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2021-07-15

Time to buy a bit and buy more on negative news

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2021-06-04

$Intel(INTC)$Intel come on go up !

2021-05-31

I go for Intel as it is an almost an undervalued stock right now

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2021-04-25

Time to buy and make money by hold the stock for 15 years until fundamentals change and then sell at a very high price.

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Go to Tiger App to see more news

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to buy a bit and buy more on negative news","listText":"Time to buy a bit and buy more on negative news","text":"Time to buy a bit and buy more on negative news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144510673","repostId":"1121575153","repostType":2,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116660451,"gmtCreate":1622796626773,"gmtModify":1704191363364,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Intel come on go up !","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Intel come on go up !","text":"$Intel(INTC)$Intel come on go up !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116660451","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137724301,"gmtCreate":1622405486603,"gmtModify":1704183795654,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"I go for Intel as it is an almost an&nbsp;undervalued stock right now&nbsp;","listText":"I go for Intel as it is an almost an&nbsp;undervalued stock right now&nbsp;","text":"I go for Intel as it is an almost an undervalued stock right now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137724301","repostId":"2138149680","repostType":2,"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375976317,"gmtCreate":1619300791539,"gmtModify":1704722116144,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"Time to buy and make money by&nbsp;hold the stock for 15 years until fundamentals change and then sell at a very high price.&nbsp;","listText":"Time to buy and make money by&nbsp;hold the stock for 15 years until fundamentals change and then sell at a very high price.&nbsp;","text":"Time to buy and make money by hold the stock for 15 years until fundamentals change and then sell at a very high price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/375976317","repostId":"1174472089","repostType":2,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":137724301,"gmtCreate":1622405486603,"gmtModify":1704183795654,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"I go for Intel as it is an almost an&nbsp;undervalued stock right now&nbsp;","listText":"I go for Intel as it is an almost an&nbsp;undervalued stock right now&nbsp;","text":"I go for Intel as it is an almost an undervalued stock right now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137724301","repostId":"2138149680","repostType":2,"repost":{"id":"2138149680","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":1622074620,"share":"https://ttm.financial/m/news/2138149680?lang=&edition=fundamental","pubTime":"2021-05-27 08:17","market":"us","language":"en","title":"Intel vs. AMD -- should you buy either stock now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138149680","media":"Dow Jones","summary":"AMD has been an outperformer for years, but Intel is still a dominant presence.Despite its woes, Int","content":"<p>AMD has been an outperformer for years, but Intel is still a dominant presence.</p><p>Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.</p><p>PC manufacturers and users have their preferences. For investors, Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has been the clear winner. But Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has a tremendous R&amp;D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.</p><p><b>Where Intel and AMD fit in</b></p><p>\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Windows operating system.</p><p>Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:</p><p>Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.</p><p>For graphics processing units (GPUs), AMD competes with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.</p><p>According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).</p><p>Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.</p><p><b>Key metrics</b></p><p><b>1、Size and sales</b></p><p>Here are the companies' sizes by market capitalization and sales, with all figures in millions:</p><p>These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.</p><p>The next chart will help explain why.</p><p><b>2、Sales growth and profitability</b></p><p>Here's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.</p><p>Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.</p><p>A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.</p><p>Intel's first-quarter gross margin narrowed, while AMD's widened.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.</p><p>One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&amp;D, while AMD spent $610 million.</p><p>You can read more about Gelsinger's strategy and challenges here .</p><p><b>3、Free cash flow</b></p><p>A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.</p><p>This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:</p><p>Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.