Fatexz personal page - To The Moon

Fatexz

Fatexz

No personal profile

38Follow

1Followers

0Topic

0Badge

2021-03-14

$SINGAPORE AIRLINES LTD(C6L.SI)$Buy more tomorrow soar

2021-03-04

$NIO Inc.(NIO)$DONT LOSE HOPE

2021-03-14

$Holicity Inc(HOL)$It will soar trust guys

2021-03-19

BELIEVE IN TESLA GROWTH

Tesla priced out of new UK list for EV subsidies

2021-03-05

$Holicity Inc(HOL)$My fellow astra believer hold with me once the confirm date is out it will go to the moon!

2021-06-27

Nio

Ford Or NIO? The Final Verdict

2021-03-11

$Holicity Inc(HOL)$RECOVERY ROCKET

2021-03-22

buy Buy buy

Sorry, the original content has been removed

2021-03-14

$Palantir Technologies Inc.(PLTR)$We are almost there to the moon!

2021-03-05

In cathie woods we believe

Why Cathie Wood's once hot Ark Innovation ETF has lost all its 2021 gains

2021-02-11

$Holicity Inc(HOL)$Wait for ASTRA!

2021-06-25

Solid

Is Amazon Stock A Better Buy Than Apple Through 2025?

2021-03-17

With tesla future plan’s tesla is going to steal theshow again!

