttm.financial/m/news/2230614999?lang=&edition=fundamental","pubTime":"2022-04-25 20:48","market":"us","language":"en","title":"Apple - Time To Take Another Bite","url":"https://stock-news.laohu8.com/highlight/detail?id=2230614999","media":"seekingalpha","summary":"SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Record quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).</li><li>Apple is likely to announce another dividend increase and additional share buybacks in the Q2 earnings report.</li><li>Potential slowdowns in the June quarter due to China lockdowns and supply chain constraints may impact the share price in short-term but in long-term, the stock is a solid buy and hold.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea532592996230e7f06219ea644f8da4\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sam Diephuis/DigitalVision via Getty Images</span></p><p>If you are an investor in growth and technology stocks, you are probably wondering when the sentiment is going to turn back around in favor of those stocks as a long-term investment. Starting in the fall of 2021, many of the top growth and technology stocks have fallen in price by 10 to 30% or more as interest rates are expected to rise, supply chain issues have impacted semiconductor production, and inflation has driven up prices. The price of Apple, Inc (NASDAQ:AAPL) stock rose to a high of nearly $183 before dropping back down to the current price of $161.79 as of market close on 4/22/22.</p><p>With the company due to report earnings after the market close on Wednesday, April 27, investors will be looking for clues to forward guidance in light of the current bearish market environment. It is my opinion that Apple will once again surprise with an earnings beat, and at the same time are likely to announce a new product, such as an iCar (which they filed a patent on), or the AR/VR headset that is rumored to be on the horizon, that will once again shake up the marketplace and raise the stock to a new level.</p><p>Considering the fundamental, technical, and macroeconomic factors, as well as investor sentiment and favorable shareholder actions, all indications are that Apple is fairly priced today but still offers a good value for the long-term investor. I rate Apple a Buy ahead of earnings, especially if the price drops below $160 in the next few days ahead of the report. In this article I want to explain my reasoning by considering each of the factors.</p><p><b>Fundamentally Sound</b></p><p>The current EV/EBITDA ratio is near a recent low based on the past 3 years history, currently at 19.97. The last time it was much lower than that was in summer of 2020 as the stock was recovering from the March 2020 low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/115a5774467bf3b71d1f9f1d7f592b0f\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"/><span>AAPL 3-yr EV/EBITDA ratio (Seeking Alpha)</span></p><p>The forward P/E sits at about 26, which is slightly above the 5-year average, and slightly above the sector median. But Apple gets an A+ in Profitability based on SA quant factors, so the quality of earnings justifies the higher valuation. Apple is a cash flow machine with a net income margin of 26.5% and levered FCF margin of 21%. Operating cash flow growth is not too shabby either, at 26% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8883d2c7a307f223544fedb9ae128b31\" tg-width=\"640\" tg-height=\"427\" width=\"100%\" height=\"auto\"/><span>Profitability grades (Seeking Alpha)</span></p><p>Profitability grades (Seeking Alpha)Revenue growth YOY is at 28.6% and EBITDA growth YOY sits at a whopping 50.5%. The trend in consensus EPS revisions has been moving upward with 26 up revisions in the past 3 months and only 1 down revision along with 24 up revenue revisions and 1 down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38b4f7a69a160f1011888f5077728006\" tg-width=\"640\" tg-height=\"222\" width=\"100%\" height=\"auto\"/><span>Consensus EPS Revisions (Seeking Alpha)</span></p><p>With about $64B in cash and an enterprise value of over $2.6T, Apple is financially sound and fundamentally strong. Company management under Tim Cook has been excellent at capital allocation and in capitalizing on additional service revenues above and beyond the core product lines of iPhones, wearables, Macs, iPads, and other hardware devices. Winning an Oscar for best picture on Apple TV+ did not hurt their business either.</p><p>In January, the company reported an all-time revenue record reaching $123.9B for the FY22 first quarter, up 11% YOY. All-time highs were reached for iPhone, Mac, Wearables, and Services revenues in that quarter.</p><p><b>Technically Speaking</b></p><p>The chart for Apple has shown some resistance recently as the stock attempts to reach new highs. AAPL stock is currently trading below the 6-month moving average and is starting to look oversold. The Money Flow index and RSI both indicate that the stock is becoming somewhat oversold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccb51716a162d62f2cab44a7bb402e7f\" tg-width=\"640\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>AAPL technical chart (TD Ameritrade)</span></p><p>Over the past 6 months AAPL stock has traded in a similar manner to the overall market and the technology sector (using XLK as a benchmark) but offering a higher return. The stock is finding support at the $150 level and could drop as low as that level before turning upward again if the earnings report is favorable, as I expect it will be.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/648f1a2d001c9cb72b6ceb8121641911\" tg-width=\"640\" tg-height=\"232\" width=\"100%\" height=\"auto\"/><span>AAPL Stock chart (Seeking Alpha)</span></p><p>What About Rising Rates, Supply Chain Issues, and Inflation?</p><p>There is some speculation that rising interest rates could negatively impact Apple’s forward earnings. That fear is partly responsible for the recent selloff in technology stocks, including Apple. However, the opposite may actually be true based on past events. In fact, according to this report, Apple is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best performing stocks when interest rates rise.</p><blockquote>Nine stocks in the S&amp;P 500 — including information-technology giants like Advanced Micro Devices (<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and Apple as well as health care firm Bio-Techne (TECH) — have powered higher when interest rates entered periods of multiple Fed rate hikes since 1990, says an Investor&#39;s Business Daily analysis of data from LPL Financial and S&amp;P Global Market Intelligence.</blockquote><p>Concerns about supply chain issues are valid and could impact Mac deliveries as well as iPhone demand as China endures further lockdowns related to Covid cases on the rise in Shanghai and other cities where Apple has a large manufacturing presence such as Zhengzhou, although one report states that manufacturing there is unaffected. Inflationary pressures due to rising commodity prices and reduced consumer demand due to concerns about the Ukraine war and impacts to the global economy may be reflected in the upcoming earnings report.</p><p>However, based on recent upward consensus earnings revisions and reports of growing consumer demand, I think that it is unlikely that a reduction in demand will be reflected in the current quarter’s earnings report. In fact, one source reports that the growing demand for iPhone 13 is helping Apple capture market share in the smartphone space.</p><blockquote>The Cupertino, California-based Apple accounted for 18% of the smartphone market, up from 15% in the first-quarter of 2021, even as overall smartphone shipments fell 11%, due to &#34;unfavorable economic conditions and sluggish seasonal demand.&#34;</blockquote><blockquote>&#34;While the iPhone 13 series continues to capture consumer demand, the new iPhone SE launched in March is becoming an important mid-range volume driver for Apple,&#34; Canalys Analyst Sanyam Chaurasia said in a statement.</blockquote><p><b>Investor Sentiment and Analyst Ratings</b></p><p>Wall Street analysts are bullish on Apple stock with 27 Strong Buy, 7 Buy, 1 Sell and 1 Strong Sell rating.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe377b4b2f8b7fd49a71f243b3a7fc4\" tg-width=\"517\" tg-height=\"295\" width=\"100%\" height=\"auto\"/><span>Analyst Ratings (Seeking Alpha)</span></p><p>The consensus of SA authors and current Quant ratings give AAPL a Hold rating overall. Often, just before an earnings report there are many conflicting opinions on whether to buy, sell, or hold Apple stock and this quarter is no exception with several recent articles published on SA that suggest selling the stock ahead of earnings.</p><p>Some analysts are expecting Apple to announce an increase in share buybacks, a dividend increase, or both.</p><blockquote>Apple typically announces its latest buyback and dividend strategies in conjunction with its March-quarter earnings, and this year’s update could be the “most incremental potential positive” element of Apple’s entire report, according to Wells Fargo analyst Aaron Rakers.