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2022-12-12

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Morgan Stanley, Goldman Say Earnings Are Biggest Risk for Stocks

2022-12-12

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What to Expect in the Last Consumer Price Inflation Report of the Year, and What’s Ahead

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18:51","market":"us","language":"en","title":"Morgan Stanley, Goldman Say Earnings Are Biggest Risk for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1174892959","media":"Bloomberg","summary":"This week’s US inflation print and Federal Reserve decision might be at the forefront of most invest","content":"<html><head></head><body><p>This week’s US inflation print and Federal Reserve decision might be at the forefront of most investors’ minds, but for some of Wall Street’s most prominent strategists it’s the prospect of future profit downgrades that’s the biggest worry for stocks.</p><p>According to notes from Morgan Stanley’s Michael Wilson and Goldman Sachs Group Inc.’s David Kostin, earnings could contract more than expected in 2023 as margins come under pressure, providing a difficult backdrop for equities.</p><p>“The final chapter to this bear market is all about the path of earnings estimates, which are far too high,” Wilson wrote in a note on Monday. The consumer price index reading and Fed meeting are “yesterday’s news,” said the strategist, who ranked No. 1 in the latest Institutional Investor survey.</p><p>Both Wilson and Kostin see a tough start to 2023 for equities, following a year in which many major indexes fell into bear markets before a fourth-quarter rally. Soaring inflation and rising interest rates have until now been central to investor concerns, and that’s likely to remain the case — for the short-term, at least.</p><p>The Fed on Wednesday isset to raiseits key rate by 50 basis points to a range of 4% to 4.5%, the highest since 2007, and to signal more increases in early 2023. The day before that, November’s consumer price index is expected to show that while inflation is decelerating, it remains too high for comfort. The S&amp;P 500 slid 3.4% last week on concerns that a strong US economy will keep the Fed on its aggressive policy tightening path, putting the benchmark on track for its worst year since 2008.</p><p><img src=\"https://static.tigerbbs.com/b71eb876eca889df00f30b51e998bd69\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Looking further ahead, Wilson expects a very challenging environment for earnings in 2023 as “costs will remain elevated and prices received by companies will fall.” His Goldman Sachs counterpart is of a similar view, saying margins could weigh on estimates more than forecast. Kostin’s team expects no appreciation in either profit or the S&amp;P 500 next year.</p><p>Goldman sees the benchmarkending the yearat 4,000, while Wilson expects it to close at 3,900 points, roughly in line with current levels.</p><p>And while an informal survey of 134 fund managers conducted by Bloombergshowedsome of the world’s biggest investors predict that stocks will see low double-digit gains next year, not everyone is convinced by this scenario.</p><p>“Many investors have a more bearish equity market outlook than we do,” Kostin wrote. While he assumes a soft landing in 2023, equity returns would be worse than expected if the US economy enters a recession, he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley, Goldman Say Earnings Are Biggest Risk for 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\">\nMorgan Stanley, Goldman Say Earnings Are Biggest Risk for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 18:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-12/morgan-stanley-goldman-say-earnings-are-biggest-risk-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week’s US inflation print and Federal Reserve decision might be at the forefront of most investors’ minds, but for some of Wall Street’s most prominent strategists it’s the prospect of future ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-12/morgan-stanley-goldman-say-earnings-are-biggest-risk-for-stocks\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-12/morgan-stanley-goldman-say-earnings-are-biggest-risk-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174892959","content_text":"This week’s US inflation print and Federal Reserve decision might be at the forefront of most investors’ minds, but for some of Wall Street’s most prominent strategists it’s the prospect of future profit downgrades that’s the biggest worry for stocks.According to notes from Morgan Stanley’s Michael Wilson and Goldman Sachs Group Inc.’s David Kostin, earnings could contract more than expected in 2023 as margins come under pressure, providing a difficult backdrop for equities.“The final chapter to this bear market is all about the path of earnings estimates, which are far too high,” Wilson wrote in a note on Monday. The consumer price index reading and Fed meeting are “yesterday’s news,” said the strategist, who ranked No. 1 in the latest Institutional Investor survey.Both Wilson and Kostin see a tough start to 2023 for equities, following a year in which many major indexes fell into bear markets before a fourth-quarter rally. Soaring inflation and rising interest rates have until now been central to investor concerns, and that’s likely to remain the case — for the short-term, at least.The Fed on Wednesday isset to raiseits key rate by 50 basis points to a range of 4% to 4.5%, the highest since 2007, and to signal more increases in early 2023. The day before that, November’s consumer price index is expected to show that while inflation is decelerating, it remains too high for comfort. The S&P 500 slid 3.4% last week on concerns that a strong US economy will keep the Fed on its aggressive policy tightening path, putting the benchmark on track for its worst year since 2008.Looking further ahead, Wilson expects a very challenging environment for earnings in 2023 as “costs will remain elevated and prices received by companies will fall.” His Goldman Sachs counterpart is of a similar view, saying margins could weigh on estimates more than forecast. Kostin’s team expects no appreciation in either profit or the S&P 500 next year.Goldman sees the benchmarkending the yearat 4,000, while Wilson expects it to close at 3,900 points, roughly in line with current levels.And while an informal survey of 134 fund managers conducted by Bloombergshowedsome of the world’s biggest investors predict that stocks will see low double-digit gains next year, not everyone is convinced by this scenario.“Many investors have a more bearish equity market outlook than we do,” Kostin wrote. While he assumes a soft landing in 2023, equity returns would be worse than expected if the US economy enters a recession, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923638765,"gmtCreate":1670844973758,"gmtModify":1676538444650,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923638765","repostId":"1140720876","repostType":4,"repost":{"id":"1140720876","kind":"news","pubTimestamp":1670884254,"share":"https://ttm.financial/m/news/1140720876?lang=&edition=fundamental","pubTime":"2022-12-13 06:30","market":"us","language":"en","title":"What to Expect in the Last Consumer Price Inflation Report of the Year, and What’s Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1140720876","media":"Bloomberg","summary":"Core inflation seen rising 0.3% in November, up 6.1% from 2021Next year’s price outlook hinges on go","content":"<html><head></head><body><ul><li>Core inflation seen rising 0.3% in November, up 6.1% from 2021</li><li>Next year’s price outlook hinges on goods, housing and wages</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9ea907fdd197a10f28d06c09bd968f\" tg-width=\"800\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/><span>A shopper browses televisions at a store in San Francisco.Photographer: David Paul Morris/Bloomberg</span></p><p>The path of US inflation in 2023 may have more surprises in store after a year in which consumers suffered the biggest cost-of-living hit in 40 years, spurring steep interest-rate hikes by the Federal Reserve and spooking investors.</p><p>The November consumer price index due Tuesday, the final report of 2022, is projected to show that while inflation is moderating, it’s running at about three times its pre-pandemic pace. Excluding food and energy, the CPI is seen rising 0.3% for a second month, and 6.1% from a year ago.</p><p>The report will reinforce the narrative that inflation has peaked, said Aneta Markowska, chief financial economist at Jefferies LLC. But “there’s still going be some potholes — at least — that we hit in the next few months in terms of the inflation outlook.”</p><p><img src=\"https://static.tigerbbs.com/1f0e3e4f592d5cd3eaa1947fc9f06dd1\" tg-width=\"645\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>The trajectory of inflation next year will depend on whether there’s further tempering in core goods prices, when and how much rents cool and to what extent wage growth — particularly in services — moderates.</p><p>Here’s a look at what economists are expecting for the CPI in November and the months ahead:</p><p><img src=\"https://static.tigerbbs.com/6a55b26f12ac467624b05a45651438ba\" tg-width=\"959\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Prices of used cars and medical care services are expected to decline, with the latter largely reflecting updated source data that drove a record drop in the health insurance price index in the prior month’s report.</p><p>Shelter, however, will remain a big driver of inflation. The October CPI showed a welcome slowdown in rent as well as owners’ equivalent rent, which posted the smallest monthly gain since July. But given the size of the pullback, Oscar Munoz, US macro strategist at TD Securities, said he’s expecting a small bounce in November. Economists see the housing components as a wild card for the month.</p><p>Small categories could also see some reverals after outsize moves in the prior month. For instance, the cost of hotel stays, which surged 5.6% in October, are expected to ease or even decline.</p><p>Apparel prices will also likely drop for a third month amid high inventory and heavy discounting heading into the holiday season, Munoz said.</p><p>Meantime, gasoline prices, which on a daily basis have fallen steadily since early last month, are not only expected to be a drag on the November headline figure, but may also help produce the first decline in CPI since 2020 when the December data are released.</p><h2>Goods, Housing</h2><p>Fed Chair Jerome Powell in a speech last month broke down his approach to inflation into three main categories: core goods, housing and core services ex-housing. While his speech dove into the particulars of one of the Fed’s preferred inflation measures — the core personal consumption expenditures price index — it’s helpful to analyze the path of CPI in similar terms.</p><p>In the near-term, economists expect to see a continuation of the pullback in prices for core goods. Commodities excluding food and energy dropped 0.4% in October after no change in the prior month.</p><p>The imbalance between the supply and demand for goods has been a key driver of inflation, but improving supply chains and softer demand at home and abroad have helped to stabilize prices.</p><p><img src=\"https://static.tigerbbs.com/cb26ac87a30a2e21940969479358aa2c\" tg-width=\"645\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/></p><p>Note: 10-month annualized rates. Top core items include vehicle repair, pet food, delivery services and auto insurance</p><p>That said, declining prices for used cars and trucks have been a key driver of the easing in the core CPI in recent months. But a stabilization of those prices — rather than outright declines — could ultimately push monthly core readings from 0.3% back up to 0.4% around March, Markowska said.</p><p>That potentially raises the risk that the Fed “might have to go again in May unless there’s data suggesting that the economy is really rolling over,” she said.</p><p>Omair Sharif, founder of Inflation Insights LLC, emphasized the importance of the shelter components and when and how quickly they come down. In addition, he expects the slowdown in core services costs will be faster than many people expect.</p><p>“This year we’ve been caught off guard by a lot of upside surprises,” Sharif said. But next year, “any big surprise factors should be more to the downside.”</p><p>Base effects paired with goods deflation is expected to lead to a rapid descent in the CPI in the first half of the year. After that is when things start getting complicated.</p><h2><img src=\"https://static.tigerbbs.com/1012444d27dc332238b7996be2041113\" tg-width=\"657\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/></h2><p>Near the middle of next year, Carl Riccadonna, chief US economist at BNP Paribas, expects CPI to fall from roughly 8% currently to 4%. But “cutting it in half again — from 4 to 2 — that’s the difficult task,” he said on awebcastearlier this month.</p><h2>Services Ex-Housing</h2><p>Ultimately, the key to when inflation returns to the Fed’s target iscore services excluding housing. And because of the importance of wages in these services, economists will be watching a wide variety of pay metrics. While there are some pockets of weakness in the labor market, overall, it remains remarkably strong.</p><p>“When you’re thinking about where inflation’s going to be six to 12 months from now, I think it really comes down to wages,” Markowska said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect in the Last Consumer Price Inflation Report of the Year, and What’s Ahead</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\">\nWhat to Expect in the Last Consumer Price Inflation Report of the Year, and What’s Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-13 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-12/what-to-expect-in-the-last-cpi-report-of-2022-and-the-year-ahead><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Core inflation seen rising 0.3% in November, up 6.1% from 2021Next year’s price outlook hinges on goods, housing and wagesA shopper browses televisions at a store in San Francisco.Photographer: David ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-12/what-to-expect-in-the-last-cpi-report-of-2022-and-the-year-ahead\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-12/what-to-expect-in-the-last-cpi-report-of-2022-and-the-year-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140720876","content_text":"Core inflation seen rising 0.3% in November, up 6.1% from 2021Next year’s price outlook hinges on goods, housing and wagesA shopper browses televisions at a store in San Francisco.Photographer: David Paul Morris/BloombergThe path of US inflation in 2023 may have more surprises in store after a year in which consumers suffered the biggest cost-of-living hit in 40 years, spurring steep interest-rate hikes by the Federal Reserve and spooking investors.The November consumer price index due Tuesday, the final report of 2022, is projected to show that while inflation is moderating, it’s running at about three times its pre-pandemic pace. Excluding food and energy, the CPI is seen rising 0.3% for a second month, and 6.1% from a year ago.The report will reinforce the narrative that inflation has peaked, said Aneta Markowska, chief financial economist at Jefferies LLC. But “there’s still going be some potholes — at least — that we hit in the next few months in terms of the inflation outlook.”The trajectory of inflation next year will depend on whether there’s further tempering in core goods prices, when and how much rents cool and to what extent wage growth — particularly in services — moderates.Here’s a look at what economists are expecting for the CPI in November and the months ahead:Prices of used cars and medical care services are expected to decline, with the latter largely reflecting updated source data that drove a record drop in the health insurance price index in the prior month’s report.Shelter, however, will remain a big driver of inflation. The October CPI showed a welcome slowdown in rent as well as owners’ equivalent rent, which posted the smallest monthly gain since July. But given the size of the pullback, Oscar Munoz, US macro strategist at TD Securities, said he’s expecting a small bounce in November. Economists see the housing components as a wild card for the month.Small categories could also see some reverals after outsize moves in the prior month. For instance, the cost of hotel stays, which surged 5.6% in October, are expected to ease or even decline.Apparel prices will also likely drop for a third month amid high inventory and heavy discounting heading into the holiday season, Munoz said.Meantime, gasoline prices, which on a daily basis have fallen steadily since early last month, are not only expected to be a drag on the November headline figure, but may also help produce the first decline in CPI since 2020 when the December data are released.Goods, HousingFed Chair Jerome Powell in a speech last month broke down his approach to inflation into three main categories: core goods, housing and core services ex-housing. While his speech dove into the particulars of one of the Fed’s preferred inflation measures — the core personal consumption expenditures price index — it’s helpful to analyze the path of CPI in similar terms.In the near-term, economists expect to see a continuation of the pullback in prices for core goods. Commodities excluding food and energy dropped 0.4% in October after no change in the prior month.The imbalance between the supply and demand for goods has been a key driver of inflation, but improving supply chains and softer demand at home and abroad have helped to stabilize prices.Note: 10-month annualized rates. Top core items include vehicle repair, pet food, delivery services and auto insuranceThat said, declining prices for used cars and trucks have been a key driver of the easing in the core CPI in recent months. But a stabilization of those prices — rather than outright declines — could ultimately push monthly core readings from 0.3% back up to 0.4% around March, Markowska said.That potentially raises the risk that the Fed “might have to go again in May unless there’s data suggesting that the economy is really rolling over,” she said.Omair Sharif, founder of Inflation Insights LLC, emphasized the importance of the shelter components and when and how quickly they come down. In addition, he expects the slowdown in core services costs will be faster than many people expect.“This year we’ve been caught off guard by a lot of upside surprises,” Sharif said. But next year, “any big surprise factors should be more to the downside.”Base effects paired with goods deflation is expected to lead to a rapid descent in the CPI in the first half of the year. After that is when things start getting complicated.Near the middle of next year, Carl Riccadonna, chief US economist at BNP Paribas, expects CPI to fall from roughly 8% currently to 4%. But “cutting it in half again — from 4 to 2 — that’s the difficult task,” he said on awebcastearlier this month.Services Ex-HousingUltimately, the key to when inflation returns to the Fed’s target iscore services excluding housing. And because of the importance of wages in these services, economists will be watching a wide variety of pay metrics. While there are some pockets of weakness in the labor market, overall, it remains remarkably strong.“When you’re thinking about where inflation’s going to be six to 12 months from now, I think it really comes down to wages,” Markowska said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985746595,"gmtCreate":1667477094117,"gmtModify":1676537924370,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9985746595","repostId":"1101915911","repostType":4,"repost":{"id":"1101915911","kind":"news","pubTimestamp":1667488515,"share":"https://ttm.financial/m/news/1101915911?lang=&edition=fundamental","pubTime":"2022-11-03 23:15","market":"us","language":"en","title":"Tesla: Don't Be Fooled By This Bear Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1101915911","media":"seekingalpha","summary":"SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly inte","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla is a great company with outstanding products.</li><li>Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.</li><li>The company&#39;s business model is strongly intertwined with the global economy.</li><li>Macroeconomic headwinds and monetary tightening are likely to persist into 2023.</li><li>Going forward, a short-term bear market rally is likely, but I don’t believe the stock will find its bottom in 2022.</li></ul><h3>What a great company</h3><p>Let me start off by saying that I praise the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> business model from a purely qualitative standpoint. The company reinvented car sales by implementing recurring revenue streams after the initial purchase. After the customer buys the car, the company earns additional revenue from superchargers, for example. But Tesla also sells wall connectors and car accessories. The customer has the ability to unlock software upgrades for his car without purchasing any hardware. Currently there is the possibility of purchasing two different upgrades for autonomous driving. In the future, there could be room for more software upgrades, which is why perma bulls of the stock deem Tesla to be a technology company, not a car manufacturer.</p><p>I believe there is at least some truth to that assessment. The business model of the company reminds me of Apple&#39;s (AAPL) business model during its earlier stages: Elegant, streamlined, and unique luxury hardware with purposely limited accessibility to some software functions, which creates an opportunity to sell the initially locked use cases of the software a second time later on. Obviously, Tesla is still heavily dependent on initial hardware sales, more so than Apple. And for now, there is nothing similar to an app store. But one can easily imagine features like that in the future.</p><p>Tesla has incredible marketing. There&#39;s Elon Musk&#39;s famous and polarizing megalomaniac space absolutism which spurs hype for all of his companies. Customers feel like they are purchasing a product from a company/person able to change the world. That’s a powerful qualitative argument for the company. Customers think they are doing something good for the environment while enjoying luxurious lifestyle benefits from a company with high-quality standards. I believe this is the primary reason why Apple’s business model has been so successful. Tesla is doing things differently than other car manufacturers: For example, calling their cars S, 3, X, Y. From a purely qualitative standpoint, the company is a clear buy. (If that sounded like sarcasm, it really isn’t).</p><h3>Tesla outperformed massively in the past</h3><p>In recent years, Tesla managed to outperform their peers massively. The financial statements show characteristics of a rising star technology company: The average revenue growth of the company was ~ 53 % per annum in the last five years. During the same time, the gross margin rose from ~19-20 % to ~ 25-27 %. Tesla became profitable for the first time in late 2019 and was profitable ever since. A comparison to traditional car manufacturers just doesn’t seem right, given their competitors’ small revenue growth and already matured business model.</p><p>In Q3/2022, Tesla had Year-over-year revenue growth of 59%. The company almost doubled its operating income and net income year-over-year. However, the spread between total production and total deliveries of cars widened. I believe this is indicative of macroeconomic headwinds, which will affect the company in the coming quarters. More on that later.</p><p>All the positives mentioned, qualitatively and quantitatively, don’t get me to buy shares of a company. Operating and financial performance rather serves as the benchmark to beat in the future. Past performance cannot be extrapolated into the future endlessly. But most of the time it’s the best guess market participants have. If expectations of future growth/profitability rise, then the markets discount higher cash flows of the future in the present, and the share price rises in order to display this valuation premium. That’s what happened in recent years with Tesla. The company massively outperformed, and shareholders profited as they should have.</p><p>However, rapid moves to the downside always occur when the previously risen expectations of market participants are not met - i.e. the market gets surprised by worse data. I believe the likelihood that negative surprises will happen for Tesla during the next 12 months is very high. My reasoning mainly stems from macroeconomic headwinds and further monetary tightening of the Federal Reserve.</p><p><b>1. Tesla is intertwined with the global economy - and the global economy is likely to decelerate materially.</b></p><p>With all the qualitative and quantitative arguments in mind, Tesla still generates the vast majority of its revenue from the traditional automotive sector. In Q3/2022 the company had 87 % of its revenue originating from sales, regulatory credits, and leasing. A mere $ 2,762 B originated from alternative revenue streams, such as Energy generation, energy storage, and other services. Some of the additional software upgrades for the Tesla models are included in the automotive sales, but they make up only a minor portion of the revenues.</p><p>While the revenue growth and the trajectory of the profitability cannot be compared to traditional car manufacturers, the dependency on demand for luxury cars remains the same. The automobile industry depends heavily on the balance sheet of the average customer. Generally, consumers will always spend first on consumer staples. If the average balance sheet of consumers is healthy enough, they will start spending on consumer discretionaries. Usually, the balance sheet is healthy if assets appreciate and the cost of credit lessens, i.e., yields decrease. And here&#39;s the problem:</p><p><b>2. The balance sheet of the average potential customer of Tesla got materially worse.</b></p><p>Let’s start with America, where most Tesla cars get sold: During 2022, the 60/40 portfolio got hit hard because the inverse correlation of bonds and stocks started to reverse because of inflation. The housing market hasn&#39;t sold off at similar levels in 2022. But as long as mortgage rates stay this elevated, the optimistic case for 2023 is an illiquid market with sideways price action because the average homeowner is reluctant to sell at a lower price, and buyers can’t afford today&#39;s rates coupled with yesterday’s prices. Either rates or prices have to go down (assuming a liquid market). Additionally, there’s less money left after buying all the consumer staples needed in everyday life because of high consumer price inflation. However, the rising US Dollar cushions the financial impact on American consumers partially.</p><p>The luxury car demand in Europe is likely to get eroded. Europeans face not only the same (or worse) pain in terms of asset prices. But also much worse consumer price inflation due to the Energy and Food situation. The decline of the Euro in recent months adds additional fuel to the fire. Europeans don’t enjoy the privilege of earning their wages in the global reserve currency.</p><p>I think it&#39;s almost guaranteed that the revenue of Tesla cannot grow at the previous pace. I believe the market is still way too optimistic about the future, given the rich valuation multiples of Tesla.</p><p>In my opinion, the revenues will not only exit the previous trendline, but the expenses of Tesla may rise materially too. Rising energy prices should burden the margins of Tesla while preventing potential customers from buying their luxury product. If consumer price inflation stays sticky, wage increases may burden Tesla too, in 2023. However, with the current macroeconomic headwinds, I can imagine sharp disinflation during H1/2023. To my belief, that disinflation will not be constructive for asset prices because the reason for inflation receding will most likely be demand destruction.</p><p><b>3. Tesla is as overvalued as it was a year ago.</b></p><p>Almost every stock is a buy at some price, and Tesla’s stock price fell from $400 to $230. But I think the stock is nowhere near a buy. Investors have to ask themselves what they are getting when buying shares of a company. Either it’s cash flow in the form of dividends, or its cash flow that is being reinvested in the company in order to grow revenues and raise the profitability of the future. Clearly, with Tesla investors don’t get any dividends, so they are betting on future cashflows.</p><p>The cash flows of the future are discounted by the risk-free rate plus a risk premium. The risk premium rose as the economy is expected to slow down in the future, and investors are getting increasingly risk intolerant. The risk-free rate has increased already since the Federal Reserve hiked rates rather fast. I believe most of the sharp decline of Tesla’s share price originates from the elevated discount rates. So this is all baked in.</p><p>What I believe to not be priced in by the markets yet, are the expectations of lower future cashflows due to a slower-growing revenue trend and rising expenses, therefore decreasing future margins. With a 50+ PE/FWD ratio and PS/FWD of 8.5 the shares of Tesla are priced for perfection (FWDs are already at lofty levels). This leaves little upside to Tesla’s share price originating from operating performance. However, if the expectations of future cashflows worsen, the stock price of Tesla should deteriorate further. I believe that the 45% drawdown was almost exclusively because of the change in the underlying discount rate and not because of changes in future cash flow expectations.</p><p><b>4. The upside for Tesla is a Federal Reserve pivot</b></p><p>Given that the valuation of Tesla is still at a ridiculously high level, my belief is that the upside for Tesla shares is that financial conditions ease, yields come down from their historic rise in 2022, and the Federal Reserve stops the monetary tightening. Elon Musk and Cathie Wood (ARKK) know this, which is why they are calling out the Federal Reserve for not easing financial conditions. Both of them are only talking their book when they explain how technology is going to make things exponentially cheaper and deflationary, and therefore the Federal Reserve should never hike ever again.</p><p>I think that the reality is different. In a deglobalizing economy with wars and polarizing world views which originate from a slowly receding single global superpower, inflation is very likely to be higher for a prolonged period of time.</p><p>Almost certainly, the Federal Reserve will pivot at some point in the future. I think there&#39;s no question about it. But the prerequisites for a pivot are either that inflation comes down materially or that something breaks. I think the most likely scenario is that both happens: Inflation decreases because of the demand destruction caused by a global recession. The problem for Tesla is that this scenario would likely be negative for the share price at first. If the global economy enters a recession in 2023, then the demand for luxury cars is likely going to dwindle, expectations of future cash flows should decrease materially, and the share price of Tesla could significantly fall because of it. To my belief, it is only after the monetary easing that the share price of Tesla can recover. Likely from a permanently lower base.</p><p>The risk of shorting Tesla from here is that the soft landing scenario proposed by the Federal Reserve happens. In such a scenario, the economy would be able to withstand much higher rates for longer than most market participants currently expect. Slight demand destruction would remove the tightness in the labor market so prices could stabilize at a lower inflation rate, but the economy wouldn&#39;t face a harsh recession. If a soft landing materializes, the Federal Reserve could stimulate earlier via monetary easing, and the share price of Tesla could appreciate further. Although I believe the chances of a soft landing scenario get smaller day by day, it&#39;s still a possible outcome.</p><p>From a company development perspective, the risk remains that Tesla could outperform even the current lofty expectations. For example, government subsidies for ecological car purchases could spur demand for Tesla cars and drive the stock price higher. The risk of shorting any stock remains that the mathematical upside is limited, but the potential downside is unlimited. During a bear market, in particular, violent bear market rallies (e.g. June 2022) can cause huge losses in a short period of time even though the general direction remains downwards. Therefore I am warning investors of sizing their positions and try to time entry and exit points accordingly.</p><p>All in all, Tesla reminds me of Intel (INTC) during the 2000 dot-com bubble. Back then, Intel was a great company with good products. The problem was that the stock was incredibly overvalued. After the bubble popped, Intel continued its business with success but the stock price never reached the previous high.</p><h3>Why Tesla Bulls shouldn’t be excited by this Bear market rally</h3><p>At the start of writing this article (Oct. 20), many indicators pointed towards a local bottom. Since then, the S&amp;P500 (SPX) rose ~ 5-6%. In case of a dovish surprise from the Federal Reserve today, the market could rally violently, and Tesla shares would profit massively. However, Tesla bulls should be careful as I do not believe that the (continuing?) rally will prove to be a permanent bottom, but rather a local one. I think that only if the economy enters a recession, the expectations of Tesla&#39;s future cashflows get adjusted, the share price corrects to a reasonable valuation, and the Federal Reserve pivots, it’s time to buy the dip. That time could still be several years ahead.