Volkswagen could soon steal Tesla's crown

2021-03-16

$GameStop(GME)$Its time to sell

2021-03-11

Kathie woods gotta make it fly

ARK fund snaps up over 500,000 shares of Roblox in debut

2021-03-09

$Holicity Inc(HOL)$Tmr is the big day guys

2021-02-11

Good

Sorry, the original content has been removed

2021-06-29

Sick

The S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3573773601619910","uuid":"3573773601619910","gmtCreate":1610680619579,"gmtModify":1611992370133,"name":"Fatexz","pinyin":"fatexz","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":38,"tweetSize":41,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.27%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":150249171,"gmtCreate":1624917860193,"gmtModify":1703847684750,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Try","listText":"Try","text":"Try","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150249171","repostId":"2146983887","repostType":4,"repost":{"id":"2146983887","kind":"highlight","pubTimestamp":1624886639,"share":"https://ttm.financial/m/news/2146983887?lang=&edition=fundamental","pubTime":"2021-06-28 21:23","market":"us","language":"en","title":"3 Stocks That Could Make You Much Richer Over the Long Run Than AMC Will","url":"https://stock-news.laohu8.com/highlight/detail?id=2146983887","media":"Motley Fool","summary":"No, they won't deliver the returns going forward that AMC has so far this year. But neither will AMC.","content":"<p>If you'd invested $10,000 in&nbsp;<b>AMC Entertainment</b> (NYSE:AMC) roughly six months ago, you'd have more than $250,000 right now. That's a staggering return that any investor would love to make.</p>\n<p>However, there's something important to consider before buying AMC stock right now: Investing is focused on the future, not the past. Shares of the movie theater chain aren't going to generate those kinds of gains going forward. If they did, AMC would soon be more than three times bigger than <b>Apple</b>. That's extremely unlikely, to say the least.</p>\n<p>Still, it's possible that AMC will continue performing well (albeit not anywhere near its recent levels) over the next year or two as moviegoers return to theaters. The stock has made some investors quite wealthy over the last few months. But here are three stocks that could make you much richer over the long term than AMC will.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf5e28ce06825d2bfd9ebed7c7a4d8f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Etsy</h2>\n<p><b>Etsy</b>'s (NASDAQ:ETSY) market cap of $23 billion is well below AMC's market cap of close to $29 billion. I'd argue that the popular e-commerce company has a much greater long-term opportunity than AMC does, though.</p>\n<p>First of all, Etsy practically owns the niche online market in personalized handcrafted goods. Others have attempted to beat the company on its own turf but have failed. There are still significant growth opportunities in this $250 billion annual market.</p>\n<p>However, the pandemic showed Etsy more than ever that it can compete in a larger arena. The company now thinks that its total addressable market is close to $1.7 trillion.</p>\n<p>One way that Etsy is going after this expanded market is through acquisitions. Most recently, the company announced plans to acquire Depop for $1.6 billion, a move that vaults Etsy into the clothing resale business.</p>\n<p>I think that Etsy is a stock that could be a 10-bagger over the long run. The odds of AMC having that level of gains going forward are slim.</p>\n<h2>Innovative Industrial Properties</h2>\n<p>Speaking of big market opportunities, the U.S. medical cannabis market is growing by leaps and bounds. So far, 36 states have legalized medical cannabis.&nbsp;<b>Innovative Industrial Properties</b> (NYSE:IIPR) stands out as a key beneficiary from this growth.</p>\n<p>The company is the leading real estate investment trust (REIT) focused on the medical cannabis industry. IIP's forte is sale-leaseback transactions. In these deals, the REIT buys properties from cannabis operators. The operators then lease the properties back with a long-term lease agreement.</p>\n<p>Over the last three years, IIP's revenue has soared 1,300%. Its profits have skyrocketed more than 2,200%. Investors have also made even more money from the company's dividends.</p>\n<p>IIP currently owns 72 properties in 18 states. It should be able to continue growing briskly by making more sale-leaseback deals in those states (which include several of the biggest medical cannabis markets in the U.S.) as well as expanding into additional states.</p>\n<h2>Intuitive Surgical</h2>\n<p>I recently wrote about my top stock to buy in June. My pick was robotic surgical systems pioneer <b>Intuitive Surgical</b> (NASDAQ:ISRG).</p>\n<p>Like AMC, Intuitive Surgical is a reopening play. Just as the COVID-19 pandemic shut down theaters, it also significantly impacted the volumes of non-emergency surgical procedures. Intuitive generates most of its revenue from selling replacement instruments and accessories for its da Vinci robotic surgical systems. Lower numbers of procedures meant lower revenue for the company.</p>\n<p>Prior to the pandemic, the number of movie tickets sold was declining. That's a not-so-great trend for AMC that could rear its ugly head again after a rebound in 2021 and 2022. Intuitive's procedure volume, though, has risen steadily for quite a while. Even with the pandemic, procedures still increased 1% year over year in 2020.</p>\n<p>Intuitive's long-term prospects are the main reason why I like this stock, though. The company has a huge growth opportunity targeting the procedures where it already has regulatory clearances. Even better, Intuitive thinks that it can more than triple its current addressable market by launching new products and securing additional regulatory clearances.</p>\n<p>Sure, Intuitive Surgical is already a big company with a market cap of over $100 billion. I think that it will be able to become a much larger company over the next decade and make investors who buy and hold the stock a lot of money.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Make You Much Richer Over the Long Run Than AMC Will</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Make You Much Richer Over the Long Run Than AMC Will\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/28/3-stocks-make-you-richer-long-term-than-amc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you'd invested $10,000 in AMC Entertainment (NYSE:AMC) roughly six months ago, you'd have more than $250,000 right now. That's a staggering return that any investor would love to make.\nHowever, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/3-stocks-make-you-richer-long-term-than-amc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","IIPR":"Innovative Industrial Properties Inc","ISRG":"直觉外科公司"},"source_url":"https://www.fool.com/investing/2021/06/28/3-stocks-make-you-richer-long-term-than-amc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146983887","content_text":"If you'd invested $10,000 in AMC Entertainment (NYSE:AMC) roughly six months ago, you'd have more than $250,000 right now. That's a staggering return that any investor would love to make.\nHowever, there's something important to consider before buying AMC stock right now: Investing is focused on the future, not the past. Shares of the movie theater chain aren't going to generate those kinds of gains going forward. If they did, AMC would soon be more than three times bigger than Apple. That's extremely unlikely, to say the least.\nStill, it's possible that AMC will continue performing well (albeit not anywhere near its recent levels) over the next year or two as moviegoers return to theaters. The stock has made some investors quite wealthy over the last few months. But here are three stocks that could make you much richer over the long term than AMC will.\nImage source: Getty Images.\nEtsy\nEtsy's (NASDAQ:ETSY) market cap of $23 billion is well below AMC's market cap of close to $29 billion. I'd argue that the popular e-commerce company has a much greater long-term opportunity than AMC does, though.\nFirst of all, Etsy practically owns the niche online market in personalized handcrafted goods. Others have attempted to beat the company on its own turf but have failed. There are still significant growth opportunities in this $250 billion annual market.\nHowever, the pandemic showed Etsy more than ever that it can compete in a larger arena. The company now thinks that its total addressable market is close to $1.7 trillion.\nOne way that Etsy is going after this expanded market is through acquisitions. Most recently, the company announced plans to acquire Depop for $1.6 billion, a move that vaults Etsy into the clothing resale business.\nI think that Etsy is a stock that could be a 10-bagger over the long run. The odds of AMC having that level of gains going forward are slim.\nInnovative Industrial Properties\nSpeaking of big market opportunities, the U.S. medical cannabis market is growing by leaps and bounds. So far, 36 states have legalized medical cannabis. Innovative Industrial Properties (NYSE:IIPR) stands out as a key beneficiary from this growth.\nThe company is the leading real estate investment trust (REIT) focused on the medical cannabis industry. IIP's forte is sale-leaseback transactions. In these deals, the REIT buys properties from cannabis operators. The operators then lease the properties back with a long-term lease agreement.\nOver the last three years, IIP's revenue has soared 1,300%. Its profits have skyrocketed more than 2,200%. Investors have also made even more money from the company's dividends.\nIIP currently owns 72 properties in 18 states. It should be able to continue growing briskly by making more sale-leaseback deals in those states (which include several of the biggest medical cannabis markets in the U.S.) as well as expanding into additional states.\nIntuitive Surgical\nI recently wrote about my top stock to buy in June. My pick was robotic surgical systems pioneer Intuitive Surgical (NASDAQ:ISRG).\nLike AMC, Intuitive Surgical is a reopening play. Just as the COVID-19 pandemic shut down theaters, it also significantly impacted the volumes of non-emergency surgical procedures. Intuitive generates most of its revenue from selling replacement instruments and accessories for its da Vinci robotic surgical systems. Lower numbers of procedures meant lower revenue for the company.\nPrior to the pandemic, the number of movie tickets sold was declining. That's a not-so-great trend for AMC that could rear its ugly head again after a rebound in 2021 and 2022. Intuitive's procedure volume, though, has risen steadily for quite a while. Even with the pandemic, procedures still increased 1% year over year in 2020.\nIntuitive's long-term prospects are the main reason why I like this stock, though. The company has a huge growth opportunity targeting the procedures where it already has regulatory clearances. Even better, Intuitive thinks that it can more than triple its current addressable market by launching new products and securing additional regulatory clearances.\nSure, Intuitive Surgical is already a big company with a market cap of over $100 billion. I think that it will be able to become a much larger company over the next decade and make investors who buy and hold the stock a lot of money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150227315,"gmtCreate":1624916495237,"gmtModify":1703847666750,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150227315","repostId":"1143737614","repostType":4,"repost":{"id":"1143737614","kind":"news","pubTimestamp":1624894513,"share":"https://ttm.financial/m/news/1143737614?lang=&edition=fundamental","pubTime":"2021-06-28 23:35","market":"fut","language":"en","title":"The S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1143737614","media":"Bloomberg","summary":"The ratio of the S&P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses th","content":"<p>The ratio of the S&amp;P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses that level, it will be at a more-than 15-year high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/069c8eaa303d1a01ad0421a13eb9731b\" tg-width=\"1309\" tg-height=\"830\"><span>Bloomberg</span></p>\n<p>This simple chart tells a great story about fear and greed.&nbsp; Optimism and pessimism.</p>\n<p>When people are feeling good, they bet on humans and companies. When people are fearful, they buy the yellow metal, which has been a store&nbsp;of value for thousands of years. It doesn’t do anything, really, other than exist.</p>\n<p>Of course it peaked in the late `90s, when the world was bursting with optimism. It wasn’t just the dotcom boom that was happening, but that was also peak “end of history” times. Then the bubble burst.&nbsp;And not long thereafter, the attacks on Sept. 11, 2001, happened&nbsp;and&nbsp;led to years of war, causing the ratio to sink for a long time&nbsp;before going into freefall during the Great Financial Crisis. It only bottomed and started turning around in late 2011, which was when housing and other measures, like real wage growth, started to turn around.</p>\n<p>The recent peak was in 2018, the last time emerging market stocks were soaring. That ultimately started giving way, however, after some higher-than-expected inflation readings and a series of Fed hikes throughout that year that caused the 2019 backtrack.</p>\n<p>Obviously, the line plunged last year when the pandemic hit, and lately it’s been surging back. It’s well above its pre-crisis highs, and now as we see it’s on the verge of eclipsing 2018’s peak.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-28/the-s-p-500-to-gold-ratio-is-nearing-its-highest-level-in-over-15-years><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ratio of the S&P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses that level, it will be at a more-than 15-year high.\nBloomberg\nThis simple chart tells a great story ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-28/the-s-p-500-to-gold-ratio-is-nearing-its-highest-level-in-over-15-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-28/the-s-p-500-to-gold-ratio-is-nearing-its-highest-level-in-over-15-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143737614","content_text":"The ratio of the S&P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses that level, it will be at a more-than 15-year high.\nBloomberg\nThis simple chart tells a great story about fear and greed.  Optimism and pessimism.\nWhen people are feeling good, they bet on humans and companies. When people are fearful, they buy the yellow metal, which has been a store of value for thousands of years. It doesn’t do anything, really, other than exist.