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TheHaq

TheHaq

Profile：Growth and Long term investing

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06-18

Very good

Why Palantir's "Highly Volatile" Stock Is Worth a Buy, According to a New Bull

06-18

Means more to buy

Bitcoin Drops to a One-Month Low in Broad Crypto Market Selloff

02-15

Palantir has huge potential

Palantir: A Data-Driven Investment That Will Increase Further

2023-07-31

MSFT , APPLE, GOOGLE AMAZON and PALANTIR are long time hold

Microsoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone

2023-06-07

Stock is gonna shoot up

PLTR Stock Alert: Palantir Announces Amazon Launch

2023-03-21

most likely raise the rates

The Fed Will Either Pause Or Hike Interest Rates By 25 Basis Points. What Are the Pros and Cons of Each Approach?

2023-01-02

Energy sector did really well

Sorry, the original content has been removed

2023-01-02

he doesnt really care about his share price

Elon Musk Becomes First Person Ever to Lose $200 Billion

2021-08-22

Interesting article from real investment

Sorry, the original content has been removed

2021-08-17

Long time hold

2021-08-17

China stocks gonna be down for a long time

China tech stocks lower as nation issues draft competition rules

2021-08-11

Printer go brrrr

Sorry, the original content has been removed

2021-08-03

Hopefully the stock market keeps on climbing

2021-08-03

Nio will soon be the leader

EV Maker Li Auto Seeks $1.9 Billion in Hong Kong Listing

2021-07-31

Avoid this stock

2021-07-31

Good

Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.

2021-07-29

$Palantir Technologies Inc.(PLTR)$Come on PLTR

2021-07-28

Apple is a must

Sorry, the original content has been removed

2021-07-28

$Palantir Technologies Inc.(PLTR)$???

