VivienneLee personal page - To The Moon

VivienneLee

VivienneLee

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2022-12-08

$丰益国际(F34.SI)$ [得意]

2022-10-19

$丰益国际(F34.SI)$[得意]

2021-07-02

??

Two barrels of oil turn losses: net profit of 100 billion in half a year, can shareholders' income continue to fly?

2022-12-01

$丰益国际(F34.SI)$ [得意]

2022-11-17

$丰益国际(F34.SI)$ [得意]

2022-11-06

$丰益国际(F34.SI)$[得意]

2021-06-04

??

Lululemon Q1 FY21 revenue of $1.23 billion, net income of $140 million

2022-12-02

$丰益国际(F34.SI)$ [得意]

2022-11-26

$丰益国际(F34.SI)$

2022-11-09

$丰益国际(F34.SI)$[呆住]

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data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9983399864","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156072106,"gmtCreate":1625188584006,"gmtModify":1703737921001,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156072106","repostId":"2148642827","repostType":4,"repost":{"id":"2148642827","kind":"news","pubTimestamp":1625186612,"share":"https://ttm.financial/m/news/2148642827?lang=en_US&edition=fundamental","pubTime":"2021-07-02 08:43","market":"sh","language":"zh","title":"Two barrels of oil turn losses: net profit of 100 billion in half a year, can shareholders' income continue to fly?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148642827","media":"券商中国","summary":"在周期品上涨的背景下，“两桶油”上半年打了翻身战！　　7月1日晚间，中国石油和中国石化一同发布2021年上半年业绩预告。中国石油预计，2021年上半年净利润较去年同期增长750亿元～900亿元，对应的净利润区间达450.14亿元～600.14亿元；中国石化上半年净利润则有望达到365亿元至385亿元。据此计算，“两桶油”上半年合计净利润最高可接近1000亿元。　　国际原油价格持续上涨推动了“两桶油”的净利润上升。","content":"<p>Under the background of rising cyclical products, \"two barrels of oil\" fought a turnaround battle in the first half of the year!</p><p>On the evening of July 1st,<a href=\"https://laohu8.com/S/601857\">PetroChina</a>And<a href=\"https://laohu8.com/S/600028\">Sinopec Corp</a>And released the results forecast for the first half of 2021 together. PetroChina estimates that the net profit in the first half of 2021 will increase by 75 billion yuan to 90 billion yuan compared with the same period of last year, and the corresponding net profit range will reach 45.014 billion yuan to 60.014 billion yuan; Sinopec's net profit in the first half of the year is expected to reach 36.5 billion yuan to 38.5 billion yuan. According to this calculation, the total net profit of \"two barrels of oil\" in the first half of the year can be as high as 100 billion yuan.</p><p>The continuous rise in international crude oil prices has driven the net profit of \"two barrels of oil\" up. From the market analysis, crude oil is still expected to maintain a high price.</p><p>Since the fourth quarter of last year, commodity prices have continued to rise, pushing the profits of cyclical products enterprises up. The semi-annual reports of enterprises including steel, chemical industry, nonferrous metals and other industries have increased significantly, but there are significant differences in the analysis views of research institutions on whether their performance can push the stock price to continue to climb.</p><p>\"Two barrels of oil\" net profit exploded</p><p>PetroChina announced on the evening of July 1st that according to the preliminary calculation of the company's financial department, according to the Chinese Accounting Standards for Business Enterprises, it is expected that the net profit attributable to the company's shareholders in the first half of 2021 will turn losses into profits, increasing by RMB 75 billion to RMB 90 billion compared with the same period of last year.</p><p>In the first half of last year, PetroChina lost 29.986 billion yuan. Based on this calculation, PetroChina's net profit range was 45.014 billion yuan to 65.014 billion yuan.</p><p>On the same day, Sinopec said in the announcement of pre-increase in performance that after preliminary calculation, the company's net profit attributable to shareholders of the parent company in the first half of 2021 is expected to be 36.5 billion yuan to 38.5 billion yuan, turning losses into profits compared with the same period of 2020, with an increase of about 59.4 billion yuan to 61.4 billion yuan.</p><p>Rising oil prices have become the core driving force of performance growth.</p><p>PetroChina said that in the first half of 2021, affected by the increase in demand caused by the recovery of the world economy, the international crude oil price increased significantly year-on-year, while the domestic economy continued to maintain a steady growth momentum, and the market demand for oil and gas products improved significantly. The Company firmly seized the favorable opportunities arising from the macro-economic recovery, the growth in demand for oil and gas products and the recovery of crude oil prices, adhered to the five development strategies of innovation, resources, market, internationalization, green and low-carbon, continued to optimize production and operation, further promoted quality and efficiency improvement, and vigorously strengthened the cost control of the whole industry chain. The sales volume and prices of most of the Company's oil and gas products increased year-on-year, and the operating results increased significantly year-on-year and compared with the same period of 2019.