\nOf course it peaked in the late `90s, when the world was bursting with optimism. It wasn’t just the dotcom boom that was happening, but that was also peak “end of history” times. Then the bubble burst. And not long thereafter, the attacks on Sept. 11, 2001, happened and led to years of war, causing the ratio to sink for a long time before going into freefall during the Great Financial Crisis. It only bottomed and started turning around in late 2011, which was when housing and other measures, like real wage growth, started to turn around.\nThe recent peak was in 2018, the last time emerging market stocks were soaring. That ultimately started giving way, however, after some higher-than-expected inflation readings and a series of Fed hikes throughout that year that caused the 2019 backtrack.\nObviously, the line plunged last year when the pandemic hit, and lately it’s been surging back. It’s well above its pre-crisis highs, and now as we see it’s on the verge of eclipsing 2018’s peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127839688,"gmtCreate":1624842539144,"gmtModify":1703845874746,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Nio nice","listText":"Nio nice","text":"Nio nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127839688","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","kind":"news","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&amp;P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&amp;P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</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>NIO Still Has Significant Upside Potential</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\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124891218,"gmtCreate":1624757272534,"gmtModify":1703844461508,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Nio","listText":"Nio","text":"Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124891218","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125153612,"gmtCreate":1624665431936,"gmtModify":1703842986247,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Weee","listText":"Weee","text":"Weee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125153612","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","kind":"news","pubTimestamp":1624664800,"share":"https://ttm.financial/m/news/1108941456?lang=&edition=fundamental","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from&nbsp;Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate&nbsp;in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&amp;T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Better Buy Than Other FAANG Stocks?</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\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126210318,"gmtCreate":1624574544734,"gmtModify":1703840507980,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Solid","listText":"Solid","text":"Solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126210318","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","kind":"news","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129758410,"gmtCreate":1624399789530,"gmtModify":1703835341841,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129758410","repostId":"1158992528","repostType":4,"repost":{"id":"1158992528","kind":"news","pubTimestamp":1624367130,"share":"https://ttm.financial/m/news/1158992528?lang=&edition=fundamental","pubTime":"2021-06-22 21:05","market":"us","language":"en","title":"Here are Tuesday’s biggest analyst calls of the day: Netflix, Nike, FedEx, GM, Nvidia, Tesla & more","url":"https://stock-news.laohu8.com/highlight/detail?id=1158992528","media":"cnbc","summary":"KEY POINTS\n\nRaymond James raises price target on Nvidia to $900 from $750.\nStifel upgrades CrowdStri","content":"<div>\n<p>KEY POINTS\n\nRaymond James raises price target on Nvidia to $900 from $750.\nStifel upgrades CrowdStrike to buy from hold.\nStifel reiterates Nike as buy.\nBenchmark reiterates Netflix as sell.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/tuesdays-stock-analyst-calls-netflix-nike-fedex-gm-nvidia-tesla.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here are Tuesday’s biggest analyst calls of the day: Netflix, Nike, FedEx, GM, Nvidia, Tesla & more</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\">\nHere are Tuesday’s biggest analyst calls of the day: Netflix, Nike, FedEx, GM, Nvidia, Tesla & more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 21:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/22/tuesdays-stock-analyst-calls-netflix-nike-fedex-gm-nvidia-tesla.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nRaymond James raises price target on Nvidia to $900 from $750.\nStifel upgrades CrowdStrike to buy from hold.\nStifel reiterates Nike as buy.\nBenchmark reiterates Netflix as sell.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/tuesdays-stock-analyst-calls-netflix-nike-fedex-gm-nvidia-tesla.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBH":"莎莉美容控股公司","NKE":"耐克","TWLO":"Twilio Inc","F":"福特汽车","GM":"通用汽车","VMEO":"Vimeo Inc.","TSLA":"特斯拉","GILD":"吉利德科学","CHPT":"ChargePoint Holdings Inc.","NVDA":"英伟达","FDX":"联邦快递","NFLX":"奈飞","CRWD":"CrowdStrike Holdings, Inc.","MSI":"摩托罗拉解决方案"},"source_url":"https://www.cnbc.com/2021/06/22/tuesdays-stock-analyst-calls-netflix-nike-fedex-gm-nvidia-tesla.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1158992528","content_text":"KEY POINTS\n\nRaymond James raises price target on Nvidia to $900 from $750.\nStifel upgrades CrowdStrike to buy from hold.\nStifel reiterates Nike as buy.\nBenchmark reiterates Netflix as sell.\nOppenheimer reiterates Gilead Sciences as outperform.\nNeedham initiates Twilio as buy.\nOppenheimer upgrades Sally Beauty Supply to outperform from market perform.\nCowen names Vimeo as a best idea.\nBarclays reiterates Ford and General Motors as overweight.\nAtlantic Equities upgrades Ball Corp to overweight from neutral.\nCredit Suisse reiterates Motorola Solutions as a top pick.\nJefferies initiates ChargePoint Holdings as buy.\nStifel resumes FedEx as buy.\nPiper Sandler reiterates Tesla as overweight.\n\nRaymond James raises price target on Nvidia to $900 from $750\nRaymond James kept its strong buy rating on shares of the semi company and raised its price target to $900 per share from $750. That’s a tie for the highest price target on Wall Street. The firm said it was the “best positioned” company for growth over the long term.\n\n “We reiterate our Strong Buy rating onNVIDIAand raise our price target to $900, as we believe near term trends are following the path we anticipated when upgrading the stock from Outperform back in April, and we still consider NVDA to be the semi company best positioned for growth over the long term.”\n\nStifel upgrades CrowdStrike to buy from hold\nStifel said in its upgrade of the cyber security company that it had “margin potential.”\n\n “The feedback that we received from our survey of 51CRWDcustomers speaks to the growing customer demand for not only consolidating security functionalities with CrowdStrike over time but also extending their CrowdStrike deployments from physical endpoints to non-traditional workloads.”\n\nStifel reiterates Nike as buy\nStifel reiterated its buy rating on shares of the athletic retailer and said it was a “core” large-cap growth holding.\n\n “Ultimately, we viewNIKE’s global category positioning and capacity for improved margins and returns as rationale for the stock to remain a core large-cap growth holding and reaffirm our Buy rating and $168 target price.”\n\nBenchmark reiterates Netflix as sell\nBenchmark reiterated its sell rating on shares of the streaming giant and said its deal to produce content for Stephen Spielberg is “less significant” than investors believe.\n\n “We maintain our Sell rating and $448 price target onNetflix, even if its new production agreement with Steven Spielberg’s Amblin Partners is surprising to some given his 2019 move to bar day-and-date streaming releases from Academy Awards eligibility. ... .We believe that the market is starting to reprice Netflix as more of a media company than a category-killer tech company, with the shares off (7.4%) ytd versus a 9.0% positive return for the Nasdaq 100.”\n\nOppenheimer reiterates Gilead Sciences as outperform\nOppenheimer reiterates its outperform rating on the biopharmaceutical company and said it was bullish on the company’s pipeline of upcoming products.\n\n “Gileadis entering a potentially fruitful period (up 16% YTD), as its business slowly recovers from the COVID-19 pandemic, year-on-year comps become easier and material pipeline catalysts come into view in 2H21.”\n\nNeedham initiates Twilio as buy\nNeedham initiated the cloud communications platform company with a buy rating and said it was “transforming” customer engagement.\n\n “Despite an increasingly competitive landscape, we seeTWLO’s innovation and unique developer-focused go-to-market as strong differentiators capable of sustaining the company’s market share. TWLO ranks among our top picks in our coverage.”\n\nOppenheimer upgrades Sally Beauty to outperform from market perform\nOppenheimer upgraded the beauty supply store and said it sees an “attractive” entry point.\n“Following a more than 20% pullback in SBH shares from recent May highs, we spent time revisiting our views. ... .Since early March,SBHshares are down 6% vs. a 9% gain in the S&P 500. Based on our work, we are upgrading shares to Outperform from Perform and installing a $24 PT.”\nCowen names Vimeo as a best idea\nCowen called the online video company a best idea and said it sees further revenue growth upside.\n\n “Vimeois our best Smidcap idea for 2021, as the company is well-positioned to take share within the large and rapidly growing Video SaaS market. We expect Vimeo, driven primarily by robust Enterprise adoption, to generate 33% revenue growth over the next five years with ramping margins, despite elevated investment in R&D and sales and marketing over the next few years.”\n\nBarclays reiterates Ford and General Motors as overweight\nBarclays said it expects “strong pricing” to leader to better second quarter results for the automakers. The firm also raised its price target on Ford to $17 per share from $15 and on General Motors to $74 per share from $70\n\n “Mid-month pricing data indicate stronger-than- expected pricing for bothFordandGM. Indeed, mid-month data show a step-up in average transaction prices and a step-down in incentive spending. Better pricing along with better FinCo performance are driving better-than-expected results at Ford and GM. We reiterate our OW ratings on both stocks and raise our price targets as well.”\n\nAtlantic Equities upgrades Ball Corp to overweight from neutral\nAtlantic Equities upgraded the jar and can manufacturer and said it sees “multi-year growth” forBall.\n\n “The global beverage can market is poised for multi-year growth. Already contracted business will underpin c.20% market growth in North America 2021-23, 35% in Latam and 15% in Europe.”\n\nCredit Suisse reiterates Motorola Solutions as a top pick\nCredit Suisse kept its outperform and top pick rating on shares of the data telecommunications company and said it felt more “confident” after a recent meeting withMotorola’s management.\n\n “Following our meeting sessions, we found mgmt.’s tone confident and positive on both medium and long-term business trends. ... .MSI is indexed to multi-year tailwinds driven by federal stimulus, first responder accountability, and a full end-to-end platform.”\n\nJefferies initiates ChargePoint Holdings as buy\nJefferies said initiation of ChargePoint that it was the “leader” in the demand for charging electric vehicles.\n\n “As the US charging infrastructure leader, we expectCHPTleverages scale and integrated hardware, software, & services features to drive +57% sales CAGR, tracking with ramping US & Europe EV adoption & growing charging demand.”\n\nStifel resumes FedEx as buy\nStifel resumed coverage of the shipping giant and said it sees an “attractive” risk/reward.\n\n “We are resuming coverage ofFedExwith a Buy rating and target price of $339. We believe FedEx is in a strong position to capitalize on secular macroeconomic tailwinds, including a significant pull-forward of global e-commerce trends.”\n\nPiper Sandler reiterates Tesla as overweight\nPiper saidTeslawas still the “best way” to invest in electric vehicles.\n\n “Overweight-rated TSLA is still our favorite way to invest in rising BEV sales.2H21 may be choppy for TSLA, due to the implementation of several ambitious projects. If factory delays or chip shortages cause delivery shortfalls, we would buy any weakness.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162721695,"gmtCreate":1624076566417,"gmtModify":1703828360505,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"^^^","listText":"^^^","text":"^^^","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162721695","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ 戳我即可參與活動 \u0001如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188959807,"gmtCreate":1623420038009,"gmtModify":1704203191203,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188959807","repostId":"2142022769","repostType":4,"repost":{"id":"2142022769","kind":"highlight","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":1623380100,"share":"https://ttm.financial/m/news/2142022769?lang=&edition=fundamental","pubTime":"2021-06-11 10:55","market":"us","language":"en","title":"We put 6 more meme stocks' numbers to the test and the differences are telling","url":"https://stock-news.laohu8.com/highlight/detail?id=2142022769","media":"Dow Jones","summary":"Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows i","content":"<blockquote>\n <b>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</b>\n</blockquote>\n<p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p>\n<p>After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.</p>\n<p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p>\n<p><b>Short squeezes and meme stocks</b></p>\n<p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.</p>\n<p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p>\n<p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p>\n<p>To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.</p>\n<p><b>Six more meme stocks</b></p>\n<p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p>\n<p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p>\n<p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p>\n<p><img src=\"https://static.tigerbbs.com/45b4fabbee4e18ee1b473200ab3a7c4b\" tg-width=\"1260\" tg-height=\"300\"></p>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:</p>\n<p><img src=\"https://static.tigerbbs.com/1d9a8e2dfc61b0e4ff70a8630193cecb\" tg-width=\"1259\" tg-height=\"1038\"></p>\n<p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p>\n<p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p>\n<p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.