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Don't Be Fooled By This Bear Market Rally</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: Don't Be Fooled By This Bear Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4552006-tesla-dont-be-fooled-by-bear-market-rally><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4552006-tesla-dont-be-fooled-by-bear-market-rally\">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/article/4552006-tesla-dont-be-fooled-by-bear-market-rally","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1101915911","content_text":"SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly intertwined with the global economy.Macroeconomic headwinds and monetary tightening are likely to persist into 2023.Going forward, a short-term bear market rally is likely, but I don’t believe the stock will find its bottom in 2022.What a great companyLet me start off by saying that I praise the Tesla business model from a purely qualitative standpoint. The company reinvented car sales by implementing recurring revenue streams after the initial purchase. After the customer buys the car, the company earns additional revenue from superchargers, for example. But Tesla also sells wall connectors and car accessories. The customer has the ability to unlock software upgrades for his car without purchasing any hardware. Currently there is the possibility of purchasing two different upgrades for autonomous driving. In the future, there could be room for more software upgrades, which is why perma bulls of the stock deem Tesla to be a technology company, not a car manufacturer.I believe there is at least some truth to that assessment. The business model of the company reminds me of Apple's (AAPL) business model during its earlier stages: Elegant, streamlined, and unique luxury hardware with purposely limited accessibility to some software functions, which creates an opportunity to sell the initially locked use cases of the software a second time later on. Obviously, Tesla is still heavily dependent on initial hardware sales, more so than Apple. And for now, there is nothing similar to an app store. But one can easily imagine features like that in the future.Tesla has incredible marketing. There's Elon Musk's famous and polarizing megalomaniac space absolutism which spurs hype for all of his companies. Customers feel like they are purchasing a product from a company/person able to change the world. That’s a powerful qualitative argument for the company. Customers think they are doing something good for the environment while enjoying luxurious lifestyle benefits from a company with high-quality standards. I believe this is the primary reason why Apple’s business model has been so successful. Tesla is doing things differently than other car manufacturers: For example, calling their cars S, 3, X, Y. From a purely qualitative standpoint, the company is a clear buy. (If that sounded like sarcasm, it really isn’t).Tesla outperformed massively in the pastIn recent years, Tesla managed to outperform their peers massively. The financial statements show characteristics of a rising star technology company: The average revenue growth of the company was ~ 53 % per annum in the last five years. During the same time, the gross margin rose from ~19-20 % to ~ 25-27 %. Tesla became profitable for the first time in late 2019 and was profitable ever since. A comparison to traditional car manufacturers just doesn’t seem right, given their competitors’ small revenue growth and already matured business model.In Q3/2022, Tesla had Year-over-year revenue growth of 59%. The company almost doubled its operating income and net income year-over-year. However, the spread between total production and total deliveries of cars widened. I believe this is indicative of macroeconomic headwinds, which will affect the company in the coming quarters. More on that later.All the positives mentioned, qualitatively and quantitatively, don’t get me to buy shares of a company. Operating and financial performance rather serves as the benchmark to beat in the future. Past performance cannot be extrapolated into the future endlessly. But most of the time it’s the best guess market participants have. If expectations of future growth/profitability rise, then the markets discount higher cash flows of the future in the present, and the share price rises in order to display this valuation premium. That’s what happened in recent years with Tesla. The company massively outperformed, and shareholders profited as they should have.However, rapid moves to the downside always occur when the previously risen expectations of market participants are not met - i.e. the market gets surprised by worse data. I believe the likelihood that negative surprises will happen for Tesla during the next 12 months is very high. My reasoning mainly stems from macroeconomic headwinds and further monetary tightening of the Federal Reserve.1. Tesla is intertwined with the global economy - and the global economy is likely to decelerate materially.With all the qualitative and quantitative arguments in mind, Tesla still generates the vast majority of its revenue from the traditional automotive sector. In Q3/2022 the company had 87 % of its revenue originating from sales, regulatory credits, and leasing. A mere $ 2,762 B originated from alternative revenue streams, such as Energy generation, energy storage, and other services. Some of the additional software upgrades for the Tesla models are included in the automotive sales, but they make up only a minor portion of the revenues.While the revenue growth and the trajectory of the profitability cannot be compared to traditional car manufacturers, the dependency on demand for luxury cars remains the same. The automobile industry depends heavily on the balance sheet of the average customer. Generally, consumers will always spend first on consumer staples. If the average balance sheet of consumers is healthy enough, they will start spending on consumer discretionaries. Usually, the balance sheet is healthy if assets appreciate and the cost of credit lessens, i.e., yields decrease. And here's the problem:2. The balance sheet of the average potential customer of Tesla got materially worse.Let’s start with America, where most Tesla cars get sold: During 2022, the 60/40 portfolio got hit hard because the inverse correlation of bonds and stocks started to reverse because of inflation. The housing market hasn't sold off at similar levels in 2022. But as long as mortgage rates stay this elevated, the optimistic case for 2023 is an illiquid market with sideways price action because the average homeowner is reluctant to sell at a lower price, and buyers can’t afford today's rates coupled with yesterday’s prices. Either rates or prices have to go down (assuming a liquid market). Additionally, there’s less money left after buying all the consumer staples needed in everyday life because of high consumer price inflation. However, the rising US Dollar cushions the financial impact on American consumers partially.The luxury car demand in Europe is likely to get eroded. Europeans face not only the same (or worse) pain in terms of asset prices. But also much worse consumer price inflation due to the Energy and Food situation. The decline of the Euro in recent months adds additional fuel to the fire. Europeans don’t enjoy the privilege of earning their wages in the global reserve currency.I think it's almost guaranteed that the revenue of Tesla cannot grow at the previous pace. I believe the market is still way too optimistic about the future, given the rich valuation multiples of Tesla.In my opinion, the revenues will not only exit the previous trendline, but the expenses of Tesla may rise materially too. Rising energy prices should burden the margins of Tesla while preventing potential customers from buying their luxury product. If consumer price inflation stays sticky, wage increases may burden Tesla too, in 2023. However, with the current macroeconomic headwinds, I can imagine sharp disinflation during H1/2023. To my belief, that disinflation will not be constructive for asset prices because the reason for inflation receding will most likely be demand destruction.3. Tesla is as overvalued as it was a year ago.Almost every stock is a buy at some price, and Tesla’s stock price fell from $400 to $230. But I think the stock is nowhere near a buy. Investors have to ask themselves what they are getting when buying shares of a company. Either it’s cash flow in the form of dividends, or its cash flow that is being reinvested in the company in order to grow revenues and raise the profitability of the future. Clearly, with Tesla investors don’t get any dividends, so they are betting on future cashflows.The cash flows of the future are discounted by the risk-free rate plus a risk premium. The risk premium rose as the economy is expected to slow down in the future, and investors are getting increasingly risk intolerant. The risk-free rate has increased already since the Federal Reserve hiked rates rather fast. I believe most of the sharp decline of Tesla’s share price originates from the elevated discount rates. So this is all baked in.What I believe to not be priced in by the markets yet, are the expectations of lower future cashflows due to a slower-growing revenue trend and rising expenses, therefore decreasing future margins. With a 50+ PE/FWD ratio and PS/FWD of 8.5 the shares of Tesla are priced for perfection (FWDs are already at lofty levels). This leaves little upside to Tesla’s share price originating from operating performance. However, if the expectations of future cashflows worsen, the stock price of Tesla should deteriorate further. I believe that the 45% drawdown was almost exclusively because of the change in the underlying discount rate and not because of changes in future cash flow expectations.4. The upside for Tesla is a Federal Reserve pivotGiven that the valuation of Tesla is still at a ridiculously high level, my belief is that the upside for Tesla shares is that financial conditions ease, yields come down from their historic rise in 2022, and the Federal Reserve stops the monetary tightening. Elon Musk and Cathie Wood (ARKK) know this, which is why they are calling out the Federal Reserve for not easing financial conditions. Both of them are only talking their book when they explain how technology is going to make things exponentially cheaper and deflationary, and therefore the Federal Reserve should never hike ever again.I think that the reality is different. In a deglobalizing economy with wars and polarizing world views which originate from a slowly receding single global superpower, inflation is very likely to be higher for a prolonged period of time.Almost certainly, the Federal Reserve will pivot at some point in the future. I think there's no question about it. But the prerequisites for a pivot are either that inflation comes down materially or that something breaks. I think the most likely scenario is that both happens: Inflation decreases because of the demand destruction caused by a global recession. The problem for Tesla is that this scenario would likely be negative for the share price at first. If the global economy enters a recession in 2023, then the demand for luxury cars is likely going to dwindle, expectations of future cash flows should decrease materially, and the share price of Tesla could significantly fall because of it. To my belief, it is only after the monetary easing that the share price of Tesla can recover. Likely from a permanently lower base.The risk of shorting Tesla from here is that the soft landing scenario proposed by the Federal Reserve happens. In such a scenario, the economy would be able to withstand much higher rates for longer than most market participants currently expect. Slight demand destruction would remove the tightness in the labor market so prices could stabilize at a lower inflation rate, but the economy wouldn't face a harsh recession. If a soft landing materializes, the Federal Reserve could stimulate earlier via monetary easing, and the share price of Tesla could appreciate further. Although I believe the chances of a soft landing scenario get smaller day by day, it's still a possible outcome.From a company development perspective, the risk remains that Tesla could outperform even the current lofty expectations. For example, government subsidies for ecological car purchases could spur demand for Tesla cars and drive the stock price higher. The risk of shorting any stock remains that the mathematical upside is limited, but the potential downside is unlimited. During a bear market, in particular, violent bear market rallies (e.g. June 2022) can cause huge losses in a short period of time even though the general direction remains downwards. Therefore I am warning investors of sizing their positions and try to time entry and exit points accordingly.All in all, Tesla reminds me of Intel (INTC) during the 2000 dot-com bubble. Back then, Intel was a great company with good products. The problem was that the stock was incredibly overvalued. After the bubble popped, Intel continued its business with success but the stock price never reached the previous high.Why Tesla Bulls shouldn’t be excited by this Bear market rallyAt the start of writing this article (Oct. 20), many indicators pointed towards a local bottom. Since then, the S&P500 (SPX) rose ~ 5-6%. In case of a dovish surprise from the Federal Reserve today, the market could rally violently, and Tesla shares would profit massively. However, Tesla bulls should be careful as I do not believe that the (continuing?) rally will prove to be a permanent bottom, but rather a local one. I think that only if the economy enters a recession, the expectations of Tesla's future cashflows get adjusted, the share price corrects to a reasonable valuation, and the Federal Reserve pivots, it’s time to buy the dip. That time could still be several years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985872960,"gmtCreate":1667361419650,"gmtModify":1676537905118,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>break 10 pls","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>break 10 pls","text":"$Palantir Technologies Inc.(PLTR)$break 10 pls","images":[{"img":"https://community-static.tradeup.com/news/9ab2feb29de8e392bc0761105bfea80a","width":"1080","height":"1783"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985872960","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985878732,"gmtCreate":1667361261626,"gmtModify":1676537905077,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985878732","repostId":"2280931319","repostType":4,"repost":{"id":"2280931319","kind":"news","pubTimestamp":1667355767,"share":"https://ttm.financial/m/news/2280931319?lang=&edition=fundamental","pubTime":"2022-11-02 10:22","market":"us","language":"en","title":"How the US Midterm Elections Could Affect Companies' Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2280931319","media":"Bloomberg","summary":"End of one-party economic policy seen after midtermsUS House Minority Leader Kevin McCarthy, a Repub","content":"<html><head></head><body><p>End of one-party economic policy seen after midterms</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b606eb83fc2517176c9d70f090f70e1c\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>US House Minority Leader Kevin McCarthy, a Republican from California, center, during the America First Policy Institute&#39;s America First Agenda Summit in Washington.Photographer: Al Drago/Bloomberg</span></p><p>A Republican takeover of Congress would reshape the fiscal and regulatory landscape for a wide range of businesses that have grappled for nearly two years with Democratic efforts to boost taxes and tighten rules.</p><p>Next week’s midterm elections are expected to usher in a new era of divided government, with polls showing Democrats losing control of the House and possibly the Senate. That would spell the end of President Joe Biden’s agenda.</p><p>For businesses, the biggest impact of a GOP ascent would be the end of one-party economic policy. Democrats would no longer be able to use the partisan budget maneuvers to ram through tax increases, change Medicare drug policies, and pass pandemic relief spending that many economists say helped fuel inflation.</p><p>Even in a divided government, though, there may be room for compromises on border security and legal immigration that could address the labor shortages vexing US industries, along with possible agreements to streamline permitting and leasing for energy projects. Yet, GOP lawmakers are vowing to investigate Biden’s administration, reject his appointees to key jobs and wage a fight over the US debt limit that risks rattling markets — politically charged moves that could interfere with any bipartisan deal-making.</p><p>With a week until Election Day, here’s a look at what’s at stake for business:</p><h2>Republican Congress Would Put Brakes on Business Tax Increase</h2><p>Democrats came within one Senate vote of raising the corporate tax rate to 25% and imposing a global minimum profits tax. The risk of that being resurrected goes away if the GOP takes the House as expected, along with the chances of a windfall profit tax for oil companies. The midterm outcome will also likely shape December talks on renewing research and development tax breaks.</p><p>Republicans have said that in the majority they will push to extend expiring provisions of the 2017 tax cuts signed by former President Donald Trump tax cuts. Two provisions of that law are especially valuable to businesses: the 20% deduction on qualified income for many pass-through entities that expires in 2025 and bonus depreciation for qualified business purchases that phases down fully in 2027.</p><p>Anti-tax activist Grover Norquist predicts a GOP Congress would negotiate with the White House a two-year extension of those provisions before the end of 2024.</p><p>Former top Senate GOP aide Rohit Kumar, now at PWC, predicts the GOP would force tough votes on a reconciliation bill extending the Trump tax law to pressure moderate Democrats to agree to small business relief. “That would set the table for a final negotiation in 2025,” he said.</p><h2>Energy Production Could Get Boost, Climate Measures Pared</h2><p>Republicans plan to push for expanded domestic energy production if they take the majority and will try to use voter frustration over high gasoline prices to get the Biden administration to go along. The House Energy and Commerce Committee will look to boost development of hydrogen projects, streamline permitting and development of nuclear power plants, and accelerate approval for liquefied natural gas export facilities, Representative Bill Johnson, an Ohio Republican who serves on the committee, said.</p><p>Those measures, if enacted, would benefit companies such as nuclear operator Southern Co., small modular reactor maker NuScale Power Corp., and liquefied natural gas exporter Cheniere Energy, Inc. They could benefit drillers like Halliburton Co. and oil producers such as Exxon Mobil Corp. Johnson also plans to target a Biden administration rule phasing out some natural gas furnaces that drew the ire of the American Gas Association, which represents utilities such as Dominion Energy, Inc. and DTE Energy Co.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f20f8410c8c7d0df16077f5b79746f01\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>Wind turbines at the San Gorgonio Pass wind farm Palm Springs, Calif.Photographer: Bing Guan/Bloomberg</span></p><p>Republicans are already vowing strict oversight over hundreds of billions of dollars in lending authority that Biden’s Inflation Reduction Act gave to the Energy Department. Meanwhile, carmakers’ desire for an additional $7 billion in spending on electric-vehicle charging stations, favored by companies like General Motors Co. and Ford Motor Co., is likely to go ignored by GOP lawmakers. Biden cut his request for $15 billion in EV charger money in half to win GOP support for his bipartisan infrastructure bill and a second Democrats-only climate bill focused on extending EV tax credits for consumers.</p><p>US Chamber of Commerce Executive Vice President Neil Bradley said he doesn’t see the GOP being able to claw back money for renewable energy or reverse Biden’s past tax increases given the legislative hurdles in the Senate. “You are not un-ringing that bell in divided government,” he said.</p><h2>Financial Regulations Could be Delayed or Thwarted</h2><p>Trading firms including Robinhood Markets Inc. would benefit from a takeover by Republicans, who have sought to thwart planned regulations from the Securities and Exchange Commission under Gary Gensler. GOP lawmakers can delay rule-making with information requests to the SEC and language in annual funding bills directing the agency to hold off on regulating.</p><p>Meanwhile, one of the biggest targets for corporations is an SEC plan to require companies to disclose their greenhouse-gas emissions and in some cases from their suppliers and customers. Proposed in March, the rule has drawn the ire of industries from oil to farming. Exxon Mobil, Meta Platforms Inc. and Walmart Inc. have weighed in.</p><p><img src=\"https://static.tigerbbs.com/5a9fc48138aeac12603f4322e9333b15\" tg-width=\"968\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>The SEC is also looking to add regulation on the crypto-currency industry.</p><p>Private equity firms and hedge funds could also benefit from any slowdown in SEC rulemaking. Gensler has proposed forcing them to disclose more about their fees and putting in place new restrictions, all of which have drawn the industry’s ire.</p><h2>Antitrust Bill Opposed by Tech Companies Unlikely to Pass</h2><p>Silicon Valley would likely be spared in a Republican Congress from sweeping legislation aimed at anti-competitive behavior by tech companies such as Apple Inc., Amazon.com Inc. and Alphabet Inc.’s Google. The bill has sponsors in both parties and has been cleared by key House and Senate committees, yet the tech industry has helped to stall the measure’s progress with lobbying campaign that has topped $100 million.</p><p>House Republican leader Kevin McCarthy and likely House Judiciary Committee Chair Jim Jordan oppose the antitrust bill, which would have to be reintroduced if it doesn’t get a vote in the current Congress by the end of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab1eab8268ab3bcfbf3676453c804408\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>Representative Jim Jordan, a Republican from Ohio, speaks during a House Judiciary Committee hearing in Washington.Photographer: Michael Reynolds/EPA</span></p><p>GOP lawmakers plan instead to focus on ending what they see as censorship of conservative voices on social media platforms, including by removing legal liability protections under Section 230, giving users an avenue to appeal when their content is removed and requiring more transparency from tech companies. None of these content-focused proposals is likely to become law, owing to insufficient support in the Senate and the strong odds of a Biden veto.</p><h2>Tougher Regulations For Hospitals, Insurers</h2><p>Hospitals, insurers and pharmaceutical benefit managers face the prospect of tough new regulations pushed by a Republican Congress, with the possible support from Democrats and the Biden administration. GOP lawmakers have promised to beef up requirements that hospitals post their prices online and lower drug costs by targeting drug industry middlemen known as pharmaceutical benefit managers. Party leaders have tried to shift away from promises to tear down the Affordable Care Act — also known as Obamacare — or restrict abortion rights, focusing instead on Americans’ rising medical bills.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/379f713489b433cd5b7609b13da5de8b\" tg-width=\"1000\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/><span>A CVS pharmacy store in San Francisco.Photographer: David Paul Morris/Bloomberg</span></p><p>Cathy McMorris Rodgers, the top Republican on the House Energy and Commerce Committee, ran ads in her home state of Washington vowing to require hospitals, insurers and doctors to disclose prices so consumers can shop around. Three pharmaceutical managers make up more than two-thirds of the total US market: Express Scripts Inc., CVS Health Corp. and OptumRx Inc., HCA Healthcare Inc., Ascension Health and Tenet Healthcare Corp. are hospital companies that may be affected.</p><p>Many Democrats remain frustrated by the limited nature of the drug price negotiation provisions for Medicare in the Inflation Reduction Act, with just 10 drugs coming under negotiation in 2026. Expanding that power is unlikely under GOP control. Johnson &amp; Johnson, Merck &amp; Co. Inc., Pfizer Inc. and Eli Lilly &amp; Co. have products that Medicare spends heavily on.</p><h2>Five-Year, $428 Billion Farm Bill Up for Renewal</h2><p>The next Congress will need to pass another five-year Farm Bill governing direct agricultural subsidies, crop insurance, food stamps and conservation programs. The 2018 farm bill authorized $428 billion in spending over five years, with about three-quarters devoted to food assistance and a quarter to farm supports.</p><p>Renewing the farm bill, a pillar of domestic agribusiness, could be more difficult under GOP control. Some conservatives want to see farm subsidies cut, though there is broad support in both parties to maintain spending. The bigger issue will likely come on nutrition programs that the GOP has previously targeted over eligibility requirements and conservation programs. Food stamps help boost sales of groceries at retail chains such as Walmart and Kroger Co. by providing low-income recipients a way of buying more food.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c14d6bdab7767cbc4686de9832f6562e\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>A tree shaker removes walnuts from trees at Barton Ranch in Escalon, Calif. The state is the biggest global shipper of walnuts and second-largest grower after China.Photographer: David Paul Morris/Bloomberg</span></p><p>Direct federal government payments are a significant contributor to farm profits, accounting for between 18% and 48% of annual net US farm income since 2018, according to the US Agriculture Department. The extra income for farmers helps boost sales for seed, pesticide, fertilizer and equipment providers such as The Mosaic Co. and Deere &amp; Co. It also reduces costs for major grain buyers such as Cargill Inc. and Archer-Daniels-Midland Co. and meat and poultry processors such as Tyson Foods Inc. that purchase animal feed.</p><h2>Weapons Makers Could See Boost in Contracting</h2><p>A GOP-led Congress offers both opportunities and peril for he biggest US defense contractors including Lockheed Martin Corp., Raytheon Co., General Dynamics Corp. and Boeing Co.</p><p>Republicans have complained that the Biden administration under-funds weapons systems, and the party will be under pressure to ensure that the military’s budget keeps pace with inflation. Texas Representative  Kay Granger, the likely next chair of the House Appropriations Committee, said in an interview she will prioritize increased defense spending.</p><p>Yet the defense industry also risks getting caught in GOP brinkmanship on spending to force Biden to cut social programs and boost border security. Protracted battles over spending could force lawmakers to rely more on interim bills to fund the government that don’t allow for new contracts. It’s likely oversight of the Pentagon’s contracting processes for expediting arms contracts awards for Ukraine will likely receive more scrutiny in a Republican-controlled Congress.</p><p>Also Read: <a href=\"https://ttm.financial/NW/1118726091\" target=\"_blank\">What Midterms Mean for the Stock Market’s &#34;Best 6 Months&#34; As Favorable Calendar Stretch Gets Under Way</a></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How the US Midterm Elections Could Affect Companies' Profits</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\">\nHow the US Midterm Elections Could Affect Companies' Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-01/midterm-elections-2022-how-businesses-are-affected-by-who-controls-congress?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>End of one-party economic policy seen after midtermsUS House Minority Leader Kevin McCarthy, a Republican from California, center, during the America First Policy Institute's America First Agenda ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-01/midterm-elections-2022-how-businesses-are-affected-by-who-controls-congress?srnd=markets-vp\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-01/midterm-elections-2022-how-businesses-are-affected-by-who-controls-congress?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280931319","content_text":"End of one-party economic policy seen after midtermsUS House Minority Leader Kevin McCarthy, a Republican from California, center, during the America First Policy Institute's America First Agenda Summit in Washington.Photographer: Al Drago/BloombergA Republican takeover of Congress would reshape the fiscal and regulatory landscape for a wide range of businesses that have grappled for nearly two years with Democratic efforts to boost taxes and tighten rules.Next week’s midterm elections are expected to usher in a new era of divided government, with polls showing Democrats losing control of the House and possibly the Senate. That would spell the end of President Joe Biden’s agenda.For businesses, the biggest impact of a GOP ascent would be the end of one-party economic policy. Democrats would no longer be able to use the partisan budget maneuvers to ram through tax increases, change Medicare drug policies, and pass pandemic relief spending that many economists say helped fuel inflation.Even in a divided government, though, there may be room for compromises on border security and legal immigration that could address the labor shortages vexing US industries, along with possible agreements to streamline permitting and leasing for energy projects. Yet, GOP lawmakers are vowing to investigate Biden’s administration, reject his appointees to key jobs and wage a fight over the US debt limit that risks rattling markets — politically charged moves that could interfere with any bipartisan deal-making.With a week until Election Day, here’s a look at what’s at stake for business:Republican Congress Would Put Brakes on Business Tax IncreaseDemocrats came within one Senate vote of raising the corporate tax rate to 25% and imposing a global minimum profits tax. The risk of that being resurrected goes away if the GOP takes the House as expected, along with the chances of a windfall profit tax for oil companies. The midterm outcome will also likely shape December talks on renewing research and development tax breaks.Republicans have said that in the majority they will push to extend expiring provisions of the 2017 tax cuts signed by former President Donald Trump tax cuts. Two provisions of that law are especially valuable to businesses: the 20% deduction on qualified income for many pass-through entities that expires in 2025 and bonus depreciation for qualified business purchases that phases down fully in 2027.Anti-tax activist Grover Norquist predicts a GOP Congress would negotiate with the White House a two-year extension of those provisions before the end of 2024.Former top Senate GOP aide Rohit Kumar, now at PWC, predicts the GOP would force tough votes on a reconciliation bill extending the Trump tax law to pressure moderate Democrats to agree to small business relief. “That would set the table for a final negotiation in 2025,” he said.Energy Production Could Get Boost, Climate Measures ParedRepublicans plan to push for expanded domestic energy production if they take the majority and will try to use voter frustration over high gasoline prices to get the Biden administration to go along. The House Energy and Commerce Committee will look to boost development of hydrogen projects, streamline permitting and development of nuclear power plants, and accelerate approval for liquefied natural gas export facilities, Representative Bill Johnson, an Ohio Republican who serves on the committee, said.Those measures, if enacted, would benefit companies such as nuclear operator Southern Co., small modular reactor maker NuScale Power Corp., and liquefied natural gas exporter Cheniere Energy, Inc. They could benefit drillers like Halliburton Co. and oil producers such as Exxon Mobil Corp. Johnson also plans to target a Biden administration rule phasing out some natural gas furnaces that drew the ire of the American Gas Association, which represents utilities such as Dominion Energy, Inc. and DTE Energy Co.Wind turbines at the San Gorgonio Pass wind farm Palm Springs, Calif.Photographer: Bing Guan/BloombergRepublicans are already vowing strict oversight over hundreds of billions of dollars in lending authority that Biden’s Inflation Reduction Act gave to the Energy Department. Meanwhile, carmakers’ desire for an additional $7 billion in spending on electric-vehicle charging stations, favored by companies like General Motors Co. and Ford Motor Co., is likely to go ignored by GOP lawmakers. Biden cut his request for $15 billion in EV charger money in half to win GOP support for his bipartisan infrastructure bill and a second Democrats-only climate bill focused on extending EV tax credits for consumers.US Chamber of Commerce Executive Vice President Neil Bradley said he doesn’t see the GOP being able to claw back money for renewable energy or reverse Biden’s past tax increases given the legislative hurdles in the Senate. “You are not un-ringing that bell in divided government,” he said.Financial Regulations Could be Delayed or ThwartedTrading firms including Robinhood Markets Inc. would benefit from a takeover by Republicans, who have sought to thwart planned regulations from the Securities and Exchange Commission under Gary Gensler. GOP lawmakers can delay rule-making with information requests to the SEC and language in annual funding bills directing the agency to hold off on regulating.Meanwhile, one of the biggest targets for corporations is an SEC plan to require companies to disclose their greenhouse-gas emissions and in some cases from their suppliers and customers. Proposed in March, the rule has drawn the ire of industries from oil to farming. Exxon Mobil, Meta Platforms Inc. and Walmart Inc. have weighed in.The SEC is also looking to add regulation on the crypto-currency industry.Private equity firms and hedge funds could also benefit from any slowdown in SEC rulemaking. Gensler has proposed forcing them to disclose more about their fees and putting in place new restrictions, all of which have drawn the industry’s ire.Antitrust Bill Opposed by Tech Companies Unlikely to PassSilicon Valley would likely be spared in a Republican Congress from sweeping legislation aimed at anti-competitive behavior by tech companies such as Apple Inc., Amazon.com Inc. and Alphabet Inc.’s Google. The bill has sponsors in both parties and has been cleared by key House and Senate committees, yet the tech industry has helped to stall the measure’s progress with lobbying campaign that has topped $100 million.House Republican leader Kevin McCarthy and likely House Judiciary Committee Chair Jim Jordan oppose the antitrust bill, which would have to be reintroduced if it doesn’t get a vote in the current Congress by the end of the year.Representative Jim Jordan, a Republican from Ohio, speaks during a House Judiciary Committee hearing in Washington.Photographer: Michael Reynolds/EPAGOP lawmakers plan instead to focus on ending what they see as censorship of conservative voices on social media platforms, including by removing legal liability protections under Section 230, giving users an avenue to appeal when their content is removed and requiring more transparency from tech companies. None of these content-focused proposals is likely to become law, owing to insufficient support in the Senate and the strong odds of a Biden veto.Tougher Regulations For Hospitals, InsurersHospitals, insurers and pharmaceutical benefit managers face the prospect of tough new regulations pushed by a Republican Congress, with the possible support from Democrats and the Biden administration. GOP lawmakers have promised to beef up requirements that hospitals post their prices online and lower drug costs by targeting drug industry middlemen known as pharmaceutical benefit managers. Party leaders have tried to shift away from promises to tear down the Affordable Care Act — also known as Obamacare — or restrict abortion rights, focusing instead on Americans’ rising medical bills.A CVS pharmacy store in San Francisco.Photographer: David Paul Morris/BloombergCathy McMorris Rodgers, the top Republican on the House Energy and Commerce Committee, ran ads in her home state of Washington vowing to require hospitals, insurers and doctors to disclose prices so consumers can shop around. Three pharmaceutical managers make up more than two-thirds of the total US market: Express Scripts Inc., CVS Health Corp. and OptumRx Inc., HCA Healthcare Inc., Ascension Health and Tenet Healthcare Corp. are hospital companies that may be affected.Many Democrats remain frustrated by the limited nature of the drug price negotiation provisions for Medicare in the Inflation Reduction Act, with just 10 drugs coming under negotiation in 2026. Expanding that power is unlikely under GOP control. Johnson & Johnson, Merck & Co. Inc., Pfizer Inc. and Eli Lilly & Co. have products that Medicare spends heavily on.Five-Year, $428 Billion Farm Bill Up for RenewalThe next Congress will need to pass another five-year Farm Bill governing direct agricultural subsidies, crop insurance, food stamps and conservation programs. The 2018 farm bill authorized $428 billion in spending over five years, with about three-quarters devoted to food assistance and a quarter to farm supports.Renewing the farm bill, a pillar of domestic agribusiness, could be more difficult under GOP control. Some conservatives want to see farm subsidies cut, though there is broad support in both parties to maintain spending. The bigger issue will likely come on nutrition programs that the GOP has previously targeted over eligibility requirements and conservation programs. Food stamps help boost sales of groceries at retail chains such as Walmart and Kroger Co. by providing low-income recipients a way of buying more food.A tree shaker removes walnuts from trees at Barton Ranch in Escalon, Calif. The state is the biggest global shipper of walnuts and second-largest grower after China.Photographer: David Paul Morris/BloombergDirect federal government payments are a significant contributor to farm profits, accounting for between 18% and 48% of annual net US farm income since 2018, according to the US Agriculture Department. The extra income for farmers helps boost sales for seed, pesticide, fertilizer and equipment providers such as The Mosaic Co. and Deere & Co. It also reduces costs for major grain buyers such as Cargill Inc. and Archer-Daniels-Midland Co. and meat and poultry processors such as Tyson Foods Inc. that purchase animal feed.Weapons Makers Could See Boost in ContractingA GOP-led Congress offers both opportunities and peril for he biggest US defense contractors including Lockheed Martin Corp., Raytheon Co., General Dynamics Corp. and Boeing Co.Republicans have complained that the Biden administration under-funds weapons systems, and the party will be under pressure to ensure that the military’s budget keeps pace with inflation. Texas Representative  Kay Granger, the likely next chair of the House Appropriations Committee, said in an interview she will prioritize increased defense spending.Yet the defense industry also risks getting caught in GOP brinkmanship on spending to force Biden to cut social programs and boost border security. Protracted battles over spending could force lawmakers to rely more on interim bills to fund the government that don’t allow for new contracts. It’s likely oversight of the Pentagon’s contracting processes for expediting arms contracts awards for Ukraine will likely receive more scrutiny in a Republican-controlled Congress.Also Read: What Midterms Mean for the Stock Market’s \"Best 6 Months\" As Favorable Calendar Stretch Gets Under Way","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982550219,"gmtCreate":1667216755231,"gmtModify":1676537878914,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9982550219","repostId":"1126872333","repostType":4,"repost":{"id":"1126872333","kind":"news","pubTimestamp":1667230218,"share":"https://ttm.financial/m/news/1126872333?lang=&edition=fundamental","pubTime":"2022-10-31 23:30","market":"us","language":"en","title":"Tech Is Getting Boring. That’s a Good Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=1126872333","media":"The Wall Street Journal","summary":"History shows that downturns are when the industry shifts focus from flashy novelties to things that are truly useful","content":"<html><head></head><body><p>LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what really works. This means executives are trimming staff, moonshots and unprofitable distractions. They’re also deciding what to focus on.