</p><p>However, part of PetroChina's growth was driven by its subsidiaries<a href=\"https://laohu8.com/S/00135\">Kunlun Energy</a>As a result of the successful completion of the pipeline equity transfer and delivery, from the perspective of non-net profit deduction, the net profit attributable to the company's shareholders after deducting non-recurring gains and losses realized by PetroChina in the first half of the year will increase by RMB 68 billion to RMB 82 billion compared with the same period of last year, corresponding to the net profit after non-net profit deduction of about RMB 38.014 billion to RMB 52.014 billion.</p><p>Driven by performance, the recent stock price performance of \"two barrels of oil\" is also good.</p><p>Sinopec's latest closing price was 4.33 yuan, up about 16% from the low for the year.</p><p><img src=\"https://static.tigerbbs.com/137bfd4864f4b4267fcd40e42c9d781e\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/406ec3438b941cb058caaade170c2f6a\" tg-width=\"550\" tg-height=\"787\" referrerpolicy=\"no-referrer\"></p><p>PetroChina's share price has been more prominent, rising nearly 40% from its early-year low, and its share price gains have largely been concentrated in the period since May.</p><p><img src=\"https://static.tigerbbs.com/5525d5733a38f937bb6496ab8f530490\" tg-width=\"550\" tg-height=\"789\" referrerpolicy=\"no-referrer\"></p><p>From the market analysis, oil prices are expected to remain high. According to Bloomberg's latest report, Saudi Arabia and Russia have reached a preliminary agreement on boosting oil production, with an increase of less than 500,000 barrels per day by December 2021. Affected by this news, WTI crude oil futures increased by nearly 2% in the day to $74.87/barrel, and Brent crude oil futures now rose by nearly 2%. WTI crude oil futures stood at $75/barrel, a new high since October 2018.</p><p>\"It is expected that the oil price is expected to remain at a medium to high level of more than $60/barrel in the next 2~3 years.\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Wang Zhe, an analyst, said that the three rounds of oil price super cycles in history all correspond to the industrialization process and the sustained high-speed growth of demand in major economies in the world, and the fundamental basis for this round of oil price entering the super cycle does not exist.</p><p>However, in the next 2~3 years, American shale oil companies are still expected to maintain strict capital discipline. The global conventional oil and gas is dragged down by the continuous low capital expenditure since 2014, and the potential for increasing production is insufficient. As the demand gradually recovers to the pre-epidemic level and continues to grow, although the liquidity may be gradually tightened from 2022, it is expected that in the next 2~3 years, the fundamental pattern of tight supply is expected to support the Brent oil price center to maintain a medium to high level above 60 USD/barrel.</p><p>Cyclical Stock Performance Surprises Continue</p><p>In fact, since the fourth quarter of last year, commodity prices have continued to rise, which has pushed the profits of cyclical products enterprises to rise. The semi-annual reports of steel, chemical, nonferrous metals and other industries have increased significantly.</p><p>Take the steel industry as an example,<a href=\"https://laohu8.com/S/000898\">Anshan Iron & Steel</a>The estimated profit is 4.8 billion yuan, a year-on-year increase of about 860%, and the basic earnings per share are 0.510 yuan. The company has become the king of the performance growth rate of the current A-share steel sector with a performance growth rate of more than 8 times. Even in the whole market, there are only<a href=\"https://laohu8.com/S/688068\">Heatscape creatures</a>Wait for a limited number of companies to surpass.</p><p>Except<a href=\"https://laohu8.com/S/00347\">Anshan Iron & Steel</a>Other than,<a href=\"https://laohu8.com/S/000761\">Benxi Steel Plate</a>、<a href=\"https://laohu8.com/S/000959\">Shougang Co., Ltd</a>、<a href=\"https://laohu8.com/S/000825\">TISCO Stainless Steel</a>、<a href=\"https://laohu8.com/S/000932\">Valin Steel</a>And other performance increases have also exceeded 500%.</p><p>The chemical industry is also a \"big household\" with the pre-increase of the interim report. For example,<a href=\"https://laohu8.com/S/002407\">Polyfluoridol</a>The performance is expected to increase by 1619% ~1937%,<a href=\"https://laohu8.com/S/000683\">Yuanxing Energy</a>Results are expected to increase by 1585% ~1714%,*<a href=\"https://laohu8.com/S/002496\">ST Huifeng</a>The performance in the first half of the year is expected to increase by 1341.17% ~1548.04%.</p><p>Last week,<a href=\"https://laohu8.com/S/000629\">Panzhihua Iron and Steel Co., Ltd.</a>The semi-annual performance forecast was released, and it is estimated that the net profit attributable to the parent in the first half of 2021 will be 450 million yuan to 530 million yuan, a year-on-year increase of 426% to 519%. Regarding the reasons for the performance growth, Panzhihua Iron and Steel Vanadium and Titanium said that the titanium dioxide market is in a strong boom cycle, the vanadium product market continues to improve, and the price and sales volume of vanadium and titanium products have achieved a substantial year-on-year increase.