2021-07-28

Same with nio. Sigh

Sorry, the original content has been removed

Go to Tiger App to see more news

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Palantir Technologies Inc.'s stock is \"highly volatile and priced at a premium,\" according to Argus Research analyst Joseph Bonner.Yet the company is also \"highly differentiated,\" one reason why Bonner initiated coverage of its shares with a buy rating and $29 target price late Friday. That target implied 23% upside from Friday's close, though Palantir's stock  rose 6% in Monday's session, so the remaining upside is about 16%.Bonner noted that despite Palantir's reputation serving defense and intelligence clients, he expects the company's commercial business to be its major driver going forward. \"Like many enterprise software companies we cover, Palantir is reliant upon new AI-powered applications to expand its business,\" he wrote.\"Management noted that the strong margin expansion reflected the robust unit economics of Palantir's business,\" Bonner said. \"We would also note ","content":"<html><head></head><body><p>Palantir Technologies Inc.’s stock is “highly volatile and priced at a premium,” according to Argus Research analyst Joseph Bonner.</p><p style=\"text-align: start;\">Yet the company is also “highly differentiated,” one reason why Bonner initiated coverage of its shares with a buy rating and $29 target price late Friday. That target implied 23% upside from Friday’s close, though Palantir’s stock rose 6% in Monday’s session, so the remaining upside is about 16%.</p><p>Bonner noted that despite Palantir’s reputation serving defense and intelligence clients, he expects the company’s commercial business to be its major driver going forward. “Like many enterprise software companies we cover, Palantir is reliant upon new AI-powered applications to expand its business,” he wrote.</p><p>He also highlighted the company’s 81% rise in adjusted operating profit during the first quarter, while adjusted operating margins saw a nearly 12-percentage-point expansion.</p><p style=\"text-align: start;\">“Management noted that the strong margin expansion reflected the robust unit economics of Palantir’s business,” Bonner said. “We would also note that the company is giving the market what it wants in terms of margin expansion and profitability.”</p><p>He also cheered elements of the company’s contract strategy. For instance, Palantir “looks to sign five-year contracts with clients, a rather long contract term, with revenue recognized ratably — yet another nod to<br/>the complexity of its solutions.”</p><p style=\"text-align: start;\">But Palantir can also be flexible, as evidence by a consumption-based contract struck with the U.K. National Health Service late last year, Bonner said.</p><p style=\"text-align: start;\">While Bonner took a positive view of Palantir shares, CFRA analyst Janice Quek was more measured in a weekend note to clients that reiterated a hold stance.</p><p style=\"text-align: start;\">“While [Palantir’s] recent results have demonstrated the positive reception of [the Artificial Intelligence Platform] and suggests its potential to sustain double-digit growth for the company in the near to medium<br/>term, we are cautious of economic risks that have softened software spending across the industry,” Quek wrote.</p><p>Further, the company’s forecast for this year “signals some conservatism in its outlook,” she wrote. “The company also saw slower demand outside of the U.S during the quarter, which could persist in the uncertain environment.”</p><p>Palantir shares are up 46% so far this year.</p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir's \"Highly Volatile\" Stock Is Worth a Buy, According to a New Bull\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\">2024-06-18 09:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir Technologies Inc.’s stock is “highly volatile and priced at a premium,” according to Argus Research analyst Joseph Bonner.</p><p style=\"text-align: start;\">Yet the company is also “highly differentiated,” one reason why Bonner initiated coverage of its shares with a buy rating and $29 target price late Friday. That target implied 23% upside from Friday’s close, though Palantir’s stock rose 6% in Monday’s session, so the remaining upside is about 16%.</p><p>Bonner noted that despite Palantir’s reputation serving defense and intelligence clients, he expects the company’s commercial business to be its major driver going forward. “Like many enterprise software companies we cover, Palantir is reliant upon new AI-powered applications to expand its business,” he wrote.</p><p>He also highlighted the company’s 81% rise in adjusted operating profit during the first quarter, while adjusted operating margins saw a nearly 12-percentage-point expansion.</p><p style=\"text-align: start;\">“Management noted that the strong margin expansion reflected the robust unit economics of Palantir’s business,” Bonner said. “We would also note that the company is giving the market what it wants in terms of margin expansion and profitability.”</p><p>He also cheered elements of the company’s contract strategy. For instance, Palantir “looks to sign five-year contracts with clients, a rather long contract term, with revenue recognized ratably — yet another nod to<br/>the complexity of its solutions.”</p><p style=\"text-align: start;\">But Palantir can also be flexible, as evidence by a consumption-based contract struck with the U.K. National Health Service late last year, Bonner said.</p><p style=\"text-align: start;\">While Bonner took a positive view of Palantir shares, CFRA analyst Janice Quek was more measured in a weekend note to clients that reiterated a hold stance.</p><p style=\"text-align: start;\">“While [Palantir’s] recent results have demonstrated the positive reception of [the Artificial Intelligence Platform] and suggests its potential to sustain double-digit growth for the company in the near to medium<br/>term, we are cautious of economic risks that have softened software spending across the industry,” Quek wrote.</p><p>Further, the company’s forecast for this year “signals some conservatism in its outlook,” she wrote. “The company also saw slower demand outside of the U.S during the quarter, which could persist in the uncertain environment.”</p><p>Palantir shares are up 46% so far this year.</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","BK4543":"AI"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444311232","content_text":"Palantir Technologies Inc.’s stock is “highly volatile and priced at a premium,” according to Argus Research analyst Joseph Bonner.Yet the company is also “highly differentiated,” one reason why Bonner initiated coverage of its shares with a buy rating and $29 target price late Friday. That target implied 23% upside from Friday’s close, though Palantir’s stock rose 6% in Monday’s session, so the remaining upside is about 16%.Bonner noted that despite Palantir’s reputation serving defense and intelligence clients, he expects the company’s commercial business to be its major driver going forward. “Like many enterprise software companies we cover, Palantir is reliant upon new AI-powered applications to expand its business,” he wrote.He also highlighted the company’s 81% rise in adjusted operating profit during the first quarter, while adjusted operating margins saw a nearly 12-percentage-point expansion.“Management noted that the strong margin expansion reflected the robust unit economics of Palantir’s business,” Bonner said. “We would also note that the company is giving the market what it wants in terms of margin expansion and profitability.”He also cheered elements of the company’s contract strategy. For instance, Palantir “looks to sign five-year contracts with clients, a rather long contract term, with revenue recognized ratably — yet another nod tothe complexity of its solutions.”But Palantir can also be flexible, as evidence by a consumption-based contract struck with the U.K. National Health Service late last year, Bonner said.While Bonner took a positive view of Palantir shares, CFRA analyst Janice Quek was more measured in a weekend note to clients that reiterated a hold stance.“While [Palantir’s] recent results have demonstrated the positive reception of [the Artificial Intelligence Platform] and suggests its potential to sustain double-digit growth for the company in the near to mediumterm, we are cautious of economic risks that have softened software spending across the industry,” Quek wrote.Further, the company’s forecast for this year “signals some conservatism in its outlook,” she wrote. “The company also saw slower demand outside of the U.S during the quarter, which could persist in the uncertain environment.”Palantir shares are up 46% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318029586616440,"gmtCreate":1718682428615,"gmtModify":1718682432150,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Means more to buy","listText":"Means more to buy","text":"Means more to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318029586616440","repostId":"1138956874","repostType":2,"repost":{"id":"1138956874","pubTimestamp":1718678400,"share":"https://www.laohu8.com/m/news/1138956874?lang=&edition=full","pubTime":"2024-06-18 10:40","language":"en","title":"Bitcoin Drops to a One-Month Low in Broad Crypto Market Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1138956874","media":"Bloomberg","summary":"Prolonged digital-asset boom that began in 2023 is now frayingAnalysts have raised doubts about the outlook for ETF inflowsBitcoin slid to a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.The largest digital asset at one point fell as much as 2.7% on Tuesday and was trading at about $65,300 as of 10:26 a.m. in Singapore. Smaller tokens such as Ether, Solana and Dogecoin posted heavier loss","content":"<html><head></head><body><ul style=\"\"><li><p>Prolonged digital-asset boom that began in 2023 is now fraying</p></li><li><p>Analysts have raised doubts about the outlook for ETF inflows</p></li></ul><p>Bitcoin slid to a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.</p><p style=\"text-align: start;\">The largest digital asset at one point fell as much as 2.7% on Tuesday and was trading at about $65,300 as of 10:26 a.m. in Singapore. Smaller tokens such as Ether, Solana and Dogecoin posted heavier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11967caae5d9d8fb80b6ad3bf711b8b6\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Some $600 million was pulled from digital-asset products last week, the most since March, data from CoinShares International Ltd. show. Stubborn inflation has led traders to scale back expectations for Federal Reserve interest-rate cuts this year, posing a challenge for speculative investments such as crypto.</p><p style=\"text-align: start;\">Stocks and bonds have delivered better returns than Bitcoin this quarter, a turnaround from the three months through March, when digital assets outperformed traditional markets by a significant degree.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Drops to a One-Month Low in Broad Crypto Market Selloff</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\">\nBitcoin Drops to a One-Month Low in Broad Crypto Market Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-06-18/bitcoin-btc-drops-to-a-one-month-low-in-broad-crypto-market-selloff?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prolonged digital-asset boom that began in 2023 is now frayingAnalysts have raised doubts about the outlook for ETF inflowsBitcoin slid to a one-month low as outflows from digital-asset investment ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-06-18/bitcoin-btc-drops-to-a-one-month-low-in-broad-crypto-market-selloff?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"MicroStrategy Incorporated","MARA":"Marathon Digital Holdings Inc","COIN":"Coinbase Global, Inc.","CAN":"嘉楠科技","RIOT":"Riot Platforms"},"source_url":"https://www.bloomberg.com/news/articles/2024-06-18/bitcoin-btc-drops-to-a-one-month-low-in-broad-crypto-market-selloff?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138956874","content_text":"Prolonged digital-asset boom that began in 2023 is now frayingAnalysts have raised doubts about the outlook for ETF inflowsBitcoin slid to a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.The largest digital asset at one point fell as much as 2.7% on Tuesday and was trading at about $65,300 as of 10:26 a.m. in Singapore. Smaller tokens such as Ether, Solana and Dogecoin posted heavier losses.Some $600 million was pulled from digital-asset products last week, the most since March, data from CoinShares International Ltd. show. Stubborn inflation has led traders to scale back expectations for Federal Reserve interest-rate cuts this year, posing a challenge for speculative investments such as crypto.Stocks and bonds have delivered better returns than Bitcoin this quarter, a turnaround from the three months through March, when digital assets outperformed traditional markets by a significant degree.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274164113440880,"gmtCreate":1707972379583,"gmtModify":1707972384116,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Palantir has huge potential&nbsp;","listText":"Palantir has huge potential&nbsp;","text":"Palantir has huge potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274164113440880","repostId":"2411792329","repostType":4,"repost":{"id":"2411792329","pubTimestamp":1707968122,"share":"https://www.laohu8.com/m/news/2411792329?lang=&edition=full","pubTime":"2024-02-15 11:35","market":"us","language":"en","title":"Palantir: A Data-Driven Investment That Will Increase Further","url":"https://stock-news.laohu8.com/highlight/detail?id=2411792329","media":"seekingalpha","summary":"Palantir's stock has surged by 40% in the past five days, generating excitement but also raising concerns about rational decision-making.The company's products and AI strategy in the commercial sector","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir&#39;s stock has surged by 40% in the past five days, generating excitement but also raising concerns about rational decision-making.</p></li><li><p>The company&#39;s products and AI strategy in the commercial sector are impressive, leading to significant growth in commercial customers and revenue.</p></li><li><p>There are concerns about the government business and international expansion, which have not performed as well as expected.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca0459f275b9aed733014624cae2dc80\" tg-width=\"750\" tg-height=\"500\"/></p><p>Michael Vi/iStock Editorial via Getty Images</p><h2 id=\"id_22881437\">Overview</h2><p>I&#39;ve been an investor in Palantir since its IPO three years ago, purchasing shares at $18 and $7. The journey has indeed been a roller coaster. My enthusiasm for the company extends beyond its stock price fluctuations; I&#39;ve been a fan for years, ever since reading a Fortune article that portrayed Palantir as an organization with a strong culture that developed a disruptive product for data analytics within the Army.</p><p>In the past five days, the stock has surged by 40%, generating considerable excitement around the company. However, this hype can obscure our judgment, making it crucial to remain rational when making any recommendations about the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3036f0d7cf265e28650709985ede3ba5\" tg-width=\"640\" tg-height=\"288\"/></p><p>Figure 1: Seeking Alpha</p><p>We are outlining a recommendation on the company, focusing on three main aspects. Fundamentally, I admire the company&#39;s products and how effectively they&#39;ve capitalized on AI opportunities in the commercial sector. I believe their government business is robust, although, the Q4 results have been disappointing. However, my main concern lies in the insufficient progress in expanding their commercial business internationally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f2946b9961af367968dab630bb65521\" tg-width=\"350\" tg-height=\"187\"/></p><p>Figure 2: Seeking Alpha</p><p>Seeking Alpha analysts are bullish about the stock, in contrast to Wall Street analysts and Seeking Alpha Quant. Let&#39;s find out which is my recommendation as a long-term investor in the stock</p><h3 id=\"id_1039482223\">What I like about Palantir: its products, their commercial business AI strategy and its potential inclusion in the S&amp;P 500</h3><p>Over the past 20 years, Palantir has dedicated itself to developing the operating system for businesses (Foundry) and government (Gotham). Rather than simply creating individual software applications like CRM or ERP systems, Palantir aims to build comprehensive platforms. These platforms serve as operating systems that can be tailored to reflect the unique operations of a business, establishing the appropriate data structures and integrations to facilitate decision-making. This approach carries significant business implications, as an operating system exhibits substantial network effects and has the potential to dominate the market. These network effects arise from the platform&#39;s ability to bring together developers, operations specialists, and business managers, integrating various software solutions. As more users engage with the platforms, they generate increasing value for others within the ecosystem. For instance, if managers adopt the software, operators are compelled to use it, and managers may instruct developers to build upon the platform. This interconnected ecosystem reinforces the platform&#39;s value proposition and fosters its growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be536228bc890015f9944e09dbe3d165\" tg-width=\"640\" tg-height=\"578\"/></p><p>Figure 3: Palantir website. Foundry</p><p>In the history of operating systems, dominance has traditionally been tied to a specific hardware platform, such as Windows with Intel processors or Android with smartphones. Palantir is aiming to break away from this paradigm by decoupling its platforms/operating systems from any specific hardware infrastructure. This strategy enables them to potentially dominate the B2B market without being reliant on the evolution of hardware. To achieve this goal, they have launched Apollo. The ambitions of this relatively small company are lofty, and it remains to be seen whether they can successfully execute their vision. We need concrete evidence indicating that they are progressing in the right direction.</p><h2 id=\"id_1287109343\">They have cracked the commercial business leveraged by AI</h2><p>Its software is exceptionally well-built, evident in how rapidly they integrated Large Language Models (LLMs) and developed a new platform, AIP, from scratch. This product or platform capability has enabled Palantir to swiftly capitalize on the GenAI opportunity. Not only have they created a robust product, but they have also devised an effective go-to-market strategy with Bootcamps. Bootcamps serve as workshops where the Palantir team collaborates with developers, analysts, and managers from potential clients. During these workshops, they strive to implement use cases using the Foundry Platform alongside the potential client&#39;s systems or cloud solutions. For example, a client recently developed a use case ready for immediate implementation, resulting in significant savings of $10 million. In October, Palantir set an ambitious target to conduct 500 AIP bootcamps within a year, a goal they have substantially surpassed, completing over 560 bootcamps for 465 organizations to date, as stated in its earnings call.</p><p>This strategy has proven effective. The number of commercial customers increased by 44% year-over-year to 375 clients in the last quarter, according to the latest 4Q2023 earnings release. Furthermore, in the fourth quarter, the company achieved a significant milestone by attaining a commercial Total Contract Value (TCV) of $699 million, marking its highest quarterly figure to date. This remarkable outcome underscores a substantial year-over-year growth of 156%.</p><p>Growth among existing clients has also been robust. Revenue in the US commercial business has surged by 70% year-over-year, accompanied by a 55% increase in client count. Moreover, the average revenue of the top 20 customers has risen by 11%, climbing from $49 million to $55 million.</p><p>The third pillar of this model revolves around operating leverage: as the business expands, it becomes more profitable, achieving a free cash flow margin of 50% compared to 15% in the fourth quarter of 2022. Adjusted EBITDA, akin to the operating margin, has surged from 24% to 36% due to increased business capture from existing and new clients, primarily driven by the same software infrastructure. While software improvements and new functionality are ongoing, the effort required is not proportionate to the revenue capture. Additionally, net working capital and CAPEX have been managed effectively, even amidst such rapid growth rates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/885650eb9ed31fd11b940fd07832a043\" tg-width=\"640\" tg-height=\"560\"/></p><p>Figure 4: Author</p><h3 id=\"id_1859678270\">Tailwinds in corporate events could further boost the stock price: inclusion in the S&amp;P 500 index</h3><p>Palantir has achieved five consecutive quarters of GAAP profitability, with $100 million in net income. I anticipate this trend to continue throughout 2024. Alex Karp has been striving for this, and the CEO of Palantir has talked about the inclusion in the S&amp;P 500 as a strength for the company:</p><blockquote><p>My interest in profitability is for obvious reasons, but it&#39;s also, I think we&#39;ll just be in a much stronger position as we -- it becomes clear that we are -- we qualify for participation in S&amp;P, and a lot of people look as a fresh, new and we&#39;ll begin to look closer at our strengths.&#34;</p></blockquote><p>This is why stock-based compensation is being reduced as a percentage of revenue. I estimate that the stock price could increase by more than 15% upon news or speculation of inclusion in the index, similar to what happened with Uber (UBER) recently. I don&#39;t think this event is factored into the current stock price, the main driver behind the stock&#39;s rise is its AI commercial business, as we&#39;ve discussed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222bd3fdb9d555e5a58c908230ffbea\" tg-width=\"640\" tg-height=\"410\"/></p><p>Figure 5: The Wall Street Journal</p><h3 id=\"id_2548865898\">… but there are some concerns: government and international businesses</h3><p>Government revenue increased by 11% year-over-year to $324 million, which may not seem impressive initially. However, management believes that the current business is solid, despite not securing much new business this quarter. They expressed optimism in the 2Q2024 earnings call, citing several reasons. Palantir expects to win a contract for the next phase of TITAN from the Army in Q2 2024. They&#39;re actively involved in major conflicts worldwide, although specifics are limited. Initiatives like Mission Manager and the First Breakfast are related to large programs for Joint All-Domain Command and Control (JADC2). Palantir also extended its partnership with the Army to enhance the Army Vantage platform. They noted that the Army&#39;s allocation of only 0.015% of its budget to command and control software in fiscal year &#39;24 is commendable, with expectations for increased investment in the future.</p><p>Another worry is the performance of the commercial international business, which grew by 11% year-over-year to $154 million. Alex Karp mentioned in the earnings call that European companies are not embracing the AI revolution. Although they discussed new distribution methods with Fujitsu and saw growth in Asia, the renewal of contracts with Novartis and Swiss Re, it&#39;s clear in my opinion that this segment isn&#39;t performing well. This suggests that Palantir hasn&#39;t figured out the right approach to succeed with these companies.</p><h3 id=\"id_125334012\">Palantir&#39;s Valuation</h3><p>I believe Palantir is a powerful company aiming to dominate business operating systems. Their top-notch software and strong performance show they&#39;re on track to lead this important sector. To value Palantir, I&#39;ll use a method I introduced in my ARM article, the Dominance Company Valuation. With $1.28/share in excess cash, I&#39;ll assume an 18% growth rate in free cash flow for the next 35 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09500227eaa758fcd230f5881af1623a\" tg-width=\"308\" tg-height=\"451\"/></p><p>Figure 6: Author</p><p>Nobody can predict the future, not even if Palantir will succeed in the market. I can&#39;t predict what will happen either, but I see Palantir as a great company. Growing at 18% for 35 years seems very feasible to me, as other successful companies have achieved similar growth rates.</p><h3 id=\"id_619986280\">Conclusion</h3><p>4Q2024 was a standout quarter for Palantir. Their top-notch software has successfully seized the AI opportunity, starting with ChatGPT and making waves globally. Palantir has cracked the US commercial market with a model centered around their software platform, Foundry, complemented by a go-to-market strategy based on Bootcamps. They learn from real-world cases, making slight software improvements that lead to better profitability. However, there are challenges in the government and international commercial sectors. I believe they still have much to do and learn.