</p>\n<p><b>Short interest</b></p>\n<p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:</p>\n<p><img src=\"https://static.tigerbbs.com/d0875b54168c760b950d250308eb5efd\" tg-width=\"1260\" tg-height=\"390\"></p>\n<p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p>\n<p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p>\n<p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p>\n<p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p>\n<p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.</p>\n<p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p>\n<p><b>Fundamentals</b></p>\n<p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p>\n<ul>\n <li><b>Looking back</b></li>\n</ul>\n<p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p>\n<p><img src=\"https://static.tigerbbs.com/bcc4fbd762406f0684e991d289b8b760\" tg-width=\"1260\" tg-height=\"392\"></p>\n<p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.</p>\n<p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p>\n<ul>\n <li><b>Looking ahead -- sales</b></li>\n</ul>\n<p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p>\n<p><img src=\"https://static.tigerbbs.com/37c11916067fb3829caff57a89cf17f0\" tg-width=\"1260\" tg-height=\"380\"></p>\n<p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p>\n<p><b>Looking ahead -- earnings</b></p>\n<p>Here are earnings-per-share estimates going out to 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/4cf06aa00f9303dda82b1c3f8cf34c21\" tg-width=\"1260\" tg-height=\"500\"></p>\n<p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p>\n<p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p>\n<p><b>Wall Street's opinion</b></p>\n<p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p>\n<p><img src=\"https://static.tigerbbs.com/c2dfa61b27c34a6c17f5b4d2119126f9\" tg-width=\"1259\" tg-height=\"373\"></p>\n<p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p>\n<p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</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>We put 6 more meme stocks' numbers to the test and the differences are telling</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\">\nWe put 6 more meme stocks' numbers to the test and the differences are telling\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\">2021-06-11 10:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</b>\n</blockquote>\n<p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p>\n<p>After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.</p>\n<p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p>\n<p><b>Short squeezes and meme stocks</b></p>\n<p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.</p>\n<p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p>\n<p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p>\n<p>To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.</p>\n<p><b>Six more meme stocks</b></p>\n<p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p>\n<p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p>\n<p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p>\n<p><img src=\"https://static.tigerbbs.com/45b4fabbee4e18ee1b473200ab3a7c4b\" tg-width=\"1260\" tg-height=\"300\"></p>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:</p>\n<p><img src=\"https://static.tigerbbs.com/1d9a8e2dfc61b0e4ff70a8630193cecb\" tg-width=\"1259\" tg-height=\"1038\"></p>\n<p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p>\n<p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p>\n<p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.</p>\n<p><b>Short interest</b></p>\n<p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:</p>\n<p><img src=\"https://static.tigerbbs.com/d0875b54168c760b950d250308eb5efd\" tg-width=\"1260\" tg-height=\"390\"></p>\n<p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p>\n<p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p>\n<p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p>\n<p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p>\n<p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.</p>\n<p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p>\n<p><b>Fundamentals</b></p>\n<p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p>\n<ul>\n <li><b>Looking back</b></li>\n</ul>\n<p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p>\n<p><img src=\"https://static.tigerbbs.com/bcc4fbd762406f0684e991d289b8b760\" tg-width=\"1260\" tg-height=\"392\"></p>\n<p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.</p>\n<p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p>\n<ul>\n <li><b>Looking ahead -- sales</b></li>\n</ul>\n<p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p>\n<p><img src=\"https://static.tigerbbs.com/37c11916067fb3829caff57a89cf17f0\" tg-width=\"1260\" tg-height=\"380\"></p>\n<p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p>\n<p><b>Looking ahead -- earnings</b></p>\n<p>Here are earnings-per-share estimates going out to 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/4cf06aa00f9303dda82b1c3f8cf34c21\" tg-width=\"1260\" tg-height=\"500\"></p>\n<p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p>\n<p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p>\n<p><b>Wall Street's opinion</b></p>\n<p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p>\n<p><img src=\"https://static.tigerbbs.com/c2dfa61b27c34a6c17f5b4d2119126f9\" tg-width=\"1259\" tg-height=\"373\"></p>\n<p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p>\n<p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","PLTR":"Palantir Technologies Inc.","WEN":"温蒂汉堡","CLNE":"Clean Energy Fuels Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142022769","content_text":"Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.\n\nThe world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.\nAfter last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.\n(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc $(AMC)$, Nokia Corp. (NOKIA.HE) and GameStop Corp. $(GME)$.)\nShort squeezes and meme stocks\nTraders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.\nProfessional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.\n\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.\nTo have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.\nSix more meme stocks\nThe action changes daily. On June 9, for example, shares of Clover Health Investments Corp. $(CLOV)$ fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.\nRead:Newest meme stock darling Clover Health is popping. Is the SEC watching?\nHere are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:\n\nPalantir Technologies Inc. (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:\n\nPalantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.\nWendy's Co. $(WEN)$ is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.\nContextLogic Inc. (WISH) is one of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.\nShort interest\nKeeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:\n\nFactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.\nClover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares Ranger Equity Bear ETF (HDGE), which is meant to be used as a hedging tool.)\nA high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.\nWe have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. $(TSLA)$ is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. $(AMZN)$ ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.\nCanoo Inc. (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.\nClean Energy Fuels Corp. $(CLNE.AU)$ provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.\nFundamentals\nWe'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.\n\nLooking back\n\nFirst, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):\n\nYou can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.\nClover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with Social Capital Hedosophia Holdings Corp. III (a SPAC) on Jan. 7.\n\nLooking ahead -- sales\n\nStarting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:\n\nDouble-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.\nLooking ahead -- earnings\nHere are earnings-per-share estimates going out to 2023:\n\nYou might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.\nThe estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .\nWall Street's opinion\nHere's a summary of opinion for this group of meme stocks among Wall Street analysts:\n\nSo the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.\nWall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188950725,"gmtCreate":1623420030667,"gmtModify":1704203190387,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188950725","repostId":"1102090194","repostType":4,"repost":{"id":"1102090194","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623419256,"share":"https://ttm.financial/m/news/1102090194?lang=&edition=fundamental","pubTime":"2021-06-11 21:47","market":"us","language":"en","title":"Cruise line stocks fell as Two Guests Test Positive for COVID-19","url":"https://stock-news.laohu8.com/highlight/detail?id=1102090194","media":"Tiger Newspress","summary":"(June 11) Cruise line stocks fell as two guests on Royal Caribbean's Celebrity Millennium ship teste","content":"<p>(June 11)&nbsp;Cruise line stocks fell&nbsp;as two guests on Royal Caribbean's Celebrity Millennium ship tested positive for COVID-19.</p>\n<p>Airline&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f60ad4e95f4cf84c7310ed909e0fa7c5\" tg-width=\"301\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n The duo were on a trip that began in St. Maarten aboard Royal Caribbean's Celebrity Millennium ship. They are asymptomatic and in isolation, RCL said.\n</blockquote>\n<p>Royal Caribbean Group&nbsp;(<b>RCL</b>) -Get Report&nbsp;shares fell Friday after the company said two guests on its Celebrity Millennium ship tested positive for COVID-19.</p>\n<p>The two cruisers are asymptomatic and in isolation, RCL said. They were sharing a room and tested positive toward the end of the cruise, which began in St. Maarten.</p>\n<p>The trip was one of RCL’s first to resume in the region after the pandemic forced a shutdown in March 2020. RCL said it’s going through contact tracing, conducting testing on all of the duo’s close contacts and is closely monitoring what’s happening on the ship.</p>\n<p>RCL recently traded at $88.78, down 2.04%, in pre-market trading on Friday. It has climbed 12% in the past six months amid enthusiasm for reopenings in the cruise industry and the economy as a whole.</p>\n<p>In May and early June,the U.S. Centers for Disease Control and Prevention gavetwo RCL ships the nod to do a test sailing in U.S. waters.</p>\n<p>Allure of the Seas is set to start test cruises from Port Canaveral July 27 to July 29, and Symphony of the Seas will do the same from PortMiami Aug. 1 through Aug. 3.</p>\n<p>In March,RCL announced it would resume Caribbeansailings in June.</p>\n<p>Also in March, RCL, Carnival Corp.(<b>CCL</b>) -Get Report&nbsp;and Norwegian Cruise Line&nbsp;(<b>NCLH</b>) -Get Report&nbsp;all&nbsp;received price-target increasesfrom J.P. Morgan, based on the prospect of economic recovery.</p>\n<p>J.P. Morgan analyst Brandt Montour lifted his target price on RCL to $110 from $100,</p>\n<p>“We … raise our price targets on slightly higher target multiples driven by positively evolving expectations for potential pricing power,” he said.</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>Cruise line stocks fell as Two Guests Test Positive for COVID-19</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\">\nCruise line stocks fell as Two Guests Test Positive for COVID-19\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-11 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 11)&nbsp;Cruise line stocks fell&nbsp;as two guests on Royal Caribbean's Celebrity Millennium ship tested positive for COVID-19.</p>\n<p>Airline&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f60ad4e95f4cf84c7310ed909e0fa7c5\" tg-width=\"301\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n The duo were on a trip that began in St. Maarten aboard Royal Caribbean's Celebrity Millennium ship. They are asymptomatic and in isolation, RCL said.\n</blockquote>\n<p>Royal Caribbean Group&nbsp;(<b>RCL</b>) -Get Report&nbsp;shares fell Friday after the company said two guests on its Celebrity Millennium ship tested positive for COVID-19.</p>\n<p>The two cruisers are asymptomatic and in isolation, RCL said. They were sharing a room and tested positive toward the end of the cruise, which began in St. Maarten.</p>\n<p>The trip was one of RCL’s first to resume in the region after the pandemic forced a shutdown in March 2020. RCL said it’s going through contact tracing, conducting testing on all of the duo’s close contacts and is closely monitoring what’s happening on the ship.</p>\n<p>RCL recently traded at $88.78, down 2.04%, in pre-market trading on Friday. It has climbed 12% in the past six months amid enthusiasm for reopenings in the cruise industry and the economy as a whole.</p>\n<p>In May and early June,the U.S. Centers for Disease Control and Prevention gavetwo RCL ships the nod to do a test sailing in U.S. waters.</p>\n<p>Allure of the Seas is set to start test cruises from Port Canaveral July 27 to July 29, and Symphony of the Seas will do the same from PortMiami Aug. 1 through Aug. 3.</p>\n<p>In March,RCL announced it would resume Caribbeansailings in June.</p>\n<p>Also in March, RCL, Carnival Corp.(<b>CCL</b>) -Get Report&nbsp;and Norwegian Cruise Line&nbsp;(<b>NCLH</b>) -Get Report&nbsp;all&nbsp;received price-target increasesfrom J.P. Morgan, based on the prospect of economic recovery.</p>\n<p>J.P. Morgan analyst Brandt Montour lifted his target price on RCL to $110 from $100,</p>\n<p>“We … raise our price targets on slightly higher target multiples driven by positively evolving expectations for potential pricing power,” he said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102090194","content_text":"(June 11) Cruise line stocks fell as two guests on Royal Caribbean's Celebrity Millennium ship tested positive for COVID-19.\nAirline stocks rose in morning trading.\n\n\n The duo were on a trip that began in St. Maarten aboard Royal Caribbean's Celebrity Millennium ship. They are asymptomatic and in isolation, RCL said.\n\nRoyal Caribbean Group (RCL) -Get Report shares fell Friday after the company said two guests on its Celebrity Millennium ship tested positive for COVID-19.\nThe two cruisers are asymptomatic and in isolation, RCL said. They were sharing a room and tested positive toward the end of the cruise, which began in St. Maarten.