</blockquote><blockquote>CFRA’s Angelo Zino sees the potential for a more buyback-heavy update, predicting a $100 billion increase to Apple’s share-repurchase authorization and a roughly 7% bump to its dividend.</blockquote><p>Chief Financial Officer Luca Maestri said on Apple’s last earnings call that the company expects to recognize record quarterly revenues in the March quarter, but that the YOY comparison may be challenging.</p><blockquote>We expect to achieve solid year-over-year revenue growth and set a March quarter revenue record despite significant supply constraints, which we estimate to be less than what we experienced during the December quarter. We expect our revenue growth rate to decelerate from the December quarter, primarily due to 2 factors. First, during the March quarter a year ago, we grew revenue by 54%. Remember that last year, we launched our new iPhones during the December quarter. While this year, we launched them during the September quarter. Due to the later launch a year ago, some of the associated channel inventory fill occurred during the March quarter last year. As a result of the different launch timing, we will face a more challenging year-over-year compare.</blockquote><p>Shareholder Actions – Dividends and Buybacks</p><p>Apple has been paying a small but growing dividend and most recently declared a cash dividend of $0.22 per share of common stock payable on February 10, 2022, to shareholders of record as of February 7, 2022. The dividend was increased by 7% in the March 2021 quarter and represents 9 years of consecutive dividend increases as shown in the dividend history chart from the Seeking Alpha Dividends page for AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/345f4ee69e9bb5548c5ff561edca975c\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"/><span>AAPL Dividend History (Seeking Alpha)</span></p><p>The current yield sits at about 0.5% and the 4-year average dividend yield is 1%. However, the 5-year yield on cost is currently at about 2.5%, so for dividend growth investors who plan to hold the stock long-term that is an appealing consideration.</p><p>In the March 2021 quarter, the dividend increase and share repurchase announcement included good news for Apple investors as explained by CFO Luca Maestri:</p><blockquote>As we continue to execute at an extremely high level, we were also able to return nearly $23 billion to shareholders during the March quarter. This included $3.4 billion in dividends and equivalents and $19 billion through open market repurchases of 147 million Apple shares. We continue to believe there is great value in our stock and maintain our target of reaching a net cash neutral position over time.</blockquote><blockquote>Given the confidence we have in our business today and into the future, our Board has authorized an additional $90 billion for share repurchases. We&#39;re also raising our dividend by 7% to $0.22 per share, and we continue to plan for annual increases in the dividend going forward.</blockquote><p>Given that announcement and the record revenues recognized in the December quarter, analysts and investors are expecting another dividend increase and additional share repurchases to be announced in the upcoming earnings report on April 27.</p><p><b>Looking Ahead with Caution</b></p><p>One potential caution for investors to look for in the earnings report for the quarter ending in March is the outlook and guidance for the next quarter ending in June. Ongoing lockdowns in China and continuing supply chain issues may not have had a detrimental impact on the early part of 2022 but could negatively impact earnings for the second quarter (which is Apple’s fiscal Q3).</p><p>According to some analysts the shipments of Macs could be impacted by ongoing lockdowns and supply chain disruptions in China:</p><blockquote>Huberty cautioned that COVID-related lockdowns in major China manufacturing hubs, such as Shanghai, Kunshan, and Zhengzhou, could cause Apple to &#34;take a more cautious stance when providing commentary on the June quarter given the unpredictable nature of potential future lockdowns.</blockquote><p>Another analyst gave a neutral rating on Apple stock given the uncertainty around China:</p><blockquote>Crockett set a price target of $184 a share on Apple&#39;s stock in addition to setting his neutral rating on the company&#39;s shares. Crockett said that while Apple saw its Mac and iPad businesses get a boost due to the COVID-19 pandemic, and the company had a strong new iPhone release last year, it is facing new obstacles coming from China, where many of its products are made.</blockquote><p>Earnings are also due next week for Alphabet (GOOG), Amazon (AMZN) and Meta (FB). If any of those megacap tech stocks have a poor earnings report or suggest a slowdown in consumer spending that could have a negative impact on Apple stock as well.</p><p>I am long AAPL and holding in my No Guts No Glory portfolio as a core long-term position. I will be looking to add to my position if the price drops below $160.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple - Time To Take Another Bite</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple - Time To Take Another Bite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).Apple is likely to announce another dividend increase and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓"},"source_url":"https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230614999","content_text":"SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).Apple is likely to announce another dividend increase and additional share buybacks in the Q2 earnings report.Potential slowdowns in the June quarter due to China lockdowns and supply chain constraints may impact the share price in short-term but in long-term, the stock is a solid buy and hold.Sam Diephuis/DigitalVision via Getty ImagesIf you are an investor in growth and technology stocks, you are probably wondering when the sentiment is going to turn back around in favor of those stocks as a long-term investment. Starting in the fall of 2021, many of the top growth and technology stocks have fallen in price by 10 to 30% or more as interest rates are expected to rise, supply chain issues have impacted semiconductor production, and inflation has driven up prices. The price of Apple, Inc (NASDAQ:AAPL) stock rose to a high of nearly $183 before dropping back down to the current price of $161.79 as of market close on 4/22/22.With the company due to report earnings after the market close on Wednesday, April 27, investors will be looking for clues to forward guidance in light of the current bearish market environment. It is my opinion that Apple will once again surprise with an earnings beat, and at the same time are likely to announce a new product, such as an iCar (which they filed a patent on), or the AR/VR headset that is rumored to be on the horizon, that will once again shake up the marketplace and raise the stock to a new level.Considering the fundamental, technical, and macroeconomic factors, as well as investor sentiment and favorable shareholder actions, all indications are that Apple is fairly priced today but still offers a good value for the long-term investor. I rate Apple a Buy ahead of earnings, especially if the price drops below $160 in the next few days ahead of the report. In this article I want to explain my reasoning by considering each of the factors.Fundamentally SoundThe current EV/EBITDA ratio is near a recent low based on the past 3 years history, currently at 19.97. The last time it was much lower than that was in summer of 2020 as the stock was recovering from the March 2020 low.AAPL 3-yr EV/EBITDA ratio (Seeking Alpha)The forward P/E sits at about 26, which is slightly above the 5-year average, and slightly above the sector median. But Apple gets an A+ in Profitability based on SA quant factors, so the quality of earnings justifies the higher valuation. Apple is a cash flow machine with a net income margin of 26.5% and levered FCF margin of 21%. Operating cash flow growth is not too shabby either, at 26% YOY.Profitability grades (Seeking Alpha)Profitability grades (Seeking Alpha)Revenue growth YOY is at 28.6% and EBITDA growth YOY sits at a whopping 50.5%. The trend in consensus EPS revisions has been moving upward with 26 up revisions in the past 3 months and only 1 down revision along with 24 up revenue revisions and 1 down.Consensus EPS Revisions (Seeking Alpha)With about $64B in cash and an enterprise value of over $2.6T, Apple is financially sound and fundamentally strong. Company management under Tim Cook has been excellent at capital allocation and in capitalizing on additional service revenues above and beyond the core product lines of iPhones, wearables, Macs, iPads, and other hardware devices. Winning an Oscar for best picture on Apple TV+ did not hurt their