</p><p>To me, Palantir is an inspiring company that has revolutionized the Army, emerged as an AI leader, and is poised to dominate business operating systems. While its valuation is high, I see the potential for the stock price to rise significantly higher.</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>Palantir: A Data-Driven Investment That Will Increase Further</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\">\nPalantir: A Data-Driven Investment That Will Increase Further\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4670024-palantir-a-data-driven-investment-that-will-increase-further><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's stock has surged by 40% in the past five days, generating excitement but also raising concerns about rational decision-making.The company's products and AI strategy in the commercial sector...</p>\n\n<a href=\"https://seekingalpha.com/article/4670024-palantir-a-data-driven-investment-that-will-increase-further\">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/4670024-palantir-a-data-driven-investment-that-will-increase-further","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2411792329","content_text":"Palantir's stock has surged by 40% in the past five days, generating excitement but also raising concerns about rational decision-making.The company's products and AI strategy in the commercial sector are impressive, leading to significant growth in commercial customers and revenue.There are concerns about the government business and international expansion, which have not performed as well as expected.Michael Vi/iStock Editorial via Getty ImagesOverviewI've been an investor in Palantir since its IPO three years ago, purchasing shares at $18 and $7. The journey has indeed been a roller coaster. My enthusiasm for the company extends beyond its stock price fluctuations; I've been a fan for years, ever since reading a Fortune article that portrayed Palantir as an organization with a strong culture that developed a disruptive product for data analytics within the Army.In the past five days, the stock has surged by 40%, generating considerable excitement around the company. However, this hype can obscure our judgment, making it crucial to remain rational when making any recommendations about the stock.Figure 1: Seeking AlphaWe are outlining a recommendation on the company, focusing on three main aspects. Fundamentally, I admire the company's products and how effectively they've capitalized on AI opportunities in the commercial sector. I believe their government business is robust, although, the Q4 results have been disappointing. However, my main concern lies in the insufficient progress in expanding their commercial business internationally.Figure 2: Seeking AlphaSeeking Alpha analysts are bullish about the stock, in contrast to Wall Street analysts and Seeking Alpha Quant. Let's find out which is my recommendation as a long-term investor in the stockWhat I like about Palantir: its products, their commercial business AI strategy and its potential inclusion in the S&P 500Over the past 20 years, Palantir has dedicated itself to developing the operating system for businesses (Foundry) and government (Gotham). Rather than simply creating individual software applications like CRM or ERP systems, Palantir aims to build comprehensive platforms. These platforms serve as operating systems that can be tailored to reflect the unique operations of a business, establishing the appropriate data structures and integrations to facilitate decision-making. This approach carries significant business implications, as an operating system exhibits substantial network effects and has the potential to dominate the market. These network effects arise from the platform's ability to bring together developers, operations specialists, and business managers, integrating various software solutions. As more users engage with the platforms, they generate increasing value for others within the ecosystem. For instance, if managers adopt the software, operators are compelled to use it, and managers may instruct developers to build upon the platform. This interconnected ecosystem reinforces the platform's value proposition and fosters its growth.Figure 3: Palantir website. FoundryIn the history of operating systems, dominance has traditionally been tied to a specific hardware platform, such as Windows with Intel processors or Android with smartphones. Palantir is aiming to break away from this paradigm by decoupling its platforms/operating systems from any specific hardware infrastructure. This strategy enables them to potentially dominate the B2B market without being reliant on the evolution of hardware. To achieve this goal, they have launched Apollo. The ambitions of this relatively small company are lofty, and it remains to be seen whether they can successfully execute their vision. We need concrete evidence indicating that they are progressing in the right direction.They have cracked the commercial business leveraged by AIIts software is exceptionally well-built, evident in how rapidly they integrated Large Language Models (LLMs) and developed a new platform, AIP, from scratch. This product or platform capability has enabled Palantir to swiftly capitalize on the GenAI opportunity. Not only have they created a robust product, but they have also devised an effective go-to-market strategy with Bootcamps. Bootcamps serve as workshops where the Palantir team collaborates with developers, analysts, and managers from potential clients. During these workshops, they strive to implement use cases using the Foundry Platform alongside the potential client's systems or cloud solutions. For example, a client recently developed a use case ready for immediate implementation, resulting in significant savings of $10 million. In October, Palantir set an ambitious target to conduct 500 AIP bootcamps within a year, a goal they have substantially surpassed, completing over 560 bootcamps for 465 organizations to date, as stated in its earnings call.This strategy has proven effective. The number of commercial customers increased by 44% year-over-year to 375 clients in the last quarter, according to the latest 4Q2023 earnings release. Furthermore, in the fourth quarter, the company achieved a significant milestone by attaining a commercial Total Contract Value (TCV) of $699 million, marking its highest quarterly figure to date. This remarkable outcome underscores a substantial year-over-year growth of 156%.Growth among existing clients has also been robust. Revenue in the US commercial business has surged by 70% year-over-year, accompanied by a 55% increase in client count. Moreover, the average revenue of the top 20 customers has risen by 11%, climbing from $49 million to $55 million.The third pillar of this model revolves around operating leverage: as the business expands, it becomes more profitable, achieving a free cash flow margin of 50% compared to 15% in the fourth quarter of 2022. Adjusted EBITDA, akin to the operating margin, has surged from 24% to 36% due to increased business capture from existing and new clients, primarily driven by the same software infrastructure. While software improvements and new functionality are ongoing, the effort required is not proportionate to the revenue capture. Additionally, net working capital and CAPEX have been managed effectively, even amidst such rapid growth rates.Figure 4: AuthorTailwinds in corporate events could further boost the stock price: inclusion in the S&P 500 indexPalantir has achieved five consecutive quarters of GAAP profitability, with $100 million in net income. I anticipate this trend to continue throughout 2024. Alex Karp has been striving for this, and the CEO of Palantir has talked about the inclusion in the S&P 500 as a strength for the company:My interest in profitability is for obvious reasons, but it's also, I think we'll just be in a much stronger position as we -- it becomes clear that we are -- we qualify for participation in S&P, and a lot of people look as a fresh, new and we'll begin to look closer at our strengths.\"This is why stock-based compensation is being reduced as a percentage of revenue. I estimate that the stock price could increase by more than 15% upon news or speculation of inclusion in the index, similar to what happened with Uber (UBER) recently. I don't think this event is factored into the current stock price, the main driver behind the stock's rise is its AI commercial business, as we've discussed.Figure 5: The Wall Street Journal… but there are some concerns: government and international businessesGovernment revenue increased by 11% year-over-year to $324 million, which may not seem impressive initially. However, management believes that the current business is solid, despite not securing much new business this quarter. They expressed optimism in the 2Q2024 earnings call, citing several reasons. Palantir expects to win a contract for the next phase of TITAN from the Army in Q2 2024. They're actively involved in major conflicts worldwide, although specifics are limited. Initiatives like Mission Manager and the First Breakfast are related to large programs for Joint All-Domain Command and Control (JADC2). Palantir also extended its partnership with the Army to enhance the Army Vantage platform. They noted that the Army's allocation of only 0.015% of its budget to command and control software in fiscal year '24 is commendable, with expectations for increased investment in the future.Another worry is the performance of the commercial international business, which grew by 11% year-over-year to $154 million. Alex Karp mentioned in the earnings call that European companies are not embracing the AI revolution. Although they discussed new distribution methods with Fujitsu and saw growth in Asia, the renewal of contracts with Novartis and Swiss Re, it's clear in my opinion that this segment isn't performing well. This suggests that Palantir hasn't figured out the right approach to succeed with these companies.Palantir's ValuationI believe Palantir is a powerful company aiming to dominate business operating systems. Their top-notch software and strong performance show they're on track to lead this important sector. To value Palantir, I'll use a method I introduced in my ARM article, the Dominance Company Valuation. With $1.28/share in excess cash, I'll assume an 18% growth rate in free cash flow for the next 35 years.Figure 6: AuthorNobody can predict the future, not even if Palantir will succeed in the market. I can't predict what will happen either, but I see Palantir as a great company. Growing at 18% for 35 years seems very feasible to me, as other successful companies have achieved similar growth rates.Conclusion4Q2024 was a standout quarter for Palantir. Their top-notch software has successfully seized the AI opportunity, starting with ChatGPT and making waves globally. Palantir has cracked the US commercial market with a model centered around their software platform, Foundry, complemented by a go-to-market strategy based on Bootcamps. They learn from real-world cases, making slight software improvements that lead to better profitability. However, there are challenges in the government and international commercial sectors. I believe they still have much to do and learn.To me, Palantir is an inspiring company that has revolutionized the Army, emerged as an AI leader, and is poised to dominate business operating systems. While its valuation is high, I see the potential for the stock price to rise significantly higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203878425846040,"gmtCreate":1690781611449,"gmtModify":1690781614862,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"MSFT , APPLE, GOOGLE AMAZON and PALANTIR are long time hold&nbsp;","listText":"MSFT , APPLE, GOOGLE AMAZON and PALANTIR are long time hold&nbsp;","text":"MSFT , APPLE, GOOGLE AMAZON and PALANTIR are long time hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203878425846040","repostId":"2355623455","repostType":2,"repost":{"id":"2355623455","pubTimestamp":1690774744,"share":"https://www.laohu8.com/m/news/2355623455?lang=&edition=full","pubTime":"2023-07-31 11:39","market":"us","language":"en","title":"Microsoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone","url":"https://stock-news.laohu8.com/highlight/detail?id=2355623455","media":"InvestorPlace","summary":"Microsoft made a smart move in adding generative AI to its products. Now in mid-2023, MSFT stock investors are reaping the rewards.","content":"<html><head></head><body><ul><li><p><strong>Microsoft</strong> (<strong>MSFT</strong>) announced its pricing for an artificial intelligence (AI) enhanced suite of products.</p></li><li><p>Investors should continue to monitor Microsoft’s progress in attempting to acquire <strong>Activision Blizzard</strong> (<strong>ATVI</strong>).</p></li><li><p>MSFT stock is likely to surpass $400 in the coming months.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c9606dd26293cbe4a907ee034b5f32\" alt=\"Source: The Art of Pics / Shutterstock.com\" title=\"Source: The Art of Pics / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: The Art of Pics / Shutterstock.com</span></p><p><strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) stock easily broke through $300 earlier this year. Does this mean it’s too expensive to hold now?</p><p>Not necessarily, as businesses are likely willing to pay a high price for Microsoft’s artificial intelligence enabled products. Plus, the company is moving closer to buying out a well-known video-game manufacturer.</p><p>Of course, there’s no guarantee that Microsoft will gain approval for that acquisition anytime soon. With that in mind, Microsoft stock gets a solid “B” rating and investors might consider holding their shares if they’re not ready to add to their positions now.</p><h2 id=\"id_21658038\">AI Puts MSFT Stock on the Path to $400</h2><p>Previously, we argued MSFT stock is likely to reach $400 within the next 12 months. Now, the bull case is only getting stronger even though Microsoft’s trailing 12-month price-to-earnings (P/E) ratio is higher than the sector median P/E ratio.</p><p>Just because Microsoft stock has rallied in 2023, this doesn’t mean it can’t provide value. After all, by embedding generative AI functionality in its most popular products, Microsoft opened the door to powerful revenue streams.</p><p>Thus, it makes sense that Piper Sandler analyst Brent Bracelin called Microsoft stock an “AI All-Star” and assigned a $400 price target on the shares.</p><p>The company announced that Microsoft 365 Copilot “will be priced at $30 per user, per month.”</p><p>Microsoft 365 Copilot helps businesses manage Excel, PowerPoint, Outlook and Teams, and is generative AI-enabled. Oppenheimer analysts had only expected Microsoft to charge businesses $20 per user per month for Microsoft 365 Copilot. So, clearly Microsoft is confident in its ability to commercialize this AI-enhanced product line.</p><h2 id=\"id_1670611539\">Microsoft Clears a Major Hurdle</h2><p>Even while Microsoft generates revenue from generative AI enabled products, the company also seeks to earn income from video game sales. Microsoft is on a long, challenging quest to acquire <em>Call of Duty</em> developer <strong>Activision Blizzard</strong> (NASDAQ:<strong>ATVI</strong>).</p><p>As you may recall, a federal U.S. appeals court rejected the Federal Trade Commission’s move to block the Microsoft-Activision deal. More recently, the FTC appears to have abandoned its efforts to prevent the acquisition through its in-house court.</p><p>This represents a giant leap forward for Microsoft, but it’s not an all-clear for the deal to go through. Microsoft still has to deal with resistance from the Competition and Markets Authority, which is Great Britain’s antitrust regulator.</p><p>According to a <em>Reuters</em> report, the CMA “said it is likely to be able to reach a new provisional view on” a restructured Microsoft-Activision deal “in the week beginning Aug. 7.” So, keep an eye out for further developments on this.</p><h2 id=\"id_1030485695\">Microsoft Stock: Choose Your Strategy</h2><p>Some of Microsoft’s shareholders might be worried about pushback from British antitrust regulators. They can hedge their bets by holding Microsoft stock but not adding to their share positions.</p><p>Just remember, though, that people were concerned about resistance to the Microsoft-Activision deal from U.S. authorities. Now, in 2023’s second half, that resistance has greatly diminished.</p><p>Besides, Microsoft will undoubtedly continue to make waves with its leading-edge, AI-friendly product lines. Therefore, MSFT stock is likely on a path to $400 or more, and it earns a confident “B” rating.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone</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\">\nMicrosoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/07/msft-stock-price-prediction-why-400-could-be-just-a-stepping-stone/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) announced its pricing for an artificial intelligence (AI) enhanced suite of products.Investors should continue to monitor Microsoft’s progress in attempting to acquire Activision ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/07/msft-stock-price-prediction-why-400-could-be-just-a-stepping-stone/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4548":"巴美列捷福持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0079474960.USD":"联博美国增长基金A","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4534":"瑞士信贷持仓","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4535":"淡马锡持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4503":"景林资产持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","MSFT":"微软","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4581":"高盛持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4504":"桥水持仓","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4085":"互动家庭娱乐","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://investorplace.com/market360/2023/07/msft-stock-price-prediction-why-400-could-be-just-a-stepping-stone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2355623455","content_text":"Microsoft (MSFT) announced its pricing for an artificial intelligence (AI) enhanced suite of products.Investors should continue to monitor Microsoft’s progress in attempting to acquire Activision Blizzard (ATVI).MSFT stock is likely to surpass $400 in the coming months.Source: The Art of Pics / Shutterstock.comMicrosoft (NASDAQ:MSFT) stock easily broke through $300 earlier this year. Does this mean it’s too expensive to hold now?Not necessarily, as businesses are likely willing to pay a high price for Microsoft’s artificial intelligence enabled products. Plus, the company is moving closer to buying out a well-known video-game manufacturer.Of course, there’s no guarantee that Microsoft will gain approval for that acquisition anytime soon. With that in mind, Microsoft stock gets a solid “B” rating and investors might consider holding their shares if they’re not ready to add to their positions now.AI Puts MSFT Stock on the Path to $400Previously, we argued MSFT stock is likely to reach $400 within the next 12 months. Now, the bull case is only getting stronger even though Microsoft’s trailing 12-month price-to-earnings (P/E) ratio is higher than the sector median P/E ratio.Just because Microsoft stock has rallied in 2023, this doesn’t mean it can’t provide value. After all, by embedding generative AI functionality in its most popular products, Microsoft opened the door to powerful revenue streams.Thus, it makes sense that Piper Sandler analyst Brent Bracelin called Microsoft stock an “AI All-Star” and assigned a $400 price target on the shares.The company announced that Microsoft 365 Copilot “will be priced at $30 per user, per month.”Microsoft 365 Copilot helps businesses manage Excel, PowerPoint, Outlook and Teams, and is generative AI-enabled. Oppenheimer analysts had only expected Microsoft to charge businesses $20 per user per month for Microsoft 365 Copilot. So, clearly Microsoft is confident in its ability to commercialize this AI-enhanced product line.Microsoft Clears a Major HurdleEven while Microsoft generates revenue from generative AI enabled products, the company also seeks to earn income from video game sales. Microsoft is on a long, challenging quest to acquire Call of Duty developer Activision Blizzard (NASDAQ:ATVI).As you may recall, a federal U.S. appeals court rejected the Federal Trade Commission’s move to block the Microsoft-Activision deal. More recently, the FTC appears to have abandoned its efforts to prevent the acquisition through its in-house court.This represents a giant leap forward for Microsoft, but it’s not an all-clear for the deal to go through. Microsoft still has to deal with resistance from the Competition and Markets Authority, which is Great Britain’s antitrust regulator.According to a Reuters report, the CMA “said it is likely to be able to reach a new provisional view on” a restructured Microsoft-Activision deal “in the week beginning Aug. 7.” So, keep an eye out for further developments on this.Microsoft Stock: Choose Your StrategySome of Microsoft’s shareholders might be worried about pushback from British antitrust regulators. They can hedge their bets by holding Microsoft stock but not adding to their share positions.Just remember, though, that people were concerned about resistance to the Microsoft-Activision deal from U.S. authorities. Now, in 2023’s second half, that resistance has greatly diminished.Besides, Microsoft will undoubtedly continue to make waves with its leading-edge, AI-friendly product lines. Therefore, MSFT stock is likely on a path to $400 or more, and it earns a confident “B” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184654069911584,"gmtCreate":1686105938456,"gmtModify":1686105942594,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Stock is gonna shoot up","listText":"Stock is gonna shoot up","text":"Stock is gonna shoot up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184654069911584","repostId":"2341869033","repostType":2,"repost":{"id":"2341869033","pubTimestamp":1686105612,"share":"https://www.laohu8.com/m/news/2341869033?lang=&edition=full","pubTime":"2023-06-07 10:40","market":"us","language":"en","title":"PLTR Stock Alert: Palantir Announces Amazon Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2341869033","media":"InvestorPlace","summary":"The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Palantir  stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft . But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”Palantir stock has been on fire since reporting earnings of $17 million, or 1 ce","content":"<html><head></head><body><ul><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> announced a strategic relationship with <a href=\"https://laohu8.com/S/AMZN\">Amazon </a>.</p></li><li><p>The deal will bring Palantir’s Foundry product to manufacturers.</p></li><li><p>Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/673853393036dadedade8046724cf076\" alt=\"Source: Spyro the Dragon / Shutterstock.com\" title=\"Source: Spyro the Dragon / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Spyro the Dragon / Shutterstock.com</span></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> stock is rising this morning after announcing its Foundry product is now available on the <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AWS cloud.</p><p>The value of Palantir has more than doubled over the last month as the company’s database-driven machine-learning systems have taken the label “artificial intelligence.” At the time of writing, PLTR stock is trading near $15.30 per share, representing a market cap of $32.3 billion. Amazon is also up slightly this morning.</p><h2>PLTR Stock: Is This AI?</h2><p>Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.</p><p>Palantir’s military work also gives it a strategic relationship with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”</p><h2>What Happens Next?</h2><p>Palantir stock has been on fire since reporting earnings of $17 million, or 1 cent per share, on revenue of $525 million on May 8. It was the company’s second-straight quarter of profits under GAAP.</p><p>Bulls are pounding the table for Palantir, with one calling its AI efforts “a match made in heaven.” Another calls it a top buy-and-hold candidate for the next decade, expecting growth to accelerate. Bears concerned with its fast run-up, however, urge profit-taking.</p><p>Palantir is still projecting growth of just over 10% in 2022, with revenue of about $2.2 billion. Those rushing into the stock expecting mega-growth are likely to be disappointed.</p></body></html>","source":"investorplace","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>PLTR Stock Alert: Palantir Announces Amazon Launch</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\">\nPLTR Stock Alert: Palantir Announces Amazon Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341869033","content_text":"Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Source: Spyro the Dragon / Shutterstock.comPalantir stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.The value of Palantir has more than doubled over the last month as the company’s database-driven machine-learning systems have taken the label “artificial intelligence.” At the time of writing, PLTR stock is trading near $15.30 per share, representing a market cap of $32.3 billion. Amazon is also up slightly this morning.PLTR Stock: Is This AI?Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft. But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”What Happens Next?Palantir stock has been on fire since reporting earnings of $17 million, or 1 cent per share, on revenue of $525 million on May 8. It was the company’s second-straight quarter of profits under GAAP.Bulls are pounding the table for Palantir, with one calling its AI efforts “a match made in heaven.” Another calls it a top buy-and-hold candidate for the next decade, expecting growth to accelerate. Bears concerned with its fast run-up, however, urge profit-taking.Palantir is still projecting growth of just over 10% in 2022, with revenue of about $2.2 billion. Those rushing into the stock expecting mega-growth are likely to be disappointed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943632189,"gmtCreate":1679400315341,"gmtModify":1679400320721,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"most likely raise the rates","listText":"most likely raise the rates","text":"most likely raise the rates","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943632189","repostId":"2321566653","repostType":4,"repost":{"id":"2321566653","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":1679386155,"share":"https://www.laohu8.com/m/news/2321566653?lang=&edition=full","pubTime":"2023-03-21 16:09","market":"us","language":"en","title":"The Fed Will Either Pause Or Hike Interest Rates By 25 Basis Points. What Are the Pros and Cons of Each Approach?","url":"https://stock-news.laohu8.com/highlight/detail?id=2321566653","media":"Dow Jones","summary":"'Fed decision will be seen as either capitulation to the markets or ivory-tower isolation'The Federa","content":"<html><head></head><body><p>&#39;Fed decision will be seen as either capitulation to the markets or ivory-tower isolation&#39;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9ad09266cbdd6fff0c6be313c6bd4f6\" tg-width=\"700\" tg-height=\"505\" referrerpolicy=\"no-referrer\"/><span>The Federal Reserve, chaired by Jerome Powell, will meet on Wednesday. In a rarity, the outcome regarding an interest-rate hike is unclear.</span></p><p>The Federal Reserve will meet on Wednesday and, for once, the outcome is unclear.</p><p>This is the most uncertain Fed meeting since 2008, said Jim Bianco, president of Bianco Research.</p><p>Fed officials, starting with former chair Ben Bernanke, have perfected the art of having the market price in what the central bank will do -- at least regarding interest rates -- at each upcoming meeting. That has happened 100% of the time, Bianco said on Twitter.</p><p>The Fed&#39;s meeting this week is different because it follows the sudden collapse of confidence in the U.S. banking system following the government takeover of Silicon Valley Bank as well as the tremors around the world that have led to the shotgun wedding of Swiss banking giant Credit Suisse and its longtime rival, UBS.</p><p>At the moment, the market probabilities are 73% for a quarter-percentage-point move and 27%  for no move, according to the CME FedWatch tool. The market seems to be growing in confidence of a hike, analysts said, based on movements on the front end of the curve.</p><p>The Fed&#39;s decision will come on Wednesday at 2 p.m. Eastern and will be followed by a press conference from Fed Chair Jerome Powell.</p><p>&#34;Depending on your perspective, the Fed&#39;s decision will be seen as either capitulation to the markets or ivory-tower isolation from the markets,&#34; said Ian Katz, a financial sector analyst with Capital Alpha Partners.</p><p>Here are the pros and cons for both a pause and a 25-basis-point hike.</p><h2>The case for and against a pause</h2><p>The main rationale for a pause is that the banking system is under stress.</p><p>&#34;While policymakers have responded aggressively to shore up the financial system, markets appear to be less than fully convinced that efforts to support small and midsize banks will prove sufficient. We think Fed officials will therefore share our view that stress in the banking system remains the most immediate concern for now,&#34; said Jan Hatzius, chief economist at Goldman Sachs, in a note to clients Monday morning</p><p>Former New York Fed President William Dudley said he would recommend a pause. &#34;The case for zero is &#39;do no harm,&#39;&#34; he said.</p><p>The case against a pause is that it could spark more worries about the banking system.</p><p>&#34;I think if they pause, they are going to have to explain exactly what they are seeing, what is giving them more concern. I am not sure a pause is comforting,&#34; said former Fed Vice Chair Roger Ferguson in a television interview on Monday</p><h2>The case for and against a 25-basis-point hike</h2><p>The main reason for a quarter-percentage-point rate increase, to a range of 4.75%-5%, is that it could project confidence.</p><p>&#34;What you need from policymakers is steady hands, steady ship,&#34; said Max Kettner, chief multi-asset strategist at HSBC. &#34;You don&#39;t need overaction ... flip-flopping around in projections or opinions.&#34;</p><p>The Fed should say that it has managed to contain confidence so far and that &#34;we can press ahead with the inflation fight,&#34; he added.</p><p>Oren Klachkin, lead U.S. economist at Oxford Economics, said he didn&#39;t think &#34;the recent bank failures pose systemic risks to the broad financial system and economy.&#34;</p><p>He noted that &#34;inflation is still running hot&#34; and the Fed has better ways to alleviate banking-sector stress than interest rates.</p><p>The case against hiking is that doing so could further exacerbate concerns about the stability of the banking sector.</p><p>&#34;A rate hike now might have to be quickly reversed to deal with a deeper, less contained recession and disinflation. Why would the Fed raise rates when it may be forced to cut rates so much sooner than previously hoped?&#34; asked Diane Swonk, chief economist at KPMG.</p><p>Gregory Daco, chief economist at EY, said he thinks economic activity is slowing, which gives the Fed time.</p><p>&#34;There is no rush to hike. We are not going to see hyperinflation as a result,&#34; he said.</p><p>Stocks  rose Monday. The yield on the 10-year Treasury note  inched up to 3.46%, still well below the 4% level seen prior to the banking crisis.</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>The Fed Will Either Pause Or Hike Interest Rates By 25 Basis Points. What Are the Pros and Cons of Each Approach?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Will Either Pause Or Hike Interest Rates By 25 Basis Points. What Are the Pros and Cons of Each Approach?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-21 16:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;Fed decision will be seen as either capitulation to the markets or ivory-tower isolation&#39;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9ad09266cbdd6fff0c6be313c6bd4f6\" tg-width=\"700\" tg-height=\"505\" referrerpolicy=\"no-referrer\"/><span>The Federal Reserve, chaired by Jerome Powell, will meet on Wednesday. In a rarity, the outcome regarding an interest-rate hike is unclear.</span></p><p>The Federal Reserve will meet on Wednesday and, for once, the outcome is unclear.</p><p>This is the most uncertain Fed meeting since 2008, said Jim Bianco, president of Bianco Research.</p><p>Fed officials, starting with former chair Ben Bernanke, have perfected the art of having the market price in what the central bank will do -- at least regarding interest rates -- at each upcoming meeting. That has happened 100% of the time, Bianco said on Twitter.</p><p>The Fed&#39;s meeting this week is different because it follows the sudden collapse of confidence in the U.S. banking system following the government takeover of Silicon Valley Bank as well as the tremors around the world that have led to the shotgun wedding of Swiss banking giant Credit Suisse and its longtime rival, UBS.</p><p>At the moment, the market probabilities are 73% for a quarter-percentage-point move and 27%  for no move, according to the CME FedWatch tool. The market seems to be growing in confidence of a hike, analysts said, based on movements on the front end of the curve.</p><p>The Fed&#39;s decision will come on Wednesday at 2 p.m. Eastern and will be followed by a press conference from Fed Chair Jerome Powell.</p><p>&#34;Depending on your perspective, the Fed&#39;s decision will be seen as either capitulation to the markets or ivory-tower isolation from the markets,&#34; said Ian Katz, a financial sector analyst with Capital Alpha Partners.</p><p>Here are the pros and cons for both a pause and a 25-basis-point hike.</p><h2>The case for and against a pause</h2><p>The main rationale for a pause is that the banking system is under stress.</p><p>&#34;While policymakers have responded aggressively to shore up the financial system, markets appear to be less than fully convinced that efforts to support small and midsize banks will prove sufficient. We think Fed officials will therefore share our view that stress in the banking system remains the most immediate concern for now,&#34; said Jan Hatzius, chief economist at Goldman Sachs, in a note to clients Monday morning</p><p>Former New York Fed President William Dudley said he would recommend a pause. &#34;The case for zero is &#39;do no harm,&#39;&#34; he said.</p><p>The case against a pause is that it could spark more worries about the banking system.</p><p>&#34;I think if they pause, they are going to have to explain exactly what they are seeing, what is giving them more concern. I am not sure a pause is comforting,&#34; said former Fed Vice Chair Roger Ferguson in a television interview on Monday</p><h2>The case for and against a 25-basis-point hike</h2><p>The main reason for a quarter-percentage-point rate increase, to a range of 4.75%-5%, is that it could project confidence.</p><p>&#34;What you need from policymakers is steady hands, steady ship,&#34; said Max Kettner, chief multi-asset strategist at HSBC. &#34;You don&#39;t need overaction ... flip-flopping around in projections or opinions.&#34;</p><p>The Fed should say that it has managed to contain confidence so far and that &#34;we can press ahead with the inflation fight,&#34; he added.</p><p>Oren Klachkin, lead U.S. economist at Oxford Economics, said he didn&#39;t think &#34;the recent bank failures pose systemic risks to the broad financial system and economy.&#34;</p><p>He noted that &#34;inflation is still running hot&#34; and the Fed has better ways to alleviate banking-sector stress than interest rates.</p><p>The case against hiking is that doing so could further exacerbate concerns about the stability of the banking sector.</p><p>&#34;A rate hike now might have to be quickly reversed to deal with a deeper, less contained recession and disinflation. Why would the Fed raise rates when it may be forced to cut rates so much sooner than previously hoped?&#34; asked Diane Swonk, chief economist at KPMG.</p><p>Gregory Daco, chief economist at EY, said he thinks economic activity is slowing, which gives the Fed time.</p><p>&#34;There is no rush to hike. We are not going to see hyperinflation as a result,&#34; he said.</p><p>Stocks  rose Monday. The yield on the 10-year Treasury note  inched up to 3.46%, still well below the 4% level seen prior to the banking crisis.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321566653","content_text":"'Fed decision will be seen as either capitulation to the markets or ivory-tower isolation'The Federal Reserve, chaired by Jerome Powell, will meet on Wednesday. In a rarity, the outcome regarding an interest-rate hike is unclear.The Federal Reserve will meet on Wednesday and, for once, the outcome is unclear.This is the most uncertain Fed meeting since 2008, said Jim Bianco, president of Bianco Research.Fed officials, starting with former chair Ben Bernanke, have perfected the art of having the market price in what the central bank will do -- at least regarding interest rates -- at each upcoming meeting. That has happened 100% of the time, Bianco said on Twitter.The Fed's meeting this week is different because it follows the sudden collapse of confidence in the U.S. banking system following the government takeover of Silicon Valley Bank as well as the tremors around the world that have led to the shotgun wedding of Swiss banking giant Credit Suisse and its longtime rival, UBS.At the moment, the market probabilities are 73% for a quarter-percentage-point move and 27%  for no move, according to the CME FedWatch tool. The market seems to be growing in confidence of a hike, analysts said, based on movements on the front end of the curve.The Fed's decision will come on Wednesday at 2 p.m. Eastern and will be followed by a press conference from Fed Chair Jerome Powell.\"Depending on your perspective, the Fed's decision will be seen as either capitulation to the markets or ivory-tower isolation from the markets,\" said Ian Katz, a financial sector analyst with Capital Alpha Partners.Here are the pros and cons for both a pause and a 25-basis-point hike.The case for and against a pauseThe main rationale for a pause is that the banking system is under stress.\"While policymakers have responded aggressively to shore up the financial system, markets appear to be less than fully convinced that efforts to support small and midsize banks will prove sufficient. We think Fed officials will therefore share our view that stress in the banking system remains the most immediate concern for now,\" said Jan Hatzius, chief economist at Goldman Sachs, in a note to clients Monday morningFormer New York Fed President William Dudley said he would recommend a pause. \"The case for zero is 'do no harm,'\" he said.The case against a pause is that it could spark more worries about the banking system.\"I think if they pause, they are going to have to explain exactly what they are seeing, what is giving them more concern. I am not sure a pause is comforting,\" said former Fed Vice Chair Roger Ferguson in a television interview on MondayThe case for and against a 25-basis-point hikeThe main reason for a quarter-percentage-point rate increase, to a range of 4.75%-5%, is that it could project confidence.\"What you need from policymakers is steady hands, steady ship,\" said Max Kettner, chief multi-asset strategist at HSBC. \"You don't need overaction ... flip-flopping around in projections or opinions.\"The Fed should say that it has managed to contain confidence so far and that \"we can press ahead with the inflation fight,\" he added.Oren Klachkin, lead U.S. economist at Oxford Economics, said he didn't think \"the recent bank failures pose systemic risks to the broad financial system and economy.\"He noted that \"inflation is still running hot\" and the Fed has better ways to alleviate banking-sector stress than interest rates.The case against hiking is that doing so could further exacerbate concerns about the stability of the banking sector.\"A rate hike now might have to be quickly reversed to deal with a deeper, less contained recession and disinflation. Why would the Fed raise rates when it may be forced to cut rates so much sooner than previously hoped?\" asked Diane Swonk, chief economist at KPMG.Gregory Daco, chief economist at EY, said he thinks economic activity is slowing, which gives the Fed time.\"There is no rush to hike. We are not going to see hyperinflation as a result,\" he said.Stocks  rose Monday. The yield on the 10-year Treasury note  inched up to 3.46%, still well below the 4% level seen prior to the banking crisis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950901427,"gmtCreate":1672630344769,"gmtModify":1676538713495,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Energy sector did really well","listText":"Energy sector did really well","text":"Energy sector did really well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950901427","repostId":"1105874821","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927746950,"gmtCreate":1672601346870,"gmtModify":1676538709847,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"he doesnt really care about his share price","listText":"he doesnt really care about his share price","text":"he doesnt really care about his share price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927746950","repostId":"1192361274","repostType":4,"repost":{"id":"1192361274","pubTimestamp":1672537784,"share":"https://www.laohu8.com/m/news/1192361274?lang=&edition=full","pubTime":"2023-01-01 09:49","market":"us","language":"en","title":"Elon Musk Becomes First Person Ever to Lose $200 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1192361274","media":"Bloomberg","summary":"Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breachin","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/09d49d6f7c039ed735e53fb31c85f212\" tg-width=\"1000\" tg-height=\"695\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months afterJeff Bezos.</p><p>The Tesla Inc. chief executive officer has now achieved a first of his own: becoming the only person in history to erase $200 billion from their net worth.</p><p>Musk, 51, has seen his wealth plummet to $137 billion after Tesla shares tumbled in recent weeks, including an 11% drop on Tuesday, according to theBloomberg Billionaires Index. His fortune peaked at $340 billion on Nov. 4, 2021, and he remained the world’s richest person until he wasovertakenthis month by Bernard Arnault, the French tycoon behind luxury-goods powerhouse LVMH.</p><p>The round-number milestone reflects just how high Musk soared during the run-up in asset prices during the easy-money pandemic era. Tesla exceeded a$1 trillion market capitalizationfor the first time in October 2021, joining the likes of ubiquitous technology companies Apple Inc., Microsoft Corp., Amazon.com Inc. and Google parent Alphabet Inc., even though its electric vehicles represented only a sliver of the overall auto market.</p><p><img src=\"https://static.tigerbbs.com/66feb146a45dd9795f6c2a82ec5ac78f\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Elon MuskPhotographer: Samuel Corum/Bloomberg</p><p>Now Tesla’s dominance in electric cars, the foundation of its lofty valuation, is in jeopardy as competitors catch up. It’s offering US consumers a rare $7,500 discountto take delivery of its two highest-volume models before year-end, while also reportedlyreducing productionat its Shanghai plant.</p><p>Meanwhile, with pressure on Tesla intensifying, Musk has been preoccupied with Twitter, which he acquired for $44 billion in late October. He’s applied a move-fast-and-break-things approach such as firing staff then asking them tocome back and applying content policies haphazardly to justifybanning the accountsof some prominent journalists who cover him.</p><p>The decline in Tesla shares has been so steep — the shares fell 65% in 2022 — and Musk hassold so muchthis year to help cover his Twitter purchase, that they’re no longer his biggest asset, according to Bloomberg’s wealth index. Musk’s stake in his closely held Space Exploration Technologies Corp., at $44.8 billion, exceeds his approximately $44 billion position in Tesla stock (he still has options worth an estimated $27.8 billion). Musk now owns 42.2% of SpaceX, according to a recent filing.</p><p>Musk, for his part, has dismissed concerns about Tesla and has repeatedly taken to Twitter to criticize the Federal Reserve for raising interest rates at the fastest pace in a generation.</p><p>“Tesla is executing better than ever!” Musktweeted on Dec. 16. “We don’t control the Federal Reserve. That is the real problem here.”</p><p>The billionaire, who has previously borrowed extensively against his stake in Tesla, has though also recently warned against the dangers of borrowed money in panicky markets.</p><p>“I would really advise people not to have margin debt in a volatile stock market and you know, from a cash standpoint, keep powder dry,” Musk said in the <i>All-In</i> podcast released this month. “You can get some pretty extreme things happening in a down market.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Becomes First Person Ever to Lose $200 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Becomes First Person Ever to Lose $200 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-01 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-30/elon-musk-becomes-first-person-ever-to-lose-200-billion?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months afterJeff Bezos.The Tesla Inc. chief executive officer has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-30/elon-musk-becomes-first-person-ever-to-lose-200-billion?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-30/elon-musk-becomes-first-person-ever-to-lose-200-billion?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192361274","content_text":"Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months afterJeff Bezos.The Tesla Inc. chief executive officer has now achieved a first of his own: becoming the only person in history to erase $200 billion from their net worth.Musk, 51, has seen his wealth plummet to $137 billion after Tesla shares tumbled in recent weeks, including an 11% drop on Tuesday, according to theBloomberg Billionaires Index. His fortune peaked at $340 billion on Nov. 4, 2021, and he remained the world’s richest person until he wasovertakenthis month by Bernard Arnault, the French tycoon behind luxury-goods powerhouse LVMH.The round-number milestone reflects just how high Musk soared during the run-up in asset prices during the easy-money pandemic era. Tesla exceeded a$1 trillion market capitalizationfor the first time in October 2021, joining the likes of ubiquitous technology companies Apple Inc., Microsoft Corp., Amazon.com Inc. and Google parent Alphabet Inc., even though its electric vehicles represented only a sliver of the overall auto market.Elon MuskPhotographer: Samuel Corum/BloombergNow Tesla’s dominance in electric cars, the foundation of its lofty valuation, is in jeopardy as competitors catch up. It’s offering US consumers a rare $7,500 discountto take delivery of its two highest-volume models before year-end, while also reportedlyreducing productionat its Shanghai plant.Meanwhile, with pressure on Tesla intensifying, Musk has been preoccupied with Twitter, which he acquired for $44 billion in late October. He’s applied a move-fast-and-break-things approach such as firing staff then asking them tocome back and applying content policies haphazardly to justifybanning the accountsof some prominent journalists who cover him.The decline in Tesla shares has been so steep — the shares fell 65% in 2022 — and Musk hassold so muchthis year to help cover his Twitter purchase, that they’re no longer his biggest asset, according to Bloomberg’s wealth index. Musk’s stake in his closely held Space Exploration Technologies Corp., at $44.8 billion, exceeds his approximately $44 billion position in Tesla stock (he still has options worth an estimated $27.8 billion). Musk now owns 42.2% of SpaceX, according to a recent filing.Musk, for his part, has dismissed concerns about Tesla and has repeatedly taken to Twitter to criticize the Federal Reserve for raising interest rates at the fastest pace in a generation.“Tesla is executing better than ever!” Musktweeted on Dec. 16. “We don’t control the Federal Reserve. That is the real problem here.”The billionaire, who has previously borrowed extensively against his stake in Tesla, has though also recently warned against the dangers of borrowed money in panicky markets.“I would really advise people not to have margin debt in a volatile stock market and you know, from a cash standpoint, keep powder dry,” Musk said in the All-In podcast released this month. “You can get some pretty extreme things happening in a down market.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832852651,"gmtCreate":1629610191073,"gmtModify":1676530079577,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting article from real investment&nbsp;","listText":"Interesting article from real investment&nbsp;","text":"Interesting article from real investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832852651","repostId":"1102227761","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839757092,"gmtCreate":1629184725116,"gmtModify":1676529957794,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Long time hold","listText":"Long time hold","text":"Long time hold","images":[{"img":"https://static.tigerbbs.com/0e4e2150ef680ec9cd0437d69d39b320","width":"1125","height":"3463"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839757092","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839755991,"gmtCreate":1629184574713,"gmtModify":1676529957724,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"China stocks gonna be down for a long&nbsp; time&nbsp;","listText":"China stocks gonna be down for a long&nbsp; time&nbsp;","text":"China stocks gonna be down for a long time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839755991","repostId":"1147138826","repostType":4,"repost":{"id":"1147138826","pubTimestamp":1629179191,"share":"https://www.laohu8.com/m/news/1147138826?lang=&edition=full","pubTime":"2021-08-17 13:46","market":"hk","language":"en","title":"China tech stocks lower as nation issues draft competition rules","url":"https://stock-news.laohu8.com/highlight/detail?id=1147138826","media":"Bloomberg","summary":"The Hang Seng Tech Index dropped as much as 3%, as China’s market regulator released draft rules ban","content":"<p>The Hang Seng Tech Index dropped as much as 3%, as China’s market regulator&nbsp;released&nbsp;draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p>Baidu Inc.&nbsp;and&nbsp;NetEase Inc.&nbsp;slumped as much as 5% while&nbsp;Tencent Holdings Ltd.&nbsp;and Alibaba Group Holding Ltd. slid more than 4%.</p>\n<p><img src=\"https://static.tigerbbs.com/941afd804b1d8567636a57f81beca1e6\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior.</p>\n<p>The draft covers protections for intellectual property and brand reputation as well as a ban against using algorithms or fake reviews to promote goods and services. Alongside expressly prohibited behaviors like forced exclusivity arrangements, companies will also not be permitted to use technical means to interfere with the operations of rival platforms or maliciously render those services incompatible with their own.</p>\n<p>The latter could force giants like Tencent and Alibaba Group Holding Ltd. to dismantle their walled-off ecosystems that had prevented users from accessing one company’s services from the other’s platforms. Alibaba Chief Executive Officer Daniel Zhang earlier this month signaled support for the removal of those barriers, saying that he saw “cross-platform openness and connectivity as a positive trend.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China tech stocks lower as nation issues draft competition rules</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\">\nChina tech stocks lower as nation issues draft competition rules\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 13:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-17/technology-stocks-fall-as-china-issues-draft-competition-rules?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Hang Seng Tech Index dropped as much as 3%, as China’s market regulator released draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. and NetEase Inc. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-17/technology-stocks-fall-as-china-issues-draft-competition-rules?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","HSTECH":"恒生科技指数","00700":"腾讯控股","09999":"网易-S","09618":"京东集团-SW"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-17/technology-stocks-fall-as-china-issues-draft-competition-rules?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147138826","content_text":"The Hang Seng Tech Index dropped as much as 3%, as China’s market regulator released draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. and NetEase Inc. slumped as much as 5% while Tencent Holdings Ltd. and Alibaba Group Holding Ltd. slid more than 4%.\n\nThe wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behavior.\nThe draft covers protections for intellectual property and brand reputation as well as a ban against using algorithms or fake reviews to promote goods and services. Alongside expressly prohibited behaviors like forced exclusivity arrangements, companies will also not be permitted to use technical means to interfere with the operations of rival platforms or maliciously render those services incompatible with their own.\nThe latter could force giants like Tencent and Alibaba Group Holding Ltd. to dismantle their walled-off ecosystems that had prevented users from accessing one company’s services from the other’s platforms. Alibaba Chief Executive Officer Daniel Zhang earlier this month signaled support for the removal of those barriers, saying that he saw “cross-platform openness and connectivity as a positive trend.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892615809,"gmtCreate":1628654441801,"gmtModify":1676529810784,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Printer go brrrr","listText":"Printer go brrrr","text":"Printer go brrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892615809","repostId":"1185123318","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807036847,"gmtCreate":1627988072189,"gmtModify":1703499136716,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hopefully the stock market keeps on climbing","listText":"Hopefully the stock market keeps on climbing","text":"Hopefully the stock market keeps on climbing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807036847","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807031625,"gmtCreate":1627987895367,"gmtModify":1703499133146,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nio will soon be the leader","listText":"Nio will soon be the leader","text":"Nio will soon be the leader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807031625","repostId":"2156117308","repostType":4,"repost":{"id":"2156117308","pubTimestamp":1627943866,"share":"https://www.laohu8.com/m/news/2156117308?lang=&edition=full","pubTime":"2021-08-03 06:37","market":"us","language":"en","title":"EV Maker Li Auto Seeks $1.9 Billion in Hong Kong Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=2156117308","media":"Bloomberg","summary":"Chinese company is selling 100 million shares in listing\nLi Auto follows rival XPeng in selling shar","content":"<ul>\n <li>Chinese company is selling 100 million shares in listing</li>\n <li>Li Auto follows rival XPeng in selling shares in Hong Kong</li>\n</ul>\n<p>Electric vehicle maker Li Auto Inc. is looking to raise as much as HK$15 billion ($1.9 billion) in its Hong Kong listing.The Beijing-based firm is offering 100 million shares for as much as HK$150 each, according to a statement.</p>\n<p>The offering is being split into 10 million shares for Hong Kong retailers and the rest for international investors, whose shares could be priced higher, Li Auto said in the statement.</p>\n<p>Li Auto is following in the footsteps of larger rival XPeng Inc., which raised $1.8 billion in a dual primary listing in the city in June. U.S.-traded Chinese companies are pivoting to so-called homecoming listings in Hong Kong as a way to hedge against the risk of being delisted from American exchanges as well as broadening their investor base.</p>\n<p>Li Auto shares are down 2.9% since the beginning of July, giving the company a market value of about $30 billion. The shares fell about 2.5% in late trading Monday. XPeng is currently trading little changed from its offer price in Hong Kong.</p>\n<p>Like XPeng, Li Auto’s listing will be dual primary. The EV firms aren’t eligible for the waiver that some greater China-based companies use to seek a secondary listing, as they don’t have a track record of at least two years’ trading on another exchange.</p>\n<p>Li Auto raised $1.3 billion in its U.S. initial public offering a year ago. Its shares have risen 193% from its offer price as part of a global rally in EV stocks.</p>\n<p>The carmaker is still loss-making, recording a net loss of $54.9 million in the first three months of this year on revenues of $546 million, its prospectus shows.</p>\n<p>It plans to set the final price for the listing Aug. 6 and trading is slated to begin Aug. 12, according to a filing to Hong Kong stock exchange.</p>\n<p>Goldman Sachs Group Inc. and China International Capital Corp. are joint sponsors for Li Auto’s Hong Kong listing, while UBS Group AG is the financial adviser.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Maker Li Auto Seeks $1.9 Billion in Hong Kong Listing</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\">\nEV Maker Li Auto Seeks $1.9 Billion in Hong Kong Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 06:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-02/ev-maker-li-auto-seeks-1-9-billion-in-hong-kong-listing><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese company is selling 100 million shares in listing\nLi Auto follows rival XPeng in selling shares in Hong Kong\n\nElectric vehicle maker Li Auto Inc. is looking to raise as much as HK$15 billion ($...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-02/ev-maker-li-auto-seeks-1-9-billion-in-hong-kong-listing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-02/ev-maker-li-auto-seeks-1-9-billion-in-hong-kong-listing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156117308","content_text":"Chinese company is selling 100 million shares in listing\nLi Auto follows rival XPeng in selling shares in Hong Kong\n\nElectric vehicle maker Li Auto Inc. is looking to raise as much as HK$15 billion ($1.9 billion) in its Hong Kong listing.The Beijing-based firm is offering 100 million shares for as much as HK$150 each, according to a statement.\nThe offering is being split into 10 million shares for Hong Kong retailers and the rest for international investors, whose shares could be priced higher, Li Auto said in the statement.\nLi Auto is following in the footsteps of larger rival XPeng Inc., which raised $1.8 billion in a dual primary listing in the city in June. U.S.-traded Chinese companies are pivoting to so-called homecoming listings in Hong Kong as a way to hedge against the risk of being delisted from American exchanges as well as broadening their investor base.\nLi Auto shares are down 2.9% since the beginning of July, giving the company a market value of about $30 billion. The shares fell about 2.5% in late trading Monday. XPeng is currently trading little changed from its offer price in Hong Kong.\nLike XPeng, Li Auto’s listing will be dual primary. The EV firms aren’t eligible for the waiver that some greater China-based companies use to seek a secondary listing, as they don’t have a track record of at least two years’ trading on another exchange.\nLi Auto raised $1.3 billion in its U.S. initial public offering a year ago. Its shares have risen 193% from its offer price as part of a global rally in EV stocks.\nThe carmaker is still loss-making, recording a net loss of $54.9 million in the first three months of this year on revenues of $546 million, its prospectus shows.\nIt plans to set the final price for the listing Aug. 6 and trading is slated to begin Aug. 12, according to a filing to Hong Kong stock exchange.\nGoldman Sachs Group Inc. and China International Capital Corp. are joint sponsors for Li Auto’s Hong Kong listing, while UBS Group AG is the financial adviser.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802105422,"gmtCreate":1627727218966,"gmtModify":1703495273307,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Avoid this stock","listText":"Avoid this stock","text":"Avoid this stock","images":[{"img":"https://static.tigerbbs.com/5238b640c7704d9a2b036e446b8729ea","width":"1125","height":"3305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802105422","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802102706,"gmtCreate":1627727047405,"gmtModify":1703495272336,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802102706","repostId":"1121501806","repostType":4,"repost":{"id":"1121501806","pubTimestamp":1627687085,"share":"https://www.laohu8.com/m/news/1121501806?lang=&edition=full","pubTime":"2021-07-31 07:18","market":"us","language":"en","title":"Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121501806","media":"Barron's","summary":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s fiv","content":"<p>Big tech stocks keep getting bigger. Their market caps, not so much.</p>\n<p>This past week, the world’s five largest tech companies—<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(ticker: AAPL),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT),<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN),<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.</p>\n<p>Butinvestors were unimpressed. While <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:</p>\n<p><b>The pandemic boom is over.</b>That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.</p>\n<p>It starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.</p>\n<p>Applebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.</p>\n<p><b>Component shortages continue.</b>The market’s biggest issue with <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.</p>\n<p>Meanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco <a href=\"https://laohu8.com/S/BYBK\">Bay</a>, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.</p>\n<p><b>Online advertising is blazing hot.</b>On a brighter note for investors, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. <a href=\"https://laohu8.com/S/FB\">Facebook</a>’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a>. It all stems from the reopening of the economy. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.</p>\n<p><b>Cloud adoption is accelerating.</b>The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.</p>\n<p><b>The wild card.</b>Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.</p>","source":"lsy1610680873436","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>Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.</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\">\nBig Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121501806","content_text":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.\nButinvestors were unimpressed. While Alphabet inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:\nThe pandemic boom is over.That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.\nIt starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.\nApplebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.\nComponent shortages continue.The market’s biggest issue with Apple’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.Qualcomm(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.\nMeanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco Bay, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.\nOnline advertising is blazing hot.On a brighter note for investors, Alphabet’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. Facebook’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. Microsoft saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at LinkedIn. It all stems from the reopening of the economy. Alphabet told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.\nCloud adoption is accelerating.The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.\nThe wild card.Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801782785,"gmtCreate":1627535264647,"gmtModify":1703491889981,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Come on PLTR","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Come on PLTR","text":"$Palantir Technologies Inc.(PLTR)$Come on PLTR","images":[{"img":"https://static.tigerbbs.com/100450c2449a12b1a6ce43191e3f26d3","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801782785","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803743232,"gmtCreate":1627467707126,"gmtModify":1703490521737,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple is a must","listText":"Apple is a must","text":"Apple is a must","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803743232","repostId":"2154405999","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803550932,"gmtCreate":1627450457726,"gmtModify":1703490214352,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>???","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>???","text":"$Palantir Technologies Inc.(PLTR)$???","images":[{"img":"https://static.tigerbbs.com/0a1d0807f31fe4f94f71197ca795985a","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803550932","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803526273,"gmtCreate":1627450174992,"gmtModify":1703490207963,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Same with nio. Sigh","listText":"Same with nio. Sigh","text":"Same with nio. Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803526273","repostId":"2154003945","repostType":4,"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":176052049,"gmtCreate":1626848543481,"gmtModify":1703479234794,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting now how will the public react","listText":"Interesting now how will the public react","text":"Interesting now how will the public react","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/176052049","repostId":"2153866611","repostType":4,"repost":{"id":"2153866611","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":1626847800,"share":"https://www.laohu8.com/m/news/2153866611?lang=&edition=full","pubTime":"2021-07-21 14:10","market":"hk","language":"en","title":"Johnson & Johnson COVID-19 vaccine may not perform as well against Delta variant, says study","url":"https://stock-news.laohu8.com/highlight/detail?id=2153866611","media":"Dow Jones","summary":"JNJ says data from study 'do not speak to the full nature of immune protection'.\n\nThe one-shot coron","content":"<blockquote>\n JNJ says data from study 'do not speak to the full nature of immune protection'.\n</blockquote>\n<p>The <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot coronavirus vaccine from Johnson &amp; Johnson is much less effective against the Delta variant than it is against the original version of COVID-19, according to a new study posted online Tuesday.</p>\n<p>The study, which examined blood samples in a laboratory setting and has not yet been peer-reviewed, suggests that anyone who received the J&amp;J <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> vaccine may need to receive a second shot as the variant continues to spread across the US.</p>\n<p>\"The message that we wanted to give was not that people shouldn't get the J&amp;J vaccine, but we hope that in the future, it will be boosted with either another dose of J&amp;J or a boost with Pfizer or Moderna,\" study leader Nathaniel Landau, a virologist at NYU's Grossman School of Medicine, told The New York Times .</p>\n<p>Earlier this month, New Jersey-based Johnson &amp; Johnson published preliminary data indicating its vaccine was effective against the Delta variant, first located in India, at least eight months after inoculation.</p>\n<p>However, in May, the British government released a study vaccine, which is similar in structure to the Johnson &amp; Johnson vaccine, was just 33 percent effective against \"symptomatic disease\" caused by the Delta variant, while two doses were 60 percent effective against symptomatic disease.</p>\n<p>J&amp;J spokesperson Seema Kumar told the Times that the data from the latest study \"do not speak to the full nature of immune protection.\"</p>\n<p>Last month, Centers for Disease Control and Prevention <a href=\"https://laohu8.com/S/CDC\">$(CDC)$</a> Director Dr. Rochelle Walensky told NBC's \"Today\" show that \"we have every reason to believe ... that the J&amp;J will perform well against the Delta variant, as it has so far against other variants circulating in the United States.\"</p>\n<p>Walensky told lawmakers earlier Tuesday that the Delta variant currently accounts for 83 percent of all COVID-19 cases in the US. During the same hearing, White House chief medical adviser Dr. Anthony Fauci said researchers were still assessing whether booster shots would be needed to provide additional protection.</p>\n<p>\"We don't want people to believe that when you're talking about boosters, that means the vaccines aren't effective,\" Fauci said. \"They are highly effective, we are talking about the durability of that.\"</p>\n<p>Initial studies indicate that mRNA vaccines manufactured by Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a> and Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> are effective against the Delta variant and could provide protection for years, provided the virus doesn't mutate far beyond its initial form.</p>\n<p>The Delta variant has been blamed for an increase in cases, hospitalizations and deaths in recent weeks, though the numbers in all categories are still well below the peak of last winter's surge and the overwhelming majority of hospitalizations and deaths are occurring among unvaccinated people.</p>\n<p>Despite that, health officials in Los Angeles and Las Vegas have reimposed mask mandates in indoor spaces, regardless of individuals' vaccination status.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Johnson & Johnson COVID-19 vaccine may not perform as well against Delta variant, says study</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\">\nJohnson & Johnson COVID-19 vaccine may not perform as well against Delta variant, says study\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\">2021-07-21 14:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n JNJ says data from study 'do not speak to the full nature of immune protection'.\n</blockquote>\n<p>The <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot coronavirus vaccine from Johnson &amp; Johnson is much less effective against the Delta variant than it is against the original version of COVID-19, according to a new study posted online Tuesday.</p>\n<p>The study, which examined blood samples in a laboratory setting and has not yet been peer-reviewed, suggests that anyone who received the J&amp;J <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> vaccine may need to receive a second shot as the variant continues to spread across the US.</p>\n<p>\"The message that we wanted to give was not that people shouldn't get the J&amp;J vaccine, but we hope that in the future, it will be boosted with either another dose of J&amp;J or a boost with Pfizer or Moderna,\" study leader Nathaniel Landau, a virologist at NYU's Grossman School of Medicine, told The New York Times .</p>\n<p>Earlier this month, New Jersey-based Johnson &amp; Johnson published preliminary data indicating its vaccine was effective against the Delta variant, first located in India, at least eight months after inoculation.</p>\n<p>However, in May, the British government released a study vaccine, which is similar in structure to the Johnson &amp; Johnson vaccine, was just 33 percent effective against \"symptomatic disease\" caused by the Delta variant, while two doses were 60 percent effective against symptomatic disease.</p>\n<p>J&amp;J spokesperson Seema Kumar told the Times that the data from the latest study \"do not speak to the full nature of immune protection.\"</p>\n<p>Last month, Centers for Disease Control and Prevention <a href=\"https://laohu8.com/S/CDC\">$(CDC)$</a> Director Dr. Rochelle Walensky told NBC's \"Today\" show that \"we have every reason to believe ... that the J&amp;J will perform well against the Delta variant, as it has so far against other variants circulating in the United States.\"</p>\n<p>Walensky told lawmakers earlier Tuesday that the Delta variant currently accounts for 83 percent of all COVID-19 cases in the US. During the same hearing, White House chief medical adviser Dr. Anthony Fauci said researchers were still assessing whether booster shots would be needed to provide additional protection.</p>\n<p>\"We don't want people to believe that when you're talking about boosters, that means the vaccines aren't effective,\" Fauci said. \"They are highly effective, we are talking about the durability of that.\"</p>\n<p>Initial studies indicate that mRNA vaccines manufactured by Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a> and Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> are effective against the Delta variant and could provide protection for years, provided the virus doesn't mutate far beyond its initial form.</p>\n<p>The Delta variant has been blamed for an increase in cases, hospitalizations and deaths in recent weeks, though the numbers in all categories are still well below the peak of last winter's surge and the overwhelming majority of hospitalizations and deaths are occurring among unvaccinated people.</p>\n<p>Despite that, health officials in Los Angeles and Las Vegas have reimposed mask mandates in indoor spaces, regardless of individuals' vaccination status.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153866611","content_text":"JNJ says data from study 'do not speak to the full nature of immune protection'.\n\nThe one-shot coronavirus vaccine from Johnson & Johnson is much less effective against the Delta variant than it is against the original version of COVID-19, according to a new study posted online Tuesday.\nThe study, which examined blood samples in a laboratory setting and has not yet been peer-reviewed, suggests that anyone who received the J&J $(JNJ)$ vaccine may need to receive a second shot as the variant continues to spread across the US.\n\"The message that we wanted to give was not that people shouldn't get the J&J vaccine, but we hope that in the future, it will be boosted with either another dose of J&J or a boost with Pfizer or Moderna,\" study leader Nathaniel Landau, a virologist at NYU's Grossman School of Medicine, told The New York Times .\nEarlier this month, New Jersey-based Johnson & Johnson published preliminary data indicating its vaccine was effective against the Delta variant, first located in India, at least eight months after inoculation.\nHowever, in May, the British government released a study vaccine, which is similar in structure to the Johnson & Johnson vaccine, was just 33 percent effective against \"symptomatic disease\" caused by the Delta variant, while two doses were 60 percent effective against symptomatic disease.\nJ&J spokesperson Seema Kumar told the Times that the data from the latest study \"do not speak to the full nature of immune protection.\"\nLast month, Centers for Disease Control and Prevention $(CDC)$ Director Dr. Rochelle Walensky told NBC's \"Today\" show that \"we have every reason to believe ... that the J&J will perform well against the Delta variant, as it has so far against other variants circulating in the United States.\"\nWalensky told lawmakers earlier Tuesday that the Delta variant currently accounts for 83 percent of all COVID-19 cases in the US. During the same hearing, White House chief medical adviser Dr. Anthony Fauci said researchers were still assessing whether booster shots would be needed to provide additional protection.\n\"We don't want people to believe that when you're talking about boosters, that means the vaccines aren't effective,\" Fauci said. \"They are highly effective, we are talking about the durability of that.\"\nInitial studies indicate that mRNA vaccines manufactured by Moderna $(MRNA)$ and Pfizer $(PFE)$ BioNTech $(BNTX)$ are effective against the Delta variant and could provide protection for years, provided the virus doesn't mutate far beyond its initial form.