</p><p>It’s a transition away from more than a decade of “gee-whiz” projects—think self-driving cars, flying cars, metaverses and crypto—all fueled by seemingly limitless cash and venture-backed meal-replacement slurries. The task at hand now: the sometimes-boring but always-important work of building and expanding businesses that actually make money, by delivering things people and companies want and need.</p><p>This past week of earnings reports and public comments from the leaders of America’s biggest tech companies hammered home this theme. Google parent Alphabet, Microsoft, <a href=\"https://laohu8.com/S/META\">Facebook</a> increase; green up pointing triangle parent Meta Platforms and Amazon all reported quarterly results that caused their already-battered stocks to fall further.</p><p>For me and others who attended The Wall Street Journal Tech Live conference this past week, it was impossible to miss a recurring theme: the gravity of this moment, and the ways leaders are being forced to quickly adapt. This reality came up again and again, in both panels and frank between-session chatter.</p><p>Asked about the sudden, industrywide decline in sales of semiconductors, a stark turn in fortunes even for an industry as cyclical as chips, Intel Chief Executive Pat Gelsinger said: “Misery loves company—and that’s the nature of the semiconductor industry.”</p><p>Evan Spiegel, CEO of Snap—whose market value has tumbled more than 80% over the past year—spoke candidly about having had to discontinue innovative hardware products like its Pixy drone because they were low-margin businesses. He said his company had to focus on what could directly affect its bottom line, from making more revenue per user on advertising to continuing to expand the audience for its core social-media product.</p><p>Amid all this gloom, though, the inherent optimism of the tech industry also shined through. And that belief that better times are just one more breakthrough away isn’t entirely irrational, given what has happened to America’s tech industry in downturns past.</p><p>Historically, when venture capitalists tighten the purse strings and shareholders in public companies start demanding answers, the tech industry is forced to cut back in areas that aren’t viable businesses and focus on what can actually generate value for their customers—and revenue for themselves.</p><p>During financial crises, belt-tightening leads to the rollout and broad adoption of existing but not yet widely used technologies, according to lecturer and consultant Carlota Perez, who is a favorite of some venture capitalists for her studies of what drives revolutions in technology.</p><p>It might seem at first counterintuitive—wouldn’t the good times be when technologies are most widely deployed? But it turns out those are the times companies lose self-discipline, and spend on projects that might go nowhere, rather than putting their money and effort toward scaling up efforts that are both genuinely useful and actually profitable.</p><p>Now is a time when companies are shifting their attitudes and strategy from “what can we do?” to “what do we need to do?”</p><p>Waymo, born in 2009 in what was then Google’s moonshot lab, Google X, is a good example of this. At this past week’s conference, Journal reporter Tim Higgins pressed Waymo Co-CEO Tekedra Mawakana on whether future rollouts of the company’s self-driving taxis in new cities would take as long as the rollout of its first commercial service did in Phoenix—which has been going on for the past two years. Ms. Mawakana responded that after that first effort in Arizona, the company’s more mature self-driving technology meant that it was able to deploy its vehicles much more quickly in San Francisco, and will soon launch in Los Angeles.</p><p>It only took 13 years and at least $5.7 billion in investment.</p><p>Behind the scenes, in September Waymo hired a new finance chief to help the company expand to new regions and types of vehicles, a company spokeswoman told the Journal. Given the enormity of the transportation industry, if Waymo really has hit on a way to make robotaxis work in many more cities, even just some of the time, Waymo’s growth in the coming years could turn it into a business of significant scale for Alphabet.</p><p>As for the rest of the tech industry, what does focusing on what actually works look like? Lessons from past downturns, combined with other trends unique to the present, suggest directions they might take.</p><h3>Cost cutting and hybrid work favor remote-collaboration tech</h3><p>Many of the collaboration tools that got the world’s knowledge workers through the pandemic were founded soon after either the 2000 or 2008 crashes—from Zoom Video Communications (founded in 2011) to Slack (evolved from a videogame company that started in 2009) and Atlassian (2002). Before the pandemic, their growth typified the trend of businesses turning to cloud-based software to cut costs—or enable new means of getting things done more cheaply—when revenue dries up.</p><p>All of those onetime startups are now either big companies in their own right, or are owned by big companies. And companies still need tools for remote collaboration, since hybrid work necessitates them as much as fully remote work did. So while these companies may suffer pain in the short term, in the long run they have a double tailwind that could mean steady growth.</p><p>As with past downturns, there will be new companies and industries that will either be born during this time or will see their growth accelerate.</p><p>Roelof Botha, a partner at venture-capital giant Sequoia, said on stage at Tech Live that investors have more opportunities to find and evaluate good startups in a down market. Many other investors have said similar things. Even as giant “crossover funds” that invest in both the stock market and startups have grown shy about dumping money into private companies, venture-capital firms that remain committed to investing in startups are hunting for deals.</p><h3>Practical automation will help keep the lights on</h3><p>Webvan was a rapid-delivery company that saw a huge run up in its valuation before it went bust in 2001. While it failed, one of its laid-off leaders, Mick Mountz, took from his time there the lesson that e-commerce warehouses needed a great deal more automation than was available at the time. That led him to found Kiva Robotics, the logistics-automation company. Kiva was eventually bought by Amazon, and has been the linchpin of the company’s e-commerce fulfillment infrastructure ever since.</p><p>Now, a new wave of more-capable and demonstrably useful robots is arriving, as technologies like machine learning and computer vision have matured.</p><p>Boston Dynamics, a company that was founded in 1992 but didn’t release its first product commercially—Spot, the robot dog—until 2020, exemplifies this trend. In a panel on stage at Tech Live, CEO Robert Playter said that Spot is now covering more than 23 kilometers a day in an inspection tour of an Anheuser-Busch brewery, using a heat-sensing camera and a special auditory sensor to find machines that might fail soon or are wasting energy.</p><p>But it’s a less-cute, more practical robot called Stretch, a large mobile arm with a suction-based gripper for unloading trucks and shipping containers, that could someday be the real growth story for the company. Boston Dynamics has tested the robot with customers like DHL, and has received preorders for it.</p><h3>Crypto grows up</h3><p>No corner of the tech bubble saw a more furious run-up in valuation or a more precipitous crash than the value of cryptocurrencies and blockchain-based virtual goods like the deeds of ownership for digital art known as NFTs. The collapse of this bubble has dealt a body blow to the value of crypto-focused funds such as those run by investment firm Andreessen Horowitz.</p><p>When pressed on what applications of cryptocurrencies and the blockchain will prove durable, Sam Bankman-Fried, CEO and founder of crypto exchange FTX, pointed to speeding up the process of transferring money between banks, and at the same time reducing the transaction fees paid by merchants. While an admirable goal, re-plumbing the connections among the world’s financial institutions is hardly the sort of thing that has gotten crypto fans most excited in the past few years.</p><p>“Right now, the big opportunity, it feels like, and where capital is flowing, and a lot of good ideas still seem to be, is building out the infrastructure of blockchains and crypto,” said Ravi Mhatre, a co-founder of Lightspeed Venture Partners who sat on the same panel as Mr. Bankman-Fried. That infrastructure will be necessary to get hundreds of millions of people onto these systems, and make them just as fast and accessible as the internet itself, he added.</p><p>It’s another example of hype-fueled tech seeing its more outlandish manifestations laid low, and companies turning toward the things that it might actually do well, no matter how boring they might seem.</p><h3>The metaverse becomes the most boring place of all</h3><p>Herman Narula, CEO of the metaverse company Improbable Worlds, pointed out in a panel that the world already has a number of popular metaverses, and all of them are games, including Fortnite and Roblox. If Facebook’s own ailing metaverse, Horizon Worlds, can also be thought of as a kind of game, then staking a giant company’s future on what is essentially a new, unfinished game “is a really difficult thing to see working out successfully,” he added.</p><p>Tellingly, Facebook unveiled a new “pro” virtual-reality headset along with a partnership with Microsoft, which will be making its workplace-software available in the headset.</p><p>If it works, this realignment of the metaverse from a place to have fun to a place to get things done may represent the point at which Meta figured out an actual use for the metaverse: Making us more productive when we have to stare at screens anyway.</p><p>Phil Libin, CEO of artificial-intelligence company All Turtles and a self-described “metaverse hater,” sat on the same panel as Mr. Narula. Mr. Libin summed up the state of investment in the metaverse in a way that could apply to all tech investment in the foreseeable future.</p><p>“Now more than at any other time in history,” he said, “it is time to invest in the real world.”</p></body></html>","source":"wsj_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>Tech Is Getting Boring. That’s a Good Thing</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\">\nTech Is Getting Boring. That’s a Good Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what ...</p>\n\n<a href=\"https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8\">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","MSFT":"微软","NVDA":"英伟达","GOOGL":"谷歌A","AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126872333","content_text":"LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what really works. This means executives are trimming staff, moonshots and unprofitable distractions. They’re also deciding what to focus on.It’s a transition away from more than a decade of “gee-whiz” projects—think self-driving cars, flying cars, metaverses and crypto—all fueled by seemingly limitless cash and venture-backed meal-replacement slurries. The task at hand now: the sometimes-boring but always-important work of building and expanding businesses that actually make money, by delivering things people and companies want and need.This past week of earnings reports and public comments from the leaders of America’s biggest tech companies hammered home this theme. Google parent Alphabet, Microsoft, Facebook increase; green up pointing triangle parent Meta Platforms and Amazon all reported quarterly results that caused their already-battered stocks to fall further.For me and others who attended The Wall Street Journal Tech Live conference this past week, it was impossible to miss a recurring theme: the gravity of this moment, and the ways leaders are being forced to quickly adapt. This reality came up again and again, in both panels and frank between-session chatter.Asked about the sudden, industrywide decline in sales of semiconductors, a stark turn in fortunes even for an industry as cyclical as chips, Intel Chief Executive Pat Gelsinger said: “Misery loves company—and that’s the nature of the semiconductor industry.”Evan Spiegel, CEO of Snap—whose market value has tumbled more than 80% over the past year—spoke candidly about having had to discontinue innovative hardware products like its Pixy drone because they were low-margin businesses. He said his company had to focus on what could directly affect its bottom line, from making more revenue per user on advertising to continuing to expand the audience for its core social-media product.Amid all this gloom, though, the inherent optimism of the tech industry also shined through. And that belief that better times are just one more breakthrough away isn’t entirely irrational, given what has happened to America’s tech industry in downturns past.Historically, when venture capitalists tighten the purse strings and shareholders in public companies start demanding answers, the tech industry is forced to cut back in areas that aren’t viable businesses and focus on what can actually generate value for their customers—and revenue for themselves.During financial crises, belt-tightening leads to the rollout and broad adoption of existing but not yet widely used technologies, according to lecturer and consultant Carlota Perez, who is a favorite of some venture capitalists for her studies of what drives revolutions in technology.It might seem at first counterintuitive—wouldn’t the good times be when technologies are most widely deployed? But it turns out those are the times companies lose self-discipline, and spend on projects that might go nowhere, rather than putting their money and effort toward scaling up efforts that are both genuinely useful and actually profitable.Now is a time when companies are shifting their attitudes and strategy from “what can we do?” to “what do we need to do?”Waymo, born in 2009 in what was then Google’s moonshot lab, Google X, is a good example of this. At this past week’s conference, Journal reporter Tim Higgins pressed Waymo Co-CEO Tekedra Mawakana on whether future rollouts of the company’s self-driving taxis in new cities would take as long as the rollout of its first commercial service did in Phoenix—which has been going on for the past two years. Ms. Mawakana responded that after that first effort in Arizona, the company’s more mature self-driving technology meant that it was able to deploy its vehicles much more quickly in San Francisco, and will soon launch in Los Angeles.It only took 13 years and at least $5.7 billion in investment.Behind the scenes, in September Waymo hired a new finance chief to help the company expand to new regions and types of vehicles, a company spokeswoman told the Journal. Given the enormity of the transportation industry, if Waymo really has hit on a way to make robotaxis work in many more cities, even just some of the time, Waymo’s growth in the coming years could turn it into a business of significant scale for Alphabet.As for the rest of the tech industry, what does focusing on what actually works look like? Lessons from past downturns, combined with other trends unique to the present, suggest directions they might take.Cost cutting and hybrid work favor remote-collaboration techMany of the collaboration tools that got the world’s knowledge workers through the pandemic were founded soon after either the 2000 or 2008 crashes—from Zoom Video Communications (founded in 2011) to Slack (evolved from a videogame company that started in 2009) and Atlassian (2002). Before the pandemic, their growth typified the trend of businesses turning to cloud-based software to cut costs—or enable new means of getting things done more cheaply—when revenue dries up.All of those onetime startups are now either big companies in their own right, or are owned by big companies. And companies still need tools for remote collaboration, since hybrid work necessitates them as much as fully remote work did. So while these companies may suffer pain in the short term, in the long run they have a double tailwind that could mean steady growth.As with past downturns, there will be new companies and industries that will either be born during this time or will see their growth accelerate.Roelof Botha, a partner at venture-capital giant Sequoia, said on stage at Tech Live that investors have more opportunities to find and evaluate good startups in a down market. Many other investors have said similar things. Even as giant “crossover funds” that invest in both the stock market and startups have grown shy about dumping money into private companies, venture-capital firms that remain committed to investing in startups are hunting for deals.Practical automation will help keep the lights onWebvan was a rapid-delivery company that saw a huge run up in its valuation before it went bust in 2001. While it failed, one of its laid-off leaders, Mick Mountz, took from his time there the lesson that e-commerce warehouses needed a great deal more automation than was available at the time. That led him to found Kiva Robotics, the logistics-automation company. Kiva was eventually bought by Amazon, and has been the linchpin of the company’s e-commerce fulfillment infrastructure ever since.Now, a new wave of more-capable and demonstrably useful robots is arriving, as technologies like machine learning and computer vision have matured.Boston Dynamics, a company that was founded in 1992 but didn’t release its first product commercially—Spot, the robot dog—until 2020, exemplifies this trend. In a panel on stage at Tech Live, CEO Robert Playter said that Spot is now covering more than 23 kilometers a day in an inspection tour of an Anheuser-Busch brewery, using a heat-sensing camera and a special auditory sensor to find machines that might fail soon or are wasting energy.But it’s a less-cute, more practical robot called Stretch, a large mobile arm with a suction-based gripper for unloading trucks and shipping containers, that could someday be the real growth story for the company. Boston Dynamics has tested the robot with customers like DHL, and has received preorders for it.Crypto grows upNo corner of the tech bubble saw a more furious run-up in valuation or a more precipitous crash than the value of cryptocurrencies and blockchain-based virtual goods like the deeds of ownership for digital art known as NFTs. The collapse of this bubble has dealt a body blow to the value of crypto-focused funds such as those run by investment firm Andreessen Horowitz.When pressed on what applications of cryptocurrencies and the blockchain will prove durable, Sam Bankman-Fried, CEO and founder of crypto exchange FTX, pointed to speeding up the process of transferring money between banks, and at the same time reducing the transaction fees paid by merchants. While an admirable goal, re-plumbing the connections among the world’s financial institutions is hardly the sort of thing that has gotten crypto fans most excited in the past few years.“Right now, the big opportunity, it feels like, and where capital is flowing, and a lot of good ideas still seem to be, is building out the infrastructure of blockchains and crypto,” said Ravi Mhatre, a co-founder of Lightspeed Venture Partners who sat on the same panel as Mr. Bankman-Fried. That infrastructure will be necessary to get hundreds of millions of people onto these systems, and make them just as fast and accessible as the internet itself, he added.It’s another example of hype-fueled tech seeing its more outlandish manifestations laid low, and companies turning toward the things that it might actually do well, no matter how boring they might seem.The metaverse becomes the most boring place of allHerman Narula, CEO of the metaverse company Improbable Worlds, pointed out in a panel that the world already has a number of popular metaverses, and all of them are games, including Fortnite and Roblox. If Facebook’s own ailing metaverse, Horizon Worlds, can also be thought of as a kind of game, then staking a giant company’s future on what is essentially a new, unfinished game “is a really difficult thing to see working out successfully,” he added.Tellingly, Facebook unveiled a new “pro” virtual-reality headset along with a partnership with Microsoft, which will be making its workplace-software available in the headset.If it works, this realignment of the metaverse from a place to have fun to a place to get things done may represent the point at which Meta figured out an actual use for the metaverse: Making us more productive when we have to stare at screens anyway.Phil Libin, CEO of artificial-intelligence company All Turtles and a self-described “metaverse hater,” sat on the same panel as Mr. Narula. Mr. Libin summed up the state of investment in the metaverse in a way that could apply to all tech investment in the foreseeable future.“Now more than at any other time in history,” he said, “it is time to invest in the real world.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982550194,"gmtCreate":1667216704618,"gmtModify":1676537878908,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982550194","repostId":"2279729806","repostType":4,"repost":{"id":"2279729806","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1667207192,"share":"https://ttm.financial/m/news/2279729806?lang=&edition=fundamental","pubTime":"2022-10-31 17:06","market":"us","language":"en","title":"XPeng, ON Semiconductor, Credit Suisse And More: U.S.  Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2279729806","media":"Benzinga","summary":"With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Before the markets open, <b>ON Semiconductor Corporation</b> (NASDAQ:ON) is projected to post quarterly earnings at $1.32 per share on revenue of $2.12 billion. ON Semiconductor shares fell 1.4% to $66.55 in pre-market trading.</li></ul><ul><li>Citi analyst Jeff Chung double downgraded <b>XPeng</b> (NYSE:XPEV) to Sell from Buy with a $3.18 price target after reducing forecasts for sales volumes, margins and free cash flow through 2024. XPeng&#39;s model cycle faces &#34;serious challenges&#34; in 2023 as foreshadowed by its recent market share loss on &#34;poor&#34; sales and order in-takes, Chung tells investors in a research note. Chung&#39;s 2022 and 2023 revenue forecasts are now 59% and 57% below consensus, respectively. He does not expect breakeven until at least 2026 for XPeng. XPeng shares dropped 5.7% in premarket trading.</li></ul><ul><li><b>Credit Suisse</b> (NYSE:CS) on Monday said qualified investors have committed to buying 462 million new shares at a purchase price of 3.82 Swiss francs ($3.83), as it announced details of its capital hike. The fund raising is part of the embattled bank&#39;s restructuring plans itannouncedlast week to tackle the biggest crisis in the company&#39;s history. Credit Suisse shares climbed 0.5% in premarket trading.</li></ul><ul><li>Wall Street expects <b>Global Payments Inc.</b> (NYSE:GPN) to report quarterly earnings at $2.49 per share on revenue of $2.04 billion before the opening bell. Global Payments shares gained 2.9% to $129.00 in pre-market trading.</li></ul><ul><li>Analysts are expecting <b>The Goodyear Tire &amp; Rubber Company</b> (NASDAQ:GT) to have earned $0.58 per share on revenue of $5.29 billion for the latest quarter. The company will release earnings after the markets close. Goodyear Tire shares fell 0.2% to $12.50 in pre-market trading.</li></ul><ul><li><b>Thermo Fisher Scientific Inc.</b> (NYSE:TMO) is said to be nearing a deal to acquire diagnostic firm Binding Site for around $2.3 billion, Bloomberg reported. Thermo Fisher shares gained 0.1% to $504.38 in the after-hours trading session.</li><li>Analysts expect <b>Stryker Corporation</b> (NYSE:SYK) to post quarterly earnings at $2.23 per share on revenue of $4.47 billion after the closing bell. Stryker shares gained 0.4% to close at $229.23 on Friday.</li></ul><ul></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng, ON Semiconductor, Credit Suisse And More: U.S.  Stocks To Watch</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\">\nXPeng, ON Semiconductor, Credit Suisse And More: U.S.  Stocks To Watch\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-10-31 17:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Before the markets open, <b>ON Semiconductor Corporation</b> (NASDAQ:ON) is projected to post quarterly earnings at $1.32 per share on revenue of $2.12 billion. ON Semiconductor shares fell 1.4% to $66.55 in pre-market trading.</li></ul><ul><li>Citi analyst Jeff Chung double downgraded <b>XPeng</b> (NYSE:XPEV) to Sell from Buy with a $3.18 price target after reducing forecasts for sales volumes, margins and free cash flow through 2024. XPeng&#39;s model cycle faces &#34;serious challenges&#34; in 2023 as foreshadowed by its recent market share loss on &#34;poor&#34; sales and order in-takes, Chung tells investors in a research note. Chung&#39;s 2022 and 2023 revenue forecasts are now 59% and 57% below consensus, respectively. He does not expect breakeven until at least 2026 for XPeng. XPeng shares dropped 5.7% in premarket trading.</li></ul><ul><li><b>Credit Suisse</b> (NYSE:CS) on Monday said qualified investors have committed to buying 462 million new shares at a purchase price of 3.82 Swiss francs ($3.83), as it announced details of its capital hike. The fund raising is part of the embattled bank&#39;s restructuring plans itannouncedlast week to tackle the biggest crisis in the company&#39;s history. Credit Suisse shares climbed 0.5% in premarket trading.</li></ul><ul><li>Wall Street expects <b>Global Payments Inc.</b> (NYSE:GPN) to report quarterly earnings at $2.49 per share on revenue of $2.04 billion before the opening bell. Global Payments shares gained 2.9% to $129.00 in pre-market trading.</li></ul><ul><li>Analysts are expecting <b>The Goodyear Tire &amp; Rubber Company</b> (NASDAQ:GT) to have earned $0.58 per share on revenue of $5.29 billion for the latest quarter. The company will release earnings after the markets close. Goodyear Tire shares fell 0.2% to $12.50 in pre-market trading.</li></ul><ul><li><b>Thermo Fisher Scientific Inc.</b> (NYSE:TMO) is said to be nearing a deal to acquire diagnostic firm Binding Site for around $2.3 billion, Bloomberg reported. Thermo Fisher shares gained 0.1% to $504.38 in the after-hours trading session.</li><li>Analysts expect <b>Stryker Corporation</b> (NYSE:SYK) to post quarterly earnings at $2.23 per share on revenue of $4.47 billion after the closing bell. Stryker shares gained 0.4% to close at $229.23 on Friday.</li></ul><ul></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TMO":"赛默飞世尔","GT":"固特异轮胎橡胶公司","ON":"安森美半导体","XPEV":"小鹏汽车","GPN":"环汇有限公司","SYK":"史赛克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279729806","content_text":"With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Before the markets open, ON Semiconductor Corporation (NASDAQ:ON) is projected to post quarterly earnings at $1.32 per share on revenue of $2.12 billion. ON Semiconductor shares fell 1.4% to $66.55 in pre-market trading.Citi analyst Jeff Chung double downgraded XPeng (NYSE:XPEV) to Sell from Buy with a $3.18 price target after reducing forecasts for sales volumes, margins and free cash flow through 2024. XPeng's model cycle faces \"serious challenges\" in 2023 as foreshadowed by its recent market share loss on \"poor\" sales and order in-takes, Chung tells investors in a research note. Chung's 2022 and 2023 revenue forecasts are now 59% and 57% below consensus, respectively. He does not expect breakeven until at least 2026 for XPeng. XPeng shares dropped 5.7% in premarket trading.Credit Suisse (NYSE:CS) on Monday said qualified investors have committed to buying 462 million new shares at a purchase price of 3.82 Swiss francs ($3.83), as it announced details of its capital hike. The fund raising is part of the embattled bank's restructuring plans itannouncedlast week to tackle the biggest crisis in the company's history. Credit Suisse shares climbed 0.5% in premarket trading.Wall Street expects Global Payments Inc. (NYSE:GPN) to report quarterly earnings at $2.49 per share on revenue of $2.04 billion before the opening bell. Global Payments shares gained 2.9% to $129.00 in pre-market trading.Analysts are expecting The Goodyear Tire & Rubber Company (NASDAQ:GT) to have earned $0.58 per share on revenue of $5.29 billion for the latest quarter. The company will release earnings after the markets close. Goodyear Tire shares fell 0.2% to $12.50 in pre-market trading.Thermo Fisher Scientific Inc. (NYSE:TMO) is said to be nearing a deal to acquire diagnostic firm Binding Site for around $2.3 billion, Bloomberg reported. Thermo Fisher shares gained 0.1% to $504.38 in the after-hours trading session.Analysts expect Stryker Corporation (NYSE:SYK) to post quarterly earnings at $2.23 per share on revenue of $4.47 billion after the closing bell. Stryker shares gained 0.4% to close at $229.23 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075488459,"gmtCreate":1658241373971,"gmtModify":1676536127174,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075488459","repostId":"1185506686","repostType":4,"repost":{"id":"1185506686","kind":"news","pubTimestamp":1658216005,"share":"https://ttm.financial/m/news/1185506686?lang=&edition=fundamental","pubTime":"2022-07-19 15:33","market":"us","language":"en","title":"How to Trade Options in a Bear Market: Retired Math Teacher","url":"https://stock-news.laohu8.com/highlight/detail?id=1185506686","media":"Business Insider","summary":"Steve Chen was options trading covered calls and LEAPS options in neutral and bullish markets.This y","content":"<html><head></head><body><ul><li>Steve Chen was options trading covered calls and LEAPS options in neutral and bullish markets.</li><li>This year, he pivoted to bear call spreads because the market became bullish.</li><li>It allows him to earn premiums and some capital gains without buying the underlying stocks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5787b4d8beaf64c2401f662b3fb1ff2c\" tg-width=\"1300\" tg-height=\"975\" referrerpolicy=\"no-referrer\"/><span>Steve Chen became financially free at the age of 33. Steve Chen</span></p><p>Steve Chen spent his career as a middle-school math teacher until he retired from the job at the early age of 33 in February 2020.</p><p>He hadn&#39;t initially planned to leave that early. However, after landing his first $5,000 paycheck and seeing what he was left with after all the deductions were made, he realized he needed to find additional income streams.</p><p>One key takeaway he had after reading examples of others retiring early was that investing every month was a key factor in growing wealth. So he opened a brokerage account and began by simply investing in companies he was familiar with and broad-market exchange-traded funds such as Vanguard 500 (VOO), which tracks the S&amp;P 500.</p><p>As Chen became more familiar with investing by watching YouTube videos and reading blogs, he began to explore options trading, which took off for him in 2020.</p><p>By 2021, between his retirement and brokerage accounts, he had a net profit of $76,925.88 from options trading, according to records viewed by Insider. Chen estimates that about 5% came from dividends paid by the underlying stocks he had call options on, 10% from capital gains from selling the call options, and the remainder came from premiums.</p><p>He&#39;s now the founder of Call To Leap, a website that teaches financial education around saving and investing, including options trading, for a fee.</p><p>Throughout 2020 and 2021, Chen mainly focused on selling covered calls, an options trade where he purchased shares of a stock and then sold a contract that gave the rights to another trader to purchase those shares at a certain price by a certain date. In exchange, he received a premium for that contract. Most of the time, Chen&#39;s shares weren&#39;t purchased away. This strategy not only allowed him to own stocks that appreciated over time, but also collect a fee on the call option.</p><p>He was also purchasing LEAPS, longer-term options contracts of one year or more that gave him the right to purchase shares away from another trader.