</p><p>Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .</p><p><b>4、Stock valuation and performance</b></p><p>Here are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:</p><p>Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&amp;P 500 Index , 27 for the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index) and 20.3 for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>.</p><p>If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.</p><p>These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:</p><p><b>And 30 years:</b></p><p>You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.</p><p><b>Wall Street's opinion</b></p><p>AMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:</p><p>So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.</p><p>Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.</p><p>So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.</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>Intel vs. AMD -- should you buy either stock now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel vs. AMD -- should you buy either stock now?\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\">2021-05-27 08:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMD has been an outperformer for years, but Intel is still a dominant presence.</p><p>Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.</p><p>PC manufacturers and users have their preferences. For investors, Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has been the clear winner. But Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has a tremendous R&amp;D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.</p><p><b>Where Intel and AMD fit in</b></p><p>\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Windows operating system.</p><p>Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:</p><p>Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.</p><p>For graphics processing units (GPUs), AMD competes with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.</p><p>According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).</p><p>Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.</p><p><b>Key metrics</b></p><p><b>1、Size and sales</b></p><p>Here are the companies' sizes by market capitalization and sales, with all figures in millions:</p><p>These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.</p><p>The next chart will help explain why.</p><p><b>2、Sales growth and profitability</b></p><p>Here's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.</p><p>Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.</p><p>A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.</p><p>Intel's first-quarter gross margin narrowed, while AMD's widened.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.</p><p>One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&amp;D, while AMD spent $610 million.</p><p>You can read more about Gelsinger's strategy and challenges here .</p><p><b>3、Free cash flow</b></p><p>A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.</p><p>This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:</p><p>Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.</p><p>Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .</p><p><b>4、Stock valuation and performance</b></p><p>Here are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:</p><p>Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&amp;P 500 Index , 27 for the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index) and 20.3 for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> PHLX Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>.</p><p>If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.</p><p>These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:</p><p><b>And 30 years:</b></p><p>You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.</p><p><b>Wall Street's opinion</b></p><p>AMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:</p><p>So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.</p><p>Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.</p><p>So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","SOXX":"iShares费城交易所半导体ETF","MSFT":"微软","AMD":"美国超微公司","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138149680","content_text":"AMD has been an outperformer for years, but Intel is still a dominant presence.Despite its woes, Intel Corp. remains the largest provider of core processors for \"x86\" PCs and servers. Its smaller rival for decades has been Advanced Micro Devices Inc. , which has made big strides in the past few years under CEO Lisa Su.PC manufacturers and users have their preferences. For investors, Advanced Micro Devices $(AMD)$ has been the clear winner. But Intel $(INTC)$ has a tremendous R&D budget, has been an excellent cash-flow grower and has enjoyed decades of dominance in its main area of business.Where Intel and AMD fit in\"Intel is the main supplier of x86 processors and the dominant supplier of x86 server CPUs for data center applications,\" according to Dean McCarron, president of Mercury Research, a provider of PC industry data. Most PCs using x86 processors run Microsoft Corp.'s $(MSFT)$ Windows operating system.Mercury Research provides market-share data based on unit shipments. Here is its worldwide breakdown for overall x86 CPU market share for the first quarter, with comparisons to the previous and year-earlier quarters:Intel remains the leader, but you can see that for the first quarter, AMD's market share increased tremendously from a year earlier. Then again, AMD's first-quarter share was down a bit from the previous quarter.For graphics processing units (GPUs), AMD competes with Nvidia Corp. $(NVDA)$.