\nThe Delta variant has been blamed for an increase in cases, hospitalizations and deaths in recent weeks, though the numbers in all categories are still well below the peak of last winter's surge and the overwhelming majority of hospitalizations and deaths are occurring among unvaccinated people.\nDespite that, health officials in Los Angeles and Las Vegas have reimposed mask mandates in indoor spaces, regardless of individuals' vaccination status.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950901427,"gmtCreate":1672630344769,"gmtModify":1676538713495,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Energy sector did really well","listText":"Energy sector did really well","text":"Energy sector did really well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950901427","repostId":"1105874821","repostType":4,"repost":{"id":"1105874821","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":1672621372,"share":"https://www.laohu8.com/m/news/1105874821?lang=&edition=full","pubTime":"2023-01-02 09:02","market":"us","language":"en","title":"2022 Recap: Top 10 ETFs' Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1105874821","media":"Tiger Newspress","summary":"Energy ETFs dominated 2022’s top funds.","content":"<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</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>2022 Recap: Top 10 ETFs' Performance</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\">\n2022 Recap: Top 10 ETFs' Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-02 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PXJ":"Invesco Oil & Gas Services ETF","OIH":"石油服务ETF","IYE":"iShares U.S. Energy ETF","XES":"SPDR S&P Oil & Gas Equipment & Services ETF","XLE":"SPDR能源指数ETF","TUR":"土耳其ETF-iShares MSCI","VDE":"Vanguard Energy ETF","IEZ":"iShares Dow Jones U.S. Oil Equip"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105874821","content_text":"Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was iShares MSCI Turkey ETF with a monster return of 105.81% through Dec. 31.Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.The top performers are energy related with one exception. The $2.6 billion VanEck Oil Services ETF  was in the No. 2 spot with a gain of 66.17%, followed by the iShares U.S. Oil Equipment & Services ETF with a return of 65.74%.Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the Invesco Dynamic Energy Exploration & Production ETF) to 64.17% ( Energy Select Sector SPDR Fund ). Almost all of those were equity funds; however, the United States 12-Month Natural Gas Fund LP  was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159103256,"gmtCreate":1624945296075,"gmtModify":1703848567759,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting but prefer crypto instead","listText":"Interesting but prefer crypto instead","text":"Interesting but prefer crypto instead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/159103256","repostId":"1148092847","repostType":4,"repost":{"id":"1148092847","pubTimestamp":1624944705,"share":"https://www.laohu8.com/m/news/1148092847?lang=&edition=full","pubTime":"2021-06-29 13:31","market":"fut","language":"en","title":"Gold Heads for Worst Month Since 2016 on Fed’s Hawkish Shift","url":"https://stock-news.laohu8.com/highlight/detail?id=1148092847","media":"Bloomberg","summary":"Gold headed for the biggest monthly drop in more than four years after the Federal Reserve sped up t","content":"<p>Gold headed for the biggest monthly drop in more than four years after the Federal Reserve sped up their expected pace of policy tightening, sending prices tumbling below $1,800 an ounce.</p>\n<p>The rise in U.S. stocks to a fresh record and a resurgent dollar have also weighed on the precious metal. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> are also assessing new travelrestrictionsin Europe amid concerns about the coronavirus delta variant, which helped spur a re-think of the reflation trade.</p>\n<p><img src=\"https://static.tigerbbs.com/5ab6353e7dee7709b9a73289aeff99fd\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>Bullion is stabilizing as traders now focus on the timing of when policy makers may start dialing back stimulus, while also evaluating risk sentiment. Fed officials meeting in June responded to increasing inflation risks bypulling forwardtheir expected timing and pace of interest-rate increases, from the current near-zero level, and kicking off a discussion of when to taper asset purchases.</p>\n<p>“Gold is starting to find support here at the $1,775 level,” said John Feeney, business development manager at Sydney-based bullion dealer Guardian Gold Australia. “We are starting to see investors moving back into metals on these lower prices now, as the Fed’s more hawkish shift seems to be priced in.”</p>\n<p>Spot gold fell 0.2% to $1,775.52 an ounce at 11:34 a.m. in Singapore. Prices are down 6.9% this month, the most since November 2016. Silver, palladium and platinum all retreated. The Bloomberg Dollar Spot Index is up 1.9% in June, heading for the biggest monthly gain since March 2020.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold Heads for Worst Month Since 2016 on Fed’s Hawkish Shift</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\">\nGold Heads for Worst Month Since 2016 on Fed’s Hawkish Shift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 13:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-29/gold-heads-for-worst-month-since-2016-on-fed-s-hawkish-shift><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gold headed for the biggest monthly drop in more than four years after the Federal Reserve sped up their expected pace of policy tightening, sending prices tumbling below $1,800 an ounce.\nThe rise in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-29/gold-heads-for-worst-month-since-2016-on-fed-s-hawkish-shift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOLD":"巴里克黄金"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-29/gold-heads-for-worst-month-since-2016-on-fed-s-hawkish-shift","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148092847","content_text":"Gold headed for the biggest monthly drop in more than four years after the Federal Reserve sped up their expected pace of policy tightening, sending prices tumbling below $1,800 an ounce.\nThe rise in U.S. stocks to a fresh record and a resurgent dollar have also weighed on the precious metal. Investors are also assessing new travelrestrictionsin Europe amid concerns about the coronavirus delta variant, which helped spur a re-think of the reflation trade.\n\nBullion is stabilizing as traders now focus on the timing of when policy makers may start dialing back stimulus, while also evaluating risk sentiment. Fed officials meeting in June responded to increasing inflation risks bypulling forwardtheir expected timing and pace of interest-rate increases, from the current near-zero level, and kicking off a discussion of when to taper asset purchases.\n“Gold is starting to find support here at the $1,775 level,” said John Feeney, business development manager at Sydney-based bullion dealer Guardian Gold Australia. “We are starting to see investors moving back into metals on these lower prices now, as the Fed’s more hawkish shift seems to be priced in.”\nSpot gold fell 0.2% to $1,775.52 an ounce at 11:34 a.m. in Singapore. Prices are down 6.9% this month, the most since November 2016. Silver, palladium and platinum all retreated. The Bloomberg Dollar Spot Index is up 1.9% in June, heading for the biggest monthly gain since March 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177128159,"gmtCreate":1627188265471,"gmtModify":1703485326386,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177128159","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","pubTimestamp":1627183789,"share":"https://www.laohu8.com/m/news/1176552691?lang=&edition=full","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149591032,"gmtCreate":1625733963826,"gmtModify":1703747377048,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>It’s ok??","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>It’s ok??","text":"$Palantir Technologies Inc.(PLTR)$It’s ok??","images":[{"img":"https://static.tigerbbs.com/5ec01c027aa9faeb7e4c7330f2711471","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/149591032","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582683737322188","authorId":"3582683737322188","name":"Toh4","avatar":"https://static.tigerbbs.com/08b63a0cc268d09af5720ae4c095e636","crmLevel":2,"crmLevelSwitch":0},"content":"It will go up eventually!","text":"It will go up eventually!","html":"It will go up eventually!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161238881,"gmtCreate":1623927857643,"gmtModify":1703823697873,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"We apes stay strong man","listText":"We apes stay strong man","text":"We apes stay strong man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161238881","repostId":"2143979397","repostType":4,"repost":{"id":"2143979397","pubTimestamp":1623921600,"share":"https://www.laohu8.com/m/news/2143979397?lang=&edition=full","pubTime":"2021-06-17 17:20","market":"us","language":"en","title":"1 Stock to Avoid No Matter What","url":"https://stock-news.laohu8.com/highlight/detail?id=2143979397","media":"Motley Fool","summary":"This company faces an uphill climb to turning things around.","content":"<p><b>GameStop</b> (NYSE:GME) has certainly had a wild ride this year. If you owned the stock coming into 2021, it was a lot of fun watching the per-share price go from about $17 to the current $212.</p>\n<p>But you shouldn't get lulled into buying the hype surrounding this meme stock. The run was partly fueled by a Reddit group, which promoted the stock and also created a short squeeze that led the price higher. That makes for great headlines, but there are strong reasons to avoid getting pulled in.</p>\n<h2>Trying to transition</h2>\n<p>GameStop, which sells video game consoles and software, was already experiencing weakening sales heading into 2020. Same-store sales (comps) fell by 19.4% in 2019, following that up with a 9.5% drop last year.</p>\n<p>While the company was experiencing strong sales growth for a long time, the last few years have been rough. It posted negative comps in four out of the last five years. That's due in no small part to a world that is changing, and people can increasingly download games from a variety of reputable companies such as Epic Games, Steam, <b> Microsoft</b>, and <b> Sony</b>.</p>\n<p>A major investor saw an opportunity to turn around GameStop's fortunes. RC Ventures, headed by Ryan Cohen, founder of the online company <b>Chewy</b>, built a 13% ownership in the company. He is now chairman of GameStop and has made key management changes, including hiring a new CEO and CFO who previously worked for <b>Amazon</b>.</p>\n<p>Clearly, Cohen has committed his financial resources and time to making GameStop successful. While he built up impressive credentials at Chewy, which PetSmart bought for $3.4 billion (and still owns a majority stake in despite taking the company public), can he work his magic this time around?</p>\n<h2>Don't get fooled</h2>\n<p>It's a tough road to get GameStop moving in the right direction. Management didn't provide a comparable sales figure, but the fiscal first quarter's top line did increase by better than 25% to $1.3 billion for the period ended on May 1. But you shouldn't get overly excited by this impressive headline figure.</p>\n<p>It is difficult to make year-over-year comparisons since the company cut its store base by 12%. While this would make the sales growth seem more impressive, remember, GameStop was forced to close stores last year due to the pandemic. So this depressed the year-ago figure. Then, the current period benefited from Sony and Microsoft releasing new game consoles last year. This will prove to be a temporary lift since it's a <a href=\"https://laohu8.com/S/AONE\">one</a>-time purchase.</p>\n<p>The company will need to follow this up with improved game sales. However, software sales were down during the period. While the company blamed this on lower used game inventory, it has gotten a boost in the past when companies released new systems. This suggests that GameStop's hope for a multi-year bounce from the new systems is already facing hurdles.</p>\n<h2>Details lacking</h2>\n<p>While the new management team has online e-commerce experience, details on a plan forward remain lacking. Undoubtedly, that is coming as the executives meet and figure out where they want to go. However, with stiff online competition, it is tough to invest in the company without knowing how it will turn itself around and get sales back to sustained profitability.</p>\n<p>That's why you should leave GameStop's shares on the shelf.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Stock to Avoid No Matter What</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Stock to Avoid No Matter What\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/1-stock-to-avoid-no-matter-what-gamestop/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop (NYSE:GME) has certainly had a wild ride this year. If you owned the stock coming into 2021, it was a lot of fun watching the per-share price go from about $17 to the current $212.\nBut you ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/1-stock-to-avoid-no-matter-what-gamestop/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2021/06/16/1-stock-to-avoid-no-matter-what-gamestop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143979397","content_text":"GameStop (NYSE:GME) has certainly had a wild ride this year. If you owned the stock coming into 2021, it was a lot of fun watching the per-share price go from about $17 to the current $212.\nBut you shouldn't get lulled into buying the hype surrounding this meme stock. The run was partly fueled by a Reddit group, which promoted the stock and also created a short squeeze that led the price higher. That makes for great headlines, but there are strong reasons to avoid getting pulled in.\nTrying to transition\nGameStop, which sells video game consoles and software, was already experiencing weakening sales heading into 2020. Same-store sales (comps) fell by 19.4% in 2019, following that up with a 9.5% drop last year.\nWhile the company was experiencing strong sales growth for a long time, the last few years have been rough. It posted negative comps in four out of the last five years. That's due in no small part to a world that is changing, and people can increasingly download games from a variety of reputable companies such as Epic Games, Steam,  Microsoft, and  Sony.\nA major investor saw an opportunity to turn around GameStop's fortunes. RC Ventures, headed by Ryan Cohen, founder of the online company Chewy, built a 13% ownership in the company. He is now chairman of GameStop and has made key management changes, including hiring a new CEO and CFO who previously worked for Amazon.\nClearly, Cohen has committed his financial resources and time to making GameStop successful. While he built up impressive credentials at Chewy, which PetSmart bought for $3.4 billion (and still owns a majority stake in despite taking the company public), can he work his magic this time around?\nDon't get fooled\nIt's a tough road to get GameStop moving in the right direction. Management didn't provide a comparable sales figure, but the fiscal first quarter's top line did increase by better than 25% to $1.3 billion for the period ended on May 1. But you shouldn't get overly excited by this impressive headline figure.\nIt is difficult to make year-over-year comparisons since the company cut its store base by 12%. While this would make the sales growth seem more impressive, remember, GameStop was forced to close stores last year due to the pandemic. So this depressed the year-ago figure. Then, the current period benefited from Sony and Microsoft releasing new game consoles last year. This will prove to be a temporary lift since it's a one-time purchase.\nThe company will need to follow this up with improved game sales. However, software sales were down during the period. While the company blamed this on lower used game inventory, it has gotten a boost in the past when companies released new systems. This suggests that GameStop's hope for a multi-year bounce from the new systems is already facing hurdles.\nDetails lacking\nWhile the new management team has online e-commerce experience, details on a plan forward remain lacking. Undoubtedly, that is coming as the executives meet and figure out where they want to go. However, with stiff online competition, it is tough to invest in the company without knowing how it will turn itself around and get sales back to sustained profitability.\nThat's why you should leave GameStop's shares on the shelf.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319929144,"gmtCreate":1611486902688,"gmtModify":1704860400894,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> is going to to rise high, the question now remains is how high??","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> is going to to rise high, the question now remains is how high??","text":"$Palantir Technologies Inc.(PLTR)$ is going to to rise high, the question now remains is how high??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/319929144","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"Finally, when your initial post [Bixin] [Bixin] comes, I hope you can have a good time and earn a good time in Tiger Community! If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when your initial post [Bixin] [Bixin] comes, I hope you can have a good time and earn a good time in Tiger Community! If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when your initial post [Bixin] [Bixin] comes, I hope you can have a good time and earn a good time in Tiger Community! If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152690611,"gmtCreate":1625285516133,"gmtModify":1703739992007,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Chinese Ev will grow and become big one day","listText":"Chinese Ev will grow and become big one day","text":"Chinese Ev will grow and become big one day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152690611","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday 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\">\nChinese EV stocks slipped in Friday 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\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166260865,"gmtCreate":1624012450457,"gmtModify":1703826521868,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great news. If only I have money to buy??","listText":"Great news. If only I have money to buy??","text":"Great news. If only I have money to buy??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/166260865","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581730902365980","authorId":"3581730902365980","name":"Sataneson","avatar":"https://static.tigerbbs.com/eca31f563085f3549f3adfa11debfd90","crmLevel":1,"crmLevelSwitch":0},"content":"U can do it","text":"U can do it","html":"U can do it"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189964714,"gmtCreate":1623240954638,"gmtModify":1704199060447,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Hopefully can go higher and higher . Target $80 by end of year","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Hopefully can go higher and higher . Target $80 by end of year","text":"$Palantir Technologies Inc.(PLTR)$Hopefully can go higher and higher . Target $80 by end of year","images":[{"img":"https://static.tigerbbs.com/49c07332412fef0a0427a3d5d315295f","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/189964714","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569229581224836","authorId":"3569229581224836","name":"Rurulz","avatar":"https://static.tigerbbs.com/09fba295568949361ca317d20e5a600b","crmLevel":2,"crmLevelSwitch":0},"content":"target price too bullish?","text":"target price too bullish?","html":"target price too bullish?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153760508,"gmtCreate":1625051473704,"gmtModify":1703734875790,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pltr and Tesla are long term holding","listText":"Pltr and Tesla are long term holding","text":"Pltr and Tesla are long term holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153760508","repostId":"1150186389","repostType":4,"repost":{"id":"1150186389","pubTimestamp":1625044819,"share":"https://www.laohu8.com/m/news/1150186389?lang=&edition=full","pubTime":"2021-06-30 17:20","market":"us","language":"en","title":"Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150186389","media":"InvestorPlace","summary":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstoc","content":"<p>Like all investments, there are good Reddit stocks, and bad ones</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/753e957cac964de085fbdea1b1aa30a1\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Marcus Krauss / Shutterstock.com</span></p>\n<p>I must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.</p>\n<p>The arguments abound whether the meme stock frenzy is&nbsp;a permanent part of the investing landscape.</p>\n<p>“This is not going to end well,” Former E*Trade CEO Karl Roessner told<i>CNBC</i>in early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”</p>\n<p>However, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying&nbsp;<b>GameStop</b>(NYSE:<b><u>GME</u></b>), you can pick up shares in some of America’s better companies that trade at a discount.</p>\n<p>That’s not easy when the&nbsp;Cyclically Adjusted PE Ratio&nbsp;(CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.</p>\n<p>With that in mind, I’ve rated the&nbsp;top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:</p>\n<ul>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>KB Home</b>(NYSE:<b><u>KBH</u></b>)</li>\n <li><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>)</li>\n <li><b>Clean Energy Fuels</b>(NASDAQ:<b><u>CLNE</u></b>)</li>\n <li><b>BlackBerry</b>(NYSE:<b><u>BB</u></b>)</li>\n <li><b>Workhorse Group</b>(NASDAQ:<b><u>WKHS</u></b>)</li>\n <li><b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>)</li>\n <li><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>)</li>\n <li><b>Globalstar</b>(NYSEAMERICAN:<b><u>GSAT</u></b>)</li>\n <li><b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>)</li>\n</ul>\n<p><b>Tesla (TSLA)</b></p>\n<p>Say what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.</p>\n<p>The company has added a&nbsp;battery cell production&nbsp;component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than&nbsp;<b>Volkswagen’s</b>(OTCMKTS:<b><u>VWAGY</u></b>) planned facility a couple hundred miles away.</p>\n<p>Across the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently&nbsp;uses this technology&nbsp;at its plant in Shanghai.</p>\n<p>Tesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.</p>\n<p><b>KB Home (KBH)</b></p>\n<p>The largest homebuilders in America are having&nbsp;trouble keeping up with demand&nbsp;at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.</p>\n<p>“Operationally, our divisions are doing an&nbsp;excellent job&nbsp;of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.</p>\n<p>KB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.</p>\n<p>KB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.</p>\n<p><b>Palantir Technologies (PLTR)</b></p>\n<p>Palantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.</p>\n<p>The reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.</p>\n<p>Not only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.</p>\n<p>For example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests&nbsp;in the PIPEs&nbsp;to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.</p>\n<p>I’m not 100% sold on Palantir&nbsp;just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.</p>\n<p>Palantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.</p>\n<p><b>Clean Energy Fuels</b><b>(</b><b>CLNE)</b></p>\n<p>Back in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.</p>\n<p>I liked Clean Energy for several reasons.</p>\n<p>First, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.<b>Total</b>(OTCMKTS:<b><u>TTFNF</u></b>) owns 25% of its stock.</p>\n<p>Oh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.</p>\n<p>In the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.</p>\n<p><b>BlackBerry (BB)</b></p>\n<p>I can remember when&nbsp;President Barack Obama&nbsp;first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.</p>\n<p>Now supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles&nbsp;worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.</p>\n<p>Things have turned around for BlackBerry.</p>\n<p>At least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its&nbsp;compensation plan&nbsp;had no relation to its overall corporate performance.</p>\n<p>As a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.</p>\n<p>On a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.</p>\n<p>In the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.</p>\n<p><b>Workhorse Group (WKHS)</b></p>\n<p>The last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the&nbsp;backlog of 8,000&nbsp;commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.</p>\n<p>Long story short, if it did, its stock would be worth more than $12.50.</p>\n<p>Well, on June 16, Workhorse&nbsp;officially protested&nbsp;the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to&nbsp;<b>Oshkosh</b>(NYSE:<b><u>OSK</u></b>). The news pushed WKHS to $17.54 at the start of June 29.