</p><p>Galaxy Securities pointed out in its medium-term strategy that the golden period of petroleum and petrochemical, coal, non-ferrous metals, steel, chemical and other industries was from 2002 to 2011, which was a high-growth industry that deeply benefited from urbanization and heavy industrialization at that time. In 2012, it entered the stage of de-capacity, and the industry's performance was sluggish for a long time.</p><p>After the low capital expenditure stage in 1989, coupled with the global epidemic, which once again implemented global de-capacity, the superimposed carbon peak and carbon neutrality restrained the motivation of large companies to increase capital expenditure, and the related sectors entered the strongest supply-demand friendly stage in ten years, which can be called waiting once every 8~13 years. At present, shipping is the strongest year after the 13-year bear market from 2008 to now. Shipbuilding is still in a climbing period, and it has been a long time since the peak in 2007. Extractive industries such as oil and coal are far from the peak of the industry.</p><p>Can the income of shareholders continue to fly?</p><p>Product prices have soared, and corporate performance has soared. However, for many stocks, performance is not equal to stock price. Can investors make more money from the performance of cyclical stocks?</p><p>From analysts' research,<a href=\"https://laohu8.com/S/601696\">BOC Securities</a>Wang Jun, chief strategist, continues to be bullish on cyclical stocks. On November 29th last year, Wang Jun's research report said that with the double circulation of commodity capital, A shares are expected to usher in circulating cattle and embrace the big cycle market. On May 21st this year, he published a research report \"Revaluation Cycle\", pointing out that under the background of global cycle, global economic recovery and reinflation will be the main theme of macro and market transactions in the second half of 2021, and cyclical stocks are expected to usher in valuation expansion opportunities.</p><p>In a research report on June 28th, Wang Jun also said: \"Under the background of moderate convergence of social financing growth rate, the cost-performance ratio of profit valuation will become the main contradiction of the structural market in the late expansion market. Therefore, from the medium-term perspective, the cost-performance advantage of low-valuation procyclical sectors will gradually emerge, and we will continue to be optimistic about the allocation opportunities of low-valuation sectors such as nonferrous metals, chemicals and big finance.\"</p><p>However, some analysts will be relatively cautious about the performance of cyclical stocks.</p><p><a href=\"https://laohu8.com/S/000166\">Shen Wan Hongyuan</a>Wang Sheng, deputy general manager of research and chief strategist, said in an interview with a brokerage China reporter not long ago: \"Drawing on the experience of 2017, after PPI peaks, the profitability of the cycle can still improve for some time, so the profitability of cyclical stocks in 2021 may improve quarter by quarter, but cyclical stocks don't necessarily have high stock prices due to high growth, which is the logic of consumer stocks.\"</p><p>\"The problem of cyclical stocks is that first, they can't pass the policy top, and second, they can't pass the demand top. Once the policy tightening expectation is confirmed, the top area of cyclical stocks will be established.\" Wang Sheng said.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>Li Xunlei, chief economist, also said a few days ago, \"The rise in commodity prices is coming to an end, and it is expected to remain high and fluctuating in the second half of the year. As the epidemic is gradually controlled and the supply and demand relationship is repaired, the end of the year may usher in an inflection point.\"</p><p>Li Xunlei believes that taking the United States as an example, the growth of consumer demand may be lower than expected, and labor shortage and consumption overdraft may \"pull\" each other in the economic recovery. This will mean that the United States may face both slow recovery of production and rapid weakening of consumption in the third quarter. After the inflation in the United States reached a high point in the second quarter, the inflation level may be released at a high level, and the inflation for the whole year may be within the expected level of the Federal Reserve.</p>","source":"sina","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>Two barrels of oil turn losses: net profit of 100 billion in half a year, can shareholders' income continue to fly?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTwo barrels of oil turn losses: net profit of 100 billion in half a year, can shareholders' income continue to fly?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">券商中国</strong><span class=\"h-time small\">2021-07-02 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Under the background of rising cyclical products, \"two barrels of oil\" fought a turnaround battle in the first half of the year!</p><p>On the evening of July 1st,<a href=\"https://laohu8.com/S/601857\">PetroChina</a>And<a href=\"https://laohu8.com/S/600028\">Sinopec Corp</a>And released the results forecast for the first half of 2021 together. PetroChina estimates that the net profit in the first half of 2021 will increase by 75 billion yuan to 90 billion yuan compared with the same period of last year, and the corresponding net profit range will reach 45.014 billion yuan to 60.014 billion yuan; Sinopec's net profit in the first half of the year is expected to reach 36.5 billion yuan to 38.5 billion yuan. According to this calculation, the total net profit of \"two barrels of oil\" in the first half of the year can be as high as 100 billion yuan.