\"In the conventional graphics market, Nvidia is dominant, but AMD is also respectably large,\" McCarron said.According to Mercury Research, Nvidia's share in the conventional GPU market was 81%, with a 19% market share for AMD in the fourth quarter (the most recent for which unit sales data is available).Competition for data-center GPUs is expected to heat up. Again, Nvidia dominates, as AMD's market share is less than 10%, according to McCarron. But Intel is expected to begin shipping its own data-center GPUs, code-named Ponte Vecchio, in the fourth quarter or early in 2022.Key metrics1、Size and salesHere are the companies' sizes by market capitalization and sales, with all figures in millions:These numbers are fascinating, as they show how much more the stock market values AMD relative to sales. If we divide AMD's current market cap by first-quarter sales (annualized), we have a price-to-sales ratio of 6.9, against 2.9 for Intel.The next chart will help explain why.2、Sales growth and profitabilityHere's a look at both companies' sales growth for the first quarter from the year-earlier quarter, along with gross margins and operating margins.Here AMD is the big winner, with first-quarter sales nearly doubling from a year earlier. The overall market is growing and both companies' sales are increasing, but AMD is giving investors what they want.A company's gross margin is its net sales, less the cost of goods or services sold, divided by sales. Net sales exclude returns and discounts. The cost of goods or services sold includes the actual costs for making the items sold or providing the services sold. It doesn't reflect other overhead expenses. It is a useful measurement of pricing power, and a combination of high sales growth and improved gross margin is a good sign.Intel's first-quarter gross margin narrowed, while AMD's widened.A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"When comparing the first quarter of 2021 with the year-earlier quarter, you can see a significant narrowing of Intel's operating margin and improvement for AMD's operating margin.One advantage of Intel under CEO Pat Gelsinger, who took up his new position in February, is that Intel can spend so much more on research and development. During the first quarter, Intel spent $3.62 billion on R&D, while AMD spent $610 million.You can read more about Gelsinger's strategy and challenges here .3、Free cash flowA company's free cash flow $(FCF)$ is its remaining cash flow after planned capital expenditures. A company's free cash flow yield can be calculated by dividing the past 12 months' free cash flow per share by the current share price.This chart shows both companies have grown free cash flow over the past three full years, and that Intel has a much higher FCF yield than AMD:Intel's FCF yield of 8.11% shows the company has plenty of \"headroom\" above its current dividend yield, which is 2.44%. (AMD doesn't pay a dividend.) So Intel is better-positioned than AMD to deploy more cash through expansion, share buybacks or dividend increases.Intel made both the three- and five-year lists of free-cash-flow compounders, which you can see here .4、Stock valuation and performanceHere are forward price-to-earnings ratios based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures:Intel has shined this year, as AMD has pulled back. Intel is also far cheaper when you look at forward price-to-earnings ratios. Those are based on current share prices and consensus earnings estimates for the next 12 months among analysts polled by FactSet. In comparison, forward P/Es are 21.5 for the S&P 500 Index , 27 for the Invesco QQQ Trust $(QQQ)$ (which tracks the Nasdaq-100 Index) and 20.3 for the iShares PHLX Semiconductor ETF $(SOXX)$.If you review longer periods, AMD has been the clear outperformer, until you look at the 15-year figures.These companies have been competing for the PC CPU market for decades. Here's a 20-year total-return chart:And 30 years:You can see from the 20- and 30-year charts that these rivals and swung back and forth in the eyes of investors repeatedly.Wall Street's opinionAMD is the favorite among analysts at brokerage firms, who expect great things for the stock over the next 12 months:So there you have a clear contrast -- AMD is the up-and-comer, and it has been that way for decades. Intel's stock is cheaply priced to expected earnings, the company has a new CEO with a new strategy and is trying to move into new areas. Competition for Intel and AMD with Nvidia in the data-center space will be hot -- it is a story that will take years to unfold.Intel has been a tremendous free-cash-flow grower over the long term, as you can see here . AMD is growing very quickly.So maybe each stock is for a different type of investor. Or maybe investors should consider holding both.","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375976317,"gmtCreate":1619300791539,"gmtModify":1704722116144,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"Time to buy and make money by&nbsp;hold the stock for 15 years until fundamentals change and then sell at a very high price.