</p><p>Covered calls were more profitable when the stock market was trending either neutral or bullish because the value of the underlying stock was increasing. Chen could put his shares to work by collecting premiums and if sold, also collecting capital gains.</p><p>LEAPS were highly profitable for him during the bull market that engulfed most of 2020 and 2021 because they enabled him to hold the rights to purchase shares at a designated price in the future. Since share prices were rising rapidly and faster than the contract decayed, he often didn&#39;t buy the shares but resold that contract at a higher value for a profit.</p><p>This year, stock investors haven&#39;t been as bullish. Year-to-date, the S&amp;P 500 has tumbled by about 19% and the Dow by about 14%.</p><p>Chen told Insider he noticed the downtrend on January 18, after the support line in the S&amp;P 500&#39;s technical chart broke, indicating a reversal pattern to a downward trend. He was also aware that the Federal Reserve was planning on raising interest rates to combat rising inflation. This meant that the downward trend could be strung out.</p><p>These two factors led him to pivot his options strategy to set up what&#39;s known as bear call spreads. This is an advanced options trade that is more ideal in a bear market because it allows a trader to profit from a falling stock price and the time decay of the contract without the risk of incurring unrealized losses due to the falling price of the underlying stock. This is because Chen doesn&#39;t need to actually buy the shares he&#39;s placing under contract.</p><p>Chen says the strategy isn&#39;t for everybody. This approach is for traders who have already been options trading in bullish and neutral markets and want to pivot to doing it in a bear market. Additionally, users often won&#39;t have access to this option in their brokerage account if they haven&#39;t been trading more basic options.</p><p><b>Setting up bear call spreads</b></p><p>Setting up a bear call spread requires two main steps.</p><p>First, Chen needs to buy an out-of-the-money call option, which will act as a proxy for the shares he plans to sell under contract. He needs to do this because brokerages often won&#39;t allow traders to sell a call option contract unless they can cover themselves. Since Chen doesn&#39;t want to buy the actual shares, he purchases a covered call for the same number of shares he plans on selling. The strike price, which is the price he agrees to pay, is out-of-the-money because it&#39;s above the stock price.</p><p>In reality, he has no intention of executing this contract because it has a high strike price. Yet he chooses it because it has a lower premium.</p><p>Once he&#39;s covered, he sells a different out-of-the-money call option that matches the number of shares and expiry date from the call option he purchased. This time, he sets a strike price that would earn him a premium higher than the purchased contract.</p><p>In the event that the trader who purchased Chen&#39;s call option decides to exercise the contract and take possession of the shares, Chen would need to purchase those shares to deliver on the contract. To avoid being in a position where he overpays for the stock, he sets up a third step, which is a buy stop order slightly below the strike price of the call option he sold. Traders who don&#39;t take this third step would have to purchase the shares at market value and risk incurring a realized loss.</p><p>&#34;My intention is to not let the stock [price] surpass my sold call option contract strike [price],&#34; Chen said.</p><p>One example of him setting up a bear call spread was on June 26, when he bought four call options for AMD with a strike price of $150 that expired on July 15. At the time, AMD was trading at around $87. The contracts cost him $82.64. Once he established his proxy, he sold four call options of AMD at a strike price of $125. The premium he earned on that contract was $525.34.</p><p>He then set up a buy stop order at a share price of $124. This way, if his shares were called away, he&#39;d sell them with a capital gain of $1 on each share for a total of $400. However, in this instance, Chen kept his shares. Therefore, after deducting the cost of the call order he purchased, his total profit from the premium was $442.70, according to records viewed by Insider. In the event his buy order was executed appropriately and his shares were also sold, he could have had a total profit of $842.70.</p><p>Chen will also reduce his risk by purchasing his call option back when the contract loses 50% to 80% of its value. This allows him to pay less than what he initially sold the call option for and close the contract. In turn, reducing the number of days he&#39;s at risk. He sets expiration dates that range from 30 to 45 days out.</p><p>Chen teaches his students to pick expiration dates two to five weeks out because that&#39;s when the theta decay, which is the rate of decline in the value of the contract over time, is fastest, while the premium collected is optimal. The goal is to get both options to expire worthless as fast as possible during a downward trend.</p><p><b>Risks</b></p><p>One of the main risks Chen considers when setting up the options trade is the possibility of a buy stop order not executing. This could happen if the stock&#39;s price moves up too quickly. To avoid this, he will set up a buy stop market order rather than a buy stop limit order. The former will purchase the shares once it surpasses the set price even if it&#39;s slightly above. On the other end, the latter will only execute a buy order at exactly the set price.</p><p>While his risk is reduced, he may end up paying slightly over the price he intended. So far this incident has only happened to him once when Nike&#39;s (NKE) stock price shot up in September of 2020. Chen told Insider that by the time the buy order was executed, it was above his contract&#39;s strike price. Therefore, he purchased the shares at a higher price than what he sold them for.</p><p>The second risk happens when a buy order executes while the stock&#39;s price is rising but then the price drops before the trader decides to purchase his shares away. This could leave Chen with an unrealized loss.</p><p>For example, in 2020, Chen recalls setting up a bear call spread on AMD. The buy stop ordered was triggered but the shares were not purchased away from him. He was left with AMD shares that didn&#39;t move up in value. To mitigate his losses, he converted the trade into a covered call and kept collecting premiums on it until the shares were called away, sending him into a net positive.</p><p><b>3 criteria for picking the underlying stocks</b></p><p>In the event Chen ends up with an executed buy stop order but the shares aren&#39;t sold, he wants to ensure he&#39;s still holding stocks that have a higher probability of appreciating in the long term. Therefore, he sticks to what he believes are quality stocks.</p><ol><li>He picks stocks that are in the S&amp;P 500 or the Dow Jones Industrial Average because there is more institutional involvement and they have a higher probability of increasing in the long term.</li><li>He picks companies with strong fundamentals, which include consistent revenue growth and selling high-demand products or services.</li><li>The company&#39;s historical stock chart has a strong upward trend, especially over the past five years.</li></ol></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to Trade Options in a Bear Market: Retired Math Teacher</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\">\nHow to Trade Options in a Bear Market: Retired Math Teacher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessinsider.com/how-to-trade-options-in-bear-market-stocks-strategy-risks-2022-7><strong>Business Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Steve Chen was options trading covered calls and LEAPS options in neutral and bullish markets.This year, he pivoted to bear call spreads because the market became bullish.It allows him to earn ...</p>\n\n<a href=\"https://www.businessinsider.com/how-to-trade-options-in-bear-market-stocks-strategy-risks-2022-7\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.businessinsider.com/how-to-trade-options-in-bear-market-stocks-strategy-risks-2022-7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185506686","content_text":"Steve Chen was options trading covered calls and LEAPS options in neutral and bullish markets.This year, he pivoted to bear call spreads because the market became bullish.It allows him to earn premiums and some capital gains without buying the underlying stocks.Steve Chen became financially free at the age of 33. Steve ChenSteve Chen spent his career as a middle-school math teacher until he retired from the job at the early age of 33 in February 2020.He hadn't initially planned to leave that early. However, after landing his first $5,000 paycheck and seeing what he was left with after all the deductions were made, he realized he needed to find additional income streams.One key takeaway he had after reading examples of others retiring early was that investing every month was a key factor in growing wealth. So he opened a brokerage account and began by simply investing in companies he was familiar with and broad-market exchange-traded funds such as Vanguard 500 (VOO), which tracks the S&P 500.As Chen became more familiar with investing by watching YouTube videos and reading blogs, he began to explore options trading, which took off for him in 2020.By 2021, between his retirement and brokerage accounts, he had a net profit of $76,925.88 from options trading, according to records viewed by Insider. Chen estimates that about 5% came from dividends paid by the underlying stocks he had call options on, 10% from capital gains from selling the call options, and the remainder came from premiums.He's now the founder of Call To Leap, a website that teaches financial education around saving and investing, including options trading, for a fee.Throughout 2020 and 2021, Chen mainly focused on selling covered calls, an options trade where he purchased shares of a stock and then sold a contract that gave the rights to another trader to purchase those shares at a certain price by a certain date. In exchange, he received a premium for that contract. Most of the time, Chen's shares weren't purchased away. This strategy not only allowed him to own stocks that appreciated over time, but also collect a fee on the call option.He was also purchasing LEAPS, longer-term options contracts of one year or more that gave him the right to purchase shares away from another trader.Covered calls were more profitable when the stock market was trending either neutral or bullish because the value of the underlying stock was increasing. Chen could put his shares to work by collecting premiums and if sold, also collecting capital gains.LEAPS were highly profitable for him during the bull market that engulfed most of 2020 and 2021 because they enabled him to hold the rights to purchase shares at a designated price in the future. Since share prices were rising rapidly and faster than the contract decayed, he often didn't buy the shares but resold that contract at a higher value for a profit.This year, stock investors haven't been as bullish. Year-to-date, the S&P 500 has tumbled by about 19% and the Dow by about 14%.Chen told Insider he noticed the downtrend on January 18, after the support line in the S&P 500's technical chart broke, indicating a reversal pattern to a downward trend. He was also aware that the Federal Reserve was planning on raising interest rates to combat rising inflation. This meant that the downward trend could be strung out.These two factors led him to pivot his options strategy to set up what's known as bear call spreads. This is an advanced options trade that is more ideal in a bear market because it allows a trader to profit from a falling stock price and the time decay of the contract without the risk of incurring unrealized losses due to the falling price of the underlying stock. This is because Chen doesn't need to actually buy the shares he's placing under contract.Chen says the strategy isn't for everybody. This approach is for traders who have already been options trading in bullish and neutral markets and want to pivot to doing it in a bear market. Additionally, users often won't have access to this option in their brokerage account if they haven't been trading more basic options.Setting up bear call spreadsSetting up a bear call spread requires two main steps.First, Chen needs to buy an out-of-the-money call option, which will act as a proxy for the shares he plans to sell under contract. He needs to do this because brokerages often won't allow traders to sell a call option contract unless they can cover themselves. Since Chen doesn't want to buy the actual shares, he purchases a covered call for the same number of shares he plans on selling. The strike price, which is the price he agrees to pay, is out-of-the-money because it's above the stock price.In reality, he has no intention of executing this contract because it has a high strike price. Yet he chooses it because it has a lower premium.Once he's covered, he sells a different out-of-the-money call option that matches the number of shares and expiry date from the call option he purchased. This time, he sets a strike price that would earn him a premium higher than the purchased contract.In the event that the trader who purchased Chen's call option decides to exercise the contract and take possession of the shares, Chen would need to purchase those shares to deliver on the contract. To avoid being in a position where he overpays for the stock, he sets up a third step, which is a buy stop order slightly below the strike price of the call option he sold. Traders who don't take this third step would have to purchase the shares at market value and risk incurring a realized loss.\"My intention is to not let the stock [price] surpass my sold call option contract strike [price],\" Chen said.One example of him setting up a bear call spread was on June 26, when he bought four call options for AMD with a strike price of $150 that expired on July 15. At the time, AMD was trading at around $87. The contracts cost him $82.64. Once he established his proxy, he sold four call options of AMD at a strike price of $125. The premium he earned on that contract was $525.34.He then set up a buy stop order at a share price of $124. This way, if his shares were called away, he'd sell them with a capital gain of $1 on each share for a total of $400. However, in this instance, Chen kept his shares. Therefore, after deducting the cost of the call order he purchased, his total profit from the premium was $442.70, according to records viewed by Insider. In the event his buy order was executed appropriately and his shares were also sold, he could have had a total profit of $842.70.Chen will also reduce his risk by purchasing his call option back when the contract loses 50% to 80% of its value. This allows him to pay less than what he initially sold the call option for and close the contract. In turn, reducing the number of days he's at risk. He sets expiration dates that range from 30 to 45 days out.Chen teaches his students to pick expiration dates two to five weeks out because that's when the theta decay, which is the rate of decline in the value of the contract over time, is fastest, while the premium collected is optimal. The goal is to get both options to expire worthless as fast as possible during a downward trend.RisksOne of the main risks Chen considers when setting up the options trade is the possibility of a buy stop order not executing. This could happen if the stock's price moves up too quickly. To avoid this, he will set up a buy stop market order rather than a buy stop limit order. The former will purchase the shares once it surpasses the set price even if it's slightly above. On the other end, the latter will only execute a buy order at exactly the set price.While his risk is reduced, he may end up paying slightly over the price he intended. So far this incident has only happened to him once when Nike's (NKE) stock price shot up in September of 2020. Chen told Insider that by the time the buy order was executed, it was above his contract's strike price. Therefore, he purchased the shares at a higher price than what he sold them for.The second risk happens when a buy order executes while the stock's price is rising but then the price drops before the trader decides to purchase his shares away. This could leave Chen with an unrealized loss.For example, in 2020, Chen recalls setting up a bear call spread on AMD. The buy stop ordered was triggered but the shares were not purchased away from him. He was left with AMD shares that didn't move up in value. To mitigate his losses, he converted the trade into a covered call and kept collecting premiums on it until the shares were called away, sending him into a net positive.3 criteria for picking the underlying stocksIn the event Chen ends up with an executed buy stop order but the shares aren't sold, he wants to ensure he's still holding stocks that have a higher probability of appreciating in the long term. Therefore, he sticks to what he believes are quality stocks.He picks stocks that are in the S&P 500 or the Dow Jones Industrial Average because there is more institutional involvement and they have a higher probability of increasing in the long term.He picks companies with strong fundamentals, which include consistent revenue growth and selling high-demand products or services.The company's historical stock chart has a strong upward trend, especially over the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075488241,"gmtCreate":1658241299983,"gmtModify":1676536127158,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075488241","repostId":"1128013391","repostType":4,"repost":{"id":"1128013391","kind":"news","pubTimestamp":1658240028,"share":"https://ttm.financial/m/news/1128013391?lang=&edition=fundamental","pubTime":"2022-07-19 22:13","market":"hk","language":"en","title":"Alibaba: The Dragon Is Set To Awake Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1128013391","media":"seekingalpha","summary":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding invest","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.</li><li>After the announcement of new fines, shares of Alibaba plunged 15%.</li><li>However, Alibaba&#39;s e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.</li><li>Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.</li><li>Alibaba remains massively undervalued based on the growth prospects in China&#39;s e-Commerce market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77b887b51b51f300ef64a42a227dcdff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>It is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.</p><p>I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.</p><p><b>New round of fines for large Chinese tech companies</b></p><p>Last week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.</p><p>After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.</p><p><img src=\"https://static.tigerbbs.com/5bf26bb44feeb3e1ae51093c8b212e44\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.</p><p>Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9859ed387dc93ce5ea3521788e84f556\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Why Alibaba&#39;s Commerce performance may be set to improve</b></p><p>China’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.</p><p>I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.</p><p>While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China&#39;s retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de51cc71edd3017cc209bc885f2f57d7\" tg-width=\"1280\" tg-height=\"1329\" referrerpolicy=\"no-referrer\"/><span>eMarketer</span></p><p>E-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba&#39;s growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba&#39;s domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1b75138e34865e1c34f0238048d5fb3\" tg-width=\"950\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p>But even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc81d5802b7f195078bf311072f6f7d0\" tg-width=\"937\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p><b>Alibaba&#39;s valuation got another discount last week</b></p><p>It is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.</p><p>Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.</p><p><img src=\"https://static.tigerbbs.com/838ad34a6ddef0058d83ea7f46ee35ec\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>Risks with Alibaba</b></p><p>The real risk for Alibaba is represented by the enormous power China&#39;s anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.</p><p>Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba&#39;s recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.</p><p><b>Final thoughts</b></p><p>The Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.</p><p>But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Dragon Is Set To Awake Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Dragon Is Set To Awake Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128013391","content_text":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new fines, shares of Alibaba plunged 15%.However, Alibaba's e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.Alibaba remains massively undervalued based on the growth prospects in China's e-Commerce market.Andrew BurtonIt is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.New round of fines for large Chinese tech companiesLast week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.Seeking AlphaWhy Alibaba's Commerce performance may be set to improveChina’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China's retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.eMarketerE-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba's growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba's domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.AlibabaBut even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.AlibabaAlibaba's valuation got another discount last weekIt is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.Risks with AlibabaThe real risk for Alibaba is represented by the enormous power China's anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba's recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.Final thoughtsThe Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!","news_type":1},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042518353,"gmtCreate":1656497121373,"gmtModify":1676535840623,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like,thanks&nbsp;","listText":"Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042518353","repostId":"2247335031","repostType":4,"repost":{"id":"2247335031","kind":"highlight","pubTimestamp":1656515616,"share":"https://ttm.financial/m/news/2247335031?lang=&edition=fundamental","pubTime":"2022-06-29 23:13","market":"us","language":"en","title":"Alibaba: 5 Reasons To Buy, 2 Reasons To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2247335031","media":"Seekingalpha","summary":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfoli","content":"<html><head></head><body><h2>Introduction</h2><p>Alibaba (NYSE:BABA) (OTCPK:BABAF) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba&#39;s stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don&#39;t think the sentiment will improve anytime soon.</p><p>After analyzing Alibaba&#39;s Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today&#39;s note, we will be discussing five reasons to buy and two reasons to sell Alibaba&#39;s stock at current levels. Here we go.</p><h2>5 Reasons To Buy Alibaba</h2><ul><li><b>Solid Business Fundamentals</b></li></ul><p>In Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba&#39;s fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba&#39;s gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba&#39;s revenues and margins will start expanding once again.</p><p></p><p><img src=\"https://static.tigerbbs.com/35f832b08e66d361bbb5c51f7355f977\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>In recent quarters, Alibaba&#39;s margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year&#39;s burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.</p><p></p><p><img src=\"https://static.tigerbbs.com/b4b8f7d033c114324988b2dc1f3407c8\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>With roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba&#39;s management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).</p><p></p><p><img src=\"https://static.tigerbbs.com/52a65cd79cb85db43d377e4030d3f406\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>According to Alibaba&#39;s Deputy CFO, Toby Xu -</p><blockquote>The upsized share buyback underscores our confidence in Alibaba&#39;s long-term, sustainable growth potential and value creation. Alibaba&#39;s stock price does not fairly reflect the company&#39;s value given our robust financial health and expansion plans.</blockquote><p>I agree with Toby. Let&#39;s find out why.</p><ul><li><b>Dirt Cheap Valuations</b></li></ul><p>When I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba&#39;s stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).</p><p></p><p><img src=\"https://static.tigerbbs.com/97154790c41df6813966a9c0226a5d43\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Honestly, I don&#39;t think Alibaba&#39;s Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba&#39;s valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).</p><ul><li><b>Improving Quant Factor Grades</b></li></ul><p>After the recent run-up in Alibaba&#39;s stock, its momentum factor grade has improved from &#34;C-&#34; to &#34;B+&#34;. I previously highlighted the positive trend in Alibaba&#39;s momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba&#39;s factor grades for valuation and (earnings) revisions are getting weaker.</p><p></p><p><img src=\"https://static.tigerbbs.com/8c7da606c3f053f0884d0de15d76984d\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Quant Rating</p><p>With profitability and growth factor grades holding up, Alibaba&#39;s stock could ride the momentum train higher. Furthermore, Alibaba&#39;s fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of &#39;Hold&#39; [3.30] on SA&#39;s Quant Rating System.</p><ul><li><b>A Trend Reversal On The Technical Charts</b></li></ul><p>Alibaba&#39;s technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don&#39;t expect Alibaba&#39;s stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.</p><p></p><p><img src=\"https://static.tigerbbs.com/da230de0660c27b79cb293f0e3a75813\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>On 25th May 2022, I wrote the following:</p><blockquote>As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.</blockquote><p>Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).</p><ul><li><b>Signs of regulatory policy relaxation</b></li></ul><p>Over the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.</p><h2>2 Reasons To Sell Alibaba</h2><p>Considering Alibaba&#39;s healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don&#39;t think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.</p><ul><li><b>Poor Macroeconomic Environment</b></li></ul><p>Like most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba&#39;s sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba&#39;s free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.</p><ul><li><b>Potential Delisting in the US</b></li></ul><p>While Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba&#39;s ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].</p><h2>Bottom Line</h2><p>Even after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba&#39;s stock a &#34;Buy&#34;. As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.</p><p><b>Key Takeaway:</b> I rate Alibaba a strong buy at $117.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: 5 Reasons To Buy, 2 Reasons To Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: 5 Reasons To Buy, 2 Reasons To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-...</p>\n\n<a href=\"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247335031","content_text":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.5 Reasons To Buy AlibabaSolid Business FundamentalsIn Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.YChartsIn recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.YChartsWith roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).YChartsAccording to Alibaba's Deputy CFO, Toby Xu -The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.I agree with Toby. Let's find out why.Dirt Cheap ValuationsWhen I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).YChartsHonestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).Improving Quant Factor GradesAfter the recent run-up in Alibaba's stock, its momentum factor grade has improved from \"C-\" to \"B+\". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.Seeking Alpha Quant RatingWith profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.A Trend Reversal On The Technical ChartsAlibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.On 25th May 2022, I wrote the following:As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).Signs of regulatory policy relaxationOver the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.2 Reasons To Sell AlibabaConsidering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.Poor Macroeconomic EnvironmentLike most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.Potential Delisting in the USWhile Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].Bottom LineEven after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a \"Buy\". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.Key Takeaway: I rate Alibaba a strong buy at $117.","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043125082,"gmtCreate":1655892742646,"gmtModify":1676535726984,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043125082","repostId":"1135426482","repostType":4,"repost":{"id":"1135426482","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1655888755,"share":"https://ttm.financial/m/news/1135426482?lang=&edition=fundamental","pubTime":"2022-06-22 17:05","market":"us","language":"en","title":"Grab, Moderna, Li Auto and More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1135426482","media":"Benzinga","summary":"Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of Grab Holdings with a Buy rating and $3","content":"<html><head></head><body><ul><li>Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> with a Buy rating and $3.20 price target. Grab is Southeast Asia&#39;s leading &#34;superapp&#34; platform, with a dominant position in mobility and deliveries, and a developing business in digital financial services, Bhasin tells investors in a research note. The stock offers &#34;attractive upside potential&#34; after dropping 65% year-to-date, says the analyst. Bhasin expects strong growth in mobility and says the deliveries business is also targeted to break even over next 12 months.</li><li><a href=\"https://laohu8.com/S/LI\">Li Auto</a> officially unveiled the L9, the company&#39;s second model after the Li ONE SUV, at a launch event on the evening of June 21 Beijing time, continuing with the extended-range technology of its predecessor. The Li L9 is priced at a flat price like the Li ONE at RMB 459,800 ($68,650), though it&#39;s RMB 110,000 higher than the Li ONE&#39;s RMB 349,800. Li Auto offers only three premium colors and a paid option package for power pedals, all priced at RMB 10,000.</li><li><a href=\"https://laohu8.com/S/MRNA\">Moderna</a>&#39;s COVID-19 variant vaccine will be ready to ship in August as the company has been making shots ahead of approval, Chief Executive Stephane Bancel told Reuters on Wednesday, adding that the only bottleneck to supply was a regulatory one. &#34;Our goal is as early as August given we&#39;re going to file all the data in June, by the end of June... hopefully in the August timeframe, the vaccine is authorised,&#34; Bancel said in an interview.</li><li>Analysts expect <a href=\"https://laohu8.com/S/KBH\">KB Home</a> to report quarterly earnings at $2.01 per share on revenue of $1.63 billion after the closing bell. KB Home shares gained 0.4% to $25.72 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/LZB\">La-Z-Boy Incorporated</a> reported upbeat results for its fourth quarter and issued strong sales forecast for the first quarter. La-Z-Boy shares climbed 10.4% to $25.10 in the after-hours trading session.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab, Moderna, Li Auto and More: U.S. Stocks To Watch</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\">\nGrab, Moderna, Li Auto and More: U.S. Stocks To Watch\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-06-22 17:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> with a Buy rating and $3.20 price target. Grab is Southeast Asia&#39;s leading &#34;superapp&#34; platform, with a dominant position in mobility and deliveries, and a developing business in digital financial services, Bhasin tells investors in a research note. The stock offers &#34;attractive upside potential&#34; after dropping 65% year-to-date, says the analyst. Bhasin expects strong growth in mobility and says the deliveries business is also targeted to break even over next 12 months.</li><li><a href=\"https://laohu8.com/S/LI\">Li Auto</a> officially unveiled the L9, the company&#39;s second model after the Li ONE SUV, at a launch event on the evening of June 21 Beijing time, continuing with the extended-range technology of its predecessor. The Li L9 is priced at a flat price like the Li ONE at RMB 459,800 ($68,650), though it&#39;s RMB 110,000 higher than the Li ONE&#39;s RMB 349,800. Li Auto offers only three premium colors and a paid option package for power pedals, all priced at RMB 10,000.</li><li><a href=\"https://laohu8.com/S/MRNA\">Moderna</a>&#39;s COVID-19 variant vaccine will be ready to ship in August as the company has been making shots ahead of approval, Chief Executive Stephane Bancel told Reuters on Wednesday, adding that the only bottleneck to supply was a regulatory one. &#34;Our goal is as early as August given we&#39;re going to file all the data in June, by the end of June... hopefully in the August timeframe, the vaccine is authorised,&#34; Bancel said in an interview.