</p><p>The continuous rise in international crude oil prices has driven the net profit of \"two barrels of oil\" up. From the market analysis, crude oil is still expected to maintain a high price.</p><p>Since the fourth quarter of last year, commodity prices have continued to rise, pushing the profits of cyclical products enterprises up. The semi-annual reports of enterprises including steel, chemical industry, nonferrous metals and other industries have increased significantly, but there are significant differences in the analysis views of research institutions on whether their performance can push the stock price to continue to climb.</p><p>\"Two barrels of oil\" net profit exploded</p><p>PetroChina announced on the evening of July 1st that according to the preliminary calculation of the company's financial department, according to the Chinese Accounting Standards for Business Enterprises, it is expected that the net profit attributable to the company's shareholders in the first half of 2021 will turn losses into profits, increasing by RMB 75 billion to RMB 90 billion compared with the same period of last year.</p><p>In the first half of last year, PetroChina lost 29.986 billion yuan. Based on this calculation, PetroChina's net profit range was 45.014 billion yuan to 65.014 billion yuan.</p><p>On the same day, Sinopec said in the announcement of pre-increase in performance that after preliminary calculation, the company's net profit attributable to shareholders of the parent company in the first half of 2021 is expected to be 36.5 billion yuan to 38.5 billion yuan, turning losses into profits compared with the same period of 2020, with an increase of about 59.4 billion yuan to 61.4 billion yuan.</p><p>Rising oil prices have become the core driving force of performance growth.</p><p>PetroChina said that in the first half of 2021, affected by the increase in demand caused by the recovery of the world economy, the international crude oil price increased significantly year-on-year, while the domestic economy continued to maintain a steady growth momentum, and the market demand for oil and gas products improved significantly. The Company firmly seized the favorable opportunities arising from the macro-economic recovery, the growth in demand for oil and gas products and the recovery of crude oil prices, adhered to the five development strategies of innovation, resources, market, internationalization, green and low-carbon, continued to optimize production and operation, further promoted quality and efficiency improvement, and vigorously strengthened the cost control of the whole industry chain. The sales volume and prices of most of the Company's oil and gas products increased year-on-year, and the operating results increased significantly year-on-year and compared with the same period of 2019.</p><p>However, part of PetroChina's growth was driven by its subsidiaries<a href=\"https://laohu8.com/S/00135\">Kunlun Energy</a>As a result of the successful completion of the pipeline equity transfer and delivery, from the perspective of non-net profit deduction, the net profit attributable to the company's shareholders after deducting non-recurring gains and losses realized by PetroChina in the first half of the year will increase by RMB 68 billion to RMB 82 billion compared with the same period of last year, corresponding to the net profit after non-net profit deduction of about RMB 38.014 billion to RMB 52.014 billion.</p><p>Driven by performance, the recent stock price performance of \"two barrels of oil\" is also good.</p><p>Sinopec's latest closing price was 4.33 yuan, up about 16% from the low for the year.</p><p><img src=\"https://static.tigerbbs.com/137bfd4864f4b4267fcd40e42c9d781e\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/406ec3438b941cb058caaade170c2f6a\" tg-width=\"550\" tg-height=\"787\" referrerpolicy=\"no-referrer\"></p><p>PetroChina's share price has been more prominent, rising nearly 40% from its early-year low, and its share price gains have largely been concentrated in the period since May.</p><p><img src=\"https://static.tigerbbs.com/5525d5733a38f937bb6496ab8f530490\" tg-width=\"550\" tg-height=\"789\" referrerpolicy=\"no-referrer\"></p><p>From the market analysis, oil prices are expected to remain high. According to Bloomberg's latest report, Saudi Arabia and Russia have reached a preliminary agreement on boosting oil production, with an increase of less than 500,000 barrels per day by December 2021. Affected by this news, WTI crude oil futures increased by nearly 2% in the day to $74.87/barrel, and Brent crude oil futures now rose by nearly 2%. WTI crude oil futures stood at $75/barrel, a new high since October 2018.</p><p>\"It is expected that the oil price is expected to remain at a medium to high level of more than $60/barrel in the next 2~3 years.\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Wang Zhe, an analyst, said that the three rounds of oil price super cycles in history all correspond to the industrialization process and the sustained high-speed growth of demand in major economies in the world, and the fundamental basis for this round of oil price entering the super cycle does not exist.