business either.In January, the company reported an all-time revenue record reaching $123.9B for the FY22 first quarter, up 11% YOY. All-time highs were reached for iPhone, Mac, Wearables, and Services revenues in that quarter.Technically SpeakingThe chart for Apple has shown some resistance recently as the stock attempts to reach new highs. AAPL stock is currently trading below the 6-month moving average and is starting to look oversold. The Money Flow index and RSI both indicate that the stock is becoming somewhat oversold.AAPL technical chart (TD Ameritrade)Over the past 6 months AAPL stock has traded in a similar manner to the overall market and the technology sector (using XLK as a benchmark) but offering a higher return. The stock is finding support at the $150 level and could drop as low as that level before turning upward again if the earnings report is favorable, as I expect it will be.AAPL Stock chart (Seeking Alpha)What About Rising Rates, Supply Chain Issues, and Inflation?There is some speculation that rising interest rates could negatively impact Apple’s forward earnings. That fear is partly responsible for the recent selloff in technology stocks, including Apple. However, the opposite may actually be true based on past events. In fact, according to this report, Apple is one of the best performing stocks when interest rates rise.Nine stocks in the S&P 500 — including information-technology giants like Advanced Micro Devices (AMD) and Apple as well as health care firm Bio-Techne (TECH) — have powered higher when interest rates entered periods of multiple Fed rate hikes since 1990, says an Investor's Business Daily analysis of data from LPL Financial and S&P Global Market Intelligence.Concerns about supply chain issues are valid and could impact Mac deliveries as well as iPhone demand as China endures further lockdowns related to Covid cases on the rise in Shanghai and other cities where Apple has a large manufacturing presence such as Zhengzhou, although one report states that manufacturing there is unaffected. Inflationary pressures due to rising commodity prices and reduced consumer demand due to concerns about the Ukraine war and impacts to the global economy may be reflected in the upcoming earnings report.However, based on recent upward consensus earnings revisions and reports of growing consumer demand, I think that it is unlikely that a reduction in demand will be reflected in the current quarter’s earnings report. In fact, one source reports that the growing demand for iPhone 13 is helping Apple capture market share in the smartphone space.The Cupertino, California-based Apple accounted for 18% of the smartphone market, up from 15% in the first-quarter of 2021, even as overall smartphone shipments fell 11%, due to \"unfavorable economic conditions and sluggish seasonal demand.\"\"While the iPhone 13 series continues to capture consumer demand, the new iPhone SE launched in March is becoming an important mid-range volume driver for Apple,\" Canalys Analyst Sanyam Chaurasia said in a statement.Investor Sentiment and Analyst RatingsWall Street analysts are bullish on Apple stock with 27 Strong Buy, 7 Buy, 1 Sell and 1 Strong Sell rating.Analyst Ratings (Seeking Alpha)The consensus of SA authors and current Quant ratings give AAPL a Hold rating overall. Often, just before an earnings report there are many conflicting opinions on whether to buy, sell, or hold Apple stock and this quarter is no exception with several recent articles published on SA that suggest selling the stock ahead of earnings.Some analysts are expecting Apple to announce an increase in share buybacks, a dividend increase, or both.Apple typically announces its latest buyback and dividend strategies in conjunction with its March-quarter earnings, and this year’s update could be the “most incremental potential positive” element of Apple’s entire report, according to Wells Fargo analyst Aaron Rakers.CFRA’s Angelo Zino sees the potential for a more buyback-heavy update, predicting a $100 billion increase to Apple’s share-repurchase authorization and a roughly 7% bump to its dividend.Chief Financial Officer Luca Maestri said on Apple’s last earnings call that the company expects to recognize record quarterly revenues in the March quarter, but that the YOY comparison may be challenging.We expect to achieve solid year-over-year revenue growth and set a March quarter revenue record despite significant supply constraints, which we estimate to be less than what we experienced during the December quarter. We expect our revenue growth rate to decelerate from the December quarter, primarily due to 2 factors. First, during the March quarter a year ago, we grew revenue by 54%. Remember that last year, we launched our new iPhones during the December quarter. While this year, we launched them during the September quarter. Due to the later launch a year ago, some of the associated channel inventory fill occurred during the March quarter last year. As a result of the different launch timing, we will face a more challenging year-over-year compare.Shareholder Actions – Dividends and BuybacksApple has been paying a small but growing dividend and most recently declared a cash dividend of $0.22 per share of common stock payable on February 10, 2022, to shareholders of record as of February 7, 2022. The dividend was increased by 7% in the March 2021 quarter and represents 9 years of consecutive dividend increases as shown in the dividend history chart from the Seeking Alpha Dividends page for AAPL.AAPL Dividend History (Seeking Alpha)The current yield sits at about 0.5% and the 4-year average dividend yield is 1%. However, the 5-year yield on cost is currently at about 2.5%, so for dividend growth investors who plan to hold the stock long-term that is an appealing consideration.In the March 2021 quarter, the dividend increase and share repurchase announcement included good news for Apple investors as explained by CFO Luca Maestri:As we continue to execute at an extremely high level, we were also able to return nearly $23 billion to shareholders during the March quarter. This included $3.4 billion in dividends and equivalents and $19 billion through open market repurchases of 147 million Apple shares. We continue to believe there is great value in our stock and maintain our target of reaching a net cash neutral position over time.Given the confidence we have in our business today and into the future, our Board has authorized an additional $90 billion for share repurchases. We're also raising our dividend by 7% to $0.22 per share, and we continue to plan for annual increases in the dividend going forward.Given that announcement and the record revenues recognized in the December quarter, analysts and investors are expecting another dividend increase and additional share repurchases to be announced in the upcoming earnings report on April 27.Looking Ahead with CautionOne potential caution for investors to look for in the earnings report for the quarter ending in March is the outlook and guidance for the next quarter ending in June. Ongoing lockdowns in China and continuing supply chain issues may not have had a detrimental impact on the early part of 2022 but could negatively impact earnings for the second quarter (which is Apple’s fiscal Q3).According to some analysts the shipments of Macs could be impacted by ongoing lockdowns and supply chain disruptions in China:Huberty cautioned that COVID-related lockdowns in major China manufacturing hubs, such as Shanghai, Kunshan, and Zhengzhou, could cause Apple to \"take a more cautious stance when providing commentary on the June quarter given the unpredictable nature of potential future lockdowns.Another analyst gave a neutral rating on Apple stock given the uncertainty around China:Crockett set a price target of $184 a share on Apple's stock in addition to setting his neutral rating on the company's shares. Crockett said that while Apple saw its Mac and iPad businesses get a boost due to the COVID-19 pandemic, and the company had a strong new iPhone release last year, it is facing new obstacles coming from China, where many of its products are made.Earnings are also due next week for Alphabet (GOOG), Amazon (AMZN) and Meta (FB). If any of those megacap tech stocks have a poor earnings report or suggest a slowdown in consumer spending that could have a negative impact on Apple stock as well.I am long AAPL and holding in my No Guts No Glory portfolio as a core long-term position. I will be looking to add to my position if the price drops below $160.