</li><li>Analysts expect <a href=\"https://laohu8.com/S/KBH\">KB Home</a> to report quarterly earnings at $2.01 per share on revenue of $1.63 billion after the closing bell. KB Home shares gained 0.4% to $25.72 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/LZB\">La-Z-Boy Incorporated</a> reported upbeat results for its fourth quarter and issued strong sales forecast for the first quarter. La-Z-Boy shares climbed 10.4% to $25.10 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","LI":"理想汽车","LZB":"La-Z-Boy家具","KBH":"KB Home","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135426482","content_text":"Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of Grab Holdings with a Buy rating and $3.20 price target. Grab is Southeast Asia's leading \"superapp\" platform, with a dominant position in mobility and deliveries, and a developing business in digital financial services, Bhasin tells investors in a research note. The stock offers \"attractive upside potential\" after dropping 65% year-to-date, says the analyst. Bhasin expects strong growth in mobility and says the deliveries business is also targeted to break even over next 12 months.Li Auto officially unveiled the L9, the company's second model after the Li ONE SUV, at a launch event on the evening of June 21 Beijing time, continuing with the extended-range technology of its predecessor. The Li L9 is priced at a flat price like the Li ONE at RMB 459,800 ($68,650), though it's RMB 110,000 higher than the Li ONE's RMB 349,800. Li Auto offers only three premium colors and a paid option package for power pedals, all priced at RMB 10,000.Moderna's COVID-19 variant vaccine will be ready to ship in August as the company has been making shots ahead of approval, Chief Executive Stephane Bancel told Reuters on Wednesday, adding that the only bottleneck to supply was a regulatory one. \"Our goal is as early as August given we're going to file all the data in June, by the end of June... hopefully in the August timeframe, the vaccine is authorised,\" Bancel said in an interview.Analysts expect KB Home to report quarterly earnings at $2.01 per share on revenue of $1.63 billion after the closing bell. KB Home shares gained 0.4% to $25.72 in after-hours trading.La-Z-Boy Incorporated reported upbeat results for its fourth quarter and issued strong sales forecast for the first quarter. La-Z-Boy shares climbed 10.4% to $25.10 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051674021,"gmtCreate":1654694167463,"gmtModify":1676535493065,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051674021","repostId":"1154070529","repostType":4,"repost":{"id":"1154070529","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":1654689624,"share":"https://ttm.financial/m/news/1154070529?lang=&edition=fundamental","pubTime":"2022-06-08 20:00","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Slip; Chinese ADRs Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1154070529","media":"Tiger Newspress","summary":"U.S. stock index futures slipped on Wednesday as a rally in technology and growth stocks from the pr","content":"<html><head></head><body><p>U.S. stock index futures slipped on Wednesday as a rally in technology and growth stocks from the previous session eased, while higher oil prices stoked worries of a further rise in global inflation.</p><h2><b>Market Snapshot</b></h2><p>At 7:50 a.m. ET, Dow e-minis were down 129 points, or 0.39%, S&amp;P 500 e-minis were down 12.75 points, or 0.31%, and Nasdaq 100 e-minis were down 24.75 points, or 0.19%.<img src=\"https://static.tigerbbs.com/2faa18aaa55add9e64a34a8c09c78191\" tg-width=\"464\" tg-height=\"228\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> – The food producer’s shares rallied 3.7% in the premarket after Campbell reported an adjusted quarterly profit of 70 cents per share, 9 cents above estimates. Sales also beat forecasts, and the company raised its full-year sales outlook. Campbell also maintained its prior earnings forecast, noting it now expects core inflation to run hotter than its previous outlook.</p><p><a href=\"https://laohu8.com/S/THO\">Thor Industries</a> – The recreational vehicle maker’s stock surged 6.9% in premarket trading following better-than-expected quarterly results. Thor earned $6.32 per share, well above the $4.77 consensus estimate, amid strong demand for its products. Thor also said it is seeing signs of improved supply chain issues.</p><p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a> – Moderna added 1.6% in the premarket after a modified version of its Covid-19 booster shot prompted a stronger immune response than the company’s original vaccine against the omicron variant. Data will be submitted to U.S. regulators in the coming weeks.</p><p><a href=\"https://laohu8.com/S/WDC\">Western Digital</a> – Western Digital said it is reviewing strategic alternatives, including a possible split of its flash memory and disk drive businesses. Activist investor Elliott Management, which owns 6% of Western Digital, has been pushing for those changes. Shares jumped 3.8% in premarket action.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a> – Shares of the video streaming device maker rallied 8.1% in the premarket after a Business Insider article highlighted talk inside Roku about possibly being acquired by <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>.</p><p><a href=\"https://laohu8.com/S/HAS\">Hasbro</a> – Hasbro will be successful in pushing back a board challenge from activist investor Alta Fox, according to people familiar with the matter who spoke to Reuters. Alta Fox has been critical of various aspects of the toymaker’s strategy and wants Hasbro to spin off its Wizards of the Coast unit.</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a> – Credit Suisse warned of a likely second-quarter loss, due to the negative impacts of the Russia/Ukraine war, monetary tightening and other financial market conditions. The bank did not specify how large such a loss may be. Credit Suisse slumped 6.1% in the premarket.</p><p><a href=\"https://laohu8.com/S/NVAX\">Novavax</a> – Novavax soared 15.7% in premarket trading after it won an endorsement of its Covid-19 vaccine from an FDA advisory panel. The full FDA will now consider whether or not to approve the vaccine.</p><p><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a> – DocuSign shares rallied 4.6% in premarket action after the electronic signature technology company announced an expanded global partnership with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. The deal enhances the integration of DocuSign technology into Microsoft software applications.</p><h2><b>Market News</b></h2><h3>Musk Tells Staff that SpaceX IPO is at least a few years away</h3><p>Elon Musk recently told SpaceX employees that an initial public offering for the company is at least a few years away, according to a report from CNBC.</p><p>In an audio recording, the billionaire founder and chief executive of the private space company can be heard saying at an all-hands meeting last week that he guessed an offering for SpaceX to go public could happen &#34;three or four years from now.&#34;</p><h3>Credit Suisse issues profit warning for second quarter</h3><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a> said despite the trading revenues benefiting from the spike in volatility, the impact of these conditions, combined with “continued low levels of capital markets issuance” and widening credit spreads, have “depressed the financial performance” of the investment bank in April and May.</p><p>This is “likely to lead to a loss for this division as well as a loss for the Group in the second quarter of 2022,” the trading update said.</p><h3>Grab Launches GrabMaps As a New Enterprise Service</h3><p><a href=\"https://laohu8.com/S/GRAB\">GRAB</a> is launching a new enterprise service, GrabMaps, as it seeks to tap the US$1 billion mapping and location-based services market in South-east Asia.</p><p>The mapping and location services GrabMaps provide include routing, estimated time of arrival, distance and points of interest.</p><p>“Commercialising this technology is another step forward for our young but fast-growing Enterprise and New Initiatives business,” said Tan Hooi Ling, co-founder, Grab.</p><h3>Cathie Wood Continues Tesla Snap-Up Spree With $2.15M Buy</h3><p>Cathie Wood-led Ark Invest Investment Management added more <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock to its portfolio on Tuesday, raising its exposure to the electric vehicle maker for the second time this month.</p><p>Ark Invest bought 3,000 shares, estimated to be worth $2.15 million, in Tesla on Tuesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Slip; Chinese ADRs Rally</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; 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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\">\nPre-Bell｜U.S. Stock Futures Slip; Chinese ADRs Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-08 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures slipped on Wednesday as a rally in technology and growth stocks from the previous session eased, while higher oil prices stoked worries of a further rise in global inflation.</p><h2><b>Market Snapshot</b></h2><p>At 7:50 a.m. ET, Dow e-minis were down 129 points, or 0.39%, S&amp;P 500 e-minis were down 12.75 points, or 0.31%, and Nasdaq 100 e-minis were down 24.75 points, or 0.19%.<img src=\"https://static.tigerbbs.com/2faa18aaa55add9e64a34a8c09c78191\" tg-width=\"464\" tg-height=\"228\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> – The food producer’s shares rallied 3.7% in the premarket after Campbell reported an adjusted quarterly profit of 70 cents per share, 9 cents above estimates. Sales also beat forecasts, and the company raised its full-year sales outlook. Campbell also maintained its prior earnings forecast, noting it now expects core inflation to run hotter than its previous outlook.</p><p><a href=\"https://laohu8.com/S/THO\">Thor Industries</a> – The recreational vehicle maker’s stock surged 6.9% in premarket trading following better-than-expected quarterly results. Thor earned $6.32 per share, well above the $4.77 consensus estimate, amid strong demand for its products. Thor also said it is seeing signs of improved supply chain issues.</p><p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a> – Moderna added 1.6% in the premarket after a modified version of its Covid-19 booster shot prompted a stronger immune response than the company’s original vaccine against the omicron variant. Data will be submitted to U.S. regulators in the coming weeks.</p><p><a href=\"https://laohu8.com/S/WDC\">Western Digital</a> – Western Digital said it is reviewing strategic alternatives, including a possible split of its flash memory and disk drive businesses. Activist investor Elliott Management, which owns 6% of Western Digital, has been pushing for those changes. Shares jumped 3.8% in premarket action.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a> – Shares of the video streaming device maker rallied 8.1% in the premarket after a Business Insider article highlighted talk inside Roku about possibly being acquired by <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>.</p><p><a href=\"https://laohu8.com/S/HAS\">Hasbro</a> – Hasbro will be successful in pushing back a board challenge from activist investor Alta Fox, according to people familiar with the matter who spoke to Reuters. Alta Fox has been critical of various aspects of the toymaker’s strategy and wants Hasbro to spin off its Wizards of the Coast unit.</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a> – Credit Suisse warned of a likely second-quarter loss, due to the negative impacts of the Russia/Ukraine war, monetary tightening and other financial market conditions. The bank did not specify how large such a loss may be. Credit Suisse slumped 6.1% in the premarket.</p><p><a href=\"https://laohu8.com/S/NVAX\">Novavax</a> – Novavax soared 15.7% in premarket trading after it won an endorsement of its Covid-19 vaccine from an FDA advisory panel. The full FDA will now consider whether or not to approve the vaccine.</p><p><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a> – DocuSign shares rallied 4.6% in premarket action after the electronic signature technology company announced an expanded global partnership with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. The deal enhances the integration of DocuSign technology into Microsoft software applications.</p><h2><b>Market News</b></h2><h3>Musk Tells Staff that SpaceX IPO is at least a few years away</h3><p>Elon Musk recently told SpaceX employees that an initial public offering for the company is at least a few years away, according to a report from CNBC.</p><p>In an audio recording, the billionaire founder and chief executive of the private space company can be heard saying at an all-hands meeting last week that he guessed an offering for SpaceX to go public could happen &#34;three or four years from now.&#34;</p><h3>Credit Suisse issues profit warning for second quarter</h3><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a> said despite the trading revenues benefiting from the spike in volatility, the impact of these conditions, combined with “continued low levels of capital markets issuance” and widening credit spreads, have “depressed the financial performance” of the investment bank in April and May.</p><p>This is “likely to lead to a loss for this division as well as a loss for the Group in the second quarter of 2022,” the trading update said.</p><h3>Grab Launches GrabMaps As a New Enterprise Service</h3><p><a href=\"https://laohu8.com/S/GRAB\">GRAB</a> is launching a new enterprise service, GrabMaps, as it seeks to tap the US$1 billion mapping and location-based services market in South-east Asia.</p><p>The mapping and location services GrabMaps provide include routing, estimated time of arrival, distance and points of interest.</p><p>“Commercialising this technology is another step forward for our young but fast-growing Enterprise and New Initiatives business,” said Tan Hooi Ling, co-founder, Grab.</p><h3>Cathie Wood Continues Tesla Snap-Up Spree With $2.15M Buy</h3><p>Cathie Wood-led Ark Invest Investment Management added more <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock to its portfolio on Tuesday, raising its exposure to the electric vehicle maker for the second time this month.</p><p>Ark Invest bought 3,000 shares, estimated to be worth $2.15 million, in Tesla on Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154070529","content_text":"U.S. stock index futures slipped on Wednesday as a rally in technology and growth stocks from the previous session eased, while higher oil prices stoked worries of a further rise in global inflation.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 129 points, or 0.39%, S&P 500 e-minis were down 12.75 points, or 0.31%, and Nasdaq 100 e-minis were down 24.75 points, or 0.19%.Pre-Market MoversCampbell Soup – The food producer’s shares rallied 3.7% in the premarket after Campbell reported an adjusted quarterly profit of 70 cents per share, 9 cents above estimates. Sales also beat forecasts, and the company raised its full-year sales outlook. Campbell also maintained its prior earnings forecast, noting it now expects core inflation to run hotter than its previous outlook.Thor Industries – The recreational vehicle maker’s stock surged 6.9% in premarket trading following better-than-expected quarterly results. Thor earned $6.32 per share, well above the $4.77 consensus estimate, amid strong demand for its products. Thor also said it is seeing signs of improved supply chain issues.Moderna – Moderna added 1.6% in the premarket after a modified version of its Covid-19 booster shot prompted a stronger immune response than the company’s original vaccine against the omicron variant. Data will be submitted to U.S. regulators in the coming weeks.Western Digital – Western Digital said it is reviewing strategic alternatives, including a possible split of its flash memory and disk drive businesses. Activist investor Elliott Management, which owns 6% of Western Digital, has been pushing for those changes. Shares jumped 3.8% in premarket action.Roku – Shares of the video streaming device maker rallied 8.1% in the premarket after a Business Insider article highlighted talk inside Roku about possibly being acquired by Netflix.Hasbro – Hasbro will be successful in pushing back a board challenge from activist investor Alta Fox, according to people familiar with the matter who spoke to Reuters. Alta Fox has been critical of various aspects of the toymaker’s strategy and wants Hasbro to spin off its Wizards of the Coast unit.Credit Suisse – Credit Suisse warned of a likely second-quarter loss, due to the negative impacts of the Russia/Ukraine war, monetary tightening and other financial market conditions. The bank did not specify how large such a loss may be. Credit Suisse slumped 6.1% in the premarket.Novavax – Novavax soared 15.7% in premarket trading after it won an endorsement of its Covid-19 vaccine from an FDA advisory panel. The full FDA will now consider whether or not to approve the vaccine.DocuSign – DocuSign shares rallied 4.6% in premarket action after the electronic signature technology company announced an expanded global partnership with Microsoft. The deal enhances the integration of DocuSign technology into Microsoft software applications.Market NewsMusk Tells Staff that SpaceX IPO is at least a few years awayElon Musk recently told SpaceX employees that an initial public offering for the company is at least a few years away, according to a report from CNBC.In an audio recording, the billionaire founder and chief executive of the private space company can be heard saying at an all-hands meeting last week that he guessed an offering for SpaceX to go public could happen \"three or four years from now.\"Credit Suisse issues profit warning for second quarterCredit Suisse said despite the trading revenues benefiting from the spike in volatility, the impact of these conditions, combined with “continued low levels of capital markets issuance” and widening credit spreads, have “depressed the financial performance” of the investment bank in April and May.This is “likely to lead to a loss for this division as well as a loss for the Group in the second quarter of 2022,” the trading update said.Grab Launches GrabMaps As a New Enterprise ServiceGRAB is launching a new enterprise service, GrabMaps, as it seeks to tap the US$1 billion mapping and location-based services market in South-east Asia.The mapping and location services GrabMaps provide include routing, estimated time of arrival, distance and points of interest.“Commercialising this technology is another step forward for our young but fast-growing Enterprise and New Initiatives business,” said Tan Hooi Ling, co-founder, Grab.Cathie Wood Continues Tesla Snap-Up Spree With $2.15M BuyCathie Wood-led Ark Invest Investment Management added more Tesla stock to its portfolio on Tuesday, raising its exposure to the electric vehicle maker for the second time this month.Ark Invest bought 3,000 shares, estimated to be worth $2.15 million, in Tesla on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053750328,"gmtCreate":1654595589164,"gmtModify":1676535475251,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053750328","repostId":"1156938030","repostType":4,"repost":{"id":"1156938030","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":1654591254,"share":"https://ttm.financial/m/news/1156938030?lang=&edition=fundamental","pubTime":"2022-06-07 16:40","market":"us","language":"en","title":"Grab, Coinbase, DiDi, Gitlab, Kohl's and More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1156938030","media":"Tiger Newspress","summary":"Some of the stocks that may grab investor focus today are:China Renaissance analyst Yi Sin Ngoh init","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>China Renaissance analyst Yi Sin Ngoh initiated coverage of <b>Grab Holdings</b> with a Buy rating and $4.20 price target. Combining its localized offerings with a regional partner network could drive Grab&#39;s ecosystem and increase revenue at 64% annually through 2024.</li><li><b>DiDi</b> and <b>Full Truck Alliance(YMM)</b> rose over 3% in Premarket trading. The Chinese government is allegedly preparing to let Kanzhun and Full Truck Alliance(YMM) that were previously banned back onto app stores, which will also allow them to resume adding new users.</li><li><b>Gitlab</b> surged over 10% in premarket trading. It narrowed its net loss to $26.1 million, or 18 cents a share, for the quarter ended April 30, from a net loss of $27.9 million, or 53 cents a share, in the year-ago period. Adjusted losses were also 18 cents a share. Analysts polled by FactSet expected an adjusted loss of 27 cents a share.</li><li><b>Coinbase</b>-backed Rain exchange, described as one of the biggest digital currency exchanges in the Middle East, says the layoffs were necessitated by the market downturn.</li><li><b>Kohl&#39;s Corp.</b> soars over 15% in premarket trading. It is in advanced talks to be sold in a deal that could value the department-store chain at roughly $8 billion, according to people familiar with the matter. It recently entered exclusive talks with Franchise Group Inc. The exclusivity period is expected to last for several weeks, so a deal isn&#39;t imminent, and there still may not be one.</li></ul><ul><li>Wall Street expects <b>United Natural Foods, Inc.</b> to report quarterly earnings at $0.97 per share on revenue of $7.10 billion before the opening bell. United Natural Foods shares rose 4.2% to $46.80 in after-hours trading.</li><li><b>Coupa Software Incorporated</b> reported upbeat results for its first quarter. The company said it sees full-year fiscal 2023 revenue in a range of $838 million to $843 million and earnings to be between 21 cents and 27 cents per share. Coupa Software shares gained 0.6% to $72.55 in the after-hours trading session.</li><li>Analysts expect <b>The J. M. Smucker Company</b> to post quarterly earnings at $1.88 per share on revenue of $1.98 billion before the opening bell. Smucker shares fell 0.6% to $122.50 in after-hours trading.</li></ul><ul><li><b>Remitly Global, Inc.</b> named Hemanth Munipalli as CFO. Remitly Global shares rose 1.1% to $10.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Casey&#39;s General Stores, Inc.</b> to have earned $1.58 per share on revenue of $3.45 billion for the latest quarter. The company will release earnings after the markets close. Casey&#39;s shares slipped 0.1% to $207.31 in after-hours trading.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab, Coinbase, DiDi, Gitlab, Kohl's and More: U.S. Stocks to Watch</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\">\nGrab, Coinbase, DiDi, Gitlab, Kohl's and More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-07 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>China Renaissance analyst Yi Sin Ngoh initiated coverage of <b>Grab Holdings</b> with a Buy rating and $4.20 price target. Combining its localized offerings with a regional partner network could drive Grab&#39;s ecosystem and increase revenue at 64% annually through 2024.</li><li><b>DiDi</b> and <b>Full Truck Alliance(YMM)</b> rose over 3% in Premarket trading. The Chinese government is allegedly preparing to let Kanzhun and Full Truck Alliance(YMM) that were previously banned back onto app stores, which will also allow them to resume adding new users.</li><li><b>Gitlab</b> surged over 10% in premarket trading. It narrowed its net loss to $26.1 million, or 18 cents a share, for the quarter ended April 30, from a net loss of $27.9 million, or 53 cents a share, in the year-ago period. Adjusted losses were also 18 cents a share. Analysts polled by FactSet expected an adjusted loss of 27 cents a share.</li><li><b>Coinbase</b>-backed Rain exchange, described as one of the biggest digital currency exchanges in the Middle East, says the layoffs were necessitated by the market downturn.</li><li><b>Kohl&#39;s Corp.</b> soars over 15% in premarket trading. It is in advanced talks to be sold in a deal that could value the department-store chain at roughly $8 billion, according to people familiar with the matter. It recently entered exclusive talks with Franchise Group Inc. The exclusivity period is expected to last for several weeks, so a deal isn&#39;t imminent, and there still may not be one.</li></ul><ul><li>Wall Street expects <b>United Natural Foods, Inc.</b> to report quarterly earnings at $0.97 per share on revenue of $7.10 billion before the opening bell. United Natural Foods shares rose 4.2% to $46.80 in after-hours trading.</li><li><b>Coupa Software Incorporated</b> reported upbeat results for its first quarter. The company said it sees full-year fiscal 2023 revenue in a range of $838 million to $843 million and earnings to be between 21 cents and 27 cents per share. Coupa Software shares gained 0.6% to $72.55 in the after-hours trading session.</li><li>Analysts expect <b>The J. M. Smucker Company</b> to post quarterly earnings at $1.88 per share on revenue of $1.98 billion before the opening bell. Smucker shares fell 0.6% to $122.50 in after-hours trading.</li></ul><ul><li><b>Remitly Global, Inc.</b> named Hemanth Munipalli as CFO. Remitly Global shares rose 1.1% to $10.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Casey&#39;s General Stores, Inc.</b> to have earned $1.58 per share on revenue of $3.45 billion for the latest quarter. The company will release earnings after the markets close. Casey&#39;s shares slipped 0.1% to $207.31 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","COIN":"Coinbase Global, Inc.","YMM":"满帮","GTLB":"GitLab, Inc.","KSS":"柯尔百货","UNFI":"联合原生态食品","CASY":"Caseys General Stores","DIDI":"滴滴(已退市)","SJM":"斯马克","RELY":"Remitly Global, Inc.","DIDIY":"DiDi Global Inc.","COUP":"Coupa Software Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156938030","content_text":"Some of the stocks that may grab investor focus today are:China Renaissance analyst Yi Sin Ngoh initiated coverage of Grab Holdings with a Buy rating and $4.20 price target. Combining its localized offerings with a regional partner network could drive Grab's ecosystem and increase revenue at 64% annually through 2024.DiDi and Full Truck Alliance(YMM) rose over 3% in Premarket trading. The Chinese government is allegedly preparing to let Kanzhun and Full Truck Alliance(YMM) that were previously banned back onto app stores, which will also allow them to resume adding new users.Gitlab surged over 10% in premarket trading. It narrowed its net loss to $26.1 million, or 18 cents a share, for the quarter ended April 30, from a net loss of $27.9 million, or 53 cents a share, in the year-ago period. Adjusted losses were also 18 cents a share. Analysts polled by FactSet expected an adjusted loss of 27 cents a share.Coinbase-backed Rain exchange, described as one of the biggest digital currency exchanges in the Middle East, says the layoffs were necessitated by the market downturn.Kohl's Corp. soars over 15% in premarket trading. It is in advanced talks to be sold in a deal that could value the department-store chain at roughly $8 billion, according to people familiar with the matter. It recently entered exclusive talks with Franchise Group Inc. The exclusivity period is expected to last for several weeks, so a deal isn't imminent, and there still may not be one.Wall Street expects United Natural Foods, Inc. to report quarterly earnings at $0.97 per share on revenue of $7.10 billion before the opening bell. United Natural Foods shares rose 4.2% to $46.80 in after-hours trading.Coupa Software Incorporated reported upbeat results for its first quarter. The company said it sees full-year fiscal 2023 revenue in a range of $838 million to $843 million and earnings to be between 21 cents and 27 cents per share. Coupa Software shares gained 0.6% to $72.55 in the after-hours trading session.Analysts expect The J. M. Smucker Company to post quarterly earnings at $1.88 per share on revenue of $1.98 billion before the opening bell. Smucker shares fell 0.6% to $122.50 in after-hours trading.Remitly Global, Inc. named Hemanth Munipalli as CFO. Remitly Global shares rose 1.1% to $10.99 in the after-hours trading session.Analysts are expecting Casey's General Stores, Inc. to have earned $1.58 per share on revenue of $3.45 billion for the latest quarter. The company will release earnings after the markets close. Casey's shares slipped 0.1% to $207.31 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025883965,"gmtCreate":1653658001457,"gmtModify":1676535322130,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025883965","repostId":"1131742262","repostType":4,"repost":{"id":"1131742262","kind":"news","pubTimestamp":1653655854,"share":"https://ttm.financial/m/news/1131742262?lang=&edition=fundamental","pubTime":"2022-05-27 20:50","market":"us","language":"en","title":"Nvidia Stock: Investors Are Buying the Dip. Where From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131742262","media":"TheStreet","summary":"Nvidia stock is being bought on the dip. Here's how traders should approach it now.","content":"<html><head></head><body><p>After the market on May 25 finished strongly, all eyes shifted to Nvidia as investors looked for one of the market’s top tech firms to give stocks another lift.</p><p>When the company reported earnings after the close, the stock fell flat, dropping more than 6% in after-hours trading. That&#39;s even after the graphics-chip specialist beat earnings estimates.</p><p>But that’s<i>not</i>the case on May 26. The shares opened 5.5% lower and then moved into positive territory, up more than 5% on the day.</p><p>The Santa Clara, Calif., company delivered a top- and bottom-line beat — including record revenue — but a muted outlook had weighed on the stock price.</p><p>So why the rebound? Wall Street impatiently reacted to the headline numbers, failing to account for <i>why</i> guidance was great but a bit short of expectations.</p><p>It’s due to the war in Eastern Europe and the covid lockdowns in China. Without those factors, the company easily clears expectations.</p><p>Investors also seemingly failed to account for the fact that Nvidia stock was down more than 50%. That should have investors thinking about buying the recent quarter, not selling it.</p><p><b>Trading Nvidia Stock</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6efcaf4e90e39a54568db8f6f11241a\" tg-width=\"1111\" tg-height=\"869\" referrerpolicy=\"no-referrer\"/><span>Weekly chart of Nvidia stock.</span></p><p>As you can see on the weekly chart above, Nvidia stock continues to find support in the mid- to high-$150s. After opening near $160 today, it has been rallying.</p><p>Next up is last week’s high, at $183.71. If Nvidia can clear this level, it opens the door up to the vital $195 area. There the stock will find the 21-month and 10-week moving averages. It will also find the 50% retracement as measured from the all-time high down to the March 2020 covid low.</p><p>Just like the $155 area, the $195 area will be key for Nvidia stock.</p><p>If it cannot push through $200, we must keep an eye on where support comes into play. Ideally, we will see a higher low form, giving bulls some momentum on their side and some structure to work with.</p><p>If that’s not the case, we’ll need to see how Nvidia stock handles the $155 to $160 region and if it can again act as support.</p><p>On the upside, a push through $195 opens the door to $200-plus. Specifically, it will put the $208 to $212 zone on the table, which was a notable support/resistance zone over the past several quarters.</p><p>Should Nvidia stock push through it, we could see a rally up to the $225 to $235 area where it finds the 21-week and 50-week moving averages.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Investors Are Buying the Dip. Where From Here?</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\">\nNvidia Stock: Investors Are Buying the Dip. Where From Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nvidia-investors-buying-dip-how-to-trade-technical-analysis-may-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After the market on May 25 finished strongly, all eyes shifted to Nvidia as investors looked for one of the market’s top tech firms to give stocks another lift.When the company reported earnings after...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-investors-buying-dip-how-to-trade-technical-analysis-may-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-investors-buying-dip-how-to-trade-technical-analysis-may-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131742262","content_text":"After the market on May 25 finished strongly, all eyes shifted to Nvidia as investors looked for one of the market’s top tech firms to give stocks another lift.When the company reported earnings after the close, the stock fell flat, dropping more than 6% in after-hours trading. That's even after the graphics-chip specialist beat earnings estimates.But that’snotthe case on May 26. The shares opened 5.5% lower and then moved into positive territory, up more than 5% on the day.The Santa Clara, Calif., company delivered a top- and bottom-line beat — including record revenue — but a muted outlook had weighed on the stock price.So why the rebound? Wall Street impatiently reacted to the headline numbers, failing to account for why guidance was great but a bit short of expectations.It’s due to the war in Eastern Europe and the covid lockdowns in China. Without those factors, the company easily clears expectations.Investors also seemingly failed to account for the fact that Nvidia stock was down more than 50%. That should have investors thinking about buying the recent quarter, not selling it.Trading Nvidia StockWeekly chart of Nvidia stock.As you can see on the weekly chart above, Nvidia stock continues to find support in the mid- to high-$150s. After opening near $160 today, it has been rallying.Next up is last week’s high, at $183.71. If Nvidia can clear this level, it opens the door up to the vital $195 area. There the stock will find the 21-month and 10-week moving averages. It will also find the 50% retracement as measured from the all-time high down to the March 2020 covid low.Just like the $155 area, the $195 area will be key for Nvidia stock.If it cannot push through $200, we must keep an eye on where support comes into play. Ideally, we will see a higher low form, giving bulls some momentum on their side and some structure to work with.If that’s not the case, we’ll need to see how Nvidia stock handles the $155 to $160 region and if it can again act as support.On the upside, a push through $195 opens the door to $200-plus. Specifically, it will put the $208 to $212 zone on the table, which was a notable support/resistance zone over the past several quarters.Should Nvidia stock push through it, we could see a rally up to the $225 to $235 area where it finds the 21-week and 50-week moving averages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022411294,"gmtCreate":1653567860318,"gmtModify":1676535305046,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022411294","repostId":"2238318565","repostType":4,"repost":{"id":"2238318565","kind":"highlight","pubTimestamp":1653550825,"share":"https://ttm.financial/m/news/2238318565?lang=&edition=fundamental","pubTime":"2022-05-26 15:40","market":"us","language":"en","title":"3 Things About Apple That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2238318565","media":"Motley Fool","summary":"There's a lot more to the tech giant than its annual iPhone shipments.","content":"<html><head></head><body><p>If you&#39;ve been following <b>Apple</b> from an investment perspective -- and even if you haven&#39;t -- you probably already know that most of its revenue comes from sales of the iPhone. That&#39;s why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.</p><p>In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple&#39;s hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let&#39;s review three other facts about Apple that only the smartest investors will likely know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Apple.</span></p><h2>1. Apple operates a prisoner-taking ecosystem</h2><p>Apple&#39;s services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.</p><p>These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple&#39;s customers and reinforces their loyalty to iOS devices. Unlike <b>Alphabet</b>&#39;s Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple&#39;s proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.</p><p>As of March 26 -- the end of Apple&#39;s fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would &#34;continue to improve the breadth and the quality of our current service offerings while launching new services.&#34;</p><h2>2. It still enjoys unmatched loyalty</h2><p>In October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple&#39;s iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including <b>Samsung</b>, came close to matching that.</p><p>Apple&#39;s customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed <b>LVMH</b>&#39;s Louis Vuitton, <b>Hermès</b>, and <b>Richemont</b>&#39;s Cartier as China&#39;s most coveted luxury brand.</p><p>No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.</p><h2>3. Its future will be augmented</h2><p>Apple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.</p><p>Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR &#34;mixed reality&#34; headset that could arrive in 2023. This device could compete against <b>Microsoft</b>&#39;s HoloLens and <b>Meta Platforms</b>&#39;s Quest headsets.