</p><p>However, in the next 2~3 years, American shale oil companies are still expected to maintain strict capital discipline. The global conventional oil and gas is dragged down by the continuous low capital expenditure since 2014, and the potential for increasing production is insufficient. As the demand gradually recovers to the pre-epidemic level and continues to grow, although the liquidity may be gradually tightened from 2022, it is expected that in the next 2~3 years, the fundamental pattern of tight supply is expected to support the Brent oil price center to maintain a medium to high level above 60 USD/barrel.</p><p>Cyclical Stock Performance Surprises Continue</p><p>In fact, since the fourth quarter of last year, commodity prices have continued to rise, which has pushed the profits of cyclical products enterprises to rise. The semi-annual reports of steel, chemical, nonferrous metals and other industries have increased significantly.</p><p>Take the steel industry as an example,<a href=\"https://laohu8.com/S/000898\">Anshan Iron & Steel</a>The estimated profit is 4.8 billion yuan, a year-on-year increase of about 860%, and the basic earnings per share are 0.510 yuan. The company has become the king of the performance growth rate of the current A-share steel sector with a performance growth rate of more than 8 times. Even in the whole market, there are only<a href=\"https://laohu8.com/S/688068\">Heatscape creatures</a>Wait for a limited number of companies to surpass.</p><p>Except<a href=\"https://laohu8.com/S/00347\">Anshan Iron & Steel</a>Other than,<a href=\"https://laohu8.com/S/000761\">Benxi Steel Plate</a>、<a href=\"https://laohu8.com/S/000959\">Shougang Co., Ltd</a>、<a href=\"https://laohu8.com/S/000825\">TISCO Stainless Steel</a>、<a href=\"https://laohu8.com/S/000932\">Valin Steel</a>And other performance increases have also exceeded 500%.</p><p>The chemical industry is also a \"big household\" with the pre-increase of the interim report. For example,<a href=\"https://laohu8.com/S/002407\">Polyfluoridol</a>The performance is expected to increase by 1619% ~1937%,<a href=\"https://laohu8.com/S/000683\">Yuanxing Energy</a>Results are expected to increase by 1585% ~1714%,*<a href=\"https://laohu8.com/S/002496\">ST Huifeng</a>The performance in the first half of the year is expected to increase by 1341.17% ~1548.04%.</p><p>Last week,<a href=\"https://laohu8.com/S/000629\">Panzhihua Iron and Steel Co., Ltd.</a>The semi-annual performance forecast was released, and it is estimated that the net profit attributable to the parent in the first half of 2021 will be 450 million yuan to 530 million yuan, a year-on-year increase of 426% to 519%. Regarding the reasons for the performance growth, Panzhihua Iron and Steel Vanadium and Titanium said that the titanium dioxide market is in a strong boom cycle, the vanadium product market continues to improve, and the price and sales volume of vanadium and titanium products have achieved a substantial year-on-year increase.</p><p>Galaxy Securities pointed out in its medium-term strategy that the golden period of petroleum and petrochemical, coal, non-ferrous metals, steel, chemical and other industries was from 2002 to 2011, which was a high-growth industry that deeply benefited from urbanization and heavy industrialization at that time. In 2012, it entered the stage of de-capacity, and the industry's performance was sluggish for a long time.</p><p>After the low capital expenditure stage in 1989, coupled with the global epidemic, which once again implemented global de-capacity, the superimposed carbon peak and carbon neutrality restrained the motivation of large companies to increase capital expenditure, and the related sectors entered the strongest supply-demand friendly stage in ten years, which can be called waiting once every 8~13 years. At present, shipping is the strongest year after the 13-year bear market from 2008 to now. Shipbuilding is still in a climbing period, and it has been a long time since the peak in 2007. Extractive industries such as oil and coal are far from the peak of the industry.</p><p>Can the income of shareholders continue to fly?</p><p>Product prices have soared, and corporate performance has soared. However, for many stocks, performance is not equal to stock price. Can investors make more money from the performance of cyclical stocks?</p><p>From analysts' research,<a href=\"https://laohu8.com/S/601696\">BOC Securities</a>Wang Jun, chief strategist, continues to be bullish on cyclical stocks. On November 29th last year, Wang Jun's research report said that with the double circulation of commodity capital, A shares are expected to usher in circulating cattle and embrace the big cycle market. On May 21st this year, he published a research report \"Revaluation Cycle\", pointing out that under the background of global cycle, global economic recovery and reinflation will be the main theme of macro and market transactions in the second half of 2021, and cyclical stocks are expected to usher in valuation expansion opportunities.</p><p>In a research report on June 28th, Wang Jun also said: \"Under the background of moderate convergence of social financing growth rate, the cost-performance ratio of profit valuation will become the main contradiction of the structural market in the late expansion market. Therefore, from the medium-term perspective, the cost-performance advantage of low-valuation procyclical sectors will gradually emerge, and we will continue to be optimistic about the allocation opportunities of low-valuation sectors such as nonferrous metals, chemicals and big finance.