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069829710,"gmtCreate":1651276854410,"gmtModify":1676534881244,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","listText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","text":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069829710","repostId":"1199070862","repostType":4,"repost":{"id":"1199070862","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":1651241437,"share":"https://ttm.financial/m/news/1199070862?lang=&edition=fundamental","pubTime":"2022-04-29 22:10","market":"us","language":"en","title":"Sea and Grab Stocks Jumped More Than 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199070862","media":"Tiger Newspress","summary":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among o","content":"<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Jumped More Than 7% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Jumped More Than 7% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199070862","content_text":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.There were a total of 29 consortia that applied for the digital bank licences in June 2020.In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060737124,"gmtCreate":1651193161164,"gmtModify":1676534867471,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"A very nice opportunity to DCA in my opinion. The drop in price is just crazy.","listText":"A very nice opportunity to DCA in my opinion. The drop in price is just crazy.","text":"A very nice opportunity to DCA in my opinion. The drop in price is just crazy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060737124","repostId":"1133363579","repostType":4,"repost":{"id":"1133363579","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":1651188305,"share":"https://ttm.financial/m/news/1133363579?lang=&edition=fundamental","pubTime":"2022-04-29 07:25","market":"us","language":"en","title":"Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1133363579","media":"Reuters","summary":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-comme","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-29 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133363579","content_text":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.Shares fell 9% in after-hours trade.After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company's expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon's first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers' disposable income just as it is making delivery more expensive for Amazon, the world's biggest online retailer.Amazon's forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That's down from an operating profit of $7.7 billion in the same period last year.\"This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,\" said Insider Intelligence principal analyst Andrew Lipsman.Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company's top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts' estimates.Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.\"This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. \"We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.\"Amazon's results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer's Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers' purchases. Inflation had not depressed typical ordering patterns so far, he said.Net sales were $116.4 billion in the first quarter, in line with analysts' expectations, according to IBES data from Refinitiv.Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.In North America, the company's largest market, sales rose 8% while operating expenses soared 16% to $71 billion.Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia's invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon's annual sales blitz. The company announced on Thursday the event will take place in July.\"They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,\" Mushkin said.The e-commerce giant's results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company's physical store sales grew 17% to $4.6 billion.Amazon's outlook reflects broader industry challenges. Just this week, one of Amazon's partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986864557,"gmtCreate":1666924161679,"gmtModify":1676537832389,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Twitter saga is done. On to $300!","listText":"Twitter saga is done. On to $300!","text":"Twitter saga is done. On to $300!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986864557","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065836630,"gmtCreate":1652167166520,"gmtModify":1676535044462,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","listText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","text":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065836630","repostId":"2234773775","repostType":4,"repost":{"id":"2234773775","pubTimestamp":1652144038,"share":"https://ttm.financial/m/news/2234773775?lang=&edition=fundamental","pubTime":"2022-05-10 08:53","market":"us","language":"en","title":"Palantir: Market Has Completely Misunderstood Its Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2234773775","media":"Seeking Alpha","summary":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak sh","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s post-earning sell-off underscores the market&#39;s disappointment with another weak showing for government sector revenues.</li><li>It also accentuates the market&#39;s ongoing ignorance of Palantir&#39;s success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.</li><li>Palantir&#39;s continued effectiveness in deploying its &#34;land and expand&#34; business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.</li><li>Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir&#39;s fundamental outlook continues to be supported by a robust demand environment.</li><li>In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Palantir&#39;s stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.</p><p>On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.</p><p>Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.</p><p>While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.</p><p><b>Palantir - Brief Recap of 1Q22 Fundamental Performance</b></p><p>Palantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.</p><p>Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.</p><p>Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.</p><p><b>Expectations for Backloaded Government Growth</b></p><p>Palantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.</p><p><b>Boosted Global Military Spending Tailwinds</b></p><p>On the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.</p><p><b>Europe:</b>European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.</p><p>Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.</p><p><b>U.S.:</b> Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.</p><p>A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.</p><p><b>Expanding Adjacent Non-Military Opportunities</b></p><p>Palantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:</p><ul><li>COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.</li><li>CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.</li><li>HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.</li></ul><p><b>Commercial Acceleration</b></p><p>Acceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a &#34;highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.</p><p><b>Modularization:</b>The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.</p><p><b>Industry-Specific Solutions:</b>There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.</p><p>Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&amp;M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.</p><p><b>Seamless Digital Migration with Apollo:</b>In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.</p><p>The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under <a href=\"https://laohu8.com/S/AONE.U\">one</a> roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.</p><p><b>Fundamental Estimate Update</b></p><p>Adjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.</p><p>Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir&#39;s increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5dc583f4af09214f856ea934172fdd\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/><span>Palantir Financial Forecast (Author)</span></p><p><b>PLTR</b> <b>Stock Valuation Update</b></p><p>The market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2ba02fa1bb38f522606760ccfaf427\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p>Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c199352b87f7154fdda41bff9f33ec\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p><b>Conclusion</b></p><p>While we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.</p><p>Author&#39;s Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Market Has Completely Misunderstood Its Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Market Has Completely Misunderstood Its Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir'...