&nbsp;","listText":"Time to buy and make money by&nbsp;hold the stock for 15 years until fundamentals change and then sell at a very high price.&nbsp;","text":"Time to buy and make money by hold the stock for 15 years until fundamentals change and then sell at a very high price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/375976317","repostId":"1174472089","repostType":2,"repost":{"id":"1174472089","pubTimestamp":1618930126,"share":"https://ttm.financial/m/news/1174472089?lang=&edition=fundamental","pubTime":"2021-04-20 22:48","market":"hk","language":"en","title":"JD.Com: Fear Of China Makes It Extremely Attractive","url":"https://stock-news.laohu8.com/highlight/detail?id=1174472089","media":"seekingalpha","summary":"Summary\n\nJD.com is the leading retail in China and its core business is e-commerce.\nJD's price has p","content":"<p><b>Summary</b></p>\n<ul>\n <li>JD.com is the leading retail in China and its core business is e-commerce.</li>\n <li>JD's price has particularly dropped in the last period creating a buying opportunity.</li>\n <li>JD appears significantly undervalued both through relative valuations with multiples and through a DCF model.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f317cbcdb0cf243b58a1a00349926c7a\" tg-width=\"1536\" tg-height=\"1022\"><span>Photo by Shutter2U/iStock via Getty Images</span></p>\n<p>In today's article, I want to show you why I think JD.com (JD) is reaching very attractive pricing areas and in general why I think JD can be a long-term winner. Indeed, the business is booming, the company has a healthy balance sheet and the valuation is not prohibitive. Yet the stock has lost more than 30% from all-time highs.</p>\n<p><b>Business</b></p>\n<p>JD is&nbsp;China's largest online retailer. It can be divided between a core business, which is e-commerce, and the alternative business that mainly involve logistics. In addition to these, JD is also active in the fintech area through its&nbsp;42% stake in JD Digits.</p>\n<p>In terms of growth, the e-commerce market is still in an interesting growth phase, which means JD could continue to benefit from this rising market. Also, in China, the retail market is still extremely fragmented and JD leveraging its dominant position could continue to gain market share. On the other hand, the Chinese government could slow down this growth. Indeed, the recent interventions of the Chinese government to reduce the abuse of dominant positions, for example by blocking practices such as the so-called \"pick one from two\", which forces sellers to give exclusivity to a retailer to be present on their site, would risk making this market relatively more fragmented.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7761725fa6d153c5a9bd724fa0adb312\" tg-width=\"640\" tg-height=\"479\"><span>Source: JD.com Inc 4Q2020 Financial and Operational Highlights</span></p>\n<p>I argue that however growth may be slowed, the most powerful companies will inevitably gain market share. Even if this doesn't happen, China remains a big growth market, with&nbsp;over 70% of the population expected to be part of the middle class by 2030.</p>\n<p>What I like most about JD is the innovation of the company and the fact that through the use of various advanced technologies they manage to give an enhanced user experience to the customer. Also, they are the only e-commerce business of this size that has a&nbsp;success rate of over 90%&nbsp;when it comes to same-day or one-day deliveries. While this may have once seemed banal, we realize how in today's day it is of absolute importance for e-commerce to have an efficient and reliable logistics network that allows the customer to receive products in the shortest possible time.</p>\n<p>What I like less about JD is the smaller revenue diversification compared to other Chinese tech companies. Although JD is investing to expand into other fields and with alternative products and has significant stakes in innovative companies such as JD Digits and JD Health (OTCPK:JDHIF), it is not as diversified as Chinese giants like Alibaba (BABA).</p>\n<p><b>Price</b></p>\n<p>The price of JD.com has almost doubled over the past year, but as of today, we are nevertheless more than 30% away from all-time highs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1457d40763421fc69b40168aa0724ce\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p>This has been a real price collapse, which can be justified by the negative market sentiment due to both the situation of Chinese ADRs delisting from the US market, but also the recent crackdown by the Chinese government on the tech sector. It is clear that the market is extremely scared right now and taking these risks can provide us with a risk premium on market returns. We also see how JD's share price is at its lowest level in the last year when assessed using EV/EBIT, Price/FCF, and PE multiples. This is due to both the growth of the business over the past year and the price drop we discussed above.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/668605483590326f83b64b056279953b\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>Overall, I think the risks are overblown and this is a good opportunity to grab shares of one of the most promising Chinese stocks for the next decade. Yes, this move by the Chinese government could put a spoke in the wheel in the short term, but the company's fundamentals and long-term outlook remain intact.