</p><p>The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e83bf55d2d97b1b05191423dd04a352c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding &#34;metaverse&#34; market.</p><p>Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed &#34;Project Titan.&#34; The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like<b> Tesla </b>and newcomers like<b> Lucid</b>.</p><h2>Is Apple&#39;s stock still worth buying today?</h2><p>For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it&#39;s also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.</p><p>Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it&#39;s still a solid investment for long-term investors.</p></body></html>","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 Things About Apple That Smart Investors Know</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 Things About Apple That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 15:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/\">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://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238318565","content_text":"If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple's hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let's review three other facts about Apple that only the smartest investors will likely know.Image source: Apple.1. Apple operates a prisoner-taking ecosystemApple's services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple's customers and reinforces their loyalty to iOS devices. Unlike Alphabet's Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple's proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.As of March 26 -- the end of Apple's fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would \"continue to improve the breadth and the quality of our current service offerings while launching new services.\"2. It still enjoys unmatched loyaltyIn October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple's iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including Samsung, came close to matching that.Apple's customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed LVMH's Louis Vuitton, Hermès, and Richemont's Cartier as China's most coveted luxury brand.No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.3. Its future will be augmentedApple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR \"mixed reality\" headset that could arrive in 2023. This device could compete against Microsoft's HoloLens and Meta Platforms's Quest headsets.The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.Image source: Getty Images.Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding \"metaverse\" market.Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed \"Project Titan.\" The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like Tesla and newcomers like Lucid.Is Apple's stock still worth buying today?For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it's also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it's still a solid investment for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022411693,"gmtCreate":1653567839612,"gmtModify":1676535305047,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022411693","repostId":"2238318565","repostType":4,"repost":{"id":"2238318565","kind":"highlight","pubTimestamp":1653550825,"share":"https://ttm.financial/m/news/2238318565?lang=&edition=fundamental","pubTime":"2022-05-26 15:40","market":"us","language":"en","title":"3 Things About Apple That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2238318565","media":"Motley Fool","summary":"There's a lot more to the tech giant than its annual iPhone shipments.","content":"<html><head></head><body><p>If you&#39;ve been following <b>Apple</b> from an investment perspective -- and even if you haven&#39;t -- you probably already know that most of its revenue comes from sales of the iPhone. That&#39;s why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.</p><p>In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple&#39;s hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let&#39;s review three other facts about Apple that only the smartest investors will likely know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Apple.</span></p><h2>1. Apple operates a prisoner-taking ecosystem</h2><p>Apple&#39;s services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.</p><p>These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple&#39;s customers and reinforces their loyalty to iOS devices. Unlike <b>Alphabet</b>&#39;s Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple&#39;s proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.</p><p>As of March 26 -- the end of Apple&#39;s fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would &#34;continue to improve the breadth and the quality of our current service offerings while launching new services.&#34;</p><h2>2. It still enjoys unmatched loyalty</h2><p>In October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple&#39;s iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including <b>Samsung</b>, came close to matching that.</p><p>Apple&#39;s customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed <b>LVMH</b>&#39;s Louis Vuitton, <b>Hermès</b>, and <b>Richemont</b>&#39;s Cartier as China&#39;s most coveted luxury brand.</p><p>No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.</p><h2>3. Its future will be augmented</h2><p>Apple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.</p><p>Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR &#34;mixed reality&#34; headset that could arrive in 2023. This device could compete against <b>Microsoft</b>&#39;s HoloLens and <b>Meta Platforms</b>&#39;s Quest headsets.</p><p>The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e83bf55d2d97b1b05191423dd04a352c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding &#34;metaverse&#34; market.</p><p>Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed &#34;Project Titan.&#34; The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like<b> Tesla </b>and newcomers like<b> Lucid</b>.</p><h2>Is Apple&#39;s stock still worth buying today?</h2><p>For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it&#39;s also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.</p><p>Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it&#39;s still a solid investment for long-term investors.</p></body></html>","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 Things About Apple That Smart Investors Know</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 Things About Apple That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 15:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/\">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://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238318565","content_text":"If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple's hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let's review three other facts about Apple that only the smartest investors will likely know.Image source: Apple.1. Apple operates a prisoner-taking ecosystemApple's services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple's customers and reinforces their loyalty to iOS devices. Unlike Alphabet's Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple's proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.As of March 26 -- the end of Apple's fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would \"continue to improve the breadth and the quality of our current service offerings while launching new services.\"2. It still enjoys unmatched loyaltyIn October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple's iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including Samsung, came close to matching that.Apple's customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed LVMH's Louis Vuitton, Hermès, and Richemont's Cartier as China's most coveted luxury brand.No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.3. Its future will be augmentedApple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR \"mixed reality\" headset that could arrive in 2023. This device could compete against Microsoft's HoloLens and Meta Platforms's Quest headsets.The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.Image source: Getty Images.Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding \"metaverse\" market.Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed \"Project Titan.\" The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like Tesla and newcomers like Lucid.Is Apple's stock still worth buying today?For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it's also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it's still a solid investment for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021852369,"gmtCreate":1653033932651,"gmtModify":1676535211847,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021852369","repostId":"2236705977","repostType":4,"repost":{"id":"2236705977","kind":"highlight","pubTimestamp":1653061017,"share":"https://ttm.financial/m/news/2236705977?lang=&edition=fundamental","pubTime":"2022-05-20 23:36","market":"us","language":"en","title":"Alibaba: Another Hit On Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2236705977","media":"Seeking Alpha","summary":"Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the las","content":"<html><head></head><body><p>Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a massive dip in Alibaba’s income and margin in the last quarter. This margin decline could continue in the near term as the restrictions due to the pandemic are still being imposed on major cities. Alibaba’s EBITA in core commerce came at RMB 57.8 billion, down from RMB 71.9 billion in the year-ago quarter. Most of this decline was due to higher investment in Taobao Deals, Community Marketplaces, Local Consumer Service and Lazada.</p><p>We should see better margins in the medium term as the competitive pressure declines due to lower investment by Tencent (OTCPK:TCEHY) in Alibaba’s rivals like JD.com (JD), Pinduoduo (PDD), Meituan, and others. Alibaba’s cloud platform will also be the main driver for margin expansion over the next few quarters. Even with a lower margin in this earnings call, Alibaba could see better bullish sentiment if it continues to show strong progress in cloud, international regions, subscriptions, delivery, and other key business segments.</p><h2>Decline In Margins</h2><p>The decline in margins within core commerce business is due to ramping up of investments in several strategic initiatives. The growing competition from Pinduoduo forced Alibaba to launch Taobao Deals where the margins are low. This service already has over 240 million annual active customers. Alibaba also invested in Ele.me to improve its delivery network. Another big investment activity was in Lazada in Southeast Asia. Lazada is competing against Sea Limited and Alibaba has set a target to hit $100 billion gross merchandise value within this business.</p><p></p><p><img src=\"https://static.tigerbbs.com/544c296ad8072dce7401de3165fbf988\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Filings</p><p></p><p>Figure 1: Decline in core commerce EBITA is driving the overall margins lower.</p><p>The margin decline in commerce segment was quite high. The overall EBITA margin in the year-ago quarter was 28% which declined to 18% in the last quarter.</p><h2>Tencent&#39;s Withdrawal</h2><p>Tencent has seen significant regulatory headwinds in recent quarters. It is Alibaba’s main rival which has invested in a number of companies that directly compete with Alibaba. Tencent is now trying to divest its stake in these companies to prevent antitrust action by regulators.</p><p>It has already announced a reduction in stake in JD from 17% to 2.3%. There could also be a reduction in strategic partnership where JD uses Tencent’s platform to improve its service. Tencent might also divest from PDD, Meituan and other startups. At the same time, Tencent is increasing investment outside China. This will reduce the competitive pressure on Alibaba in several business segments.</p><p></p><p><img src=\"https://static.tigerbbs.com/51ed2b380c935f55b8df8e53737d48b4\" tg-width=\"779\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/></p><p>Financial Times</p><p></p><p>Figure 2: Lower investment by Tencent in China.</p><h2>Importance Of Cloud Business</h2><p>Alibaba Cloud is already showing annualized revenue rate of $12 billion.</p><p></p><p><img src=\"https://static.tigerbbs.com/130228d64a56245f00b42dbce2e29d0e\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>Company Filings</p><p></p><p>Figure 3: Improvement in cloud business compared to year ago quarter.</p><p>In the nine months ending December 31, 2020 Alibaba reported EBITA of negative RMB 1.9 billion. In the latest nine-month period this has changed to positive RMB 0.87 billion. The margin swing in this period was from negative 4% to positive 2 %. Many cloud providers have struggled with lower margins in the initial stages. After reaching a higher revenue base, they are able to leverage the economies of scale to deliver better margins.</p><p>We have already seen this in Google&#39;s ((GOOG)(GOOGL)) cloud business. Google was able to deliver a 16 percentage point improvement in margin on a YoY basis in the previous quarter. Alibaba should also be able to show improvement in cloud margins as the revenue base increases and we see better economies of scale.</p><p>Another factor working in favor of Alibaba Cloud is the rapid international growth shown by the company. Recently, Alibaba opened its third data center in Germany and it now directly competes with Amazon (AMZN), Microsoft (MSFT), Google, and other cloud providers in the lucrative European region. It should be noted that Alibaba Cloud has many features which are similar to Amazon&#39;s AWS because both of these cloud operations started with their e-commerce business. This makes it easier for clients to use Alibaba Cloud instead of AWS in case they get better discounts.</p><p>Many clients are focusing on using the services of multiple cloud providers instead of a single cloud company. This should help Alibaba Cloud gain market share as clients try to diversify their cloud providers.</p><p></p><p><img src=\"https://static.tigerbbs.com/0b7a35257e5d288ea3753661e3165873\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>Amazon Filing</p><p></p><p>Figure 4: Amazon&#39;s AWS has shown operating margin of close to 30% in the last few quarters.</p><p>Amazon’s AWS regularly shows operating margin of 30%. There is a massive margin gap between Alibaba Cloud and AWS. Alibaba Cloud has already shown an improvement of six percentage points in margins in the first three-quarters of this fiscal. Further improvement is likely as Alibaba ramps up its international investment in cloud business.</p><p>Hence, we should see a lot of margin improvement in Alibaba Cloud due to better economies of scale, international expansion, and usage of multiple cloud providers by clients, and thereby see a reduction in margin gap with AWS.</p><h2>Are Margins Important?</h2><p>If Alibaba can show rapid growth in international regions, the margins might take a back seat for Wall Street in evaluating the stock. The company is trying to replicate the business model it has created within China in other locations. It tries to gain a good share of the ecommerce market in a new region and then launches other services like payment, cloud, delivery, subscriptions, etc. within these locations. Alibaba has already proven itself in Southeast Asia. It owns Lazada which is a major player in the ecommerce market of Southeast Asia.</p><p>Lazada had $21 billion gross merchandise value according to recent estimates compared with Sea Limited which had $35 billion GMV. Sea Limited is trading at close to $50 billion market cap. Hence, Lazada could also have a massive standalone valuation. Alibaba also owns a big stake in Trendyol which is the leading e-commerce company in Turkey with a valuation of over $16 billion.</p><p>By end of this decade, Alibaba’s international business could be worth more than its Chinese business. During the expansion phase in international regions, the margins will suffer as the company tries to invest in warehousing, logistics and attracts new customers through discounts. Wall Street might overlook margins in this period if Alibaba’s management can deliver high enough growth in international markets. The recent YoY growth in Lazada was 82% which shows that heavy investment can bring a strong growth from a high revenue base.</p><h2>Impact On Stock</h2><p>Alibaba is trading at a modest valuation multiple even if we price in the regulatory challenges faced by the company. The company has a number of growth drivers that it can use to deliver better numbers in the future. The core business is still very strong and it has been able to retain its market share despite the growth of innovative disruptors like PDD.</p><p></p><p><img src=\"https://static.tigerbbs.com/6e18f482493ca5ea51b28b8a3f0ce819\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p></p><p>Figure 5: Alibaba&#39;s forward PE ratio is considerably lower than that of JD and PDD.</p><p>The revenue growth is still strong in a number of important businesses like cloud, international commerce, Ele.me and others. The forward P/E ratio of Alibaba is close to single digit which does not reflect the core strengths. We could still see some margin headwinds due to pandemic restrictions in the near term. However, in the medium to long term, the revenue growth and margin potential of the company are promising.</p><p>Investors should look past the short-term margin fluctuation and gauge the long-term growth of important segments like cloud, international commerce, subscriptions, and competition with Tencent.</p><h2>Investor Takeaway</h2><p>Alibaba has seen a dip in margins as the company invests in its strategic initiatives. We should see lower competitive pressure on Alibaba in the medium term as Tencent reduces its stake and partnership in JD, PDD, Meituan and others. Tencent is also directing more investment in international regions which should be favorable for Alibaba in China. Alibaba’s cloud business will be the main margin driver in the next few quarters.</p><p>Alibaba’s international growth will also put less attention on the margins. If Alibaba can rapidly expand in Southeast Asia and Europe across services like ecommerce, cloud, payments, delivery, and others, then it can improve the long-term growth runway for the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Another Hit On Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Another Hit On Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236705977","content_text":"Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a massive dip in Alibaba’s income and margin in the last quarter. This margin decline could continue in the near term as the restrictions due to the pandemic are still being imposed on major cities. Alibaba’s EBITA in core commerce came at RMB 57.8 billion, down from RMB 71.9 billion in the year-ago quarter. Most of this decline was due to higher investment in Taobao Deals, Community Marketplaces, Local Consumer Service and Lazada.We should see better margins in the medium term as the competitive pressure declines due to lower investment by Tencent (OTCPK:TCEHY) in Alibaba’s rivals like JD.com (JD), Pinduoduo (PDD), Meituan, and others. Alibaba’s cloud platform will also be the main driver for margin expansion over the next few quarters. Even with a lower margin in this earnings call, Alibaba could see better bullish sentiment if it continues to show strong progress in cloud, international regions, subscriptions, delivery, and other key business segments.Decline In MarginsThe decline in margins within core commerce business is due to ramping up of investments in several strategic initiatives. The growing competition from Pinduoduo forced Alibaba to launch Taobao Deals where the margins are low. This service already has over 240 million annual active customers. Alibaba also invested in Ele.me to improve its delivery network. Another big investment activity was in Lazada in Southeast Asia. Lazada is competing against Sea Limited and Alibaba has set a target to hit $100 billion gross merchandise value within this business.Alibaba FilingsFigure 1: Decline in core commerce EBITA is driving the overall margins lower.The margin decline in commerce segment was quite high. The overall EBITA margin in the year-ago quarter was 28% which declined to 18% in the last quarter.Tencent's WithdrawalTencent has seen significant regulatory headwinds in recent quarters. It is Alibaba’s main rival which has invested in a number of companies that directly compete with Alibaba. Tencent is now trying to divest its stake in these companies to prevent antitrust action by regulators.It has already announced a reduction in stake in JD from 17% to 2.3%. There could also be a reduction in strategic partnership where JD uses Tencent’s platform to improve its service. Tencent might also divest from PDD, Meituan and other startups. At the same time, Tencent is increasing investment outside China. This will reduce the competitive pressure on Alibaba in several business segments.Financial TimesFigure 2: Lower investment by Tencent in China.Importance Of Cloud BusinessAlibaba Cloud is already showing annualized revenue rate of $12 billion.Company FilingsFigure 3: Improvement in cloud business compared to year ago quarter.In the nine months ending December 31, 2020 Alibaba reported EBITA of negative RMB 1.9 billion. In the latest nine-month period this has changed to positive RMB 0.87 billion. The margin swing in this period was from negative 4% to positive 2 %. Many cloud providers have struggled with lower margins in the initial stages. After reaching a higher revenue base, they are able to leverage the economies of scale to deliver better margins.We have already seen this in Google's ((GOOG)(GOOGL)) cloud business. Google was able to deliver a 16 percentage point improvement in margin on a YoY basis in the previous quarter. Alibaba should also be able to show improvement in cloud margins as the revenue base increases and we see better economies of scale.Another factor working in favor of Alibaba Cloud is the rapid international growth shown by the company. Recently, Alibaba opened its third data center in Germany and it now directly competes with Amazon (AMZN), Microsoft (MSFT), Google, and other cloud providers in the lucrative European region. It should be noted that Alibaba Cloud has many features which are similar to Amazon's AWS because both of these cloud operations started with their e-commerce business. This makes it easier for clients to use Alibaba Cloud instead of AWS in case they get better discounts.Many clients are focusing on using the services of multiple cloud providers instead of a single cloud company. This should help Alibaba Cloud gain market share as clients try to diversify their cloud providers.Amazon FilingFigure 4: Amazon's AWS has shown operating margin of close to 30% in the last few quarters.Amazon’s AWS regularly shows operating margin of 30%. There is a massive margin gap between Alibaba Cloud and AWS. Alibaba Cloud has already shown an improvement of six percentage points in margins in the first three-quarters of this fiscal. Further improvement is likely as Alibaba ramps up its international investment in cloud business.Hence, we should see a lot of margin improvement in Alibaba Cloud due to better economies of scale, international expansion, and usage of multiple cloud providers by clients, and thereby see a reduction in margin gap with AWS.Are Margins Important?If Alibaba can show rapid growth in international regions, the margins might take a back seat for Wall Street in evaluating the stock. The company is trying to replicate the business model it has created within China in other locations. It tries to gain a good share of the ecommerce market in a new region and then launches other services like payment, cloud, delivery, subscriptions, etc. within these locations. Alibaba has already proven itself in Southeast Asia. It owns Lazada which is a major player in the ecommerce market of Southeast Asia.Lazada had $21 billion gross merchandise value according to recent estimates compared with Sea Limited which had $35 billion GMV. Sea Limited is trading at close to $50 billion market cap. Hence, Lazada could also have a massive standalone valuation. Alibaba also owns a big stake in Trendyol which is the leading e-commerce company in Turkey with a valuation of over $16 billion.By end of this decade, Alibaba’s international business could be worth more than its Chinese business. During the expansion phase in international regions, the margins will suffer as the company tries to invest in warehousing, logistics and attracts new customers through discounts. Wall Street might overlook margins in this period if Alibaba’s management can deliver high enough growth in international markets. The recent YoY growth in Lazada was 82% which shows that heavy investment can bring a strong growth from a high revenue base.Impact On StockAlibaba is trading at a modest valuation multiple even if we price in the regulatory challenges faced by the company. The company has a number of growth drivers that it can use to deliver better numbers in the future. The core business is still very strong and it has been able to retain its market share despite the growth of innovative disruptors like PDD.YchartsFigure 5: Alibaba's forward PE ratio is considerably lower than that of JD and PDD.The revenue growth is still strong in a number of important businesses like cloud, international commerce, Ele.me and others. The forward P/E ratio of Alibaba is close to single digit which does not reflect the core strengths. We could still see some margin headwinds due to pandemic restrictions in the near term. However, in the medium to long term, the revenue growth and margin potential of the company are promising.Investors should look past the short-term margin fluctuation and gauge the long-term growth of important segments like cloud, international commerce, subscriptions, and competition with Tencent.Investor TakeawayAlibaba has seen a dip in margins as the company invests in its strategic initiatives. We should see lower competitive pressure on Alibaba in the medium term as Tencent reduces its stake and partnership in JD, PDD, Meituan and others. Tencent is also directing more investment in international regions which should be favorable for Alibaba in China. Alibaba’s cloud business will be the main margin driver in the next few quarters.Alibaba’s international growth will also put less attention on the margins. If Alibaba can rapidly expand in Southeast Asia and Europe across services like ecommerce, cloud, payments, delivery, and others, then it can improve the long-term growth runway for the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062975593,"gmtCreate":1651995579312,"gmtModify":1676535011270,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062975593","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","kind":"news","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Overvalued By 85.26% And Not A Technology Company</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: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">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/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061100431,"gmtCreate":1651580068636,"gmtModify":1676534929960,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"&nbsp;Pls like, thanks&nbsp;","listText":"&nbsp;Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061100431","repostId":"1191307110","repostType":4,"repost":{"id":"1191307110","kind":"news","pubTimestamp":1651573271,"share":"https://ttm.financial/m/news/1191307110?lang=&edition=fundamental","pubTime":"2022-05-03 18:21","market":"us","language":"en","title":"U.S. Stocks To Watch: Pfizer, Starbucks, BP and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1191307110","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Pfizer Inc. PFE to rep","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects Pfizer Inc. PFE to report quarterly earnings at $1.50 per share on revenue of $23.95 billion before the opening bell. Pfizer shares fell 0.4% to $48.14 in pre-market trading.</p><p>BP p.l.c. BP reported an underlying replacement cost profit of $6.2 billion for the first quarter, the strongest since 2008. The company also announced plans to increase its quarterly share buybacks to $2.5 billion before the end of the second quarter. BP shares climbed 5.3% to $30.39 in pre-market trading.</p><p>Analysts are expecting Starbucks Corporation SBUX to have earned $0.59 per share on revenue of $7.60 billion for the latest quarter. The company will release earnings after the markets close. Starbucks shares gained 0.1% to $75.40 in pre-market trading.</p><p>MGM Resorts International MGM reported better-than-expected financial results for its first quarter. The company also highlighted its tender offer for LeoVegas, which was announced Monday morning. MGM shares rose 1.5% to $42.60 in pre-market trading.</p><p>Analysts expect The Estée Lauder Companies Inc. EL to post quarterly earnings at $1.67 per share on revenue of $4.31 billion before the opening bell. Estée Lauder shares dropped 1.3% to close at $260.63 on Monday.</p><p></p></body></html>","source":"lsy1606299360108","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>U.S. Stocks To Watch: Pfizer, Starbucks, BP and 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\">\nU.S. Stocks To Watch: Pfizer, Starbucks, BP and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 18:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/05/26953943/5-stocks-to-watch-for-may-3-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects Pfizer Inc. PFE to report quarterly earnings at $1.50 per share on revenue of $23.95 billion before the opening bell. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/05/26953943/5-stocks-to-watch-for-may-3-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","MGM":"美高梅","EL":"雅诗兰黛","BP":"英国石油","PFE":"辉瑞"},"source_url":"https://www.benzinga.com/news/earnings/22/05/26953943/5-stocks-to-watch-for-may-3-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191307110","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Pfizer Inc. PFE to report quarterly earnings at $1.50 per share on revenue of $23.95 billion before the opening bell. Pfizer shares fell 0.4% to $48.14 in pre-market trading.BP p.l.c. BP reported an underlying replacement cost profit of $6.2 billion for the first quarter, the strongest since 2008. The company also announced plans to increase its quarterly share buybacks to $2.5 billion before the end of the second quarter. BP shares climbed 5.3% to $30.39 in pre-market trading.Analysts are expecting Starbucks Corporation SBUX to have earned $0.59 per share on revenue of $7.60 billion for the latest quarter. The company will release earnings after the markets close. Starbucks shares gained 0.1% to $75.40 in pre-market trading.MGM Resorts International MGM reported better-than-expected financial results for its first quarter. The company also highlighted its tender offer for LeoVegas, which was announced Monday morning. MGM shares rose 1.5% to $42.60 in pre-market trading.Analysts expect The Estée Lauder Companies Inc. EL to post quarterly earnings at $1.67 per share on revenue of $4.31 billion before the opening bell. Estée Lauder shares dropped 1.3% to close at $260.63 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060618600,"gmtCreate":1651136617425,"gmtModify":1676534857144,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060618600","repostId":"1101461499","repostType":4,"repost":{"id":"1101461499","kind":"news","pubTimestamp":1651135133,"share":"https://ttm.financial/m/news/1101461499?lang=&edition=fundamental","pubTime":"2022-04-28 16:38","market":"us","language":"en","title":"Meta Platforms Q1 Earnings: Back From The Depths","url":"https://stock-news.laohu8.com/highlight/detail?id=1101461499","media":"seekingalpha","summary":"SummaryMeta demonstrated that the headwinds from TikTok were overstated. As a result, it reversed th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Meta demonstrated that the headwinds from TikTok were overstated. As a result, it reversed the previous quarter&#39;s QoQ decline in DAUs.</li><li>It also reported profitability above estimates, despite falling short in revenue. Meta remains in control of its destiny.</li><li>Despite its post-market 20% surge, we reiterate our Buy rating on FB stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4c9a17f03f7c343bd6808953f864efd\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>Fritz Jorgensen/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Meta Platforms (NASDAQ:FB) reported a mixed FQ1&#39;22 earnings card after Google&#39;s (GOOGL) (GOOG) mixed Q1 report. Both companies reported lower than expected ad revenue worsened by the conflict in Europe. However, these headwinds wereexpected. However, while GOOGL fell post-earnings, Meta stock was up almost 20% at writing.</p><p>Perhaps the pessimism over FB stock had been driven to such an extreme that the bearish sentiment had peaked. We also discussed in our earnings preview that FB stock was trading near FCF yields last reached at the COVID bottom. In addition, many investors expected CEO Mark Zuckerberg &amp; Team to &#34;crash and burn.&#34; Therefore, we think the market had priced these extreme bearish sentiments heading into Meta&#39;s Q1 earnings.</p><p>We discuss why FB stock remains a Buy despite its mixed Q1 report.</p><p><b>Meta&#39;s Q1 Card Complicated by Headwinds in Europe</b></p><p>There was a lot of concern over Meta&#39;s release after Google reported softer ad spending in Europe yesterday. Google&#39;s mixed card was parsed by analysts as headwinds over YouTube&#39;s growth deceleration overshadowed its strong performance in Search and Google Cloud. Notably, Google highlighted continued headwinds in YouTube&#39;s direct response ads. It validated the market&#39;s concerns that the headwinds over lower-funnel activities may not have subsided.</p><p>Moreover, Meta doesn&#39;t have the underlying strength and diversification of Google&#39;s Search or hyperscale business. As the leading display advertising player, it continues to depend mainly on garnering attention. But, given the ongoing impact of Apple&#39;s ATT headwinds and TikTok&#39;s (BDNCE) penetration, we know there would be no quick fixes. Meta has also consistently reminded investors of its previous successful transition to Instagram Stories. However, Meta&#39;s Q1 card has proved it&#39;s much more challenging than we could have imagined.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9f0491160a2773bf35058a0ebebc08\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Meta revenue and EBIT consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc10fd5ac68cee22185a3fb9d24fe95e\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Meta GAAP EPS consensus estimates (S&amp;P Capital IQ)</span></p><p>Meta reported revenue of $27.9B, up 6.6% YoY (below consensus: $28.2B, up 7.8% YoY). However, it delivered better than expected operating profits and EPS. The company posted GAAP EPS of $2.72, down 17.6% YoY (above consensus: $2.55, down 22.8% YoY). The improved bottom-line showing despite a lower-than-projected revenue growth was unexpected.