</p>\n\n<a href=\"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234773775","content_text":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir's success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.Palantir's continued effectiveness in deploying its \"land and expand\" business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir's fundamental outlook continues to be supported by a robust demand environment.In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.Michael Vi/iStock Editorial via Getty ImagesPalantir's stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.Palantir - Brief Recap of 1Q22 Fundamental PerformancePalantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.Expectations for Backloaded Government GrowthPalantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.Boosted Global Military Spending TailwindsOn the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.Europe:European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.U.S.: Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.Expanding Adjacent Non-Military OpportunitiesPalantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.Commercial AccelerationAcceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a \"highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.Modularization:The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.Industry-Specific Solutions:There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.Seamless Digital Migration with Apollo:In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under one roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.Fundamental Estimate UpdateAdjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir's increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.Palantir Financial Forecast (Author)PLTR Stock Valuation UpdateThe market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.Palantir Valuation Analysis (Author)Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.Palantir Valuation Analysis (Author)ConclusionWhile we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.Author's Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980662454,"gmtCreate":1665717727178,"gmtModify":1676537654723,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","text":"$S&P 500(.SPX)$Time to rally before coming down further? 🤔","images":[{"img":"https://community-static.tradeup.com/news/efd15fd21a21d8cf96299e6cc2bcbeb8","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980662454","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062326520,"gmtCreate":1652009969160,"gmtModify":1676535013095,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Great company having a bright future!","listText":"Great company having a bright future!","text":"Great company having a bright future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062326520","repostId":"1181610225","repostType":4,"repost":{"id":"1181610225","pubTimestamp":1651979830,"share":"https://ttm.financial/m/news/1181610225?lang=&edition=fundamental","pubTime":"2022-05-08 11:17","market":"us","language":"en","title":"SQ Stock Is a Strong Buy After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1181610225","media":"InvestorPlace","summary":"Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly know","content":"<html><head></head><body><p><b>Block</b>(NYSE:<b><u>SQ</u></b>) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn’t all positive, but it was enough to send SQ stock up in after-hours trading yesterday. While shares have been turbulent today, analysts remain bullish following the earnings report, foreseeing better things ahead for the company.</p><p>What’s Happening With SQ Stock</p><p>As noted, SQ stock did not rise after yesterday’s call until markets had closed. Extended trading hours brought a 10% surge, but today, shares are back in the red. SQ began today by falling 9% but is already moving upward. As of this writing, it is only down 4% for the day and looks poised to pull back into the green soon.</p><p>It makes sense that SQ would be volatile after the earnings report brought both good and bad news. However, it is clear that the good far outweighs the bad as far as analysts are concerned. Let’s take a look at the factors at play here.</p><p>Why It Matters</p><p>The less-than-positive news is that Block did not meet expectations for revenue or earnings for the previous quarter. While that’s never a great sign for investors, the company did issue positive signals for its Cash App arm. Block’s gross profit for the mobile wallet system was$578 million, a figure that exceeded Wall Street expectations. And that number isn’t even including profit from Afterpay, an Australian buy now pay later (BNPL) app recently acquired by Block.</p><p>Another negative headwind that Block has been facing lately is the falling of cryptocurrency prices. Indeed, <b>Bitcoin</b>(<b><u>BTC-USD</u></b>) prices are plunging today, and many other cryptos are following. The market selloff that sent many tech stocks down yesterday has spread to digital assets, and risk-averse investors are backing off crypto plays. As weakening demand for crypto pushes prices down, companies like Block will be pushed down with it. However, most of Wall Street hasn’t soured on SQ stock.</p><p>Prior to the earnings report, SQ received two analyst upgrades. Since the report, it has received more. Mayank Tandon of Needhamrecently reiterated a “buy” rating and set a price target of $135. Mizuho Securities analyst Dan Dolev remains bullish on SQ, maintaining his “buy” rating and setting a $215 price target. Mark Palmer of BTIG isn’t quite so optimistic, but he also reiterated a “buy” rating and assigned SQ aprice target of $175. The TipRanks analyst rating consensus is that SQ stock is a “strong buy,” with 30 analysts maintaining buy ratings.</p><p>In a note to investors, analyst Ramsey El-Assal of Barclays credited Cash App with being the “standout of Q1.” The mobile payments acquisition may be what saves the company.</p><p>What It Means</p><p>Clearly, Wall Street is choosing to see the big picture when it comes to SQ stock. They have plenty of reason to. As noted on the call, “Cash App generated $624 million of gross profit in the first quarter, an increase of 26% year-over-year and 94% on a three-year compound annual growth rate (CAGR) basis.”</p><p>There’s no reason to expect that these growth trends won’t continue throughout the current quarter and beyond. And with the addition of Afterpay, Block will have another dynamic growth driver, particularly in international markets. SQ stock should definitely be on the radar of investors looking for bullish fintech plays.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SQ Stock Is a Strong Buy After Q1 Earnings</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\">\nSQ Stock Is a Strong Buy After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn...</p>\n\n<a href=\"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181610225","content_text":"Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn’t all positive, but it was enough to send SQ stock up in after-hours trading yesterday. While shares have been turbulent today, analysts remain bullish following the earnings report, foreseeing better things ahead for the company.What’s Happening With SQ StockAs noted, SQ stock did not rise after yesterday’s call until markets had closed. Extended trading hours brought a 10% surge, but today, shares are back in the red. SQ began today by falling 9% but is already moving upward. As of this writing, it is only down 4% for the day and looks poised to pull back into the green soon.It makes sense that SQ would be volatile after the earnings report brought both good and bad news. However, it is clear that the good far outweighs the bad as far as analysts are concerned. Let’s take a look at the factors at play here.Why It MattersThe less-than-positive news is that Block did not meet expectations for revenue or earnings for the previous quarter. While that’s never a great sign for investors, the company did issue positive signals for its Cash App arm. Block’s gross profit for the mobile wallet system was$578 million, a figure that exceeded Wall Street expectations. And that number isn’t even including profit from Afterpay, an Australian buy now pay later (BNPL) app recently acquired by Block.Another negative headwind that Block has been facing lately is the falling of cryptocurrency prices. Indeed, Bitcoin(BTC-USD) prices are plunging today, and many other cryptos are following. The market selloff that sent many tech stocks down yesterday has spread to digital assets, and risk-averse investors are backing off crypto plays. As weakening demand for crypto pushes prices down, companies like Block will be pushed down with it. However, most of Wall Street hasn’t soured on SQ stock.Prior to the earnings report, SQ received two analyst upgrades. Since the report, it has received more. Mayank Tandon of Needhamrecently reiterated a “buy” rating and set a price target of $135. Mizuho Securities analyst Dan Dolev remains bullish on SQ, maintaining his “buy” rating and setting a $215 price target. Mark Palmer of BTIG isn’t quite so optimistic, but he also reiterated a “buy” rating and assigned SQ aprice target of $175. The TipRanks analyst rating consensus is that SQ stock is a “strong buy,” with 