\nThe trip was one of RCL’s first to resume in the region after the pandemic forced a shutdown in March 2020. RCL said it’s going through contact tracing, conducting testing on all of the duo’s close contacts and is closely monitoring what’s happening on the ship.\nRCL recently traded at $88.78, down 2.04%, in pre-market trading on Friday. It has climbed 12% in the past six months amid enthusiasm for reopenings in the cruise industry and the economy as a whole.\nIn May and early June,the U.S. Centers for Disease Control and Prevention gavetwo RCL ships the nod to do a test sailing in U.S. waters.\nAllure of the Seas is set to start test cruises from Port Canaveral July 27 to July 29, and Symphony of the Seas will do the same from PortMiami Aug. 1 through Aug. 3.\nIn March,RCL announced it would resume Caribbeansailings in June.\nAlso in March, RCL, Carnival Corp.(CCL) -Get Report and Norwegian Cruise Line (NCLH) -Get Report all received price-target increasesfrom J.P. Morgan, based on the prospect of economic recovery.\nJ.P. Morgan analyst Brandt Montour lifted his target price on RCL to $110 from $100,\n“We … raise our price targets on slightly higher target multiples driven by positively evolving expectations for potential pricing power,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374653423,"gmtCreate":1619445465662,"gmtModify":1704724009256,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Lets geddit","listText":"Lets geddit","text":"Lets geddit","images":[{"img":"https://static.tigerbbs.com/a1f44e462ceed3e3d2332c3c610ab5f4","width":"750","height":"1990"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374653423","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359169874,"gmtCreate":1616374397098,"gmtModify":1704793161366,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"buy Buy buy&nbsp;","listText":"buy Buy buy&nbsp;","text":"buy Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359169874","repostId":"1162363864","repostType":4,"repost":{"id":"1162363864","kind":"news","pubTimestamp":1616372849,"share":"https://ttm.financial/m/news/1162363864?lang=&edition=fundamental","pubTime":"2021-03-22 08:27","market":"us","language":"en","title":"GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1162363864","media":"barrons","summary":"The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The","content":"<p>The earnings calendar is again sparse this week,&nbsp;during a quiet&nbsp;period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.</p>\n<p>Economic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and&nbsp;IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation,&nbsp;the Personal Consumption Expenditures Price Index for February, will also be out on Friday.</p>\n<p>Other releases include the National Association of Realtors’&nbsp;existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’&nbsp;third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February,&nbsp;at a 4.1% annualized rate of growth.</p>\n<p>Monday 3/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.</p>\n<p><b>The Federal Reserve</b>Bank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.</p>\n<p><b>Unilever hosts</b>an investor presentation to discuss its U.S. operations.</p>\n<p>Tuesday 3/23</p>\n<p><b>Adobe, IHS Markit,</b>and GameStop report quarterly results.</p>\n<p><b>The Census Bureau</b>reports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.</p>\n<p>Wednesday 3/24</p>\n<p><b>General Mills releases</b>fiscal third-quarter earnings.</p>\n<p><b>The Census Bureau</b>releases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.</p>\n<p><b>IHS Markit releases</b>both its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.</p>\n<p>Thursday 3/25</p>\n<p><b>The Bureau of Economic</b>Analysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.</p>\n<p><b>Honeywell International</b>hosts a webcast to discuss its sustainability initiatives.</p>\n<p><b>Huntington Bancshares</b>and TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.</p>\n<p>Friday 3/26</p>\n<p><b>The Bureau of Economic</b>Analysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.</p>","source":"lsy1601382232898","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>GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week</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\">\nGameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162363864","content_text":"The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.\nEconomic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.\nOther releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.\nMonday 3/22\nThe National Associationof Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.\nThe Federal ReserveBank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.\nUnilever hostsan investor presentation to discuss its U.S. operations.\nTuesday 3/23\nAdobe, IHS Markit,and GameStop report quarterly results.\nThe Census Bureaureports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.\nWednesday 3/24\nGeneral Mills releasesfiscal third-quarter earnings.\nThe Census Bureaureleases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.\nIHS Markit releasesboth its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.\nThursday 3/25\nThe Bureau of EconomicAnalysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.\nHoneywell Internationalhosts a webcast to discuss its sustainability initiatives.\nHuntington Bancsharesand TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.\nFriday 3/26\nThe Bureau of EconomicAnalysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350298594,"gmtCreate":1616208161118,"gmtModify":1704792188924,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>All is well&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>All is well&nbsp;","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$All is well","images":[{"img":"https://static.tigerbbs.com/1c613a17e28bb17b940d23dfb3b590fe","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350298594","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350298343,"gmtCreate":1616208127182,"gmtModify":1704792188108,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350298343","repostId":"1117450855","repostType":4,"repost":{"id":"1117450855","kind":"news","pubTimestamp":1616166767,"share":"https://ttm.financial/m/news/1117450855?lang=&edition=fundamental","pubTime":"2021-03-19 23:12","market":"us","language":"en","title":"Powell says Fed will keep supporting economy ‘for as long as it takes’","url":"https://stock-news.laohu8.com/highlight/detail?id=1117450855","media":"marketwatch","summary":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration o","content":"<blockquote>\n <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b>\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p>\n<p>In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p>\n<p>“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p>\n<p>Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p>\n<p>The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p>\n<p>With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p>\n<p>In the op-ed, Powell said the situation “is much improved.”</p>\n<p>“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p>\n<p>“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p>\n<p>On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p>\n<p>The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p>\n<p>Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p>\n<p>Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</p>","source":"market_watch","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>Powell says Fed will keep supporting economy ‘for as long as it takes’</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\">\nPowell says Fed will keep supporting economy ‘for as long as it takes’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” ...</p>\n\n<a href=\"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117450855","content_text":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”\nIn an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.\n“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.\nPowell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.\nThe central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.\nWith economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.\nIn the op-ed, Powell said the situation “is much improved.”\n“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.\n“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.\nOn Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.\nThe Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.\nYields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.\nStocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327203099,"gmtCreate":1616083470711,"gmtModify":1704790835721,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327203099","repostId":"1173127174","repostType":4,"repost":{"id":"1173127174","kind":"news","pubTimestamp":1616073302,"share":"https://ttm.financial/m/news/1173127174?lang=&edition=fundamental","pubTime":"2021-03-18 21:15","market":"us","language":"en","title":"Amazon begins road testing Rivian electric delivery vans in San Francisco","url":"https://stock-news.laohu8.com/highlight/detail?id=1173127174","media":"cnbc","summary":"KEY POINTSAmazon is now testing electric delivery vans from Rivian in San Francisco.The move marks t","content":"<div>\n<p>KEY POINTSAmazon is now testing electric delivery vans from Rivian in San Francisco.The move marks the latest expansion of the program, after Amazon began road testing electric vans on some routes in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/18/amazon-begins-testing-rivian-electric-delivery-vans-in-san-francisco.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon begins road testing Rivian electric delivery vans in San Francisco</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon begins road testing Rivian electric delivery vans in San Francisco\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/18/amazon-begins-testing-rivian-electric-delivery-vans-in-san-francisco.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAmazon is now testing electric delivery vans from Rivian in San Francisco.The move marks the latest expansion of the program, after Amazon began road testing electric vans on some routes in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/18/amazon-begins-testing-rivian-electric-delivery-vans-in-san-francisco.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/03/18/amazon-begins-testing-rivian-electric-delivery-vans-in-san-francisco.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1173127174","content_text":"KEY POINTSAmazon is now testing electric delivery vans from Rivian in San Francisco.The move marks the latest expansion of the program, after Amazon began road testing electric vans on some routes in Los Angeles last month.The vehicles were developed in partnership with start-up Rivian, which has raised about $8 billion since 2019 from investors, including Amazon through its $2 billion Climate Pledge Fund.Amazonis now testing its electric delivery vans in San Francisco, the company announced Thursday.It's the latest expansion in California of Amazon's custom electric vehicles developed in partnership with start-up Rivian Automotive, which has raised about $8 billion since 2019 from investors. Amazonannouncedlast month it had begun testing electric delivery vans in Los Angeles. The company plans to expand the program to 14 more cities this year.Amazon said it selected San Francisco as one of the initial cities to test electric vans from Rivian because of its “great customers, unique terrain and climate.” Deliveries will initially be conducted out of Amazon’s delivery station in the San Francisco suburb of Richmond, but Amazon expects to start deliveries from other Bay Area sites soon.“From what we’ve seen, this is one of the fastest modern commercial electrification programs, and we’re incredibly proud of that,” Amazon global fleet and products director Ross Rachey said in a statement. “As we continue to grow and invest in California, we want to do so responsibly, so we’re excited for customers in the Bay Area to see these vehicles cruising through their neighborhood.”Amazon, whichhas backed Rivianvia its $2 billion Climate Pledge Fund,agreed in September 2019to purchase 100,000 electric vehicles from the start-up as part of its ambitious push to make Amazon’s fleet run entirely on renewable energy. Each van has a range of 150 miles per charge.Since then, Amazon said, it has been operating thousands of electric vehicles worldwide. In 2020, it said it delivered more than 20 million packages using electric delivery vehicles across North America and Europe.To make the shift to electric vehicles, Amazon has redesigned its delivery stations, adding thousands of electric vehicle chargers. For now, Amazon said, the vehicles are being driven by Amazon employees who are specially trained to operate them.Amazonunveiled a versionof the electric delivery vans last fall. They feature a boxier design, the familiar Prime branding and upgraded safety features like an advanced driver assist system and exterior cameras that give the driver a 360-degree view outside the vehicle.Amazon is still refining the design of its electric delivery vans before the start of production, which Rivian plans for the fourth quarter of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327209550,"gmtCreate":1616083453970,"gmtModify":1704790836368,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"BELIEVE IN TESLA GROWTH&nbsp;","listText":"BELIEVE IN TESLA GROWTH&nbsp;","text":"BELIEVE IN TESLA GROWTH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/327209550","repostId":"1175724118","repostType":4,"repost":{"id":"1175724118","kind":"news","pubTimestamp":1616079810,"share":"https://ttm.financial/m/news/1175724118?lang=&edition=fundamental","pubTime":"2021-03-18 23:03","market":"us","language":"en","title":"Tesla priced out of new UK list for EV subsidies","url":"https://stock-news.laohu8.com/highlight/detail?id=1175724118","media":"seekingalpha","summary":"Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK un","content":"<p>Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK under new governmentrules that lowered the price ceiling.</p>\n<p>The UK brought down the price ofeligible autosto&nbsp;£35K ($48.65K) from the previous level of £50K, under which most Model 3s were eligible.</p>\n<p>The grant maximum was cut to £2,500 from £3,000.</p>\n<p>“This sends the wrong message to the consumer, especially private customers, and to an industry challenged to meet the government’s ambition to be a world leader in the transition to zero emission mobility,” Mike Hawes, chief executive officer of the Society of Motor Manufacturers and Traders, said in a statement, according to Bloomberg.