</p>\n<p><b>Valuation</b></p>\n<p>After noting that a relative valuation shows apparent upside concerning the price of JD, I also computed an absolute valuation with a DCF model, to see whether there was a margin of safety that could justify buying the stock.</p>\n<p>To evaluate JD, I divided the company into 2 parts:</p>\n<ul>\n <li>Retail</li>\n <li>New Businesses (which includes the logistics business)</li>\n</ul>\n<p>Besides, I added to the valuation:</p>\n<ul>\n <li>the&nbsp;42% stake&nbsp;they own in JD Digits (with the&nbsp;IPO filings&nbsp;valuation of $29B)</li>\n <li>the&nbsp;67% stake&nbsp;in JD Health (with the current market valuation)</li>\n</ul>\n<p>I use the following main assumptions for the valuation:</p>\n<ul>\n <li>JD's GMV growth will be in line with the e-commerce sector. With the current situation, I do not feel comfortable predicting a market share gain.</li>\n <li>JD's operating margins will grow over the next few years from around 3 to 15%. JD just became profitable in 2019 and may be able to achieve much higher margins.</li>\n <li>In the new businesses part, growth will continue at a lower rate and that part will become profitable in a few years.</li>\n</ul>\n<p>In the picture below, I show all my input data.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f02c997b06abdcdd4ee8c8deced21534\" tg-width=\"640\" tg-height=\"363\"><span>Source: Author's Spreadsheet</span></p>\n<p>With the assumptions listed above, we find a fair value per share of $109.58/share. This would mean that at the current price of about $77/share JD.com is undervalued by over 42%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b1c16cb81ad099ca7de3b9a13eb0b04\" tg-width=\"640\" tg-height=\"264\"><span>Source: Author's Spreadsheet</span></p>\n<p><b>Conclusion</b></p>\n<p>In conclusion, JD is a particularly intriguing company. JD's business is divided into several lines, focusing mainly on logistics and, in particular, e-commerce. However, the stakes in JD Health and JD digits are equally interesting and valuable.</p>\n<p>As the leading retailer in China, JD.com can also be seen as a bet on the country and the growth of consumer spending as the average Chinese citizen's wealth grows.</p>\n<p>From relative (multiples) and absolute (DCF model) valuations, JD appears significantly undervalued. This can be explained by the negative market sentiment in the last period towards Chinese ADRs.</p>\n<p>I think this market reaction is overblown and this is a good opportunity to pick up some JD stocks.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.Com: Fear Of China Makes It Extremely Attractive</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\">\nJD.Com: Fear Of China Makes It Extremely Attractive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 22:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420003-jd-com-stock-fear-of-china-made-extremely-attractive><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nJD.com is the leading retail in China and its core business is e-commerce.\nJD's price has particularly dropped in the last period creating a buying opportunity.\nJD appears significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420003-jd-com-stock-fear-of-china-made-extremely-attractive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://seekingalpha.com/article/4420003-jd-com-stock-fear-of-china-made-extremely-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1174472089","content_text":"Summary\n\nJD.com is the leading retail in China and its core business is e-commerce.\nJD's price has particularly dropped in the last period creating a buying opportunity.\nJD appears significantly undervalued both through relative valuations with multiples and through a DCF model.\n\nPhoto by Shutter2U/iStock via Getty Images\nIn today's article, I want to show you why I think JD.com (JD) is reaching very attractive pricing areas and in general why I think JD can be a long-term winner. Indeed, the business is booming, the company has a healthy balance sheet and the valuation is not prohibitive. Yet the stock has lost more than 30% from all-time highs.\nBusiness\nJD is China's largest online retailer. It can be divided between a core business, which is e-commerce, and the alternative business that mainly involve logistics. In addition to these, JD is also active in the fintech area through its 42% stake in JD Digits.\nIn terms of growth, the e-commerce market is still in an interesting growth phase, which means JD could continue to benefit from this rising market. Also, in China, the retail market is still extremely fragmented and JD leveraging its dominant position could continue to gain market share. On the other hand, the Chinese government could slow down this growth. Indeed, the recent interventions of the Chinese government to reduce the abuse of dominant positions, for example by blocking practices such as the so-called \"pick one from two\", which forces sellers to give exclusivity to a retailer to be present on their site, would risk making this market relatively more fragmented.