30 analysts maintaining buy ratings.In a note to investors, analyst Ramsey El-Assal of Barclays credited Cash App with being the “standout of Q1.” The mobile payments acquisition may be what saves the company.What It MeansClearly, Wall Street is choosing to see the big picture when it comes to SQ stock. They have plenty of reason to. As noted on the call, “Cash App generated $624 million of gross profit in the first quarter, an increase of 26% year-over-year and 94% on a three-year compound annual growth rate (CAGR) basis.”There’s no reason to expect that these growth trends won’t continue throughout the current quarter and beyond. And with the addition of Afterpay, Block will have another dynamic growth driver, particularly in international markets. SQ stock should definitely be on the radar of investors looking for bullish fintech plays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914620325,"gmtCreate":1665276490168,"gmtModify":1676537579971,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>3200 incoming 😂","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>3200 incoming 😂","text":"$S&P 500(.SPX)$3200 incoming 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914620325","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915931171,"gmtCreate":1664934283693,"gmtModify":1676537531704,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>","listText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>","text":"$Twitter(TWTR)$","images":[{"img":"https://community-static.tradeup.com/news/9a5d12826a8f7f92c461ef3b24aabd51","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915931171","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9936811286,"gmtCreate":1662739069845,"gmtModify":1676537131353,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","listText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","text":"$Tencent Holding Ltd.(TCEHY)$","images":[{"img":"https://community-static.tradeup.com/news/a27dd1ddd5f4fedae466e03a63158c08","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936811286","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9938639713,"gmtCreate":1662599242732,"gmtModify":1676537097012,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","listText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","text":"$Tencent Holding Ltd.(TCEHY)$","images":[{"img":"https://community-static.tradeup.com/news/1721ac155f0bbc24872122d04c2185bc","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938639713","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058730233,"gmtCreate":1654903741122,"gmtModify":1676535529394,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","listText":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","text":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058730233","repostId":"1183280924","repostType":4,"repost":{"id":"1183280924","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":1654871827,"share":"https://ttm.financial/m/news/1183280924?lang=&edition=fundamental","pubTime":"2022-06-10 22:37","market":"us","language":"en","title":"Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1183280924","media":"Reuters","summary":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building","content":"<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Seen Raising U.S. Interest Rates Further to Battle Hot 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Seen Raising U.S. Interest Rates Further to Battle Hot 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\">2022-06-10 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183280924","content_text":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April's 6.2% pace but far from the \"clear and convincing\" sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.\"So much for the idea that inflation has peaked,\" wrote Bankrate chief financial analyst Greg McBride. \"Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.\"Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.Friday's inflation read report suggested the opposite.Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.Traders of futures tied to the Fed's policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.The Fed's current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.May's inflation report appears to make that task even harder.\"These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061595156,"gmtCreate":1651637723722,"gmtModify":1676534940949,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"Interesting to see if it's going to re-pick&nbsp;up $PLTR in the future!","listText":"Interesting to see if it's going to re-pick&nbsp;up $PLTR in the future!","text":"Interesting to see if it's going to re-pick up $PLTR in the future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061595156","repostId":"1166304032","repostType":4,"repost":{"id":"1166304032","pubTimestamp":1651632135,"share":"https://ttm.financial/m/news/1166304032?lang=&edition=fundamental","pubTime":"2022-05-04 10:42","market":"us","language":"en","title":"ARKQ: The Bottom May Be Near","url":"https://stock-news.laohu8.com/highlight/detail?id=1166304032","media":"Seeking Alpha","summary":"SummaryArk Invest's ARKQ has fallen more than 35% in the past 6 months.There has been significant ac","content":"<html><head></head><body><p>Summary</p><ul><li>Ark Invest&#39;s ARKQ has fallen more than 35% in the past 6 months.</li><li>There has been significant activity in the fund, including a reduction in its largest holding, Tesla, and the liquidation of Palantir.</li><li>Despite a drop in the ETF price, the companies in the fund seem to have shown impressive revenue growth.</li><li>Current macroeconomic uncertainties have accelerated multiple compression, driving down the fund&#39;s ETF price, despite a high level of growth in the Robotics &amp; Autonomization Industry.</li></ul><p>After a tumultuous 2021, it appears Cathie Wood is unable to catch a break, after her ARK Autonomous Technology &amp; Robotics ETF (BATS:BATS:ARKQ) entered 2022 with many headwinds. Currently, the ETF is down 28.08% YTD, compared to 13.76% YTDfor the S&amp;P 500 (SPY). Here I will explain why I think this sell-off is likely overdone, what has changed in the fund, and why I see autonomy &amp; robotics as a strong buy with a bright future ahead.</p><p>ARKQ&#39;s Investment Case</p><p>Ark Invest&#39;s ARKQ Fund focuses on 2 main areas of interest: autonomization and robotics. Autonomous vehicles account for40.42%of the fund, while 3D Printing &amp; Robotics account for 33.64% of the fund. Other themes include energy storage, space exploration, infrastructure development and others. Ark believes that both sectors, Autonomy and Robotics, will experience a high CAGR in this decade.</p><p>As with other trends with her other funds, such as Ark&#39;s Flagship Fund (ARKK), Tesla (TSLA) is still her main holding with a weighting of 9.69%, although she has sold the stock heavily, which I will come back to later.</p><p><img src=\"https://static.tigerbbs.com/71f3f746f101a7f3e4150d8693ef7d9c\" tg-width=\"640\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ARKQ&#39;s Recent Holdings(Ark Invest)</p><p>Autonomization:</p><p>The biggest opportunity Ark Invest wants to capitalize on is autonomous vehicles. According to market research conducted by Ark Invest themselves, autonomous ride-hailing platforms are expected to reach an EV of $11.7T by 2026, compared to $300B for traditional non-autonomous ride-hailing companies such as Uber (UBER), Lyft (LYFT) and others.</p><p>Whether this market will be unlocked as early as 2026 remains to be seen, as evidenced by the fact that Tesla CEO Elon Musk has set optimistic deadlines, promising that FSD would become available to the wider public every year for the past 9 years. However, other companies included in ARKQ that make AirTaxis, such as Archer Aviation (ACHR) and Blade (BLDE), may be more viable to become autonomous in the distant future.</p><p><img src=\"https://static.tigerbbs.com/7271b1664021e9649f79c783b3d9058f\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2026 Autonomy Outlook(Ark Invest)</p><p>Other major holding companies trying to capture this autonomy market include Trimble (TRMB), an integrated technology and software provider that is ARKQ&#39;s second-largest holding company, and UiPath (PATH), a software company that makes automation software for robotics. That takes me to my next point.</p><p>Robotics:</p><p>Their main holding company Tesla plays a sizable role in robotics, and is set to continue to do so in the future. This became especially clear after the announcement of their &#34;Optimus&#34; humanoid robot, which Elon Musk has described as:</p><blockquote>&#34;the most important product development we&#39;re doing this year&#34;, and that &#34;it will be worth more than the car business&#34;.</blockquote><p>Another big role in the industrial revolution, besides robotics, is additive manufacturing. Major 3D Printing companies include Markforged (MKFG), Velo3D (VLD) and Nano Dimension (NNDM) which I recently covered in another article here on Seeking Alpha.