</p>\n<p>Tesla shares are&nbsp;off 2.55%&nbsp;as higher yields arepressuring high-valuation stocks again.</p>\n<p><img src=\"https://static.tigerbbs.com/dca9200d6f67715b220e62138448775c\" tg-width=\"678\" tg-height=\"458\"></p>\n<p>A climate policy expert said in a recent interview that subsidies for EV companies areone of the worst ways to cut carbon emissions.</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>Tesla priced out of new UK list for EV subsidies</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\">\nTesla priced out of new UK list for EV subsidies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3674066-tesla-priced-out-of-new-uk-list-for-ev-subsidies><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK under new governmentrules that lowered the price ceiling.\nThe UK brought down the price ofeligible ...</p>\n\n<a href=\"https://seekingalpha.com/news/3674066-tesla-priced-out-of-new-uk-list-for-ev-subsidies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3674066-tesla-priced-out-of-new-uk-list-for-ev-subsidies","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1175724118","content_text":"Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK under new governmentrules that lowered the price ceiling.\nThe UK brought down the price ofeligible autosto £35K ($48.65K) from the previous level of £50K, under which most Model 3s were eligible.\nThe grant maximum was cut to £2,500 from £3,000.\n“This sends the wrong message to the consumer, especially private customers, and to an industry challenged to meet the government’s ambition to be a world leader in the transition to zero emission mobility,” Mike Hawes, chief executive officer of the Society of Motor Manufacturers and Traders, said in a statement, according to Bloomberg.\nTesla shares are off 2.55% as higher yields arepressuring high-valuation stocks again.\n\nA climate policy expert said in a recent interview that subsidies for EV companies areone of the worst ways to cut carbon emissions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324027627,"gmtCreate":1615945574269,"gmtModify":1704788760927,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>No worries EV is the future!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>No worries EV is the future!","text":"$NIO Inc.(NIO)$No worries EV is the future!","images":[{"img":"https://static.tigerbbs.com/d8bf5f448a699be73ab06775e1a7b50d","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324027627","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324024650,"gmtCreate":1615945537570,"gmtModify":1704788760766,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"With tesla future plan’s tesla is going to steal theshow again!","listText":"With tesla future plan’s tesla is going to steal theshow again!","text":"With tesla future plan’s tesla is going to steal theshow again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324024650","repostId":"1126006763","repostType":4,"repost":{"id":"1126006763","kind":"news","pubTimestamp":1615943088,"share":"https://ttm.financial/m/news/1126006763?lang=&edition=fundamental","pubTime":"2021-03-17 09:04","market":"us","language":"en","title":"Volkswagen could soon steal Tesla's crown","url":"https://stock-news.laohu8.com/highlight/detail?id=1126006763","media":"CNN Business","summary":"London  - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.After years as the undisputed king of the electric car,Tesla  could be matched sale for sale by Volkswagen  as early as 2022, according to analysts at UBS, who predict that Europe's biggest carmaker will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volk","content":"<p><b>London (CNN Business)&nbsp;-&nbsp;</b>Tesla&nbsp;knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.</p>\n<p>After years as the undisputed king of the electric car,Tesla&nbsp;(TSLA)&nbsp;could be matched sale for sale by&nbsp;Volkswagen&nbsp;(VLKAF)&nbsp;as early as 2022, according to analysts at UBS, who predict that&nbsp;Europe's biggest carmaker&nbsp;will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.</p>\n<p>Ending Tesla's reign would be a huge milestone in Volkswagen's transformation into an&nbsp;electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.</p>\n<p>\"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.</p>\n<p>Volkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP&nbsp;(SAP).</p>\n<p>UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).</p>\n<p>\"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.</p>\n<p>Volkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.</p>\n<p>The global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.</p>\n<p><b>Shifting into overdrive</b></p>\n<p>Volkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.</p>\n<p>UBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.</p>\n<p>Volkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.</p>\n<p>The huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.</p>\n<p>Investors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.</p>\n<p><b>Where Tesla leads</b></p>\n<p>Despite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk&nbsp;first overtook&nbsp;that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.</p>\n<p>Part of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.</p>\n<p>Some investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.</p>\n<p>UBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.</p>\n<p>\"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.</p>\n<p>There could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but&nbsp;some drivers had their access revoked&nbsp;for not paying close enough attention to the road.</p>\n<p>Dan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.</p>\n<p>\"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.</p>\n<p>For both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year<b>.</b>Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.</p>\n<p>Ives predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.</p>\n<p>With consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.</p>\n<p>\"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"</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>Volkswagen could soon steal Tesla's crown</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\">\nVolkswagen could soon steal Tesla's crown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business) - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.\nAfter years as the undisputed king of the electric car,Tesla (...</p>\n\n<a href=\"https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车","TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126006763","content_text":"London (CNN Business) - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.\nAfter years as the undisputed king of the electric car,Tesla (TSLA) could be matched sale for sale by Volkswagen (VLKAF) as early as 2022, according to analysts at UBS, who predict that Europe's biggest carmaker will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.\nEnding Tesla's reign would be a huge milestone in Volkswagen's transformation into an electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.\n\"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.\nVolkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP (SAP).\nUBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).\n\"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.\nVolkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.\nThe global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.\nShifting into overdrive\nVolkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.\nUBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.\nVolkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.\nThe huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.\nInvestors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.\nWhere Tesla leads\nDespite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk first overtook that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.\nPart of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.\nSome investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.\nUBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.\n\"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.\nThere could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but some drivers had their access revoked for not paying close enough attention to the road.\nDan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.\n\"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.\nFor both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year.Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.\nIves predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.\nWith consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.\n\"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325148651,"gmtCreate":1615881083473,"gmtModify":1704787844257,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Its time to sell&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Its time to sell&nbsp;","text":"$GameStop(GME)$Its time to sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325148651","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322610753,"gmtCreate":1615801347672,"gmtModify":1704786685695,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Lets get it","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Lets get it","text":"$Palantir Technologies Inc.(PLTR)$Lets get it","images":[{"img":"https://static.tigerbbs.com/b5f8138bd5a0fa2abdcff997795be0a9","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322610753","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":322096734,"gmtCreate":1615729842128,"gmtModify":1704785993220,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Buy more tomorrow soar","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Buy more tomorrow soar","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Buy more tomorrow soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/322096734","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364526991,"gmtCreate":1614866160913,"gmtModify":1704776237990,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>DONT LOSE HOPE","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>DONT LOSE HOPE","text":"$NIO Inc.(NIO)$DONT LOSE HOPE","images":[{"img":"https://static.tigerbbs.com/edd990602320de965e26b0e48ed12c90","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/364526991","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322092132,"gmtCreate":1615729859426,"gmtModify":1704785994027,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>It will soar trust guys","listText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>It will soar trust guys","text":"$Holicity Inc(HOL)$It will soar trust guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/322092132","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327209550,"gmtCreate":1616083453970,"gmtModify":1704790836368,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"BELIEVE IN TESLA GROWTH&nbsp;","listText":"BELIEVE IN TESLA GROWTH&nbsp;","text":"BELIEVE IN TESLA GROWTH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/327209550","repostId":"1175724118","repostType":4,"repost":{"id":"1175724118","kind":"news","pubTimestamp":1616079810,"share":"https://ttm.financial/m/news/1175724118?lang=&edition=fundamental","pubTime":"2021-03-18 23:03","market":"us","language":"en","title":"Tesla priced out of new UK list for EV subsidies","url":"https://stock-news.laohu8.com/highlight/detail?id=1175724118","media":"seekingalpha","summary":"Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK un","content":"<p>Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK under new governmentrules that lowered the price ceiling.</p>\n<p>The UK brought down the price ofeligible autosto&nbsp;£35K ($48.65K) from the previous level of £50K, under which most Model 3s were eligible.</p>\n<p>The grant maximum was cut to £2,500 from £3,000.</p>\n<p>“This sends the wrong message to the consumer, especially private customers, and to an industry challenged to meet the government’s ambition to be a world leader in the transition to zero emission mobility,” Mike Hawes, chief executive officer of the Society of Motor Manufacturers and Traders, said in a statement, according to Bloomberg.</p>\n<p>Tesla shares are&nbsp;off 2.55%&nbsp;as higher yields arepressuring high-valuation stocks again.</p>\n<p><img src=\"https://static.tigerbbs.com/dca9200d6f67715b220e62138448775c\" tg-width=\"678\" tg-height=\"458\"></p>\n<p>A climate policy expert said in a recent interview that subsidies for EV companies areone of the worst ways to cut carbon emissions.</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>Tesla priced out of new UK list for EV subsidies</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\">\nTesla priced out of new UK list for EV subsidies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3674066-tesla-priced-out-of-new-uk-list-for-ev-subsidies><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK under new governmentrules that lowered the price ceiling.\nThe UK brought down the price ofeligible ...</p>\n\n<a href=\"https://seekingalpha.com/news/3674066-tesla-priced-out-of-new-uk-list-for-ev-subsidies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3674066-tesla-priced-out-of-new-uk-list-for-ev-subsidies","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1175724118","content_text":"Tesla's(NASDAQ:TSLA)Model 3 cars will no longer qualify for an electric vehicle subsidy in the UK under new governmentrules that lowered the price ceiling.\nThe UK brought down the price ofeligible autosto £35K ($48.65K) from the previous level of £50K, under which most Model 3s were eligible.\nThe grant maximum was cut to £2,500 from £3,000.\n“This sends the wrong message to the consumer, especially private customers, and to an industry challenged to meet the government’s ambition to be a world leader in the transition to zero emission mobility,” Mike Hawes, chief executive officer of the Society of Motor Manufacturers and Traders, said in a statement, according to Bloomberg.\nTesla shares are off 2.55% as higher yields arepressuring high-valuation stocks again.