\nSource: JD.com Inc 4Q2020 Financial and Operational Highlights\nI argue that however growth may be slowed, the most powerful companies will inevitably gain market share. Even if this doesn't happen, China remains a big growth market, with over 70% of the population expected to be part of the middle class by 2030.\nWhat I like most about JD is the innovation of the company and the fact that through the use of various advanced technologies they manage to give an enhanced user experience to the customer. Also, they are the only e-commerce business of this size that has a success rate of over 90% when it comes to same-day or one-day deliveries. While this may have once seemed banal, we realize how in today's day it is of absolute importance for e-commerce to have an efficient and reliable logistics network that allows the customer to receive products in the shortest possible time.\nWhat I like less about JD is the smaller revenue diversification compared to other Chinese tech companies. Although JD is investing to expand into other fields and with alternative products and has significant stakes in innovative companies such as JD Digits and JD Health (OTCPK:JDHIF), it is not as diversified as Chinese giants like Alibaba (BABA).\nPrice\nThe price of JD.com has almost doubled over the past year, but as of today, we are nevertheless more than 30% away from all-time highs.\nData by YCharts\nThis has been a real price collapse, which can be justified by the negative market sentiment due to both the situation of Chinese ADRs delisting from the US market, but also the recent crackdown by the Chinese government on the tech sector. It is clear that the market is extremely scared right now and taking these risks can provide us with a risk premium on market returns. We also see how JD's share price is at its lowest level in the last year when assessed using EV/EBIT, Price/FCF, and PE multiples. This is due to both the growth of the business over the past year and the price drop we discussed above.\nData by YCharts\nOverall, I think the risks are overblown and this is a good opportunity to grab shares of one of the most promising Chinese stocks for the next decade. Yes, this move by the Chinese government could put a spoke in the wheel in the short term, but the company's fundamentals and long-term outlook remain intact.\nValuation\nAfter noting that a relative valuation shows apparent upside concerning the price of JD, I also computed an absolute valuation with a DCF model, to see whether there was a margin of safety that could justify buying the stock.\nTo evaluate JD, I divided the company into 2 parts:\n\nRetail\nNew Businesses (which includes the logistics business)\n\nBesides, I added to the valuation:\n\nthe 42% stake they own in JD Digits (with the IPO filings valuation of $29B)\nthe 67% stake in JD Health (with the current market valuation)\n\nI use the following main assumptions for the valuation:\n\nJD's GMV growth will be in line with the e-commerce sector. With the current situation, I do not feel comfortable predicting a market share gain.\nJD's operating margins will grow over the next few years from around 3 to 15%. JD just became profitable in 2019 and may be able to achieve much higher margins.\nIn the new businesses part, growth will continue at a lower rate and that part will become profitable in a few years.\n\nIn the picture below, I show all my input data.\nSource: Author's Spreadsheet\nWith the assumptions listed above, we find a fair value per share of $109.58/share. This would mean that at the current price of about $77/share JD.com is undervalued by over 42%.\nSource: Author's Spreadsheet\nConclusion\nIn conclusion, JD is a particularly intriguing company. JD's business is divided into several lines, focusing mainly on logistics and, in particular, e-commerce. However, the stakes in JD Health and JD digits are equally interesting and valuable.\nAs the leading retailer in China, JD.com can also be seen as a bet on the country and the growth of consumer spending as the average Chinese citizen's wealth grows.\nFrom relative (multiples) and absolute (DCF model) valuations, JD appears significantly undervalued. This can be explained by the negative market sentiment in the last period towards Chinese ADRs.\nI think this market reaction is overblown and this is a good opportunity to pick up some JD stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144510673,"gmtCreate":1626305661592,"gmtModify":1703757385599,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"Time to buy a bit and buy more on negative news","listText":"Time to buy a bit and buy more on negative news","text":"Time to buy a bit and buy more on negative news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144510673","repostId":"1121575153","repostType":2,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116660451,"gmtCreate":1622796626773,"gmtModify":1704191363364,"author":{"id":"3572967417187718","authorId":"3572967417187718","name":"ShawnE","avatar":"https://static.tigerbbs.com/930f8101a1402b6911d932bfc312f39f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572967417187718","authorIdStr":"3572967417187718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Intel come on go up !","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Intel come on go up !","text":"$Intel(INTC)$Intel come on go up !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116660451","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}