</p>\n<p><i>InvestorPlace’s</i>&nbsp;Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to&nbsp;ride on the coattails&nbsp;of big guns like&nbsp;<b>Ford</b>(NYSE:<b><u>F</u></b>) and&nbsp;<b>General Motors</b>(NYSE:<b><u>GM</u></b>). That’s not the craziest theory in the world.</p>\n<p>In the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce&nbsp;1,000 trucks&nbsp;in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.</p>\n<p>Workhorse has an&nbsp;FCF margin of -5,320.2%&nbsp;based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.</p>\n<p><b>AMC Entertainment (AMC)</b></p>\n<p>AMC is a stock that I’m conflicted about.</p>\n<p>On the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.</p>\n<p>Despite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another&nbsp;$600 million— it still has&nbsp;$11.05 billion&nbsp;owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.</p>\n<p>Former E*Trade CEO Karl Roessner appeared on&nbsp;<i>CNBC</i>&nbsp;in early June. While he&nbsp;commended AMC management&nbsp;for selling shares when prices were high, the company is not worth $28 billion.</p>\n<p>“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.</p>\n<p>I couldn’t agree more.</p>\n<p>AMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.</p>\n<p><b>ContextLogic (WISH)</b></p>\n<p>In February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”<i>.</i>I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.</p>\n<p>“If ContextLogic’s goal is to beat&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.</p>\n<p>I finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its&nbsp;IPO price&nbsp;of $24.</p>\n<p>ContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.</p>\n<p><b>Globalstar (GSAT)</b></p>\n<p>Not everyone thinks the provider of mobile satellite services is a bad bet.</p>\n<p>B. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a&nbsp;$3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.</p>\n<p>From where I sit, the fact that it’s currently trading at&nbsp;a price-to-sales ratio of 25.39&nbsp;and&nbsp;not making money&nbsp;on a GAAP basis makes it very hard for me to get behind the company.</p>\n<p>However, Globalstar does have one big ace up its sleeve.</p>\n<p>On page 87 of its&nbsp;2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.</p>\n<p>Globalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.</p>\n<p><b>Clover Health (CLOV)</b></p>\n<p>They say timing is everything.</p>\n<p>In early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of&nbsp;upside resistance at $10.</p>\n<p>While I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.</p>\n<p>“By afternoon trading [June 8], Clover had already traded over&nbsp;650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”<i>CNBC</i>‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”</p>\n<p>CLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.</p>\n<p>In my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.</p>\n<p>Overall, it’s down slightly from its&nbsp;first day of trading&nbsp;on Jan. 8.</p>\n<p>Clover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich of the 10 Most Talked About Reddit Stocks Is Worth a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be ...</p>\n\n<a href=\"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","PLTR":"Palantir Technologies Inc.","CLNE":"Clean Energy Fuels Corp","TSLA":"特斯拉","BB":"黑莓","GSAT":"全球星","WKHS":"Workhorse Group, Inc.","KBH":"KB Home","AMC":"AMC院线"},"source_url":"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150186389","content_text":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.\nThe arguments abound whether the meme stock frenzy is a permanent part of the investing landscape.\n“This is not going to end well,” Former E*Trade CEO Karl Roessner toldCNBCin early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”\nHowever, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying GameStop(NYSE:GME), you can pick up shares in some of America’s better companies that trade at a discount.\nThat’s not easy when the Cyclically Adjusted PE Ratio (CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.\nWith that in mind, I’ve rated the top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:\n\nTesla(NASDAQ:TSLA)\nKB Home(NYSE:KBH)\nPalantir Technologies(NYSE:PLTR)\nClean Energy Fuels(NASDAQ:CLNE)\nBlackBerry(NYSE:BB)\nWorkhorse Group(NASDAQ:WKHS)\nAMC Entertainment(NYSE:AMC)\nContextLogic(NASDAQ:WISH)\nGlobalstar(NYSEAMERICAN:GSAT)\nClover Health(NASDAQ:CLOV)\n\nTesla (TSLA)\nSay what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.\nThe company has added a battery cell production component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than Volkswagen’s(OTCMKTS:VWAGY) planned facility a couple hundred miles away.\nAcross the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently uses this technology at its plant in Shanghai.\nTesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.\nKB Home (KBH)\nThe largest homebuilders in America are having trouble keeping up with demand at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.\n“Operationally, our divisions are doing an excellent job of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.\nKB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.\nKB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.\nPalantir Technologies (PLTR)\nPalantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.\nThe reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.\nNot only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.\nFor example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests in the PIPEs to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.\nI’m not 100% sold on Palantir just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.\nPalantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.\nClean Energy Fuels(CLNE)\nBack in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.\nI liked Clean Energy for several reasons.\nFirst, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.Total(OTCMKTS:TTFNF) owns 25% of its stock.\nOh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.\nIn the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.\nBlackBerry (BB)\nI can remember when President Barack Obama first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.\nNow supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.\nThings have turned around for BlackBerry.\nAt least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its compensation plan had no relation to its overall corporate performance.\nAs a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.\nOn a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.\nIn the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.\nWorkhorse Group (WKHS)\nThe last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the backlog of 8,000 commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.\nLong story short, if it did, its stock would be worth more than $12.50.\nWell, on June 16, Workhorse officially protested the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to Oshkosh(NYSE:OSK). The news pushed WKHS to $17.54 at the start of June 29.\nInvestorPlace’s Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to ride on the coattails of big guns like Ford(NYSE:F) and General Motors(NYSE:GM). That’s not the craziest theory in the world.\nIn the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce 1,000 trucks in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.\nWorkhorse has an FCF margin of -5,320.2% based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.\nAMC Entertainment (AMC)\nAMC is a stock that I’m conflicted about.\nOn the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.\nDespite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another $600 million— it still has $11.05 billion owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.\nFormer E*Trade CEO Karl Roessner appeared on CNBC in early June. While he commended AMC management for selling shares when prices were high, the company is not worth $28 billion.\n“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.\nI couldn’t agree more.\nAMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.\nContextLogic (WISH)\nIn February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”.I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.\n“If ContextLogic’s goal is to beat Amazon(NASDAQ:AMZN) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.\nI finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its IPO price of $24.\nContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.\nGlobalstar (GSAT)\nNot everyone thinks the provider of mobile satellite services is a bad bet.\nB. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a $3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.\nFrom where I sit, the fact that it’s currently trading at a price-to-sales ratio of 25.39 and not making money on a GAAP basis makes it very hard for me to get behind the company.\nHowever, Globalstar does have one big ace up its sleeve.\nOn page 87 of its 2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.\nGlobalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.\nClover Health (CLOV)\nThey say timing is everything.\nIn early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of upside resistance at $10.\nWhile I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.\n“By afternoon trading [June 8], Clover had already traded over 650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”CNBC‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”\nCLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.\nIn my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.\nOverall, it’s down slightly from its first day of trading on Jan. 8.\nClover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128690149,"gmtCreate":1624512424381,"gmtModify":1703838928202,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Looking pretty nice. Hopefully $30 by end of the month???","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Looking pretty nice. Hopefully $30 by end of the month???","text":"$Palantir Technologies Inc.(PLTR)$Looking pretty nice. Hopefully $30 by end of the month???","images":[{"img":"https://static.tigerbbs.com/a5007b5cc22506a5bd7e318511f5bf8c","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128690149","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803528064,"gmtCreate":1627450086158,"gmtModify":1703490205145,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good time to buy more","listText":"Good time to buy more","text":"Good time to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803528064","repostId":"2154418789","repostType":4,"repost":{"id":"2154418789","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":1627449326,"share":"https://www.laohu8.com/m/news/2154418789?lang=&edition=full","pubTime":"2021-07-28 13:15","market":"sh","language":"en","title":"China shares search for footing as state media urges calm","url":"https://stock-news.laohu8.com/highlight/detail?id=2154418789","media":"Reuters","summary":"* SSEC -0.59%; CSI300 flat, HSI -0.24%\n* Yuan, Chinese government bonds stable after late sell-off\n*","content":"<p>* SSEC -0.59%; CSI300 flat, HSI -0.24%</p>\n<p>* Yuan, Chinese government bonds stable after late sell-off</p>\n<p>* Yuan traders shift focus to U.S. Fed meeting</p>\n<p>* State-owned papers urge calm after rout</p>\n<p>SHANGHAI, July 28 (Reuters) - Chinese shares fell on Wednesday but trimmed earlier losses amid volatile trade as state-run financial media called for calm following a wild rout triggered by investor concerns about tightening government regulation.</p>\n<p>The Shanghai Composite Index fell as much as 2% before finishing the morning session down 0.59%. The blue-chip CSI300 index clawed back some its losses to end the morning flat, but was still down more than 6.6% for the week.</p>\n<p>In Hong Kong, the benchmark Hang Seng Index flitted between gains and losses to fall 0.24% at midday after plunging an eight-month closing low a day earlier. The Hang Seng China Enterprises Index was up 0.38%.</p>\n<p>Andy Maynard, head of equities at China Renaissance in Hong Kong, said the market mood on Wednesday was \"nervous\" rather than panicked.</p>\n<p>\"Is the downside over? No it's not. Do we think there's going to be more? Yes, there probably is. Do I think there's some relief here? Yes.\"</p>\n<p>The Hang Seng Tech index , which hit record lows a day earlier, was barely lower. Real estate firms in Hong Kong&nbsp;rose 1.5% even as a mainland index tracking the sector&nbsp;fell 0.45%.</p>\n<p>A CSI index tracking education firms listed on mainland and Hong Kong markets&nbsp;fell 0.52%.</p>\n<p>The wobbly trade in Chinese markets came as state-owned securities newspaper urged calm for A-share investors on Wednesday.</p>\n<p>The Securities Times wrote the market \"will stabilise at any moment\" after regulatory moves aimed at the education, property and technology sectors sparked heavy selling this week.</p>\n<p>Fixed income and foreign exchange markets were relatively steady on Wednesday after succumbing to Tuesday's sell-off. The most-traded 10-year Chinese government bond futures, for September delivery , were last down 0.09%, following a 0.35% drop a day earlier.</p>\n<p>China's yuan firmed from a more than three-month trough against the dollar hit a day earlier, as some investors expected major state banks could step in soon to support the currency. The yuan's late slump fed into the People's Bank of China's weakest daily fixing in three months on Wednesday.</p>\n<p>Some traders said much attention had shifted from domestic markets to the outcome of a two-day U.S. Federal Reserve meeting due later in the session, which could affect the trajectory of the dollar and other major currencies.</p>\n<p>\"Maybe the authorities want some weakness in the yuan for the time being, but an overshoot could definitely prompt some actions,\" said a trader at a Chinese bank.</p>\n<p>The onshore spot yuan&nbsp; was last at 6.5055 per dollar and the offshore yuan strengthened to 6.5139 per dollar.</p>\n<p>China's regulatory moves seem \"to have led to a further reassessment of the extent to which the Chinese authorities are happy to make life more difficult for private business in the pursuit of other aims,\" Oliver Allen, markets economist at Capital Economics said in a note.</p>\n<p>\"That is obviously bad news for certain Chinese firms, but it need not have major consequences for markets elsewhere.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China shares search for footing as state media urges calm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina shares search for footing as state media urges calm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 13:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* SSEC -0.59%; CSI300 flat, HSI -0.24%</p>\n<p>* Yuan, Chinese government bonds stable after late sell-off</p>\n<p>* Yuan traders shift focus to U.S. Fed meeting</p>\n<p>* State-owned papers urge calm after rout</p>\n<p>SHANGHAI, July 28 (Reuters) - Chinese shares fell on Wednesday but trimmed earlier losses amid volatile trade as state-run financial media called for calm following a wild rout triggered by investor concerns about tightening government regulation.</p>\n<p>The Shanghai Composite Index fell as much as 2% before finishing the morning session down 0.59%. The blue-chip CSI300 index clawed back some its losses to end the morning flat, but was still down more than 6.6% for the week.</p>\n<p>In Hong Kong, the benchmark Hang Seng Index flitted between gains and losses to fall 0.24% at midday after plunging an eight-month closing low a day earlier. The Hang Seng China Enterprises Index was up 0.38%.</p>\n<p>Andy Maynard, head of equities at China Renaissance in Hong Kong, said the market mood on Wednesday was \"nervous\" rather than panicked.</p>\n<p>\"Is the downside over? No it's not. Do we think there's going to be more? Yes, there probably is. Do I think there's some relief here? Yes.\"</p>\n<p>The Hang Seng Tech index , which hit record lows a day earlier, was barely lower. Real estate firms in Hong Kong&nbsp;rose 1.5% even as a mainland index tracking the sector&nbsp;fell 0.45%.</p>\n<p>A CSI index tracking education firms listed on mainland and Hong Kong markets&nbsp;fell 0.52%.</p>\n<p>The wobbly trade in Chinese markets came as state-owned securities newspaper urged calm for A-share investors on Wednesday.</p>\n<p>The Securities Times wrote the market \"will stabilise at any moment\" after regulatory moves aimed at the education, property and technology sectors sparked heavy selling this week.</p>\n<p>Fixed income and foreign exchange markets were relatively steady on Wednesday after succumbing to Tuesday's sell-off. The most-traded 10-year Chinese government bond futures, for September delivery , were last down 0.09%, following a 0.35% drop a day earlier.</p>\n<p>China's yuan firmed from a more than three-month trough against the dollar hit a day earlier, as some investors expected major state banks could step in soon to support the currency. The yuan's late slump fed into the People's Bank of China's weakest daily fixing in three months on Wednesday.</p>\n<p>Some traders said much attention had shifted from domestic markets to the outcome of a two-day U.S. Federal Reserve meeting due later in the session, which could affect the trajectory of the dollar and other major currencies.</p>\n<p>\"Maybe the authorities want some weakness in the yuan for the time being, but an overshoot could definitely prompt some actions,\" said a trader at a Chinese bank.</p>\n<p>The onshore spot yuan&nbsp; was last at 6.5055 per dollar and the offshore yuan strengthened to 6.5139 per dollar.</p>\n<p>China's regulatory moves seem \"to have led to a further reassessment of the extent to which the Chinese authorities are happy to make life more difficult for private business in the pursuit of other aims,\" Oliver Allen, markets economist at Capital Economics said in a note.</p>\n<p>\"That is obviously bad news for certain Chinese firms, but it need not have major consequences for markets elsewhere.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154418789","content_text":"* SSEC -0.59%; CSI300 flat, HSI -0.24%\n* Yuan, Chinese government bonds stable after late sell-off\n* Yuan traders shift focus to U.S. Fed meeting\n* State-owned papers urge calm after rout\nSHANGHAI, July 28 (Reuters) - Chinese shares fell on Wednesday but trimmed earlier losses amid volatile trade as state-run financial media called for calm following a wild rout triggered by investor concerns about tightening government regulation.\nThe Shanghai Composite Index fell as much as 2% before finishing the morning session down 0.59%. The blue-chip CSI300 index clawed back some its losses to end the morning flat, but was still down more than 6.6% for the week.\nIn Hong Kong, the benchmark Hang Seng Index flitted between gains and losses to fall 0.24% at midday after plunging an eight-month closing low a day earlier. The Hang Seng China Enterprises Index was up 0.38%.\nAndy Maynard, head of equities at China Renaissance in Hong Kong, said the market mood on Wednesday was \"nervous\" rather than panicked.\n\"Is the downside over? No it's not. Do we think there's going to be more? Yes, there probably is. Do I think there's some relief here? Yes.\"\nThe Hang Seng Tech index , which hit record lows a day earlier, was barely lower. Real estate firms in Hong Kong rose 1.5% even as a mainland index tracking the sector fell 0.45%.\nA CSI index tracking education firms listed on mainland and Hong Kong markets fell 0.52%.\nThe wobbly trade in Chinese markets came as state-owned securities newspaper urged calm for A-share investors on Wednesday.\nThe Securities Times wrote the market \"will stabilise at any moment\" after regulatory moves aimed at the education, property and technology sectors sparked heavy selling this week.\nFixed income and foreign exchange markets were relatively steady on Wednesday after succumbing to Tuesday's sell-off. The most-traded 10-year Chinese government bond futures, for September delivery , were last down 0.09%, following a 0.35% drop a day earlier.\nChina's yuan firmed from a more than three-month trough against the dollar hit a day earlier, as some investors expected major state banks could step in soon to support the currency. The yuan's late slump fed into the People's Bank of China's weakest daily fixing in three months on Wednesday.\nSome traders said much attention had shifted from domestic markets to the outcome of a two-day U.S. Federal Reserve meeting due later in the session, which could affect the trajectory of the dollar and other major currencies.\n\"Maybe the authorities want some weakness in the yuan for the time being, but an overshoot could definitely prompt some actions,\" said a trader at a Chinese bank.\nThe onshore spot yuan  was last at 6.5055 per dollar and the offshore yuan strengthened to 6.5139 per dollar.\nChina's regulatory moves seem \"to have led to a further reassessment of the extent to which the Chinese authorities are happy to make life more difficult for private business in the pursuit of other aims,\" Oliver Allen, markets economist at Capital Economics said in a note.\n\"That is obviously bad news for certain Chinese firms, but it need not have major consequences for markets elsewhere.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157231469,"gmtCreate":1625582769451,"gmtModify":1703744398887,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good chance to buy more","listText":"Good chance to buy more","text":"Good chance to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157231469","repostId":"1191131157","repostType":2,"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943632189,"gmtCreate":1679400315341,"gmtModify":1679400320721,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"most likely raise the rates","listText":"most likely raise the rates","text":"most likely raise the rates","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943632189","repostId":"2321566653","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172308614,"gmtCreate":1626932288238,"gmtModify":1703480844508,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pltr to the moon","listText":"Pltr to the moon","text":"Pltr to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/172308614","repostId":"1132046331","repostType":4,"repost":{"id":"1132046331","pubTimestamp":1626925773,"share":"https://www.laohu8.com/m/news/1132046331?lang=&edition=full","pubTime":"2021-07-22 11:49","market":"us","language":"en","title":"3 Celebrity Investors Who Broke Buffett’s Investing Tenets — And Scored","url":"https://stock-news.laohu8.com/highlight/detail?id=1132046331","media":"investorplace","summary":"Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth ","content":"<p>Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth didn’t come out of thin air. Rather, he earned it as one of the greatest investors of all time. As such, his widespread success and wisdom has influenced countless investors over the ages — myself included.</p>\n<p>But now it’s time to question the old ways. It’s time to look for other investing influencers to track …<i>it’s time to develop a new set of investing rules</i>.</p>\n<p>If you’re anything like me, Buffett’s rules of investing — his way of defining good businesses — still drives at least some part of your thinking. But the beauty of knowing the rules is understanding how and when to break them.I bet I’m not the only one who has broken, or at the very least<i>bent</i>, some of Buffett’s rules over the years.</p>\n<p>This rule-breaking has been particularly important in a post coronavirus world. After all, the novel coronavirus pandemic changed the way we all look at stocks. Whether we’re fast-money traders, meme-players, short-sellers or speculators, we’ve all likely experienced what it’s like to pick a winner.</p>\n<p>That quest for a little extra edge has many retail investors diversifying their investments. It also has them hand-picking stocks in emerging growth areas. Remember that20-slot punch card Buffettgave us? If you’ve dabbled in growth stocks over the last year, your portfolio probably looks like a paper punch ballot from the 2000 Bush-Gore Florida recount …<i>more than a few extra hanging chads</i>.</p>\n<p>More recently, retail investors have become much more diversified. So should we worship a new fund manager now?Here’s a place to start.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ab062cea0fd08ffae58971d246b6e4\" tg-width=\"639\" tg-height=\"257\" referrerpolicy=\"no-referrer\"><span>Source: InvestorPlace via Twitter</span></p>\n<p>The results of a recent<i>InvestorPlace</i>twitter poll suggest that the crowd favorite is growth investing messiah Cathie Wood.For those who are less familiar, Wood is theCEO and chief investment officer of ARKInvestment Management.</p>\n<p>Tied for second place are two equally compelling investment warriors. First, we’ve got the (not so mythical) mature unicorn lover Bill Ackman of&nbsp;<b>Pershing Square Tontine Holdings</b>(NYSE:<b><u>PSTH</u></b>). Ackman stands right next tothe “most feared man in corporate America,” celebrity activistJeff Smith of&nbsp;<b>StarboardValue Acquisition</b>(NASDAQ:<b><u>SVAC</u></b>).</p>\n<p>No doubt, these three investors have unique personalities. But they also promote three distinct investing styles, which have made an indelible impression on the way we think about a stock’s intrinsic value.</p>\n<p>From hypergrowth, to growth arbitrage, to “SPAC-tivists,” here’s a closer look at the investing psychology behind these investment styles, along with top stock picks. Ultimately, if we pepper a little bit of Cathie, Bill and Jeff into our own stock-picking, we might make some new rules of investing (and break them again later). Hell, putting it all together, we might even get one step closer to that coveted Buffett net worth.