</p><p><img src=\"https://static.tigerbbs.com/d0344f439387e3cccd0539376e51802e\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Robotics Outlook 2030(Ark Invest)</p><p>A Closer Look at ARKQ&#39;s Recent Trades</p><p>Considering the fact that Ark Invest publishes daily trades with full transparency, it is quite easy to see when they sold a stock, and for what reason they did so. Over the past 60 trading days, Cathie Wood appears to have opened new positions in Matterport (MTTR) and Xpeng (XPEV).</p><ul><li><b>Matterport</b>: 0.23% weighting. Matterport is the standard for 3D modeling, converting real-life spaces into digital 3D models. Introduced into the fund for the first time on March 28, 2022.</li><li><b>Xpeng</b>: 1.76% weighting. Xpeng is a Chinese electric vehicle manufacturer known for its focus on autonomous driving and the recent introduction of its &#34;flying car&#34;. Added for the first time on December 22, 2021.</li></ul><p>Macro Economic Turmoil</p><p>As Cathie Wood emerged from 2020, into 2021 with rock star status, her strategies were questioned fairly quickly by Mr. Market himself. This was especially the case due to record inflation growth of 8.5% YoY as of April 2022, followed by a yield curve inversion, heavy compression of multiples and a decline in the Nasdaq-100 (NDX) at its worst pace since the 2008 financial crisis.</p><p>In addition, there are fears of a slowdown in domestic and global GDP growth, and the Fed&#39;s policies are being questioned. Fortunately, the labor market is still the strongest it has been since the late 1960s, leading analysts to shy away from the widely feared &#34;stagflation&#34; phenomenon.</p><p>Even though ARKQ has fallen more than 40% since January of last year, Cathie Wood still seems to be positively buoyed by most investors. Her total AUM may have been altered, but taking into account the dramatic drop in the stock price, there have been relatively few outflows, as shown in the chart below:</p><p><img src=\"https://static.tigerbbs.com/f1e005a24491a40dce3dfde17d81ed67\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>In Ark Invest&#39;slatest episode of &#34;In the Know,&#34; Cathie Wood cites her benchmark agnosticism as one of the reasons for the fund&#39;s decline. She also believes that inflation may have peaked, citing the fall in the Manheim used car index and the destruction of demand by high commodity prices, such as oil.</p><p>As for employment, she acknowledged that it should be considered a lagging indicator and pointed to some red flags in the housing market(Building Permits) and non-defensive capital goods spending figures, which she said must go the other way to prevent the U.S. from falling into recession.</p><p>Palantir And Tesla Selloff</p><p>One of the more drastic changes made to the ETF was the large sale of Tesla shares, and the complete liquidation of Palantir (PLTR) in a matter of a few days. At its peak, ARKQ alone had nearly 3 million shares in Palantir on January 10 worth nearly US$50M.</p><p>While the actual liquidation started only on February 16, after she liquidated over 400K shares in one day, in the next 3 days, she sold over 2 million more shares, completely liquidating her position in Palantir. This came after Palantir announced their Q4 highlights, which according to director of research Brett Winton:</p><blockquote>Raised some concerns about Palantir and their competitive positioning within the government industry.</blockquote><p>As with Palantir, Ark&#39;s management team has been busy selling off their best performing and most loved Tesla shares. Although Tesla is still ARKQ&#39;s largest position, they have been liquidating the shares since February 2021. At the end of February 2021, Ark owned 560K Tesla shares, a dramatic contrast to the 149K they currently own, with over 411K shares liquidated worth over $371.10M at the current share price over the last year.</p><p>This happened, despite the fact that last month she put out a Monte Carlo model with price target, in which she estimated that shares of tesla will trade at$4600 by 2026adjusted post-split. Instead, she bought shares of smaller companies such as Archer Aviation, Markforged, Blade Air Mobility, UiPath, Tusimple (TSP), AeroVironment (AVAV) and others.</p><p>Key Details that Tend to Get Overlooked</p><p>Looking at the ETF, there are currently a few drawbacks to investing in it. One is the high management fee of 0.75% and the low momentum/ headwinds. What is often overlooked is the amount of money these fees can bring in, and how much you would need in additional alpha to offset these high fees. Here is an example from Ark Invest itself of what the fees look like after investing US$10,000 at an annual return of 5%:</p><p><img src=\"https://static.tigerbbs.com/14eba843fd355837928e549579cb2f1d\" tg-width=\"640\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>US$10K Management Costs(Ark Invest)</p><p>Something else that is also sometimes far overlooked is the elevated fundamentals that the fund still has, even though multiple compression has already severely punished the fund. ARKQ&#39;s current P/E ratio is28.59, compared to the historical average of about 16 for the S&amp;P 500.</p><p>Another reason why the fund could be considered oversold is the improvement in the P/S relative to the fund&#39;s share price. Last year, in early February, the fund reached a record P/S ratio of 52.76, which as of today has been reduced to 16.11. That&#39;s a 69.47% drop in the P/S ratio.</p><p>This means that the companies have seen their profits rise significantly and delivered on their promises, despite the deteriorating economic backdrop. Currently, ARKQ is labeled as a sell, according to Seeking Alpha&#39;s Quant Rating due to management fees, momentum and dividends. View the full rating here.</p><p>Conclusion</p><p>Even despite the sharp decline in its ETF price, ARKQ still manages to outperform the S&amp;P 500 and deliver additional Alpha, as shown in the chart below.</p><p>ARKQ may have underperformed broad benchmarks over the past 1.5 years, but the growth in the robotics and autonomy industry seems far from over; more so, it has only just begun. With the P/S ratios of the companies in this fund plummeting, it seems that the bottom may be near.</p><p><img src=\"https://static.tigerbbs.com/ed4062079ce5209036e07ed6384edc2f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARKQ: The Bottom May Be Near</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\">\nARKQ: The Bottom May Be Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4506383-arkq-the-bottom-may-be-near><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryArk Invest's ARKQ has fallen more than 35% in the past 6 months.There has been significant activity in the fund, including a reduction in its largest holding, Tesla, and the liquidation of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4506383-arkq-the-bottom-may-be-near\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://seekingalpha.com/article/4506383-arkq-the-bottom-may-be-near","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166304032","content_text":"SummaryArk Invest's ARKQ has fallen more than 35% in the past 6 months.There has been significant activity in the fund, including a reduction in its largest holding, Tesla, and the liquidation of Palantir.Despite a drop in the ETF price, the companies in the fund seem to have shown impressive revenue growth.Current macroeconomic uncertainties have accelerated multiple compression, driving down the fund's ETF price, despite a high level of growth in the Robotics & Autonomization Industry.After a tumultuous 2021, it appears Cathie Wood is unable to catch a break, after her ARK Autonomous Technology & Robotics ETF (BATS:BATS:ARKQ) entered 2022 with many headwinds. Currently, the ETF is down 28.08% YTD, compared to 13.76% YTDfor the S&P 500 (SPY). Here I will explain why I think this sell-off is likely overdone, what has changed in the fund, and why I see autonomy & robotics as a strong buy with a bright future ahead.ARKQ's Investment CaseArk Invest's ARKQ Fund focuses on 2 main areas of interest: autonomization and robotics. Autonomous vehicles account for40.42%of the fund, while 3D Printing & Robotics account for 33.64% of the fund. Other themes include energy storage, space exploration, infrastructure development and others. Ark believes that both sectors, Autonomy and Robotics, will experience a high CAGR in this decade.As with other trends with her other funds, such as Ark's Flagship Fund (ARKK), Tesla (TSLA) is still her main holding with a weighting of 9.69%, although she has sold the stock heavily, which I will come back to later.ARKQ's Recent Holdings(Ark Invest)Autonomization:The biggest opportunity Ark Invest wants to capitalize on is autonomous vehicles. According to market research conducted by Ark Invest themselves, autonomous ride-hailing platforms are expected