</p><p>Analysts had expected Meta to report &#34;horrid&#34; top- and bottom-line numbers going into Q1, given the headwinds discussed. But, Zuckerberg pulled a rabbit out of the hat as he emphasized that Meta was slowing its rate of investments. He accentuated (edited):</p><blockquote>Based on the strong revenue growth that we saw in 2021, we kicked off a number of multi-year projects to accelerate some of our longer term investments, especially in our AI infrastructure, Business Platform and Reality Labs. These investments are going to be important for our success and growth over time. So I continue to believe that we should see them through, but with our current business growth levels, we are now planning to slow the pace of some of our investments. - Seeking Alpha</blockquote><p>Therefore, we think the market regarded management&#39;s guidance in lifting its profitability as a positive signal to refocus on building its core products in the meantime. Otherwise, things could have gotten worse, as Meta guided for revenue of $29B (mid-point) for FQ2, down 0.3% YoY. It was markedly below the consensus estimates of $30.67B, up 5.5% YoY.</p><p>Nonetheless, Meta proved that its platform remained &#34;sticky&#34; with users, as its DAUs reached 1.96B, above the consensus estimates of 1.94B. MAUs were also in line at 2.94B, up 3% YoY. At least, its DAUs bucked the QoQ decline trend in FQ4. Therefore, despite the mixed card, there were undoubtedly sufficient positives for FB investors to feel confident heading into Q2.</p><p><b>Is FB Stock A Buy, Sell, Or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a9f0ddf2265c65539c72feeaaaf88e1\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>FB stock NTM FCF yield % (TIKR)</span></p><p>FB stock NTM FCF yield last traded close to its COVID bottom of 5.58% heading into its Q1 card. Therefore, it&#39;s arguable that there was a significant amount of pessimism heading into its earnings release. However, as long as FB didn&#39;t report a disastrous report (and it didn&#39;t), the potential for a rebound would be likely.</p><p>Despite the post-market surge, we think the stock still looks reasonably priced. However, investors may consider waiting for the post-earnings spike to be digested first before adding more exposure.</p><p>As such,<i>we reiterate our Buy rating on FB stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Q1 Earnings: Back From The Depths</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\">\nMeta Platforms Q1 Earnings: Back From The Depths\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4504297-meta-platforms-q1-earnings-headwinds-overstated-reiterate-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta demonstrated that the headwinds from TikTok were overstated. As a result, it reversed the previous quarter's QoQ decline in DAUs.It also reported profitability above estimates, despite ...</p>\n\n<a href=\"https://seekingalpha.com/article/4504297-meta-platforms-q1-earnings-headwinds-overstated-reiterate-buy\">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://seekingalpha.com/article/4504297-meta-platforms-q1-earnings-headwinds-overstated-reiterate-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1101461499","content_text":"SummaryMeta demonstrated that the headwinds from TikTok were overstated. As a result, it reversed the previous quarter's QoQ decline in DAUs.It also reported profitability above estimates, despite falling short in revenue. Meta remains in control of its destiny.Despite its post-market 20% surge, we reiterate our Buy rating on FB stock.Fritz Jorgensen/iStock Editorial via Getty ImagesInvestment ThesisMeta Platforms (NASDAQ:FB) reported a mixed FQ1'22 earnings card after Google's (GOOGL) (GOOG) mixed Q1 report. Both companies reported lower than expected ad revenue worsened by the conflict in Europe. However, these headwinds wereexpected. However, while GOOGL fell post-earnings, Meta stock was up almost 20% at writing.Perhaps the pessimism over FB stock had been driven to such an extreme that the bearish sentiment had peaked. We also discussed in our earnings preview that FB stock was trading near FCF yields last reached at the COVID bottom. In addition, many investors expected CEO Mark Zuckerberg & Team to \"crash and burn.\" Therefore, we think the market had priced these extreme bearish sentiments heading into Meta's Q1 earnings.We discuss why FB stock remains a Buy despite its mixed Q1 report.Meta's Q1 Card Complicated by Headwinds in EuropeThere was a lot of concern over Meta's release after Google reported softer ad spending in Europe yesterday. Google's mixed card was parsed by analysts as headwinds over YouTube's growth deceleration overshadowed its strong performance in Search and Google Cloud. Notably, Google highlighted continued headwinds in YouTube's direct response ads. It validated the market's concerns that the headwinds over lower-funnel activities may not have subsided.Moreover, Meta doesn't have the underlying strength and diversification of Google's Search or hyperscale business. As the leading display advertising player, it continues to depend mainly on garnering attention. But, given the ongoing impact of Apple's ATT headwinds and TikTok's (BDNCE) penetration, we know there would be no quick fixes. Meta has also consistently reminded investors of its previous successful transition to Instagram Stories. However, Meta's Q1 card has proved it's much more challenging than we could have imagined.Meta revenue and EBIT consensus estimates (S&P Capital IQ)Meta GAAP EPS consensus estimates (S&P Capital IQ)Meta reported revenue of $27.9B, up 6.6% YoY (below consensus: $28.2B, up 7.8% YoY). However, it delivered better than expected operating profits and EPS. The company posted GAAP EPS of $2.72, down 17.6% YoY (above consensus: $2.55, down 22.8% YoY). The improved bottom-line showing despite a lower-than-projected revenue growth was unexpected.Analysts had expected Meta to report \"horrid\" top- and bottom-line numbers going into Q1, given the headwinds discussed. But, Zuckerberg pulled a rabbit out of the hat as he emphasized that Meta was slowing its rate of investments. He accentuated (edited):Based on the strong revenue growth that we saw in 2021, we kicked off a number of multi-year projects to accelerate some of our longer term investments, especially in our AI infrastructure, Business Platform and Reality Labs. These investments are going to be important for our success and growth over time. So I continue to believe that we should see them through, but with our current business growth levels, we are now planning to slow the pace of some of our investments. - Seeking AlphaTherefore, we think the market regarded management's guidance in lifting its profitability as a positive signal to refocus on building its core products in the meantime. Otherwise, things could have gotten worse, as Meta guided for revenue of $29B (mid-point) for FQ2, down 0.3% YoY. It was markedly below the consensus estimates of $30.67B, up 5.5% YoY.Nonetheless, Meta proved that its platform remained \"sticky\" with users, as its DAUs reached 1.96B, above the consensus estimates of 1.94B. MAUs were also in line at 2.94B, up 3% YoY. At least, its DAUs bucked the QoQ decline trend in FQ4. Therefore, despite the mixed card, there were undoubtedly sufficient positives for FB investors to feel confident heading into Q2.Is FB Stock A Buy, Sell, Or Hold?FB stock NTM FCF yield % (TIKR)FB stock NTM FCF yield last traded close to its COVID bottom of 5.58% heading into its Q1 card. Therefore, it's arguable that there was a significant amount of pessimism heading into its earnings release. However, as long as FB didn't report a disastrous report (and it didn't), the potential for a rebound would be likely.Despite the post-market surge, we think the stock still looks reasonably priced. However, investors may consider waiting for the post-earnings spike to be digested first before adding more exposure.As such,we reiterate our Buy rating on FB stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9982550219,"gmtCreate":1667216755231,"gmtModify":1676537878914,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9982550219","repostId":"1126872333","repostType":4,"repost":{"id":"1126872333","kind":"news","pubTimestamp":1667230218,"share":"https://ttm.financial/m/news/1126872333?lang=&edition=fundamental","pubTime":"2022-10-31 23:30","market":"us","language":"en","title":"Tech Is Getting Boring. That’s a Good Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=1126872333","media":"The Wall Street Journal","summary":"History shows that downturns are when the industry shifts focus from flashy novelties to things that are truly useful","content":"<html><head></head><body><p>LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what really works. This means executives are trimming staff, moonshots and unprofitable distractions. They’re also deciding what to focus on.</p><p>It’s a transition away from more than a decade of “gee-whiz” projects—think self-driving cars, flying cars, metaverses and crypto—all fueled by seemingly limitless cash and venture-backed meal-replacement slurries. The task at hand now: the sometimes-boring but always-important work of building and expanding businesses that actually make money, by delivering things people and companies want and need.</p><p>This past week of earnings reports and public comments from the leaders of America’s biggest tech companies hammered home this theme. Google parent Alphabet, Microsoft, <a href=\"https://laohu8.com/S/META\">Facebook</a> increase; green up pointing triangle parent Meta Platforms and Amazon all reported quarterly results that caused their already-battered stocks to fall further.</p><p>For me and others who attended The Wall Street Journal Tech Live conference this past week, it was impossible to miss a recurring theme: the gravity of this moment, and the ways leaders are being forced to quickly adapt. This reality came up again and again, in both panels and frank between-session chatter.</p><p>Asked about the sudden, industrywide decline in sales of semiconductors, a stark turn in fortunes even for an industry as cyclical as chips, Intel Chief Executive Pat Gelsinger said: “Misery loves company—and that’s the nature of the semiconductor industry.”</p><p>Evan Spiegel, CEO of Snap—whose market value has tumbled more than 80% over the past year—spoke candidly about having had to discontinue innovative hardware products like its Pixy drone because they were low-margin businesses. He said his company had to focus on what could directly affect its bottom line, from making more revenue per user on advertising to continuing to expand the audience for its core social-media product.</p><p>Amid all this gloom, though, the inherent optimism of the tech industry also shined through. And that belief that better times are just one more breakthrough away isn’t entirely irrational, given what has happened to America’s tech industry in downturns past.</p><p>Historically, when venture capitalists tighten the purse strings and shareholders in public companies start demanding answers, the tech industry is forced to cut back in areas that aren’t viable businesses and focus on what can actually generate value for their customers—and revenue for themselves.</p><p>During financial crises, belt-tightening leads to the rollout and broad adoption of existing but not yet widely used technologies, according to lecturer and consultant Carlota Perez, who is a favorite of some venture capitalists for her studies of what drives revolutions in technology.</p><p>It might seem at first counterintuitive—wouldn’t the good times be when technologies are most widely deployed? But it turns out those are the times companies lose self-discipline, and spend on projects that might go nowhere, rather than putting their money and effort toward scaling up efforts that are both genuinely useful and actually profitable.</p><p>Now is a time when companies are shifting their attitudes and strategy from “what can we do?” to “what do we need to do?”</p><p>Waymo, born in 2009 in what was then Google’s moonshot lab, Google X, is a good example of this. At this past week’s conference, Journal reporter Tim Higgins pressed Waymo Co-CEO Tekedra Mawakana on whether future rollouts of the company’s self-driving taxis in new cities would take as long as the rollout of its first commercial service did in Phoenix—which has been going on for the past two years. Ms. Mawakana responded that after that first effort in Arizona, the company’s more mature self-driving technology meant that it was able to deploy its vehicles much more quickly in San Francisco, and will soon launch in Los Angeles.</p><p>It only took 13 years and at least $5.7 billion in investment.</p><p>Behind the scenes, in September Waymo hired a new finance chief to help the company expand to new regions and types of vehicles, a company spokeswoman told the Journal. Given the enormity of the transportation industry, if Waymo really has hit on a way to make robotaxis work in many more cities, even just some of the time, Waymo’s growth in the coming years could turn it into a business of significant scale for Alphabet.</p><p>As for the rest of the tech industry, what does focusing on what actually works look like? Lessons from past downturns, combined with other trends unique to the present, suggest directions they might take.</p><h3>Cost cutting and hybrid work favor remote-collaboration tech</h3><p>Many of the collaboration tools that got the world’s knowledge workers through the pandemic were founded soon after either the 2000 or 2008 crashes—from Zoom Video Communications (founded in 2011) to Slack (evolved from a videogame company that started in 2009) and Atlassian (2002). Before the pandemic, their growth typified the trend of businesses turning to cloud-based software to cut costs—or enable new means of getting things done more cheaply—when revenue dries up.</p><p>All of those onetime startups are now either big companies in their own right, or are owned by big companies. And companies still need tools for remote collaboration, since hybrid work necessitates them as much as fully remote work did. So while these companies may suffer pain in the short term, in the long run they have a double tailwind that could mean steady growth.</p><p>As with past downturns, there will be new companies and industries that will either be born during this time or will see their growth accelerate.</p><p>Roelof Botha, a partner at venture-capital giant Sequoia, said on stage at Tech Live that investors have more opportunities to find and evaluate good startups in a down market. Many other investors have said similar things. Even as giant “crossover funds” that invest in both the stock market and startups have grown shy about dumping money into private companies, venture-capital firms that remain committed to investing in startups are hunting for deals.</p><h3>Practical automation will help keep the lights on</h3><p>Webvan was a rapid-delivery company that saw a huge run up in its valuation before it went bust in 2001. While it failed, one of its laid-off leaders, Mick Mountz, took from his time there the lesson that e-commerce warehouses needed a great deal more automation than was available at the time. That led him to found Kiva Robotics, the logistics-automation company. Kiva was eventually bought by Amazon, and has been the linchpin of the company’s e-commerce fulfillment infrastructure ever since.</p><p>Now, a new wave of more-capable and demonstrably useful robots is arriving, as technologies like machine learning and computer vision have matured.</p><p>Boston Dynamics, a company that was founded in 1992 but didn’t release its first product commercially—Spot, the robot dog—until 2020, exemplifies this trend. In a panel on stage at Tech Live, CEO Robert Playter said that Spot is now covering more than 23 kilometers a day in an inspection tour of an Anheuser-Busch brewery, using a heat-sensing camera and a special auditory sensor to find machines that might fail soon or are wasting energy.</p><p>But it’s a less-cute, more practical robot called Stretch, a large mobile arm with a suction-based gripper for unloading trucks and shipping containers, that could someday be the real growth story for the company. Boston Dynamics has tested the robot with customers like DHL, and has received preorders for it.</p><h3>Crypto grows up</h3><p>No corner of the tech bubble saw a more furious run-up in valuation or a more precipitous crash than the value of cryptocurrencies and blockchain-based virtual goods like the deeds of ownership for digital art known as NFTs. The collapse of this bubble has dealt a body blow to the value of crypto-focused funds such as those run by investment firm Andreessen Horowitz.</p><p>When pressed on what applications of cryptocurrencies and the blockchain will prove durable, Sam Bankman-Fried, CEO and founder of crypto exchange FTX, pointed to speeding up the process of transferring money between banks, and at the same time reducing the transaction fees paid by merchants. While an admirable goal, re-plumbing the connections among the world’s financial institutions is hardly the sort of thing that has gotten crypto fans most excited in the past few years.</p><p>“Right now, the big opportunity, it feels like, and where capital is flowing, and a lot of good ideas still seem to be, is building out the infrastructure of blockchains and crypto,” said Ravi Mhatre, a co-founder of Lightspeed Venture Partners who sat on the same panel as Mr. Bankman-Fried. That infrastructure will be necessary to get hundreds of millions of people onto these systems, and make them just as fast and accessible as the internet itself, he added.</p><p>It’s another example of hype-fueled tech seeing its more outlandish manifestations laid low, and companies turning toward the things that it might actually do well, no matter how boring they might seem.</p><h3>The metaverse becomes the most boring place of all</h3><p>Herman Narula, CEO of the metaverse company Improbable Worlds, pointed out in a panel that the world already has a number of popular metaverses, and all of them are games, including Fortnite and Roblox. If Facebook’s own ailing metaverse, Horizon Worlds, can also be thought of as a kind of game, then staking a giant company’s future on what is essentially a new, unfinished game “is a really difficult thing to see working out successfully,” he added.</p><p>Tellingly, Facebook unveiled a new “pro” virtual-reality headset along with a partnership with Microsoft, which will be making its workplace-software available in the headset.</p><p>If it works, this realignment of the metaverse from a place to have fun to a place to get things done may represent the point at which Meta figured out an actual use for the metaverse: Making us more productive when we have to stare at screens anyway.</p><p>Phil Libin, CEO of artificial-intelligence company All Turtles and a self-described “metaverse hater,” sat on the same panel as Mr. Narula. Mr. Libin summed up the state of investment in the metaverse in a way that could apply to all tech investment in the foreseeable future.</p><p>“Now more than at any other time in history,” he said, “it is time to invest in the real world.”</p></body></html>","source":"wsj_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>Tech Is Getting Boring. That’s a Good Thing</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\">\nTech Is Getting Boring. That’s a Good Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what ...</p>\n\n<a href=\"https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8\">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","MSFT":"微软","NVDA":"英伟达","GOOGL":"谷歌A","AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126872333","content_text":"LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what really works. This means executives are trimming staff, moonshots and unprofitable distractions. They’re also deciding what to focus on.It’s a transition away from more than a decade of “gee-whiz” projects—think self-driving cars, flying cars, metaverses and crypto—all fueled by seemingly limitless cash and venture-backed meal-replacement slurries. The task at hand now: the sometimes-boring but always-important work of building and expanding businesses that actually make money, by delivering things people and companies want and need.This past week of earnings reports and public comments from the leaders of America’s biggest tech companies hammered home this theme. Google parent Alphabet, Microsoft, Facebook increase; green up pointing triangle parent Meta Platforms and Amazon all reported quarterly results that caused their already-battered stocks to fall further.For me and others who attended The Wall Street Journal Tech Live conference this past week, it was impossible to miss a recurring theme: the gravity of this moment, and the ways leaders are being forced to quickly adapt. This reality came up again and again, in both panels and frank between-session chatter.Asked about the sudden, industrywide decline in sales of semiconductors, a stark turn in fortunes even for an industry as cyclical as chips, Intel Chief Executive Pat Gelsinger said: “Misery loves company—and that’s the nature of the semiconductor industry.”Evan Spiegel, CEO of Snap—whose market value has tumbled more than 80% over the past year—spoke candidly about having had to discontinue innovative hardware products like its Pixy drone because they were low-margin businesses. He said his company had to focus on what could directly affect its bottom line, from making more revenue per user on advertising to continuing to expand the audience for its core social-media product.Amid all this gloom, though, the inherent optimism of the tech industry also shined through. And that belief that better times are just one more breakthrough away isn’t entirely irrational, given what has happened to America’s tech industry in downturns past.Historically, when venture capitalists tighten the purse strings and shareholders in public companies start demanding answers, the tech industry is forced to cut back in areas that aren’t viable businesses and focus on what can actually generate value for their customers—and revenue for themselves.During financial crises, belt-tightening leads to the rollout and broad adoption of existing but not yet widely used technologies, according to lecturer and consultant Carlota Perez, who is a favorite of some venture capitalists for her studies of what drives revolutions in technology.It might seem at first counterintuitive—wouldn’t the good times be when technologies are most widely deployed? But it turns out those are the times companies lose self-discipline, and spend on projects that might go nowhere, rather than putting their money and effort toward scaling up efforts that are both genuinely useful and actually profitable.Now is a time when companies are shifting their attitudes and strategy from “what can we do?” to “what do we need to do?”Waymo, born in 2009 in what was then Google’s moonshot lab, Google X, is a good example of this. At this past week’s conference, Journal reporter Tim Higgins pressed Waymo Co-CEO Tekedra Mawakana on whether future rollouts of the company’s self-driving taxis in new cities would take as long as the rollout of its first commercial service did in Phoenix—which has been going on for the past two years. Ms. Mawakana responded that after that first effort in Arizona, the company’s more mature self-driving technology meant that it was able to deploy its vehicles much more quickly in San Francisco, and will soon launch in Los Angeles.It only took 13 years and at least $5.7 billion in investment.Behind the scenes, in September Waymo hired a new finance chief to help the company expand to new regions and types of vehicles, a company spokeswoman told the Journal. Given the enormity of the transportation industry, if Waymo really has hit on a way to make robotaxis work in many more cities, even just some of the time, Waymo’s growth in the coming years could turn it into a business of significant scale for Alphabet.As for the rest of the tech industry, what does focusing on what actually works look like? Lessons from past downturns, combined with other trends unique to the present, suggest directions they might take.Cost cutting and hybrid work favor remote-collaboration techMany of the collaboration tools that got the world’s knowledge workers through the pandemic were founded soon after either the 2000 or 2008 crashes—from Zoom Video Communications (founded in 2011) to Slack (evolved from a videogame company that started in 2009) and Atlassian (2002). Before the pandemic, their growth typified the trend of businesses turning to cloud-based software to cut costs—or enable new means of getting things done more cheaply—when revenue dries up.All of those onetime startups are now either big companies in their own right, or are owned by big companies. And companies still need tools for remote collaboration, since hybrid work necessitates them as much as fully remote work did. So while these companies may suffer pain in the short term, in the long run they have a double tailwind that could mean steady growth.As with past downturns, there will be new companies and industries that will either be born during this time or will see their growth accelerate.Roelof Botha, a partner at venture-capital giant Sequoia, said on stage at Tech Live that investors have more opportunities to find and evaluate good startups in a down market. Many other investors have said similar things. Even as giant “crossover funds” that invest in both the stock market and startups have grown shy about dumping money into private companies, venture-capital firms that remain committed to investing in startups are hunting for deals.Practical automation will help keep the lights onWebvan was a rapid-delivery company that saw a huge run up in its valuation before it went bust in 2001. While it failed, one of its laid-off leaders, Mick Mountz, took from his time there the lesson that e-commerce warehouses needed a great deal more automation than was available at the time. That led him to found Kiva Robotics, the logistics-automation company. Kiva was eventually bought by Amazon, and has been the linchpin of the company’s e-commerce fulfillment infrastructure ever since.Now, a new wave of more-capable and demonstrably useful robots is arriving, as technologies like machine learning and computer vision have matured.Boston Dynamics, a company that was founded in 1992 but didn’t release its first product commercially—Spot, the robot dog—until 2020, exemplifies this trend. In a panel on stage at Tech Live, CEO Robert Playter said that Spot is now covering more than 23 kilometers a day in an inspection tour of an Anheuser-Busch brewery, using a heat-sensing camera and a special auditory sensor to find machines that might fail soon or are wasting energy.But it’s a less-cute, more practical robot called Stretch, a large mobile arm with a suction-based gripper for unloading trucks and shipping containers, that could someday be the real growth story for the company. Boston Dynamics has tested the robot with customers like DHL, and has received preorders for it.Crypto grows upNo corner of the tech bubble saw a more furious run-up in valuation or a more precipitous crash than the value of cryptocurrencies and blockchain-based virtual goods like the deeds of ownership for digital art known as NFTs. The collapse of this bubble has dealt a body blow to the value of crypto-focused funds such as those run by investment firm Andreessen Horowitz.When pressed on what applications of cryptocurrencies and the blockchain will prove durable, Sam Bankman-Fried, CEO and founder of crypto exchange FTX, pointed to speeding up the process of transferring money between banks, and at the same time reducing the transaction fees paid by merchants. While an admirable goal, re-plumbing the connections among the world’s financial institutions is hardly the sort of thing that has gotten crypto fans most excited in the past few years.“Right now, the big opportunity, it feels like, and where capital is flowing, and a lot of good ideas still seem to be, is building out the infrastructure of blockchains and crypto,” said Ravi Mhatre, a co-founder of Lightspeed Venture Partners who sat on the same panel as Mr. Bankman-Fried. That infrastructure will be necessary to get hundreds of millions of people onto these systems, and make them just as fast and accessible as the internet itself, he added.It’s another example of hype-fueled tech seeing its more outlandish manifestations laid low, and companies turning toward the things that it might actually do well, no matter how boring they might seem.The metaverse becomes the most boring place of allHerman Narula, CEO of the metaverse company Improbable Worlds, pointed out in a panel that the world already has a number of popular metaverses, and all of them are games, including Fortnite and Roblox. If Facebook’s own ailing metaverse, Horizon Worlds, can also be thought of as a kind of game, then staking a giant company’s future on what is essentially a new, unfinished game “is a really difficult thing to see working out successfully,” he added.Tellingly, Facebook unveiled a new “pro” virtual-reality headset along with a partnership with Microsoft, which will be making its workplace-software available in the headset.If it works, this realignment of the metaverse from a place to have fun to a place to get things done may represent the point at which Meta figured out an actual use for the metaverse: Making us more productive when we have to stare at screens anyway.Phil Libin, CEO of artificial-intelligence company All Turtles and a self-described “metaverse hater,” sat on the same panel as Mr. Narula. Mr. Libin summed up the state of investment in the metaverse in a way that could apply to all tech investment in the foreseeable future.“Now more than at any other time in history,” he said, “it is time to invest in the real world.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869575696,"gmtCreate":1632311670515,"gmtModify":1676530749036,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like,thanks&nbsp;","listText":"Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/869575696","repostId":"1146187405","repostType":4,"repost":{"id":"1146187405","kind":"news","pubTimestamp":1632303895,"share":"https://ttm.financial/m/news/1146187405?lang=&edition=fundamental","pubTime":"2021-09-22 17:44","market":"us","language":"en","title":"Fed in focus today with taper talk and new dot plot engrossing Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1146187405","media":"seekingalpha","summary":"The Federal Reserve takes center stage, but the decision could well be a dud for a market that's bee","content":"<p>The Federal Reserve takes center stage, but the decision could well be a dud for a market that's been hyping up big macro events lately.</p>\n<p>This is certainly the most important FOMC meeting since, well, the last FOMC meeting. But if Chairman Jay Powell and company avoid taper talk and keep rate forecasts steady, Wall Street could shrug it off, like recent jobs and inflation reports.</p>\n<p>While nobody expects a rate hike when the statement arrives, there'scertainly a lot for the Fed to consider.</p>\n<p>\"Fed has to navigate desire to taper asset purchases through land mine of uncertainties about the economy and the risks posed by variants, debt ceiling politics, China &amp; inflation,\" Diane Swonk, chief economist at Grant Thornton, tweeted yesterday.</p>\n<p>Stock index futures are higher after dip-buying faded yesterday and the broader market closed lower again. The 10-year Treasury yield is up 1 basis point to 1.33%.</p>\n<p>There is some speculation that the recent market selloff, with the S&amp;P looking at itsworst monthly performance in a year, could make Fed members gun-shy about a hawkish tilt. But Renaissance Macro Research says the current selloff is \"not even close to having the Fed shift course.\"</p>\n<p>The \"S&amp;P 500(SP500)(NYSEARCA:SPY)is basically flat since the Fed’s July 28 confab,\" RenMac tweets. \"When we think about the last few times China was the source of the concern 2015/2016, the US equity decline was far more pronounced.\"</p>\n<p><img src=\"https://static.tigerbbs.com/2738fa67abd11035dbb2f2a638f54918\" tg-width=\"1012\" tg-height=\"506\" width=\"100%\" height=\"auto\"></p>\n<p><b>Asset purchase tapering.</b>Calls for the Fed to trim its $120B per month in asset purchases are growing as inflation heats up. But the consensus is that there will be no official announcement today.</p>\n<p>Two-thirds of 52 economists surveyed by Bloomberg expect a November announcement, with more than half expecting the Fed to start the taper in December.</p>\n<p>Still, Powell has been adamant he will give ample notice for any moves.</p>\n<p>The August jobs report gave \"the doves on the Federal Reserve’s board, essentially where we think the Chair resides today, some fodder for postponing a tapering of the QE asset purchase program, though we think this would be a mistake,\" BlackRock's Rick Rieder writes. \"Yet, we do believe that we will learn more details in September from the FOMC meeting, relative to what the Fed’s schedule for tapering will be.\"</p>\n<p>A change in the wording of the statement may be where the market gets that signal.</p>\n<p>\"Expect the Fed to put off until November any announcement on slowing its $120 billion a month in asset purchases,\" economist Joseph Brusuelas writes in hisReal Economy Blog. \"If the Fed signals any change, expect different language in the third paragraph of its statement, where the committee may update the risk to the outlook as balanced, which may signal tapering before the end of the year.\"</p>\n<p>\"In 2013, before its previous round of tapering, the Fed used its statement to signal coming policy action, so it may choose to take that approach this week.\"</p>\n<p>Mohamed El-Erian saysthe Fed needs to act as the window to tapering is closing.</p>\n<p><b>Dissecting the dot plot:</b>The latest dot plot chart of Fed member interest rate projections, which caused a stir last time, will also be closely watched, much to the chagrin of Powell.</p>\n<p>The \"sole purpose\" of the \"fabled dot plot ... is to increase confusion and misunderstanding in financial markets,\" UBS Chief Economist Paul Donovan writes.</p>\n<p>The dot plot is meant to illustrate where individual members see rates going, but not where they will or necessarily want them to go and the Fed chief has said it is not a great forecaster.</p>\n<p>But if three members raise their 2022 dots, the new median will be for a quarter-point hike that year, and Wall Street banks have been aggressively marketing short-term interest rate derivatives that would pay off with tightening pulled forward, Bloomberg reports. (See chart at the bottom.)</p>\n<p>\"Watch the dots - likely will see initial rate hike pulled into 2022 with more in 2023,\" Kathy Jones, chief fixed income strategist for Schwab, tweets. \"Look out for unemp projections - will indicate what Fed sees as 'full employment.'\"</p>\n<p><b>Ethics questions:</b>&nbsp;Beyond monetary policy, Powell may face some difficult questions about the recent controversy of the asset portfolios of Fed governors.</p>\n<p>Dallas Fed President Robert Kaplan's trading in individual stocks last year, including several megacaps that tend to benefit from lower interest rates, prompted the Fed chairman to&nbsp;open an ethics review.</p>\n<p>And&nbsp;Powell and two other Fed members owned securities that the central bank was buying last year.</p>\n<p><img src=\"https://static.tigerbbs.com/cfe97d77d54cfe99de4de152cdfc4ab7\" tg-width=\"733\" tg-height=\"698\" width=\"100%\" height=\"auto\"></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>Fed in focus today with taper talk and new dot plot engrossing Wall Street</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\">\nFed in focus today with taper talk and new dot plot engrossing Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 17:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3742098-fed-in-focus-today-with-taper-talk-and-new-dot-plot-engrossing-wall-street><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve takes center stage, but the decision could well be a dud for a market that's been hyping up big macro events lately.