\n\nA climate policy expert said in a recent interview that subsidies for EV companies areone of the worst ways to cut carbon emissions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367649179,"gmtCreate":1614949234491,"gmtModify":1704777326098,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>My fellow astra believer hold with me once the confirm date is out it will go to the moon!","listText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>My fellow astra believer hold with me once the confirm date is out it will go to the moon!","text":"$Holicity Inc(HOL)$My fellow astra believer hold with me once the confirm date is out it will go to the moon!","images":[{"img":"https://static.tigerbbs.com/cef610c220740921a06dbd962237217e","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/367649179","isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567401211097223","authorId":"3567401211097223","name":"ducky4173","avatar":"https://static.tigerbbs.com/b78c0b11c367f1dd4a519bd908df1d9e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3567401211097223","authorIdStr":"3567401211097223"},"content":"holding very tightly. and painfully","text":"holding very tightly. and painfully","html":"holding very tightly. and painfully"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124891218,"gmtCreate":1624757272534,"gmtModify":1703844461508,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Nio","listText":"Nio","text":"Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124891218","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321547992,"gmtCreate":1615456316116,"gmtModify":1704782987425,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>RECOVERY ROCKET","listText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>RECOVERY ROCKET","text":"$Holicity Inc(HOL)$RECOVERY ROCKET","images":[{"img":"https://static.tigerbbs.com/11f2ff7773adf8a7fb19745cc6f5aa0d","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321547992","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359169874,"gmtCreate":1616374397098,"gmtModify":1704793161366,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"buy Buy buy&nbsp;","listText":"buy Buy buy&nbsp;","text":"buy Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359169874","repostId":"1162363864","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322092299,"gmtCreate":1615729884911,"gmtModify":1704785994188,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>We are almost there to the moon!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>We are almost there to the moon!","text":"$Palantir Technologies Inc.(PLTR)$We are almost there to the moon!","images":[{"img":"https://static.tigerbbs.com/1d77cfaeb8fee7bd36ba3cc17174946c","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322092299","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367841427,"gmtCreate":1614938485869,"gmtModify":1704777198768,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"In cathie woods we believe","listText":"In cathie woods we believe","text":"In cathie woods we believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367841427","repostId":"1150841347","repostType":4,"repost":{"id":"1150841347","kind":"news","pubTimestamp":1614936979,"share":"https://ttm.financial/m/news/1150841347?lang=&edition=fundamental","pubTime":"2021-03-05 17:36","market":"us","language":"en","title":"Why Cathie Wood's once hot Ark Innovation ETF has lost all its 2021 gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1150841347","media":"yahoo","summary":"What goes up in the stock market inevitably goes down, and that includes one of the hottest ETFs of ","content":"<p>What goes up in the stock market inevitably goes down, and that includes one of the hottest ETFs of 2020.</p><p>Cathie Wood— a money manager who rose to notable fame in 2020 with bold bets on Tesla (TSLA) and other hot tech names — saw her flagshipArk Innovation ETFlose all of its gains for 2021 on Thursday. The ETF shed 5.5% in heavy afternoon trading Thursday, which brings its year-to-date decline to a similar amount.</p><p>In 2020, theETF skyrocketed nearly 150%.</p><p>The pullback for the much ballyhooed ETF reflects the broader pullback in tech stocks in recent weeks.</p><p>The yield on the 10-year Treasury has gone fromabout 1.07% on Feb. 1 to 1.53%presently. Investors have reasoned that with a strong economic recovery later this year as more people get theCOVID-19 vaccine, inflation will return. In turn, that will spur the Fed to raise interest rates faster than expected and then depress stock prices.</p><p>Selling pressure has been the most acute on the Nasdaq Composite, which is down 20% since over the past month, as investors model in lower returns for hot tech stocks amid the rise in rates. The top five holdings in Wood's Ark ETF —Tesla, Square, Roku, Teladoc and Spotify — have shed an average of 17% in one month's time.</p><p>The ETF's largest holding (10.07% of the ETF) Tesla has led the declines, and is down 29%.</p><p>To be sure, the downward bias for the ETF may continue in the near-term until investors grow comfortable owning growth tech companies alongside rising yields (or yields elevated at current levels).</p><p>\"I am worried after the monster rally we have had particularly in the marquee tech names that this rotation into value probably continues,\" said veteran tech investor Paul Meeks of Independent Wealth Solutions Management onYahoo Finance Live.</p><p>\"We have kind of found a ceiling of about 1.4% to 1.5% on the 10-year, and if we break through that resistance it could be some more pain in these tech stocks because as growth stock darlings, these are long duration assets,\" added Meeks. \"They are super sensitive on the downside to increases in rates.\"</p>","source":"lsy1584348713084","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>Why Cathie Wood's once hot Ark Innovation ETF has lost all its 2021 gains</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\">\nWhy Cathie Wood's once hot Ark Innovation ETF has lost all its 2021 gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-cathy-woods-once-hot-ark-innovation-etf-has-lost-all-its-2021-gains-185620392.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What goes up in the stock market inevitably goes down, and that includes one of the hottest ETFs of 2020.Cathie Wood— a money manager who rose to notable fame in 2020 with bold bets on Tesla (TSLA) ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-cathy-woods-once-hot-ark-innovation-etf-has-lost-all-its-2021-gains-185620392.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://finance.yahoo.com/news/why-cathy-woods-once-hot-ark-innovation-etf-has-lost-all-its-2021-gains-185620392.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150841347","content_text":"What goes up in the stock market inevitably goes down, and that includes one of the hottest ETFs of 2020.Cathie Wood— a money manager who rose to notable fame in 2020 with bold bets on Tesla (TSLA) and other hot tech names — saw her flagshipArk Innovation ETFlose all of its gains for 2021 on Thursday. The ETF shed 5.5% in heavy afternoon trading Thursday, which brings its year-to-date decline to a similar amount.In 2020, theETF skyrocketed nearly 150%.The pullback for the much ballyhooed ETF reflects the broader pullback in tech stocks in recent weeks.The yield on the 10-year Treasury has gone fromabout 1.07% on Feb. 1 to 1.53%presently. Investors have reasoned that with a strong economic recovery later this year as more people get theCOVID-19 vaccine, inflation will return. In turn, that will spur the Fed to raise interest rates faster than expected and then depress stock prices.Selling pressure has been the most acute on the Nasdaq Composite, which is down 20% since over the past month, as investors model in lower returns for hot tech stocks amid the rise in rates. The top five holdings in Wood's Ark ETF —Tesla, Square, Roku, Teladoc and Spotify — have shed an average of 17% in one month's time.The ETF's largest holding (10.07% of the ETF) Tesla has led the declines, and is down 29%.To be sure, the downward bias for the ETF may continue in the near-term until investors grow comfortable owning growth tech companies alongside rising yields (or yields elevated at current levels).\"I am worried after the monster rally we have had particularly in the marquee tech names that this rotation into value probably continues,\" said veteran tech investor Paul Meeks of Independent Wealth Solutions Management onYahoo Finance Live.\"We have kind of found a ceiling of about 1.4% to 1.5% on the 10-year, and if we break through that resistance it could be some more pain in these tech stocks because as growth stock darlings, these are long duration assets,\" added Meeks. \"They are super sensitive on the downside to increases in rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388211790,"gmtCreate":1613057276610,"gmtModify":1704877980268,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>Wait for ASTRA!","listText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>Wait for ASTRA!","text":"$Holicity Inc(HOL)$Wait for ASTRA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388211790","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126210318,"gmtCreate":1624574544734,"gmtModify":1703840507980,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Solid","listText":"Solid","text":"Solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126210318","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","kind":"news","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324024650,"gmtCreate":1615945537570,"gmtModify":1704788760766,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"With tesla future plan’s tesla is going to steal theshow again!","listText":"With tesla future plan’s tesla is going to steal theshow again!","text":"With tesla future plan’s tesla is going to steal theshow again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324024650","repostId":"1126006763","repostType":4,"repost":{"id":"1126006763","kind":"news","pubTimestamp":1615943088,"share":"https://ttm.financial/m/news/1126006763?lang=&edition=fundamental","pubTime":"2021-03-17 09:04","market":"us","language":"en","title":"Volkswagen could soon steal Tesla's crown","url":"https://stock-news.laohu8.com/highlight/detail?id=1126006763","media":"CNN Business","summary":"London  - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.After years as the undisputed king of the electric car,Tesla  could be matched sale for sale by Volkswagen  as early as 2022, according to analysts at UBS, who predict that Europe's biggest carmaker will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volk","content":"<p><b>London (CNN Business)&nbsp;-&nbsp;</b>Tesla&nbsp;knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.</p>\n<p>After years as the undisputed king of the electric car,Tesla&nbsp;(TSLA)&nbsp;could be matched sale for sale by&nbsp;Volkswagen&nbsp;(VLKAF)&nbsp;as early as 2022, according to analysts at UBS, who predict that&nbsp;Europe's biggest carmaker&nbsp;will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.</p>\n<p>Ending Tesla's reign would be a huge milestone in Volkswagen's transformation into an&nbsp;electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.</p>\n<p>\"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.</p>\n<p>Volkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP&nbsp;(SAP).</p>\n<p>UBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).</p>\n<p>\"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.</p>\n<p>Volkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.</p>\n<p>The global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.</p>\n<p><b>Shifting into overdrive</b></p>\n<p>Volkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.</p>\n<p>UBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.</p>\n<p>Volkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.</p>\n<p>The huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.</p>\n<p>Investors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.</p>\n<p><b>Where Tesla leads</b></p>\n<p>Despite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk&nbsp;first overtook&nbsp;that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.</p>\n<p>Part of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.</p>\n<p>Some investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.</p>\n<p>UBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.</p>\n<p>\"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.</p>\n<p>There could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but&nbsp;some drivers had their access revoked&nbsp;for not paying close enough attention to the road.</p>\n<p>Dan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.</p>\n<p>\"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.</p>\n<p>For both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year<b>.</b>Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.</p>\n<p>Ives predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.</p>\n<p>With consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.</p>\n<p>\"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"</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>Volkswagen could soon steal Tesla's crown</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\">\nVolkswagen could soon steal Tesla's crown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business) - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.\nAfter years as the undisputed king of the electric car,Tesla (...</p>\n\n<a href=\"https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车","TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/03/16/business/volkswagen-tesla/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126006763","content_text":"London (CNN Business) - Tesla knows all about how to disrupt an industry. It may soon find out what it's like to be on the receiving end.\nAfter years as the undisputed king of the electric car,Tesla (TSLA) could be matched sale for sale by Volkswagen (VLKAF) as early as 2022, according to analysts at UBS, who predict that Europe's biggest carmaker will go on to sell 300,000 morebattery electric vehicles than Tesla in 2025.\nEnding Tesla's reign would be a huge milestone in Volkswagen's transformation into an electric vehicle powerhouse. Badly burned by its diesel emissions scandal in 2015, Europe's largest carmaker is investing €35 billion ($42 billion) in electric vehicles, staking its future on new technology and a dramatic shift away from fossil fuels.\n\"Tesla is not only about electric vehicles. Tesla is also very strong in software. They really run the car as a device. They are making good progress on the autonomous thing. But yes ... we are going to challenge Tesla,\" Volkswagen CEO Herbert Diess told CNN's Julia Chatterley on Tuesday.\nVolkswagen this week underscored the scale of that ambition. It said it would sell more than 2 million electric vehicles by 2025, build its own network of vast battery factories, hire 6,500 IT experts over the next five years, launch its own operating system, and become Europe's second biggest software company behindSAP (SAP).