\"</p><p>However, some analysts will be relatively cautious about the performance of cyclical stocks.</p><p><a href=\"https://laohu8.com/S/000166\">Shen Wan Hongyuan</a>Wang Sheng, deputy general manager of research and chief strategist, said in an interview with a brokerage China reporter not long ago: \"Drawing on the experience of 2017, after PPI peaks, the profitability of the cycle can still improve for some time, so the profitability of cyclical stocks in 2021 may improve quarter by quarter, but cyclical stocks don't necessarily have high stock prices due to high growth, which is the logic of consumer stocks.\"</p><p>\"The problem of cyclical stocks is that first, they can't pass the policy top, and second, they can't pass the demand top. Once the policy tightening expectation is confirmed, the top area of cyclical stocks will be established.\" Wang Sheng said.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>Li Xunlei, chief economist, also said a few days ago, \"The rise in commodity prices is coming to an end, and it is expected to remain high and fluctuating in the second half of the year. As the epidemic is gradually controlled and the supply and demand relationship is repaired, the end of the year may usher in an inflection point.\"</p><p>Li Xunlei believes that taking the United States as an example, the growth of consumer demand may be lower than expected, and labor shortage and consumption overdraft may \"pull\" each other in the economic recovery. This will mean that the United States may face both slow recovery of production and rapid weakening of consumption in the third quarter. After the inflation in the United States reached a high point in the second quarter, the inflation level may be released at a high level, and the inflation for the whole year may be within the expected level of the Federal Reserve.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-07-02/doc-ikqciyzk3069914.shtml\">券商中国</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/104d81342c8bf278f90eb08855bf03c8","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","USO":"美国原油ETF","DDG":"ProShares做空石油与天然气ETF","UCO":"二倍做多彭博原油ETF"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-07-02/doc-ikqciyzk3069914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2148642827","content_text":"在周期品上涨的背景下，“两桶油”上半年打了翻身战！\n7月1日晚间，中国石油和中国石化一同发布2021年上半年业绩预告。中国石油预计，2021年上半年净利润较去年同期增长750亿元～900亿元，对应的净利润区间达450.14亿元～600.14亿元；中国石化上半年净利润则有望达到365亿元至385亿元。据此计算，“两桶油”上半年合计净利润最高可接近1000亿元。\n国际原油价格持续上涨推动了“两桶油”的净利润上升。从市场分析来看，原油仍有望维持较高价格。\n去年4季度以来，大宗商品价格持续走高，推动周期品企业利润水涨船高。包括钢铁、化工、有色等行业企业的半年报纷纷大幅预增，但是业绩能否推动股价继续攀升，研究机构分析观点有着显著分歧。\n“两桶油”净利润爆发式增长\n中国石油7月1日晚间公告，经公司财务部门初步测算，按照中国企业会计准则，预计2021年上半年实现归属于公司股东的净利润与上年同期相比，将实现扭亏为盈，增加人民币750亿元～900亿元。\n去年上半年，中国石油亏损了299.86亿元，以此计算，中国石油的净利润区间为450.14亿元～650.14亿元。\n同日，中国石化在业绩预增的公告中表示，经初步测算，公司2021年上半年归属于母公司股东的净利润预计为365亿元～385亿元，较2020年同期实现扭亏为盈，增长约人民币594亿元到614亿元。\n油价上涨成为业绩增长的核心动力。\n中国石油表示，2021年上半年，受世界经济复苏所带来的需求增加影响，国际原油价格同比大幅增长，同时国内经济继续保持稳步增长势头，油气产品市场需求大幅改善。公司紧紧抓住宏观经济复苏、油气产品需求增长、原油价格回升的有利时机，坚持创新、资源、市场、国际化、绿色低碳五大发展战略，持续优化生产经营，深入推进提质增效，大力加强全产业链成本费用管控，公司大部分油气产品销量和价格均同比增加，经营业绩同比以及比2019年同期均大幅增长。\n不过，中国石油的业绩增长还有一部分是受到子公司昆仑能源有限公司顺利完成管道股权转让交割的影响，从扣非净利润上来看，中国石油上半年实现的归属于公司股东的扣除非经常性损益的净利润与上年同期相比，将增加人民币680亿元～820亿元，对应扣非后的净利润约为380.14亿元～520.14亿元。\n在业绩推动下，“两桶油”近期股价表现也是不错。\n中国石化最新的收盘价为4.33元，较年内低点增长了约16%。\n\n中国石油股价表现更突出，相对年初低点已上涨近40%，而且其股价上涨基本集中在5月份以来的时间里。\n\n从市场分析来看，油价有望继续维持高位。据彭博社的最新报道，沙特和俄罗斯就提高石油产量达成初步协议，2021年12月前增产低于50万桶/天。受此消息影响，WTI原油期货日内涨幅扩大近2%，报74.87美元/桶，布伦特原油期货现涨近2%。WTI原油期货站上75美元/桶，为2018年10月以来新高。\n“预计未来2～3年油价有望维持在60美元/桶以上的中高水平。”中信证券分析师王喆表示，历史上3轮油价超级周期均对应全球主要经济体的工业化进程和需求持续高速增长，此轮油价进入超级周期的基本面基础不存在。\n但在未来2～3年，美国页岩油企仍有望维持严格的资本纪律，全球常规油气受2014年以来持续低资本开支拖累，增产潜力不足，随着需求逐步恢复到疫情前水平并持续增长，尽管2022年起流动性或将逐步收紧，但预计在未来2～3年，供应偏紧的基本面格局有望支撑Brent油价中枢维持在60美元/桶以上的中高水平。\n周期股业绩惊喜不断\n事实上，去年4季度以来，大宗商品价格持续走高，推动周期品企业利润水涨船高，钢铁、化工、有色等行业半年报纷纷大幅预增。\n以钢铁行业为例，鞍钢股份预计盈利48亿元，同比增长约860%，基本每股盈利0.510元，公司以超过8倍的业绩增速成为目前A股钢铁板块的业绩增速王者，即便是全市场，目前也仅有热景生物等有限几家公司可以超越。\n除了鞍钢股份以外，本钢板材、首钢股份、太钢不锈、华菱钢铁等业绩增幅也都超过了500%。\n化工行业也是中报预增的“大户”。比如，多氟多业绩预增1619%～1937%，远兴能源业绩预增1585%～1714%，*ST辉丰上半年业绩预增1341.17%～1548.04%。\n上周，攀钢钒钛发布半年度业绩预告，预计2021年半年度归母净利润4.5亿元～5.3亿元，同比增长426%~519%。对于业绩增长原因，攀钢钒钛表示，钛白粉市场处于强景气周期，钒产品市场持续向好，钒钛产品价格和销量同比均实现较大幅度增长。\n银河证券在中期策略中指出，石油石化、煤炭、有色金属、钢铁、化工等行业的黄金期是2002年～2011年，是当时深度受益于城镇化和重工业化的高成长行业。2012年进入了去产能阶段，行业表现长期低迷。\n经过八九年的低资本支出阶段，加之全球疫情再次实施了全球去产能，叠加碳达峰碳中和抑制了大公司增加资本开支的动力，相关板块进入了十年来的最强供需友好阶段，堪称8～13年等一回。目前的航运是2008 年至今13年熊市后的最强一年，船舶制造依然处于爬坡期，距离2007年巅峰为时已久，石油、煤 炭等采掘业距离行业巅峰有较大距离。\n股民的收益能否持续飞？\n产品价格大涨，企业业绩暴增，但是对于很多个股来说，业绩并不等于股价，投资者能否从周期股的业绩上赚到更多的钱？\n从分析师的研究来看，中银证券首席策略分析师王君目前持续看多周期股。去年11月29日，王君的研究报告中表示，商品资本双循环，A股有望迎来循环牛，拥抱大周期行情。今年的5月21日，他又发表研究报告《重估大周期》，指出全球大循环背景下，全球经济复苏与再通胀将是2021下半年宏观与市场交易的主旋律，周期股有望迎来估值扩张机会。\n在6月28日的一份研报中，王君又表示：“社融增速温和收敛的背景下，盈利估值性价比将会成为扩张后期市场下结构性行情的主要矛盾，因此中期视角下低估值顺周期板块的性价比优势将会逐步得到显现，继续看好有色、化工、大金融等低估值板块的配置机会。”\n不过，也有一些分析对于周期股的表现会相对谨慎。\n申万宏源研究副总经理、首席策略分析师王胜不久前接受券商中国记者采访时表示：“借鉴2017年的经验，PPI见顶之后，周期的盈利能力还能在改善一段时间，所以2021年周期股盈利能力可能是逐季度改善，但是周期股不一定高增长就高股价，那是消费股的逻辑。”\n“周期股的问题是一是过不去政策顶，二是过不去需求顶。一旦政策收紧预期确认，周期股的顶部区域就将确立。”王胜表示。\n中泰证券首席经济学家李迅雷日前也表示，“大宗商品价格上涨已经接近尾声，下半年预计会维持高位震荡，且随着疫情逐步得到控制和供求关系修复，年底或将迎来拐点。”\n李迅雷认为，以美国为例，其消费需求的增长可能低于预期，劳动力短缺与消费透支或在经济复苏中相互“拉扯”。这将意味着美国在三季度可能同时面临生产端恢复缓慢与消费端的较快走弱。