</p>\n<p><b>New Investment Styles: The Hypergrowth Investor</b></p>\n<p><b>StyleMessiah:</b>Cathie Wood&nbsp;<b>Investing MO:</b>Early stage growth stories in massive (and rapidly growing) addressable markets</p>\n<p>Aniconoclastic personalityand buzzy social media following earned Wood a Buffett-like fandom. But out-of-this-worldperformance makes Cathie the reigning investment queen. Wood’s flagship exchange-traded fund (ETF), the&nbsp;<b>ARK Innovation Fund</b>(NYSEARCA:<b><u>ARKK</u></b>),holds $22 billion in assets. It also&nbsp;delivered an otherworldly 147% return in 2020.</p>\n<p>Wood made “disruptiveinnovation” a household word. She also invested big (and early) in several massive technology themes — from artificial intelligence, big data, cloud computing, cybersecurity, blockchain, digital wallets to genomics.</p>\n<p>Many of the “Woodstocks” are aggressive, high-beta stocks which experienced meteoric gains last year. For example,<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), a big holding in three of Wood’s funds, gained 510% in 2020. (Side note:reports of TSLA’s imminent demise are greatly exaggerated). Wood predicts the electric car company can double its revenue growth over the next 5 years and willsomeday be valued at over $1 trillion. Other ARK gems include&nbsp;<b>Square</b>(NYSE:<b><u>SQ</u></b>),<b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>),<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and&nbsp;<b>Shopify</b>(NYSE:<b><u>SHOP</u></b>).</p>\n<p><b>Winner Takes Most</b></p>\n<p>Another salient trait: Wood invests in technology leaders in a “winner takes most” market. This gives her the confidence to largely ignore valuation and invest in companies whose profits are years if not decades away. That’s most definitely not something Buffett would do.</p>\n<p>While Cathie’s picks worked amazingly well in 2020, the market has been less kind to emerging growth stocksamid rising interest rates. ARK’s total assets aredown to $52 billion (from $60 billion) — largely reflecting a cooling amid a rotation into value names that will benefit from the economic recovery.ARKK and&nbsp;<b>ARK Next Generation Internet ETF</b>(NYSEARCA:<b><u>ARKW</u></b>) have underperformed the market,down 4% and 2%year to date, respectively (versus a14%gain for the&nbsp;<b>Nasdaq Composite</b>).</p>\n<p>Success has brought about some growing pains. Huge inflows led observers to question ARK’s sizable stakes in small- and mid-cap names and the liquidity of these positions in a downturn.In particular,Wood’s strategy of selling holdings in bigger, more liquid companies during drawdowns and buying less well-traded names fueled fears that ARK would become overexposed to its most speculative bets.Wood has pushed back on concerns about ticket sizes, arguing that the companies she invested in could grow quickly, solving the problem. (Side note: ARKno longer holds a stake bigger than 20% in any stock, down fromthree companiesin February).</p>\n<p><b>A Less-Crowded Easter Egg Hunt</b></p>\n<p>There’s another important bi-product of Cathie’s success: a fairly predictable herd-like chasing behavior.Investors closely follow ARK trades,provided dailya few hours after market close, to see Wood’s endorsements of stocks. That momentum has pushed stocks like data analytics company<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) into meme-like territory.</p>\n<p>But when that herding behavior continues, that is,when a group of momentum investors chase the same stocks, it does two things. First, it candrive up the value of stocks without actually analyzing and understanding the underlying valuation of them.Second, it leaves other growth stories relatively undiscovered,like a less crowded Easter Egg hunt. That’s the reason these next two investors are on my radar.</p>\n<p><b>New Investment Styles</b>: The Growth Arbitrage Investor</p>\n<p><b>Style Messiah:</b>Bill Ackman&nbsp;<b>Investing MO:</b>Price dislocation in high-quality businesses with incremental cash flow potential</p>\n<p>Bringing“mature unicorn”&nbsp;back into the investing vernacular while spawninga thousand memes, Bill Ackman has re-defined growth arbitrage investing. Ackman’s SPAC,Pershing Square Tontine Holdingsseeks out investments in durable,proven businesses. These are the kind that Warren Buffett would say have amoataround them. But another facet of PSTH’s picks is that these companies don’t yet have stock prices that reflect their potential.</p>\n<p>Like Wood, Ackman looks for growth — but not at any price. This manager aims for businessestrading at highly discounted valuations — usually because investors have overreacted to negative macro or company-specific events.A key investment theme:finding names whose intrinsic value is driven by<i>cash generation</i>, not future growth projections.</p>\n<p><b>Double Dipping</b></p>\n<p>Just the mention of cash generation might make a lot of self-proclaimed growth investors wince. But for Ackman acolytes, or “Tontards” (as the&nbsp;<b>Reddit</b>&nbsp;crowd calls them), growth and fundamental analysis need not exist separately. In fact, Ackman has shown that buying thesehigh-quality, but mispriced stocks can unlock a<i>double</i>discount. A stock price often doesn’t reflect the intrinsic value of the business. Nor does it often reflect the intrinsic value of the business<i>if it were run better.</i></p>\n<p>Usually, once an Ackman holding makes a few modest tweaks, the business’ earnings and cash flow lever delivers strong upside — and price appreciation for the stock.Take for example, some of Ackman’s mispriced winners like the growth story at&nbsp;<b>Chipotle Mexican Grill</b>(NYSE:<b><u>CMG</u></b>), or successful turnarounds, such as<b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>). Oh, and don’t forget the turnarounds ofleisure travel play&nbsp;<b>Hilton</b>(NYSE:<b><u>HLT</u></b>) and tech giant<b>Agilent</b>(NYSE:<b><u>A</u></b>), either.</p>\n<p>In addition to value unlocking, Ackman’s growth arbitrage investing style has other key advantages. First, the portfolio is shielded from momentum-driven volatility caused by changing investor whims. Whereas a portion of Cathie’s portfolio consists of “fast-money” plays like special-purpose acquisition companies (SPACs) and electric vehicle companies, whose fortunes can change very quickly, Ackman’s names tend to be owned by investors with a longer-term investment horizon.</p>\n<p>Second, because these businesses are presently delivering cash flow and earnings, their valuations are more insulated against rising interest rates.</p>\n<p><b>Know When to Fold ‘em</b></p>\n<p>While Wood has been criticized for the concentration of her portfolio, Ackman isn’t afraid to take money off the table. In May, PSTH announced it had exited its wildly successful position in&nbsp;<b>Starbucks</b>(NASDAQ:<b><u>SBUX</u></b>) to acquire a roughly 6% stake in&nbsp;<b>Domino’s Pizza</b>(NYSE:<b><u>DPZ</u></b>). The thesis: It’s a simple free cash flow business suffering from temporary price dislocation. With a digital delivery infrastructure and the largest owned in-house delivery network, Ackman sees a combination of exceptional economics and the potential for continued share gains.</p>\n<p>For r/PSTH’s16,000-plus Tontards, PSTH stock has been a bumpy ride lately. First there wasAckman’s eyebrow raising decision to use a SPAC to buy a minority stake in another company. This MO didn’t follow the usual SPAC investment pattern, which is to merge with and take its target public. Second, there was this week’s announcement thatPSTH backed out of its deal to buy a 10% stake in mega-music publisher Universal Music Group from<b>Vivendi</b>(OTCMKTS:<b><u>VIVHY</u></b>).The reason:objections from the Securities and Exchange Commission&nbsp;relating to<b>NYSE</b>listing rules.</p>\n<p>Tontards are spinning a positive narrative. PSTH can conserve its firepower for a larger acquisition. While the identity of the SPAC’s merger target is still unknown, payment companies, includingStripe and Plaidhave been mentioned as potential candidates. The increasing valuation for these expensive unicorns could be another reason for PSTH wanting to maximize its $4 billion cash war chest.</p>\n<p><b>New Investment Styles</b>:<b>The ‘SPAC-tivist’</b></p>\n<p><b>Style Messiah:</b>Jeff Smith</p>\n<p><b>Investing MO:</b>Build stakes in undervalued businesses and force operational and/or strategic changes to unlock value</p>\n<p>There’s another investor with aneye for detecting unrealized potential in companies: activist investor and hedge fund manager Jeff Smith. The hedge fund he manages,Starboard Value LP, is known for executing big sweeping changes at its target companies. In 2014, Starboard ousted the entire board of Olive Garden-owner<b>Darden Restaurants</b>(NYSE:<b><u>DRI</u></b>), a stunning shareholder coup. In less than two years, Smith oversaw a stunning turnaround at the company, resulting in a 40% appreciation in Darden’s stock price.</p>\n<p>Starboard builds stakes in undervalued companies with inefficient management. It then forces them to make important operational changes to correct course and unlock value. About 80% of Starboard Value’s activist campaigns have been profitable, while the fund posted annualized returns of 15.5% through 2014. Famous activist targets include&nbsp;<b>The ODP Company</b>(NASDAQ:<b><u>ODP</u></b>),<b>Macy’s</b>(NYSE:<b><u>M</u></b>) and<b>Papa John’s Pizza</b>(NASDAQ:<b><u>PZZA</u></b>).</p>\n<p><b>Finding the Value in Growth</b></p>\n<p>More recently, Smith is trying his hand in SPACs.Starboard Value Acquisition, which raised$360 million in its September 2020 IPO,announced its first merger target, data-center firm Cyxtera Technologies.Formed in 2017, Cyxtera consists of 57 data centers owned by CenturyLink, now known as&nbsp;<b>Lumen Technologies</b>(NYSE:<b><u>LUMN</u></b>), with four cybersecurity and data analytics companies.</p>\n<p>If Ackman mostly hunts for mature unicorns, Smith’s target is on the younger side. Valued at $3.4 billion, Cyxtera is an early stage company in a well-established, rapidly growing market with strong secular tailwinds. Smith’s target could have room to grow from a valuation perspective too.</p>\n<p>In 2020, data center real estate investment trusts ended the year as the best performing REIT sector, accumulating a total of21% annual return. Cyxtera’s closest equivalents,<b>Equinix</b>(NASDAQ:<b><u>EQIX</u></b>) and&nbsp;<b>Digital Realty Trust</b>(NYSE:<b><u>DLR</u></b>) command lofty multiples of 31x and 26x forward AFFO (Adjusted Funds From Operations). With improved revenue growth and utilization, Cyxtera may experience a valuation recalibration closer to these peer multiples.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Celebrity Investors Who Broke Buffett’s Investing Tenets — And Scored</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Celebrity Investors Who Broke Buffett’s Investing Tenets — And Scored\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/3-celebrity-investors-broke-buffett-investing-tenets-scored-net-worth/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth didn’t come out of thin air. Rather, he earned it as one of the greatest investors of all time. As ...</p>\n\n<a href=\"https://investorplace.com/2021/07/3-celebrity-investors-broke-buffett-investing-tenets-scored-net-worth/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DPZ":"达美乐比萨","TDOC":"Teladoc Health Inc.","LOW":"劳氏","CMG":"墨式烧烤","TSLA":"特斯拉","PSTH":"Pershing Square Tontine Holdings","PLTR":"Palantir Technologies Inc.","ROKU":"Roku Inc","SBUX":"星巴克","DRI":"达登饭店","HLT":"希尔顿酒店"},"source_url":"https://investorplace.com/2021/07/3-celebrity-investors-broke-buffett-investing-tenets-scored-net-worth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132046331","content_text":"Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth didn’t come out of thin air. Rather, he earned it as one of the greatest investors of all time. As such, his widespread success and wisdom has influenced countless investors over the ages — myself included.\nBut now it’s time to question the old ways. It’s time to look for other investing influencers to track …it’s time to develop a new set of investing rules.\nIf you’re anything like me, Buffett’s rules of investing — his way of defining good businesses — still drives at least some part of your thinking. But the beauty of knowing the rules is understanding how and when to break them.I bet I’m not the only one who has broken, or at the very leastbent, some of Buffett’s rules over the years.\nThis rule-breaking has been particularly important in a post coronavirus world. After all, the novel coronavirus pandemic changed the way we all look at stocks. Whether we’re fast-money traders, meme-players, short-sellers or speculators, we’ve all likely experienced what it’s like to pick a winner.\nThat quest for a little extra edge has many retail investors diversifying their investments. It also has them hand-picking stocks in emerging growth areas. Remember that20-slot punch card Buffettgave us? If you’ve dabbled in growth stocks over the last year, your portfolio probably looks like a paper punch ballot from the 2000 Bush-Gore Florida recount …more than a few extra hanging chads.\nMore recently, retail investors have become much more diversified. So should we worship a new fund manager now?Here’s a place to start.\nSource: InvestorPlace via Twitter\nThe results of a recentInvestorPlacetwitter poll suggest that the crowd favorite is growth investing messiah Cathie Wood.For those who are less familiar, Wood is theCEO and chief investment officer of ARKInvestment Management.\nTied for second place are two equally compelling investment warriors. First, we’ve got the (not so mythical) mature unicorn lover Bill Ackman of Pershing Square Tontine Holdings(NYSE:PSTH). Ackman stands right next tothe “most feared man in corporate America,” celebrity activistJeff Smith of StarboardValue Acquisition(NASDAQ:SVAC).\nNo doubt, these three investors have unique personalities. But they also promote three distinct investing styles, which have made an indelible impression on the way we think about a stock’s intrinsic value.\nFrom hypergrowth, to growth arbitrage, to “SPAC-tivists,” here’s a closer look at the investing psychology behind these investment styles, along with top stock picks. Ultimately, if we pepper a little bit of Cathie, Bill and Jeff into our own stock-picking, we might make some new rules of investing (and break them again later). Hell, putting it all together, we might even get one step closer to that coveted Buffett net worth.\nNew Investment Styles: The Hypergrowth Investor\nStyleMessiah:Cathie Wood Investing MO:Early stage growth stories in massive (and rapidly growing) addressable markets\nAniconoclastic personalityand buzzy social media following earned Wood a Buffett-like fandom. But out-of-this-worldperformance makes Cathie the reigning investment queen. Wood’s flagship exchange-traded fund (ETF), the ARK Innovation Fund(NYSEARCA:ARKK),holds $22 billion in assets. It also delivered an otherworldly 147% return in 2020.\nWood made “disruptiveinnovation” a household word. She also invested big (and early) in several massive technology themes — from artificial intelligence, big data, cloud computing, cybersecurity, blockchain, digital wallets to genomics.\nMany of the “Woodstocks” are aggressive, high-beta stocks which experienced meteoric gains last year. For example,Tesla(NASDAQ:TSLA), a big holding in three of Wood’s funds, gained 510% in 2020. (Side note:reports of TSLA’s imminent demise are greatly exaggerated). Wood predicts the electric car company can double its revenue growth over the next 5 years and willsomeday be valued at over $1 trillion. Other ARK gems include Square(NYSE:SQ),Teladoc Health(NYSE:TDOC),Roku(NASDAQ:ROKU) and Shopify(NYSE:SHOP).\nWinner Takes Most\nAnother salient trait: Wood invests in technology leaders in a “winner takes most” market. This gives her the confidence to largely ignore valuation and invest in companies whose profits are years if not decades away. That’s most definitely not something Buffett would do.\nWhile Cathie’s picks worked amazingly well in 2020, the market has been less kind to emerging growth stocksamid rising interest rates. ARK’s total assets aredown to $52 billion (from $60 billion) — largely reflecting a cooling amid a rotation into value names that will benefit from the economic recovery.ARKK and ARK Next Generation Internet ETF(NYSEARCA:ARKW) have underperformed the market,down 4% and 2%year to date, respectively (versus a14%gain for the Nasdaq Composite).\nSuccess has brought about some growing pains. Huge inflows led observers to question ARK’s sizable stakes in small- and mid-cap names and the liquidity of these positions in a downturn.In particular,Wood’s strategy of selling holdings in bigger, more liquid companies during drawdowns and buying less well-traded names fueled fears that ARK would become overexposed to its most speculative bets.Wood has pushed back on concerns about ticket sizes, arguing that the companies she invested in could grow quickly, solving the problem. (Side note: ARKno longer holds a stake bigger than 20% in any stock, down fromthree companiesin February).\nA Less-Crowded Easter Egg Hunt\nThere’s another important bi-product of Cathie’s success: a fairly predictable herd-like chasing behavior.Investors closely follow ARK trades,provided dailya few hours after market close, to see Wood’s endorsements of stocks. That momentum has pushed stocks like data analytics companyPalantir(NYSE:PLTR) into meme-like territory.\nBut when that herding behavior continues, that is,when a group of momentum investors chase the same stocks, it does two things. First, it candrive up the value of stocks without actually analyzing and understanding the underlying valuation of them.Second, it leaves other growth stories relatively undiscovered,like a less crowded Easter Egg hunt. That’s the reason these next two investors are on my radar.\nNew Investment Styles: The Growth Arbitrage Investor\nStyle Messiah:Bill Ackman Investing MO:Price dislocation in high-quality businesses with incremental cash flow potential\nBringing“mature unicorn” back into the investing vernacular while spawninga thousand memes, Bill Ackman has re-defined growth arbitrage investing. Ackman’s SPAC,Pershing Square Tontine Holdingsseeks out investments in durable,proven businesses. These are the kind that Warren Buffett would say have amoataround them. But another facet of PSTH’s picks is that these companies don’t yet have stock prices that reflect their potential.\nLike Wood, Ackman looks for growth — but not at any price. This manager aims for businessestrading at highly discounted valuations — usually because investors have overreacted to negative macro or company-specific events.A key investment theme:finding names whose intrinsic value is driven bycash generation, not future growth projections.\nDouble Dipping\nJust the mention of cash generation might make a lot of self-proclaimed growth investors wince. But for Ackman acolytes, or “Tontards” (as the Reddit crowd calls them), growth and fundamental analysis need not exist separately. In fact, Ackman has shown that buying thesehigh-quality, but mispriced stocks can unlock adoublediscount. A stock price often doesn’t reflect the intrinsic value of the business. Nor does it often reflect the intrinsic value of the businessif it were run better.\nUsually, once an Ackman holding makes a few modest tweaks, the business’ earnings and cash flow lever delivers strong upside — and price appreciation for the stock.Take for example, some of Ackman’s mispriced winners like the growth story at Chipotle Mexican Grill(NYSE:CMG), or successful turnarounds, such asLowe’s(NYSE:LOW). Oh, and don’t forget the turnarounds ofleisure travel play Hilton(NYSE:HLT) and tech giantAgilent(NYSE:A), either.\nIn addition to value unlocking, Ackman’s growth arbitrage investing style has other key advantages. First, the portfolio is shielded from momentum-driven volatility caused by changing investor whims. Whereas a portion of Cathie’s portfolio consists of “fast-money” plays like special-purpose acquisition companies (SPACs) and electric vehicle companies, whose fortunes can change very quickly, Ackman’s names tend to be owned by investors with a longer-term investment horizon.\nSecond, because these businesses are presently delivering cash flow and earnings, their valuations are more insulated against rising interest rates.\nKnow When to Fold ‘em\nWhile Wood has been criticized for the concentration of her portfolio, Ackman isn’t afraid to take money off the table. In May, PSTH announced it had exited its wildly successful position in Starbucks(NASDAQ:SBUX) to acquire a roughly 6% stake in Domino’s Pizza(NYSE:DPZ). The thesis: It’s a simple free cash flow business suffering from temporary price dislocation. With a digital delivery infrastructure and the largest owned in-house delivery network, Ackman sees a combination of exceptional economics and the potential for continued share gains.\nFor r/PSTH’s16,000-plus Tontards, PSTH stock has been a bumpy ride lately. First there wasAckman’s eyebrow raising decision to use a SPAC to buy a minority stake in another company. This MO didn’t follow the usual SPAC investment pattern, which is to merge with and take its target public. Second, there was this week’s announcement thatPSTH backed out of its deal to buy a 10% stake in mega-music publisher Universal Music Group fromVivendi(OTCMKTS:VIVHY).The reason:objections from the Securities and Exchange Commission relating toNYSElisting rules.\nTontards are spinning a positive narrative. PSTH can conserve its firepower for a larger acquisition. While the identity of the SPAC’s merger target is still unknown, payment companies, includingStripe and Plaidhave been mentioned as potential candidates. The increasing valuation for these expensive unicorns could be another reason for PSTH wanting to maximize its $4 billion cash war chest.\nNew Investment Styles:The ‘SPAC-tivist’\nStyle Messiah:Jeff Smith\nInvesting MO:Build stakes in undervalued businesses and force operational and/or strategic changes to unlock value\nThere’s another investor with aneye for detecting unrealized potential in companies: activist investor and hedge fund manager Jeff Smith. The hedge fund he manages,Starboard Value LP, is known for executing big sweeping changes at its target companies. In 2014, Starboard ousted the entire board of Olive Garden-ownerDarden Restaurants(NYSE:DRI), a stunning shareholder coup. In less than two years, Smith oversaw a stunning turnaround at the company, resulting in a 40% appreciation in Darden’s stock price.\nStarboard builds stakes in undervalued companies with inefficient management. It then forces them to make important operational changes to correct course and unlock value. About 80% of Starboard Value’s activist campaigns have been profitable, while the fund posted annualized returns of 15.5% through 2014. Famous activist targets include The ODP Company(NASDAQ:ODP),Macy’s(NYSE:M) andPapa John’s Pizza(NASDAQ:PZZA).\nFinding the Value in Growth\nMore recently, Smith is trying his hand in SPACs.Starboard Value Acquisition, which raised$360 million in its September 2020 IPO,announced its first merger target, data-center firm Cyxtera Technologies.Formed in 2017, Cyxtera consists of 57 data centers owned by CenturyLink, now known as Lumen Technologies(NYSE:LUMN), with four cybersecurity and data analytics companies.\nIf Ackman mostly hunts for mature unicorns, Smith’s target is on the younger side. Valued at $3.4 billion, Cyxtera is an early stage company in a well-established, rapidly growing market with strong secular tailwinds. Smith’s target could have room to grow from a valuation perspective too.\nIn 2020, data center real estate investment trusts ended the year as the best performing REIT sector, accumulating a total of21% annual return. Cyxtera’s closest equivalents,Equinix(NASDAQ:EQIX) and Digital Realty Trust(NYSE:DLR) command lofty multiples of 31x and 26x forward AFFO (Adjusted Funds From Operations). With improved revenue growth and utilization, Cyxtera may experience a valuation recalibration closer to these peer multiples.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172301009,"gmtCreate":1626932166701,"gmtModify":1703480841593,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Slowly we headto the glorious zone called Profit ??","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Slowly we headto the glorious zone called Profit ??","text":"$Palantir Technologies Inc.(PLTR)$Slowly we headto the glorious zone called Profit ??","images":[{"img":"https://static.tigerbbs.com/53c32d619eae2f45c37341ed7e896259","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/172301009","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142218907,"gmtCreate":1626151983309,"gmtModify":1703754399199,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>It’s ok will continue to buy more till I reach 500 shares or a thousand&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>It’s ok will continue to buy more till I reach 500 shares or a thousand&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$It’s ok will continue to buy more till I reach 500 shares or a thousand","images":[{"img":"https://static.tigerbbs.com/1f5cecdb1676a11edfb985503e7dfd29","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142218907","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}