to reach an EV of $11.7T by 2026, compared to $300B for traditional non-autonomous ride-hailing companies such as Uber (UBER), Lyft (LYFT) and others.Whether this market will be unlocked as early as 2026 remains to be seen, as evidenced by the fact that Tesla CEO Elon Musk has set optimistic deadlines, promising that FSD would become available to the wider public every year for the past 9 years. However, other companies included in ARKQ that make AirTaxis, such as Archer Aviation (ACHR) and Blade (BLDE), may be more viable to become autonomous in the distant future.2026 Autonomy Outlook(Ark Invest)Other major holding companies trying to capture this autonomy market include Trimble (TRMB), an integrated technology and software provider that is ARKQ's second-largest holding company, and UiPath (PATH), a software company that makes automation software for robotics. That takes me to my next point.Robotics:Their main holding company Tesla plays a sizable role in robotics, and is set to continue to do so in the future. This became especially clear after the announcement of their \"Optimus\" humanoid robot, which Elon Musk has described as:\"the most important product development we're doing this year\", and that \"it will be worth more than the car business\".Another big role in the industrial revolution, besides robotics, is additive manufacturing. Major 3D Printing companies include Markforged (MKFG), Velo3D (VLD) and Nano Dimension (NNDM) which I recently covered in another article here on Seeking Alpha.Robotics Outlook 2030(Ark Invest)A Closer Look at ARKQ's Recent TradesConsidering the fact that Ark Invest publishes daily trades with full transparency, it is quite easy to see when they sold a stock, and for what reason they did so. Over the past 60 trading days, Cathie Wood appears to have opened new positions in Matterport (MTTR) and Xpeng (XPEV).Matterport: 0.23% weighting. Matterport is the standard for 3D modeling, converting real-life spaces into digital 3D models. Introduced into the fund for the first time on March 28, 2022.Xpeng: 1.76% weighting. Xpeng is a Chinese electric vehicle manufacturer known for its focus on autonomous driving and the recent introduction of its \"flying car\". Added for the first time on December 22, 2021.Macro Economic TurmoilAs Cathie Wood emerged from 2020, into 2021 with rock star status, her strategies were questioned fairly quickly by Mr. Market himself. This was especially the case due to record inflation growth of 8.5% YoY as of April 2022, followed by a yield curve inversion, heavy compression of multiples and a decline in the Nasdaq-100 (NDX) at its worst pace since the 2008 financial crisis.In addition, there are fears of a slowdown in domestic and global GDP growth, and the Fed's policies are being questioned. Fortunately, the labor market is still the strongest it has been since the late 1960s, leading analysts to shy away from the widely feared \"stagflation\" phenomenon.Even though ARKQ has fallen more than 40% since January of last year, Cathie Wood still seems to be positively buoyed by most investors. Her total AUM may have been altered, but taking into account the dramatic drop in the stock price, there have been relatively few outflows, as shown in the chart below:Data byYChartsIn Ark Invest'slatest episode of \"In the Know,\" Cathie Wood cites her benchmark agnosticism as one of the reasons for the fund's decline. She also believes that inflation may have peaked, citing the fall in the Manheim used car index and the destruction of demand by high commodity prices, such as oil.As for employment, she acknowledged that it should be considered a lagging indicator and pointed to some red flags in the housing market(Building Permits) and non-defensive capital goods spending figures, which she said must go the other way to prevent the U.S. from falling into recession.Palantir And Tesla SelloffOne of the more drastic changes made to the ETF was the large sale of Tesla shares, and the complete liquidation of Palantir (PLTR) in a matter of a few days. At its peak, ARKQ alone had nearly 3 million shares in Palantir on January 10 worth nearly US$50M.While the actual liquidation started only on February 16, after she liquidated over 400K shares in one day, in the next 3 days, she sold over 2 million more shares, completely liquidating her position in Palantir. This came after Palantir announced their Q4 highlights, which according to director of research Brett Winton:Raised some concerns about Palantir and their competitive positioning within the government industry.As with Palantir, Ark's management team has been busy selling off their best performing and most loved Tesla shares. Although Tesla is still ARKQ's largest position, they have been liquidating the shares since February 2021. At the end of February 2021, Ark owned 560K Tesla shares, a dramatic contrast to the 149K they currently own, with over 411K shares liquidated worth over $371.10M at the current share price over the last year.This happened, despite the fact that last month she put out a Monte Carlo model with price target, in which she estimated that shares of tesla will trade at$4600 by 2026adjusted post-split. Instead, she bought shares of smaller companies such as Archer Aviation, Markforged, Blade Air Mobility, UiPath, Tusimple (TSP), AeroVironment (AVAV) and others.Key Details that Tend to Get OverlookedLooking at the ETF, there are currently a few drawbacks to investing in it. One is the high management fee of 0.75% and the low momentum/ headwinds. What is often overlooked is the amount of money these fees can bring in, and how much you would need in additional alpha to offset these high fees. Here is an example from Ark Invest itself of what the fees look like after investing US$10,000 at an annual return of 5%:US$10K Management Costs(Ark Invest)Something else that is also sometimes far overlooked is the elevated fundamentals that the fund still has, even though multiple compression has already severely punished the fund. ARKQ's current P/E ratio is28.59, compared to the historical average of about 16 for the S&P 500.Another reason why the fund could be considered oversold is the improvement in the P/S relative to the fund's share price. Last year, in early February, the fund reached a record P/S ratio of 52.76, which as of today has been reduced to 16.11. That's a 69.47% drop in the P/S ratio.This means that the companies have seen their profits rise significantly and delivered on their promises, despite the deteriorating economic backdrop. Currently, ARKQ is labeled as a sell, according to Seeking Alpha's Quant Rating due to management fees, momentum and dividends. View the full rating here.ConclusionEven despite the sharp decline in its ETF price, ARKQ still manages to outperform the S&P 500 and deliver additional Alpha, as shown in the chart below.ARKQ may have underperformed broad benchmarks over the past 1.5 years, but the growth in the robotics and autonomy industry seems far from over; more so, it has only just begun. With the P/S ratios of the companies in this fund plummeting, it seems that the bottom may be near.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969537144,"gmtCreate":1668472822588,"gmtModify":1676538061457,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>time to nuke after a few days of rally? 👀","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>time to nuke after a few days of rally? 👀","text":"$S&P 500(.SPX)$ time to nuke after a few days of rally? 👀","images":[{"img":"https://community-static.tradeup.com/news/0d59ad0f7e61111d1389b2e2305708c3","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969537144","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9983768629,"gmtCreate":1666321395261,"gmtModify":1676537741039,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Picked up some and let it ride. Cant wait for the future to come!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Picked up some and let it ride. Cant wait for the future to come!","text":"$Alibaba(BABA)$Picked up some and let it ride. Cant wait for the future to come!","images":[{"img":"https://community-static.tradeup.com/news/0ff0539b327663e708d102bf551e3fe8","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983768629","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980930391,"gmtCreate":1665625044313,"gmtModify":1676537637748,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572055809988252","authorIdStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v>once the winter passes, there would be a great run.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v>once the winter passes, there would be a great run.","text":"$Taiwan Semiconductor Manufacturing(TSM)$once the winter passes, there would be a great run.","images":[{"img":"https://community-static.tradeup.com/news/9741fcbc7b0f1c625dddb8a915765f13","width":"750","height":"1864"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980930391","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}