二季度美国通胀出现高点之后，通胀水平或高位缓释，全年通胀或在美联储预期水平之内。","news_type":1,"symbols_score_info":{"DWTIF":0.9,"DUG":0.9,"QMmain":0.9,"DDG":0.9,"SCO":0.9,"USO":0.9,"UWTIF":0.9,"UCO":0.9,"BZmain":0.9,"DWT":0.9}},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965003394,"gmtCreate":1669853661319,"gmtModify":1676538256213,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965003394","isVote":1,"tweetType":1,"viewCount":3409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963819330,"gmtCreate":1668644483820,"gmtModify":1676538089034,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963819330","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984717249,"gmtCreate":1667742566681,"gmtModify":1676537957847,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984717249","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116071428,"gmtCreate":1622767919364,"gmtModify":1704190736886,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/116071428","repostId":"1113371704","repostType":4,"repost":{"id":"1113371704","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622763415,"share":"https://ttm.financial/m/news/1113371704?lang=en_US&edition=fundamental","pubTime":"2021-06-04 07:36","market":"us","language":"zh","title":"Lululemon Q1 FY21 revenue of $1.23 billion, net income of $140 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1113371704","media":"老虎资讯综合","summary":"6月4日，时尚运动品牌Lululemon 2021财年第一季度的财务业绩。消费者对于健身服饰的强劲需求带动公司营收同比翻倍至12.3亿美元，超过分析师一致预期的11.3亿美元。同时净利润1.4亿美元较","content":"<p>On June 4, Fashion Sports Brands<a href=\"https://laohu8.com/S/LULU\">Lululemon</a>Financial results for the first quarter of fiscal 2021. Strong consumer demand for fitness apparel drove the company's revenue to double to $1.23 billion year-on-year, surpassing analysts' consensus estimate of $1.13 billion. At the same time, net profit of $140 million doubled five times from $28.63 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/97ea74dff7b224c85a3daaf62b95079e\" tg-width=\"749\" tg-height=\"742\" referrerpolicy=\"no-referrer\"></p><p>After the earnings release, Lululemon's shares fell slightly 0.05% to $317.2 after hours.</p><p><img src=\"https://static.tigerbbs.com/bf989bd7316f5a40e1968c0c1924e7b4\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Q1 2021 vs Q1 2020:</p><p><ul><li>Net income increased 88% to $1.2 billion.In constant dollar terms, net income increased 83%.</li><li>Direct-to-consumer net revenue accounted for 44.4% of total net revenue, compared to 54.0% in the first quarter of 2020.</li><li>Gross profit rose 109% to $700.3 million and gross margin rose 580 basis points to 57.1%.</li><li>Operating income rose 492% to $193.8 million, and adjusted operating income rose 479% to $201.5 million.</li><li>Operating margin increased 1,080 basis points to 15.8%. Adjusted operating margin increased 1,110 basis points to 16.4%.</li><li>Income tax expense increased 827% to $49.1 million, with an effective tax rate of 25.3% in the first quarter of 2021 compared to 15.6% in the first quarter of 2020. The adjusted effective tax rate for the first quarter of 2021 was 24.5%, compared to 14.7% for the first quarter of 2020.</li><li>Diluted earnings per share were $1.11 compared to $0.22 in the first quarter of 2020. Adjusted diluted earnings per share was $1.16 compared to $0.23 in the first quarter of 2020.</li><li>The company repurchased 300,000 shares of its own common stock at an average cost of $311.02 per share.</li><li>The company opened a net of two company-owned stores during the quarter, resulting in 523 stores.</li></ul>The consolidated statements of operations for the first quarter of 2019 are included in the table at the end of this press release for information purposes. Q1 2021 vs Q1 2019:</p><p><ul><li>Net income increased by $444.2 million, or 57%, at a two-year CAGR of 25%.</li><li>Gross margin increased by 320 basis points.</li><li>Operating margin fell 70 basis points. Adjusted operating margin decreased by 10 basis points.</li><li>Diluted earnings per share were $1.11 compared to $0.74 in the first quarter of 2019. Adjusted diluted earnings per share of $1.16 for the first quarter of 2021.</li></ul>Chief Financial Officer Meghan Frank said: \"We are very pleased with our first quarter results, which reflect significant growth in the business compared to 2020 and 2019. Our momentum remains strong as we enter the second quarter. The strength of our financial position allows us to continue to deliver on the strength of our three growth strategies while we capitalize on near-term and long-term opportunities.\"</p><p><b>Outlook for 2021</b></p><p>For the second quarter of 2021, we expect net income to be in the range of $1.3 billion to $1.33 billion, diluted earnings per share to be in the range of $1.05 to $1.10 for the current quarter and adjusted diluted earnings per share to be in the range of $1.10 to $1.15.</p><p>For 2021, we expect net income to be in the range of $5,825 million to $5,905 million, diluted earnings per share to be in the range of $6.52 to $6.65 for the current year and adjusted diluted earnings per share to be in the range of $6.73 to $6.86.