\nUBS analysts told reporters last week that investors have failed to appreciate the speed at which Volkswagen is gaining ground on Tesla, and how much money the German company stands to make by going \"all in\" on electric cars before other established carmakers includingToyota(TM)andGeneral Motors(GM). UBS has hiked its target price for Volkswagen shares by 50% to €300 ($358).\n\"We have more confidence than ever that Volkswagen will deliver the unique combination of volume growth, making them the world's largest [electric] carmaker, together with Tesla, as soon as next year, while their margins will be stable or even grow from here. That is something that is totally unappreciated,\" said UBS analyst Patrick Hummel.\nVolkswagen, which owns Porsche, Audi, Skoda and SEAT, sold 231,600 battery electric vehicles in 2020. That's less than half the number of sales Tesla made, but it represents an increase of 214% on the previous year. Rapid growth is expected to continue as Volkswagen launches 70 electric vehicles before the end of the decade. It will operate eight electric vehicle plants by 2022, producing models in nearly every segment — from small cars to SUVs and luxury sedans.\nThe global race to electric car market domination will come down to the Californian upstart and the German industrial giant, according to UBS. It predicts that Volkswagen will exceed its own goal by producing 2.6 million electric vehicles in 2025, followed by Tesla with 2.3 million. Toyota, which sold more cars than anyone else last year, ranks a distant third with 1.5 million electric sales (excluding hybrids).Hyundai Motor Group(HYMTF)andNissan(NSANF)will churn out roughly 1 million vehicles, followed by General Motors with 800,000.\nShifting into overdrive\nVolkswagen is in a better position than its rivals because of its modular production platform, or MEB. The platform, which was used to produce the ID.3, an electric compact hatchback, will allow the carmaker to quickly produce a huge number of vehicles while slashing costs.\nUBS estimates that manufacturing an ID.3 currently costs Volkswagen €4,000 ($4,770) more than producing an equivalent Golf powered by gasoline or diesel. But a sharp decline in the cost of battery packs — the single most expensive part of an electric vehicle — mean the difference in production costs will be eliminated by 2025, according to UBS.\nVolkswagen on Monday unveiled plans to open six battery-making \"gigafactories\" in Europe by 2030, with the aim of slashing the cost of its battery cells by as much as 50%. \"Lower prices for batteries means more affordable cars, which makes electric vehicles more attractive for customers,\" said Diess.\nThe huge scale of production at Volkswagen, which sold 9.3 million cars last year, will also help reduce costs. In addition to the MEB, the group is developing a separate platform for premium brands Audi and Porsche, allowing it to launch electric vehicles across its entire product range.\nInvestors are starting to reward the company. Shares in Volkswagen jumped 6.5% to €207 ($247) on Tuesday, bringing gains so far this year to 35%.\nWhere Tesla leads\nDespite the recent rise in its share price, Volkswagen is worth significantly less than Tesla. The market value of the challenger led by Elon Musk first overtook that of Volkswagen in January 2020, and the gap has increased dramatically since then. Volkswagen has a market capitalization of €111 billion ($133 billion), compared to $680 billion for Tesla.\nPart of the difference can be explained by Tesla's continued superiority in battery costs, software and the profitability of its electric cars. According to UBS, Tesla has \"a more sophisticated IT hardware architecture,\" and its \"software organization is on a different level.\" Volkswagen lags Tesla in autonomous driving technology by several years.\nSome investors believe that Tesla will be able to capitalize on its software advantage in a big way. In addition to delivering wireless updates to its cars — a concept the company pioneered — Tesla may soon be able to do things like charge owners a subscription fee to use its autonomous driving software. It's much closer to changing the nature of car ownership than established carmakers such as Volkswagen.\nUBS reckons that the earnings potential from software accounts for roughly two thirds, or $400 billion, of Tesla's market value.\n\"We think the lion's share of this [$400 billion in] value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies,\" its analysts wrote.\nThere could be setbacks along the way, however. Tesla recently expanded its \"full self-driving\" software to roughly 2,000 owners, but some drivers had their access revoked for not paying close enough attention to the road.\nDan Ives, an analyst at Wedbush Securities, said earlier this year that the electric vehicle market is \"Tesla's world and everyone else is paying rent.\" But with 150 carmakers all pursuing the same goal, Tesla will need to execute on its strategy, he added.\n\"While growth will be key, its profitability profile will be under the microscope from investors going forward to better discern how quickly Tesla can ramp its margin structure, especially with higher margin sales coming out of China over the next few years,\" said Ives.\nFor both Volkswagen and Tesla, their ambition to dominate the electric car market depends on their ability to become more like the other. Volkswagen needs to quickly upgrade its software capabilities, while Tesla would benefit from the German company's ability to churn out million upon millions of high-quality vehicles each year.Volkswagen announced earlier this month that the first wireless software updates would be delivered to the ID.3 this summer.\nIves predicts that Tesla will be making 1 million cars a year in 2022, and could be approaching 5 million annually by the end of the decade.\nWith consumers now searching out electric cars, especially in Europe, the race between Volkswagen and Tesla will accelerate quickly. According to UBS, electric cars will make up 20% of global new vehicles sales in 2015 and 50% in 2030.\n\"We find ourselves in a new playing field — up against companies that are entering the mobility market from the world of technology,\" Diess said on Tuesday. \"Stock market players still regard the Volkswagen Group as part of the 'old auto' world. By focusing consistently on software and efficiency, we are working to change this view.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325148651,"gmtCreate":1615881083473,"gmtModify":1704787844257,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Its time to sell&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Its time to sell&nbsp;","text":"$GameStop(GME)$Its time to sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325148651","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321544399,"gmtCreate":1615456232311,"gmtModify":1704782985962,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Kathie woods gotta make it fly","listText":"Kathie woods gotta make it fly","text":"Kathie woods gotta make it fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321544399","repostId":"2118988502","repostType":4,"repost":{"id":"2118988502","kind":"highlight","pubTimestamp":1615454992,"share":"https://ttm.financial/m/news/2118988502?lang=&edition=fundamental","pubTime":"2021-03-11 17:29","market":"us","language":"en","title":"ARK fund snaps up over 500,000 shares of Roblox in debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2118988502","media":"MarketWatch","summary":"The ARK Next Generation Internet ETFbought over 500,000 shares of Roblox,the video-games developer t","content":"<p>The ARK Next Generation Internet ETFbought over 500,000 shares of Roblox,the video-games developer that surged 54% in its trading debut on Wednesday. The position, worth $36 million, amounts to 0.47% of the Cathie Wood-managed fund, according to the trading position data posted on ARK's website. The same fund sold nearly $18 million worth of Facebook.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARK fund snaps up over 500,000 shares of Roblox in debut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARK fund snaps up over 500,000 shares of Roblox in debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-11 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ark-fund-snaps-up-over-500000-shares-of-roblox-in-debut-2021-03-11?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ARK Next Generation Internet ETFbought over 500,000 shares of Roblox,the video-games developer that surged 54% in its trading debut on Wednesday. The position, worth $36 million, amounts to 0.47% ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ark-fund-snaps-up-over-500000-shares-of-roblox-in-debut-2021-03-11?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://www.marketwatch.com/story/ark-fund-snaps-up-over-500000-shares-of-roblox-in-debut-2021-03-11?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118988502","content_text":"The ARK Next Generation Internet ETFbought over 500,000 shares of Roblox,the video-games developer that surged 54% in its trading debut on Wednesday. The position, worth $36 million, amounts to 0.47% of the Cathie Wood-managed fund, according to the trading position data posted on ARK's website. The same fund sold nearly $18 million worth of Facebook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323080760,"gmtCreate":1615288896350,"gmtModify":1704780644185,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>Tmr is the big day guys&nbsp;","listText":"<a href=\"https://laohu8.com/S/HOL\">$Holicity Inc(HOL)$</a>Tmr is the big day guys&nbsp;","text":"$Holicity Inc(HOL)$Tmr is the big day guys","images":[{"img":"https://static.tigerbbs.com/89ed5f1975b9dcf39c7527b00669ee11","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323080760","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388216100,"gmtCreate":1613057317400,"gmtModify":1704877982051,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/388216100","repostId":"2110416000","repostType":4,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150227315,"gmtCreate":1624916495237,"gmtModify":1703847666750,"author":{"id":"3573773601619910","authorId":"3573773601619910","name":"Fatexz","avatar":"https://static.tigerbbs.com/640fd3cf67357986a0d29570688e21cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573773601619910","authorIdStr":"3573773601619910"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150227315","repostId":"1143737614","repostType":4,"repost":{"id":"1143737614","kind":"news","pubTimestamp":1624894513,"share":"https://ttm.financial/m/news/1143737614?lang=&edition=fundamental","pubTime":"2021-06-28 23:35","market":"fut","language":"en","title":"The S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1143737614","media":"Bloomberg","summary":"The ratio of the S&P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses th","content":"<p>The ratio of the S&amp;P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses that level, it will be at a more-than 15-year high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/069c8eaa303d1a01ad0421a13eb9731b\" tg-width=\"1309\" tg-height=\"830\"><span>Bloomberg</span></p>\n<p>This simple chart tells a great story about fear and greed.&nbsp; Optimism and pessimism.</p>\n<p>When people are feeling good, they bet on humans and companies. When people are fearful, they buy the yellow metal, which has been a store&nbsp;of value for thousands of years. It doesn’t do anything, really, other than exist.</p>\n<p>Of course it peaked in the late `90s, when the world was bursting with optimism. It wasn’t just the dotcom boom that was happening, but that was also peak “end of history” times. Then the bubble burst.&nbsp;And not long thereafter, the attacks on Sept. 11, 2001, happened&nbsp;and&nbsp;led to years of war, causing the ratio to sink for a long time&nbsp;before going into freefall during the Great Financial Crisis. It only bottomed and started turning around in late 2011, which was when housing and other measures, like real wage growth, started to turn around.</p>\n<p>The recent peak was in 2018, the last time emerging market stocks were soaring. That ultimately started giving way, however, after some higher-than-expected inflation readings and a series of Fed hikes throughout that year that caused the 2019 backtrack.</p>\n<p>Obviously, the line plunged last year when the pandemic hit, and lately it’s been surging back. It’s well above its pre-crisis highs, and now as we see it’s on the verge of eclipsing 2018’s peak.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500-to-Gold Ratio Is Nearing Its Highest Level in Over 15 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-28/the-s-p-500-to-gold-ratio-is-nearing-its-highest-level-in-over-15-years><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ratio of the S&P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses that level, it will be at a more-than 15-year high.\nBloomberg\nThis simple chart tells a great story ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-28/the-s-p-500-to-gold-ratio-is-nearing-its-highest-level-in-over-15-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-28/the-s-p-500-to-gold-ratio-is-nearing-its-highest-level-in-over-15-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143737614","content_text":"The ratio of the S&P 500 to the price of gold is nearing its 2018 peak. And if the ratio eclipses that level, it will be at a more-than 15-year high.\nBloomberg\nThis simple chart tells a great story about fear and greed.  Optimism and pessimism.\nWhen people are feeling good, they bet on humans and companies. When people are fearful, they buy the yellow metal, which has been a store of value for thousands of years. It doesn’t do anything, really, other than exist.\nOf course it peaked in the late `90s, when the world was bursting with optimism. It wasn’t just the dotcom boom that was happening, but that was also peak “end of history” times. Then the bubble burst. And not long thereafter, the attacks on Sept. 11, 2001, happened and led to years of war, causing the ratio to sink for a long time before going into freefall during the Great Financial Crisis. It only bottomed and started turning around in late 2011, which was when housing and other measures, like real wage growth, started to turn around.\nThe recent peak was in 2018, the last time emerging market stocks were soaring. That ultimately started giving way, however, after some higher-than-expected inflation readings and a series of Fed hikes throughout that year that caused the 2019 backtrack.\nObviously, the line plunged last year when the pandemic hit, and lately it’s been surging back. It’s well above its pre-crisis highs, and now as we see it’s on the verge of eclipsing 2018’s peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}