</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>Lululemon Q1 FY21 revenue of $1.23 billion, net income of $140 million</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLululemon Q1 FY21 revenue of $1.23 billion, net income of $140 million\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-04 07:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 4, Fashion Sports Brands<a href=\"https://laohu8.com/S/LULU\">Lululemon</a>Financial results for the first quarter of fiscal 2021. Strong consumer demand for fitness apparel drove the company's revenue to double to $1.23 billion year-on-year, surpassing analysts' consensus estimate of $1.13 billion. At the same time, net profit of $140 million doubled five times from $28.63 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/97ea74dff7b224c85a3daaf62b95079e\" tg-width=\"749\" tg-height=\"742\" referrerpolicy=\"no-referrer\"></p><p>After the earnings release, Lululemon's shares fell slightly 0.05% to $317.2 after hours.</p><p><img src=\"https://static.tigerbbs.com/bf989bd7316f5a40e1968c0c1924e7b4\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Q1 2021 vs Q1 2020:</p><p><ul><li>Net income increased 88% to $1.2 billion.In constant dollar terms, net income increased 83%.</li><li>Direct-to-consumer net revenue accounted for 44.4% of total net revenue, compared to 54.0% in the first quarter of 2020.</li><li>Gross profit rose 109% to $700.3 million and gross margin rose 580 basis points to 57.1%.</li><li>Operating income rose 492% to $193.8 million, and adjusted operating income rose 479% to $201.5 million.</li><li>Operating margin increased 1,080 basis points to 15.8%. Adjusted operating margin increased 1,110 basis points to 16.4%.</li><li>Income tax expense increased 827% to $49.1 million, with an effective tax rate of 25.3% in the first quarter of 2021 compared to 15.6% in the first quarter of 2020. The adjusted effective tax rate for the first quarter of 2021 was 24.5%, compared to 14.7% for the first quarter of 2020.</li><li>Diluted earnings per share were $1.11 compared to $0.22 in the first quarter of 2020. Adjusted diluted earnings per share was $1.16 compared to $0.23 in the first quarter of 2020.</li><li>The company repurchased 300,000 shares of its own common stock at an average cost of $311.02 per share.</li><li>The company opened a net of two company-owned stores during the quarter, resulting in 523 stores.</li></ul>The consolidated statements of operations for the first quarter of 2019 are included in the table at the end of this press release for information purposes. Q1 2021 vs Q1 2019:</p><p><ul><li>Net income increased by $444.2 million, or 57%, at a two-year CAGR of 25%.</li><li>Gross margin increased by 320 basis points.</li><li>Operating margin fell 70 basis points. Adjusted operating margin decreased by 10 basis points.</li><li>Diluted earnings per share were $1.11 compared to $0.74 in the first quarter of 2019. Adjusted diluted earnings per share of $1.16 for the first quarter of 2021.</li></ul>Chief Financial Officer Meghan Frank said: \"We are very pleased with our first quarter results, which reflect significant growth in the business compared to 2020 and 2019. Our momentum remains strong as we enter the second quarter. The strength of our financial position allows us to continue to deliver on the strength of our three growth strategies while we capitalize on near-term and long-term opportunities.\"</p><p><b>Outlook for 2021</b></p><p>For the second quarter of 2021, we expect net income to be in the range of $1.3 billion to $1.33 billion, diluted earnings per share to be in the range of $1.05 to $1.10 for the current quarter and adjusted diluted earnings per share to be in the range of $1.10 to $1.15.</p><p>For 2021, we expect net income to be in the range of $5,825 million to $5,905 million, diluted earnings per share to be in the range of $6.52 to $6.65 for the current year and adjusted diluted earnings per share to be in the range of $6.73 to $6.86.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bcb1abc77b44a5cff48d56c2d26b3b56","relate_stocks":{"LULU":"lululemon athletica"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113371704","content_text":"6月4日，时尚运动品牌Lululemon 2021财年第一季度的财务业绩。消费者对于健身服饰的强劲需求带动公司营收同比翻倍至12.3亿美元，超过分析师一致预期的11.3亿美元。同时净利润1.4亿美元较去年同期的2863万美元翻了5倍。\n\n财报发布后，Lululemon盘后股价微跌0.05%，报317.2美元。\n\n2021年第一季度与2020年第一季度相比：\n\n净收入增长 88% 至12亿美元.按固定美元计算，净收入增长了 83%。\n直接面向消费者的净收入占总净收入的 44.4%，而 2020 年第一季度为 54.0%。\n毛利增长 109% 至7.003亿美元，毛利率上升580个基点至57.1%。\n运营收入增长 492% 至1.938 亿美元，调整后的运营收入增长 479% 至2.015 亿美元.\n营业利润率增加 1,080 个基点至 15.8%。调整后营业利润率增加 1,110 个基点至 16.4%。\n所得税费用增加 827% 至4910 万美元，2021 年第一季度的有效税率为 25.3%，而 2020 年第一季度的有效税率为 15.6%。调整后的 2021 年第一季度的有效税率为 24.5%，而 2020 年第一季度的有效税率为 14.7%。\n每股摊薄收益为1.11 美元相比0.22 美元2020 年第一季度。调整后的摊薄每股收益为1.16 美元相比0.23 美元在 2020 年第一季度。\n公司回购了 30 万股自己的普通股，平均成本为311.02 美元每股。\n公司在本季度净开设了两家公司自营门店，最终开设了 523 家门店。\n\n2019 年第一季度的合并经营报表包含在本新闻稿末尾的表格中以供参考。2021 年第一季度与 2019 年第一季度相比：\n\n净收入增加了4.442 亿美元，或 57%，两年复合年增长率为 25%。\n毛利率增加了 320 个基点。\n营业利润率下降了 70 个基点。调整后的营业利润率下降了 10 个基点。\n每股摊薄收益为1.11 美元相比0.74 美元2019 年第一季度。调整后的摊薄每股收益为1.16 美元2021 年第一季度。\n\n首席财务官Meghan Frank表示：“我们对第一季度的业绩感到非常满意，这反映了与 2020 年和 2019 年相比业务的显著增长。进入第二季度时，我们的势头依然强劲。我们的财务状况实力使我们能够继续实现三个增长战略的力量，同时我们利用近期和长期的机会。”\n2021年展望\n对于 2021 年第二季度，我们预计净收入将在13亿美元至13.3亿美元，每股摊薄收益预计在1.05 美元至1.10 美元本季度和调整后的摊薄每股收益预计在1.10 美元至1.15 美元.\n对于 2021 年，我们预计净收入将在58.25亿美元至59.05亿美元，每股摊薄收益预计在6.52 美元至6.65 美元本年度和调整后的摊薄每股收益预计在6.73 美元至6.86 美元.","news_type":1,"symbols_score_info":{"LULU":0.9}},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965619304,"gmtCreate":1669943410508,"gmtModify":1676538274589,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a 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