\nThis is certainly the most important FOMC meeting since, well, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3742098-fed-in-focus-today-with-taper-talk-and-new-dot-plot-engrossing-wall-street\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3742098-fed-in-focus-today-with-taper-talk-and-new-dot-plot-engrossing-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146187405","content_text":"The Federal Reserve takes center stage, but the decision could well be a dud for a market that's been hyping up big macro events lately.\nThis is certainly the most important FOMC meeting since, well, the last FOMC meeting. But if Chairman Jay Powell and company avoid taper talk and keep rate forecasts steady, Wall Street could shrug it off, like recent jobs and inflation reports.\nWhile nobody expects a rate hike when the statement arrives, there'scertainly a lot for the Fed to consider.\n\"Fed has to navigate desire to taper asset purchases through land mine of uncertainties about the economy and the risks posed by variants, debt ceiling politics, China & inflation,\" Diane Swonk, chief economist at Grant Thornton, tweeted yesterday.\nStock index futures are higher after dip-buying faded yesterday and the broader market closed lower again. The 10-year Treasury yield is up 1 basis point to 1.33%.\nThere is some speculation that the recent market selloff, with the S&P looking at itsworst monthly performance in a year, could make Fed members gun-shy about a hawkish tilt. But Renaissance Macro Research says the current selloff is \"not even close to having the Fed shift course.\"\nThe \"S&P 500(SP500)(NYSEARCA:SPY)is basically flat since the Fed’s July 28 confab,\" RenMac tweets. \"When we think about the last few times China was the source of the concern 2015/2016, the US equity decline was far more pronounced.\"\n\nAsset purchase tapering.Calls for the Fed to trim its $120B per month in asset purchases are growing as inflation heats up. But the consensus is that there will be no official announcement today.\nTwo-thirds of 52 economists surveyed by Bloomberg expect a November announcement, with more than half expecting the Fed to start the taper in December.\nStill, Powell has been adamant he will give ample notice for any moves.\nThe August jobs report gave \"the doves on the Federal Reserve’s board, essentially where we think the Chair resides today, some fodder for postponing a tapering of the QE asset purchase program, though we think this would be a mistake,\" BlackRock's Rick Rieder writes. \"Yet, we do believe that we will learn more details in September from the FOMC meeting, relative to what the Fed’s schedule for tapering will be.\"\nA change in the wording of the statement may be where the market gets that signal.\n\"Expect the Fed to put off until November any announcement on slowing its $120 billion a month in asset purchases,\" economist Joseph Brusuelas writes in hisReal Economy Blog. \"If the Fed signals any change, expect different language in the third paragraph of its statement, where the committee may update the risk to the outlook as balanced, which may signal tapering before the end of the year.\"\n\"In 2013, before its previous round of tapering, the Fed used its statement to signal coming policy action, so it may choose to take that approach this week.\"\nMohamed El-Erian saysthe Fed needs to act as the window to tapering is closing.\nDissecting the dot plot:The latest dot plot chart of Fed member interest rate projections, which caused a stir last time, will also be closely watched, much to the chagrin of Powell.\nThe \"sole purpose\" of the \"fabled dot plot ... is to increase confusion and misunderstanding in financial markets,\" UBS Chief Economist Paul Donovan writes.\nThe dot plot is meant to illustrate where individual members see rates going, but not where they will or necessarily want them to go and the Fed chief has said it is not a great forecaster.\nBut if three members raise their 2022 dots, the new median will be for a quarter-point hike that year, and Wall Street banks have been aggressively marketing short-term interest rate derivatives that would pay off with tightening pulled forward, Bloomberg reports. (See chart at the bottom.)\n\"Watch the dots - likely will see initial rate hike pulled into 2022 with more in 2023,\" Kathy Jones, chief fixed income strategist for Schwab, tweets. \"Look out for unemp projections - will indicate what Fed sees as 'full employment.'\"\nEthics questions: Beyond monetary policy, Powell may face some difficult questions about the recent controversy of the asset portfolios of Fed governors.\nDallas Fed President Robert Kaplan's trading in individual stocks last year, including several megacaps that tend to benefit from lower interest rates, prompted the Fed chairman to open an ethics review.\nAnd Powell and two other Fed members owned securities that the central bank was buying last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031484854,"gmtCreate":1646645247039,"gmtModify":1676534146283,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031484854","repostId":"1145722807","repostType":4,"repost":{"id":"1145722807","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":1646643849,"share":"https://ttm.financial/m/news/1145722807?lang=&edition=fundamental","pubTime":"2022-03-07 17:04","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145722807","media":"Tiger Newspress","summary":"Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.","content":"<html><head></head><body><p>Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.<img src=\"https://static.tigerbbs.com/2abbb23f70f0de4aff6499423d1f0cc2\" tg-width=\"332\" tg-height=\"601\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Tumbled in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Tumbled in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-07 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.<img src=\"https://static.tigerbbs.com/2abbb23f70f0de4aff6499423d1f0cc2\" tg-width=\"332\" tg-height=\"601\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145722807","content_text":"Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380061356,"gmtCreate":1612493549875,"gmtModify":1704871954551,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>May i know how did your finds such potential stocks? Too envious!","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>May i know how did your finds such potential stocks? Too envious!","text":"$Skillz Inc(SKLZ)$May i know how did your finds such potential stocks? Too envious!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/380061356","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574757151987363","authorId":"3574757151987363","name":"Zhongyq","avatar":"https://static.tigerbbs.com/5151ab0ca167da572c33446d0737832f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574757151987363","authorIdStr":"3574757151987363"},"content":"Catherine wood bought this stock at $20 plus couples with the news of partnership","text":"Catherine wood bought this stock at $20 plus couples with the news of partnership","html":"Catherine wood bought this stock at $20 plus couples with the news of partnership"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030468380,"gmtCreate":1645788191237,"gmtModify":1676534064333,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030468380","repostId":"1114791040","repostType":4,"repost":{"id":"1114791040","kind":"news","pubTimestamp":1645787246,"share":"https://ttm.financial/m/news/1114791040?lang=&edition=fundamental","pubTime":"2022-02-25 19:07","market":"us","language":"en","title":"88 Biggest Movers From Yesterday","url":"https://stock-news.laohu8.com/highlight/detail?id=1114791040","media":"Benzinga","summary":"GainersCyren Ltd. shares surged 118.9% to settle at $4.75 on Thursday. Cyren recently announced a $1","content":"<html><head></head><body><p>Gainers</p><ul><li><b>Cyren Ltd.</b> shares surged 118.9% to settle at $4.75 on Thursday. Cyren recently announced a $12 million private placement.</li><li><b>Indonesia Energy Corporation Limited</b> shares jumped 53.4% to close at $11.55 on Thursday following a 16% surge on Wednesday.</li><li><b>Evolve Transition Infrastructure LP</b> shares gained 41.4% to close at $0.58 after climbing 19% on Wednesday.</li><li><b>South Jersey Industries, Inc.</b> surged 39.9% to close at $32.84 after the company announced it will be acquired by the Infrastructure Investments Fund. South Jersey Industries also reported upbeat quarterly earnings.</li><li><b>Lantheus Holdings, Inc.</b> shares jumped 39.2% to close at $40.15 after the company reported better-than-expected Q4 EPS and sales results and issued Q1 adjusted EPS and sales guidance and FY22 sales guidance above estimates.</li><li><b>Imperial Petroleum Inc.</b> gained 38.9% to close at $1.57 after gaining around 41% on Wednesday.</li><li><b>U.S. Well Services, Inc.</b> shares jumped 37.2% to close at $1.30. US Well Services recently reported finalization of electric frac contract with Olympus Energy.</li><li><b>The Oncology Institute, Inc.</b> gained 31.2% to settle at $5.21.</li><li><b>TransMedics Group, Inc.</b> jumped 30.1% to settle at $16.36 following strong quarterly sales.</li><li><b>WM Technology, Inc.</b> gained 27.6% to close at $5.60 after the company reported better-than-expected Q4 sales results and issued FY22 sales guidance above estimates.</li><li><b>IronNet, Inc.</b> jumped 27.1% to settle at $5.20.</li><li><b>Offerpad Solutions Inc.</b> climbed 26.4% to close at $4.88 on strong quarterly sales.</li><li><b>Camber Energy, Inc.</b> gained 26% to settle at $0.7479 after jumping more than 30% on Wednesday.</li><li><b>Duos Technologies Group, Inc.</b> surged 25.8% to close at $6.10.</li><li><b>ENGlobal Corporation</b> climbed 25.5% to close at $1.28 amid strength in oil prices after Russia launched an invasion of Ukraine.</li><li><b>Intrusion Inc.</b> surged 24.2% to settle at $3.75.</li><li><b>Owlet, Inc.</b> rose 23.8% to close at $2.18.</li><li><b>TDH Holdings, Inc.</b> surged 23.8% to settle at $0.46 as stocks rebounded after falling following the Russian invasion of Ukraine.</li><li><b>Data Storage Corporation</b> gained 23% to close at $3.48 as yields fell amid the Russian invasion of Ukraine.</li><li><b>Globalstar, Inc.</b> jumped 22.9% to close at $1.18 after the company announced it signed a contract with MDA for new satellites.</li><li><b>Universal Display Corporation</b> jumped 22.7% to settle at $163.18 after the company reported better-than-expected Q4 sales results.</li><li><b>Enservco Corporation</b> gained 22.1% to close at $1.02 after gaining around 43% on Wednesday.</li><li><b>Sunrun Inc.</b> jumped 22% to settle at $24.38. Sunrun recently reported Q4 earnings results.</li><li><b>Clover Health Investments, Corp.</b> jumped 21.9% to close at $2.45 after the company reported better-than-expected Q4 sales results and issued FY22 sales guidance above estimates.</li><li><b>Kratos Defense &amp; Security Solutions, Inc.</b> gained 21.7% to close at $18.31. The company recently released upbeat quarterly results.</li><li><b>Clovis Oncology, Inc.</b> rose 21% to close at $1.96. The company recently posted a narrower-than-expected quarterly loss.</li><li><b>Vericel Corporation</b> jumped 20.8% to settle at $38.88 after the company reported Q4 earnings results.</li><li><b>Sunnova Energy International Inc.</b> surged 20.5% to settle at $18.03 after the company reported better-than-expected Q4 EPS results and raised its FY22 customer additions guidance.</li><li><b>Aemetis, Inc.</b> gained 20.2% to close at $11.32.</li><li><b>Telos Corporation</b> climbed 20.1% to close at $12.31 after the company reported a $1.5 million, 1-year contract extension with the NSA.</li><li><b>eXp World Holdings, Inc.</b> gained 19.5% to close at $28.35 following upbeat Q4 results.</li><li><b>Opendoor Technologies Inc.</b> jumped 19.1% to settle at $10.98. Opendoor Technologies posted a Q4 adjusted net loss of $80 million after the closing bell.</li><li><b>Cerberus Cyber Sentinel Corporation</b> jumped 19.1% to close at $3.37.</li><li><b>Safe-T Group Ltd</b> gained 18.8% to close at $0.8201.</li><li><b>Summit Therapeutics Inc.</b> rose 18.8% to close at $2.46. Summit Therapeutics recently reported postponement of its planned rights offering.</li><li><b>Cloudflare, Inc.</b> jumped 18.6% to close at $108.38.</li><li><b>Arcus Biosciences, Inc.</b> gained 18.6% to close at $35.59 after the company reported Q4 EPS and sales results were higher year over year.</li><li><b>DigitalOcean Holdings, Inc.</b> rose 18.6% to close at $55.64 after the company reported better-than-expected Q4 adjusted EPS and sales results. The company also issued FY22 adjusted EPS and sales guidance above analyst estimates.</li><li><b>STAAR Surgical Company</b> rose 18.4% to settle at $74.56 after the company reported better-than-expected Q4 adj. EPS results.</li><li><b>Magnite, Inc.</b> gained 18.4% to close at $13.43 following strong Q4 results.</li><li><b>Overstock.com, Inc.</b> rose 18.4% to close at $53.01. Overstock&#39;s tZERO ATS recently said it successfully launched support for clearing and settlement securities transactions for itself and its broker-dealer affiliates.</li><li><b>OneConnect Financial Technology Co., Ltd.</b> gained 18.3% to close at $1.55. The company released Q4 earnings after the closing bell.</li><li><b>FTC Solar, Inc.</b> gained 18.2% to close at $4.16.</li><li><b>Zeta Global Holdings Corp.</b> climbed 18% to close at $11.95 following strong quarterly sales.</li><li><b>Nikola Corporation</b> gained 17.7% to close at $8.04 after the company reported Q4 earnings and gave 2022 delivery outlook.</li><li><b>Evolent Health, Inc.</b> surged 17.4% to close at $26.08 after reporting upbeat Q4 results.</li><li><b>Asana, Inc.</b> gained 16.1% to close at $54.35.</li><li><b>ION Geophysical Corporation</b> rose 15.6% to close at $0.6335.</li><li><b>Moderna, Inc.</b> gained 15.1% to settle at $156.23 after the company reported better-than-expected Q4 EPS and sales results and announced a new $3 billion buyback.</li><li><b>Tremor International Ltd</b> gained 14.8% to settle at $14.63. Tremor International recently said it has increased TV data reach to 44 million US households.</li><li><b>Chart Industries, Inc.</b> gained 11.9% to close at $122.54 following upbeat quarterly results.</li><li><b>Barnwell Industries, Inc.</b> rose 8.2% to close at $2.83. Barnwell Industries recently posted Q1 EPS of $0.11.</li></ul><p><b>Losers</b></p><ul><li><b>HeadHunter Group PLC</b> tumbled 56.5% to settle at $14.99 on Thursday.</li><li><b>Cian PLC</b> fell 43.3% to close at $3.31.</li><li><b>AMTD International Inc.</b> fell 42.7% to close at $3.94. AMTD International shares jumped 78% on Wednesday following the company&#39;s completion of its purchase of a majority stake in AMTD Digital.</li><li><b>Versus Systems Inc.</b> dipped 42.3% to close at $1.1950 as the company reported the pricing of its public offering.</li><li><b>Yandex N.V.</b> shares dipped 40.3% to close at $20.32 on Thursday amid Russian market weakness following Russia-Ukraine escalation.</li><li><b>Bandwidth Inc.</b> tumbled 32.1% to close at $31.56 after the company issued a weak Q1 forecast.</li><li><b>Orphazyme A/S</b> shares declined 30.2% to settle at $1.41 after the company issued an update on regulatory review of arimoclomol in the European Union.</li><li><b>Harsco Corporation</b> tumbled 29.1% to settle at $11.02 following Q4 results.</li><li><b>VEON Ltd.</b> fell 28.2% to close at $0.8836.</li><li><b>Troika Media Group, Inc.</b> dropped 26% to close at $1.11 after the company announced it will acquire Converge Direct for $125 million.</li><li><b>Tabula Rasa HealthCare, Inc.</b> dropped 23.1% to close at $4.67. S&amp;P Dow Jones Indices said Zimmer BioMet spinoff ZimVie will replace Tabula Rasa Healthcare in S&amp;P SmallCap 600.</li><li><b>Cepton, Inc.</b> dipped 21.7% to settle at $13.31. Maxim Group recently initiated coverage on the stock with a Buy rating and a $22 price target.</li><li><b>Zevia PBC</b> fell 21.1% to close at $6.90 after the company reported worse-than-expected Q4 EPS and sales results.</li><li><b>QIWI plc</b> dipped 21% to settle at $5.16.</li><li><b>Mechel PAO</b> fell 20.7% to close at $2.30 after declining 6% on Wednesday.</li><li><b>MannKind Corporation</b> fell 20.5% to close at $2.91 after the company gave an update on the Tyvaso DPI New Drug Application.</li><li><b>Peabody Energy Corporation</b> declined 20.3% to settle at $14.98.</li><li><b>Enochian Biosciences, Inc.</b> fell 20.1% to close at $6.68.</li><li><b>Skillz Inc.</b> fell 19.9% to settle at $2.89 after the company reported worse-than-expected Q4 sales results and issued FY22 sales guidance below estimates.</li><li><b>Grid Dynamics Holdings, Inc.</b> fell 19.7% to close at $14.03.</li><li><b>Paltalk, Inc.</b> fell 18.8% to settle at $3.03.</li><li><b>Missfresh Limited</b> dropped 17.8% to close at $1.94.</li><li><b>Ozon Holdings PLC</b> fell 17.1% to close at $12.63 after dipping 13% on Wednesday.</li><li><b>Revelation Biosciences, Inc.</b> shares fell 16.8% to close at $1.73 after jumping 35% on Wednesday.</li><li><b>Rezolute, Inc.</b> fell 16.5% to close at $2.68. Rezolute recently announced topline data from its Phase 1b multiple-ascending dose (MAD) study of RZ402, a plasma kallikrein inhibitor (PKI) for diabetic macular edema (DME).</li><li><b>Rent-A-Center, Inc.</b> shares declined 16.4% to close at $29.05 after the company reported worse-than-expected Q4 results and issued weak guidance.</li><li><b>The Shyft Group, Inc.</b> fell 14.7% to settle at $36.27 after the company issued FY22 adjusted EPS guidance below estimates.</li><li><b>Herbalife Nutrition Ltd.</b> dipped 14.5% to close at $34.64 after reporting a decline in quarterly earnings.</li><li><b>TD Holdings, Inc.</b> shares fell 14.2% to close at $0.1793.</li><li><b>EchoStar Corporation</b> dipped 13.5% to close at $21.13. EchoStar posted a Q4 net loss of $80.083 million.</li><li><b>voxeljet AG</b> dropped 12.7% to close at $4.12.</li><li><b>Lloyds Banking Group plc</b> fell 11.4% to close at $2.48 following Q4 results.</li><li><b>Deutsche Bank Aktiengesellschaft</b> dropped 11.1% to close at $12.77 amid overall market weakness following the Russian invasion of Ukraine, which has driven global macroeconomic uncertainty.</li><li><b>WPP plc</b> fell 11% to close at $70.43.</li><li><b>LAIX Inc.</b> fell 9.4% to close to $0.4350.</li><li><b>Qualigen Therapeutics, Inc.</b> shares fell 8.3% to close at $0.6051 after dropping over 4% on Wednesday.</li><li><b>NetApp, Inc.</b> fell 5.7% to close at $79.29 after the company issued Q4 adjusted EPS guidance below estimates.</li></ul></body></html>","source":"lsy1606299360108","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>88 Biggest Movers From Yesterday</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\">\n88 Biggest Movers From Yesterday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-25 19:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/02/25833201/88-biggest-movers-from-yesterday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GainersCyren Ltd. shares surged 118.9% to settle at $4.75 on Thursday. Cyren recently announced a $12 million private placement.Indonesia Energy Corporation Limited shares jumped 53.4% to close at $...</p>\n\n<a href=\"https://www.benzinga.com/news/22/02/25833201/88-biggest-movers-from-yesterday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CIAN":"Cian PLC","SKLZ":"Skillz Inc","MRNA":"Moderna, Inc."},"source_url":"https://www.benzinga.com/news/22/02/25833201/88-biggest-movers-from-yesterday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114791040","content_text":"GainersCyren Ltd. shares surged 118.9% to settle at $4.75 on Thursday. Cyren recently announced a $12 million private placement.Indonesia Energy Corporation Limited shares jumped 53.4% to close at $11.55 on Thursday following a 16% surge on Wednesday.Evolve Transition Infrastructure LP shares gained 41.4% to close at $0.58 after climbing 19% on Wednesday.South Jersey Industries, Inc. surged 39.9% to close at $32.84 after the company announced it will be acquired by the Infrastructure Investments Fund. South Jersey Industries also reported upbeat quarterly earnings.Lantheus Holdings, Inc. shares jumped 39.2% to close at $40.15 after the company reported better-than-expected Q4 EPS and sales results and issued Q1 adjusted EPS and sales guidance and FY22 sales guidance above estimates.Imperial Petroleum Inc. gained 38.9% to close at $1.57 after gaining around 41% on Wednesday.U.S. Well Services, Inc. shares jumped 37.2% to close at $1.30. US Well Services recently reported finalization of electric frac contract with Olympus Energy.The Oncology Institute, Inc. gained 31.2% to settle at $5.21.TransMedics Group, Inc. jumped 30.1% to settle at $16.36 following strong quarterly sales.WM Technology, Inc. gained 27.6% to close at $5.60 after the company reported better-than-expected Q4 sales results and issued FY22 sales guidance above estimates.IronNet, Inc. jumped 27.1% to settle at $5.20.Offerpad Solutions Inc. climbed 26.4% to close at $4.88 on strong quarterly sales.Camber Energy, Inc. gained 26% to settle at $0.7479 after jumping more than 30% on Wednesday.Duos Technologies Group, Inc. surged 25.8% to close at $6.10.ENGlobal Corporation climbed 25.5% to close at $1.28 amid strength in oil prices after Russia launched an invasion of Ukraine.Intrusion Inc. surged 24.2% to settle at $3.75.Owlet, Inc. rose 23.8% to close at $2.18.TDH Holdings, Inc. surged 23.8% to settle at $0.46 as stocks rebounded after falling following the Russian invasion of Ukraine.Data Storage Corporation gained 23% to close at $3.48 as yields fell amid the Russian invasion of Ukraine.Globalstar, Inc. jumped 22.9% to close at $1.18 after the company announced it signed a contract with MDA for new satellites.Universal Display Corporation jumped 22.7% to settle at $163.18 after the company reported better-than-expected Q4 sales results.Enservco Corporation gained 22.1% to close at $1.02 after gaining around 43% on Wednesday.Sunrun Inc. jumped 22% to settle at $24.38. Sunrun recently reported Q4 earnings results.Clover Health Investments, Corp. jumped 21.9% to close at $2.45 after the company reported better-than-expected Q4 sales results and issued FY22 sales guidance above estimates.Kratos Defense & Security Solutions, Inc. gained 21.7% to close at $18.31. The company recently released upbeat quarterly results.Clovis Oncology, Inc. rose 21% to close at $1.96. The company recently posted a narrower-than-expected quarterly loss.Vericel Corporation jumped 20.8% to settle at $38.88 after the company reported Q4 earnings results.Sunnova Energy International Inc. surged 20.5% to settle at $18.03 after the company reported better-than-expected Q4 EPS results and raised its FY22 customer additions guidance.Aemetis, Inc. gained 20.2% to close at $11.32.Telos Corporation climbed 20.1% to close at $12.31 after the company reported a $1.5 million, 1-year contract extension with the NSA.eXp World Holdings, Inc. gained 19.5% to close at $28.35 following upbeat Q4 results.Opendoor Technologies Inc. jumped 19.1% to settle at $10.98. Opendoor Technologies posted a Q4 adjusted net loss of $80 million after the closing bell.Cerberus Cyber Sentinel Corporation jumped 19.1% to close at $3.37.Safe-T Group Ltd gained 18.8% to close at $0.8201.Summit Therapeutics Inc. rose 18.8% to close at $2.46. Summit Therapeutics recently reported postponement of its planned rights offering.Cloudflare, Inc. jumped 18.6% to close at $108.38.Arcus Biosciences, Inc. gained 18.6% to close at $35.59 after the company reported Q4 EPS and sales results were higher year over year.DigitalOcean Holdings, Inc. rose 18.6% to close at $55.64 after the company reported better-than-expected Q4 adjusted EPS and sales results. The company also issued FY22 adjusted EPS and sales guidance above analyst estimates.STAAR Surgical Company rose 18.4% to settle at $74.56 after the company reported better-than-expected Q4 adj. EPS results.Magnite, Inc. gained 18.4% to close at $13.43 following strong Q4 results.Overstock.com, Inc. rose 18.4% to close at $53.01. Overstock's tZERO ATS recently said it successfully launched support for clearing and settlement securities transactions for itself and its broker-dealer affiliates.OneConnect Financial Technology Co., Ltd. gained 18.3% to close at $1.55. The company released Q4 earnings after the closing bell.FTC Solar, Inc. gained 18.2% to close at $4.16.Zeta Global Holdings Corp. climbed 18% to close at $11.95 following strong quarterly sales.Nikola Corporation gained 17.7% to close at $8.04 after the company reported Q4 earnings and gave 2022 delivery outlook.Evolent Health, Inc. surged 17.4% to close at $26.08 after reporting upbeat Q4 results.Asana, Inc. gained 16.1% to close at $54.35.ION Geophysical Corporation rose 15.6% to close at $0.6335.Moderna, Inc. gained 15.1% to settle at $156.23 after the company reported better-than-expected Q4 EPS and sales results and announced a new $3 billion buyback.Tremor International Ltd gained 14.8% to settle at $14.63. Tremor International recently said it has increased TV data reach to 44 million US households.Chart Industries, Inc. gained 11.9% to close at $122.54 following upbeat quarterly results.Barnwell Industries, Inc. rose 8.2% to close at $2.83. Barnwell Industries recently posted Q1 EPS of $0.11.LosersHeadHunter Group PLC tumbled 56.5% to settle at $14.99 on Thursday.Cian PLC fell 43.3% to close at $3.31.AMTD International Inc. fell 42.7% to close at $3.94. AMTD International shares jumped 78% on Wednesday following the company's completion of its purchase of a majority stake in AMTD Digital.Versus Systems Inc. dipped 42.3% to close at $1.1950 as the company reported the pricing of its public offering.Yandex N.V. shares dipped 40.3% to close at $20.32 on Thursday amid Russian market weakness following Russia-Ukraine escalation.Bandwidth Inc. tumbled 32.1% to close at $31.56 after the company issued a weak Q1 forecast.Orphazyme A/S shares declined 30.2% to settle at $1.41 after the company issued an update on regulatory review of arimoclomol in the European Union.Harsco Corporation tumbled 29.1% to settle at $11.02 following Q4 results.VEON Ltd. fell 28.2% to close at $0.8836.Troika Media Group, Inc. dropped 26% to close at $1.11 after the company announced it will acquire Converge Direct for $125 million.Tabula Rasa HealthCare, Inc. dropped 23.1% to close at $4.67. S&P Dow Jones Indices said Zimmer BioMet spinoff ZimVie will replace Tabula Rasa Healthcare in S&P SmallCap 600.Cepton, Inc. dipped 21.7% to settle at $13.31. Maxim Group recently initiated coverage on the stock with a Buy rating and a $22 price target.Zevia PBC fell 21.1% to close at $6.90 after the company reported worse-than-expected Q4 EPS and sales results.QIWI plc dipped 21% to settle at $5.16.Mechel PAO fell 20.7% to close at $2.30 after declining 6% on Wednesday.MannKind Corporation fell 20.5% to close at $2.91 after the company gave an update on the Tyvaso DPI New Drug Application.Peabody Energy Corporation declined 20.3% to settle at $14.98.Enochian Biosciences, Inc. fell 20.1% to close at $6.68.Skillz Inc. fell 19.9% to settle at $2.89 after the company reported worse-than-expected Q4 sales results and issued FY22 sales guidance below estimates.Grid Dynamics Holdings, Inc. fell 19.7% to close at $14.03.Paltalk, Inc. fell 18.8% to settle at $3.03.Missfresh Limited dropped 17.8% to close at $1.94.Ozon Holdings PLC fell 17.1% to close at $12.63 after dipping 13% on Wednesday.Revelation Biosciences, Inc. shares fell 16.8% to close at $1.73 after jumping 35% on Wednesday.Rezolute, Inc. fell 16.5% to close at $2.68. Rezolute recently announced topline data from its Phase 1b multiple-ascending dose (MAD) study of RZ402, a plasma kallikrein inhibitor (PKI) for diabetic macular edema (DME).Rent-A-Center, Inc. shares declined 16.4% to close at $29.05 after the company reported worse-than-expected Q4 results and issued weak guidance.The Shyft Group, Inc. fell 14.7% to settle at $36.27 after the company issued FY22 adjusted EPS guidance below estimates.Herbalife Nutrition Ltd. dipped 14.5% to close at $34.64 after reporting a decline in quarterly earnings.TD Holdings, Inc. shares fell 14.2% to close at $0.1793.EchoStar Corporation dipped 13.5% to close at $21.13. EchoStar posted a Q4 net loss of $80.083 million.voxeljet AG dropped 12.7% to close at $4.12.Lloyds Banking Group plc fell 11.4% to close at $2.48 following Q4 results.Deutsche Bank Aktiengesellschaft dropped 11.1% to close at $12.77 amid overall market weakness following the Russian invasion of Ukraine, which has driven global macroeconomic uncertainty.WPP plc fell 11% to close at $70.43.LAIX Inc. fell 9.4% to close to $0.4350.Qualigen Therapeutics, Inc. shares fell 8.3% to close at $0.6051 after dropping over 4% on Wednesday.NetApp, Inc. fell 5.7% to close at $79.29 after the company issued Q4 adjusted EPS guidance below estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015928779,"gmtCreate":1649414681417,"gmtModify":1676534508233,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like,thanks&nbsp;","listText":"Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015928779","repostId":"2225410540","repostType":4,"repost":{"id":"2225410540","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1649408193,"share":"https://ttm.financial/m/news/2225410540?lang=&edition=fundamental","pubTime":"2022-04-08 16:56","market":"us","language":"en","title":"U.S. Stocks To Watch: Biofrontera, PriceSmart, Kura Sushi USA and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2225410540","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Biofrontera Inc.  (NASDAQ: BFRI) to report a quarterly loss at $0.18 per share on revenue of $9.24 million before the opening bell. Biofrontera shares jumped 14.6% to $4.63 in after-hours trading.\n","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b><a href=\"https://laohu8.com/S/BFRI\">Biofrontera Inc</a>.</b> (NASDAQ:BFRI) to report a quarterly loss at $0.18 per share on revenue of $9.24 million before the opening bell. Biofrontera shares jumped 14.6% to $4.63 in after-hours trading.</li><li><b>PriceSmart, Inc.</b> (NASDAQ:PSMT) reported better-than-expected earnings for its second quarter. PriceSmart shares gained 0.7% to $80.70 in the after-hours trading session.</li><li><b>Camden Property Trust</b> (NYSE:CPT) priced a public offering of 2,900,000 common shares for gross proceeds of around $493 million. Camden Property Trust shares dropped 2.2% to $168.76 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/WDFC\">WD-40 Company</a></b> (NASDAQ:WDFC) reported better-than-expected results for its second quarter. The company said it sees FY22 earnings of $5.14 to $5.27 per share on sales $522 million to $547 million. WD-40 shares jumped 9% to $190.26 in the after-hours trading session.</li><li><b>Kura Sushi USA</b> (NASDAQ:KRUS) reported better-than-expected results for its second quarter and reaffirmed its FY22 guidance. Kura Sushi shares climbed 1.8% to $59.75 in the after-hours trading session.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Biofrontera, PriceSmart, Kura Sushi USA and 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\">\nU.S. Stocks To Watch: Biofrontera, PriceSmart, Kura Sushi USA and More\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-04-08 16:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b><a href=\"https://laohu8.com/S/BFRI\">Biofrontera Inc</a>.</b> (NASDAQ:BFRI) to report a quarterly loss at $0.18 per share on revenue of $9.24 million before the opening bell. Biofrontera shares jumped 14.6% to $4.63 in after-hours trading.</li><li><b>PriceSmart, Inc.</b> (NASDAQ:PSMT) reported better-than-expected earnings for its second quarter. PriceSmart shares gained 0.7% to $80.70 in the after-hours trading session.</li><li><b>Camden Property Trust</b> (NYSE:CPT) priced a public offering of 2,900,000 common shares for gross proceeds of around $493 million. Camden Property Trust shares dropped 2.2% to $168.76 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/WDFC\">WD-40 Company</a></b> (NASDAQ:WDFC) reported better-than-expected results for its second quarter. The company said it sees FY22 earnings of $5.14 to $5.27 per share on sales $522 million to $547 million. WD-40 shares jumped 9% to $190.26 in the after-hours trading session.</li><li><b>Kura Sushi USA</b> (NASDAQ:KRUS) reported better-than-expected results for its second quarter and reaffirmed its FY22 guidance. Kura Sushi shares climbed 1.8% to $59.75 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPT":"卡姆登物业信托","CRCT":"Cricut, Inc.","BK4539":"次新股","BK4215":"住宅房地产投资信托","HCTI":"Healthcare Triangle, Inc.","BK4018":"居家用品","BK4191":"家用电器","WDFC":"WD-40","BK4007":"制药","PSMT":"普尔斯玛特","BK4167":"医疗保健技术","OLPX":"Olaplex Holdings, Inc.","BK4155":"大卖场与超市","KRUS":"Kura Sushi USA, Inc.","FWRG":"First Watch Restaurant Group, Inc.","BK4209":"餐馆","BK4183":"个人用品","TERN":"Terns Pharmaceuticals, Inc.","BFRI":"Biofrontera Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225410540","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Biofrontera Inc. (NASDAQ:BFRI) to report a quarterly loss at $0.18 per share on revenue of $9.24 million before the opening bell. Biofrontera shares jumped 14.6% to $4.63 in after-hours trading.PriceSmart, Inc. (NASDAQ:PSMT) reported better-than-expected earnings for its second quarter. PriceSmart shares gained 0.7% to $80.70 in the after-hours trading session.Camden Property Trust (NYSE:CPT) priced a public offering of 2,900,000 common shares for gross proceeds of around $493 million. Camden Property Trust shares dropped 2.2% to $168.76 in after-hours trading.WD-40 Company (NASDAQ:WDFC) reported better-than-expected results for its second quarter. The company said it sees FY22 earnings of $5.14 to $5.27 per share on sales $522 million to $547 million. WD-40 shares jumped 9% to $190.26 in the after-hours trading session.Kura Sushi USA (NASDAQ:KRUS) reported better-than-expected results for its second quarter and reaffirmed its FY22 guidance. Kura Sushi shares climbed 1.8% to $59.75 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011316172,"gmtCreate":1648817662236,"gmtModify":1676534403728,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011316172","repostId":"1106532742","repostType":4,"repost":{"id":"1106532742","kind":"news","pubTimestamp":1648817166,"share":"https://ttm.financial/m/news/1106532742?lang=&edition=fundamental","pubTime":"2022-04-01 20:46","market":"us","language":"en","title":"AMD Stock Alert: Buy the Dip or Stay Clear?","url":"https://stock-news.laohu8.com/highlight/detail?id=1106532742","media":"TheStreet","summary":"AMD stock is beginning to unravel. Here are the must-hold support areas before shares go on to retes","content":"<html><head></head><body><p>AMD stock is beginning to unravel. Here are the must-hold support areas before shares go on to retest the lows.</p><p>Advanced Micro Devices hasn’t been trading as well as Nvidia lately, but it’s done a pretty good job helping lead tech stocks higher.</p><p>Now though, it’s struggling. Shares tumbled more than 8% Thursday after a downgrade from Barclays. </p><p>While yesterday’s fall wasn’t a crushing blow to the bull case, it was still disappointing as it was rejected from a key area on the chart and after making new highs on the month in the same session.</p><p>The reversal off the high leaves a bad taste in bulls’ mouth, particularly as we wrap up the first quarter.</p><p>Given the strength in this group — particularly AMD and Nvidia — it’s been all over investors’ watchlist, along with Marvel and Intel.</p><p>Now correcting, I want to see where support comes into play. If it doesn’t, we could be looking at a retest of the recent lows.</p><p><b>Trading AMD Stock</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/534d63f2024e2d482832fe342963306f\" tg-width=\"1240\" tg-height=\"766\" width=\"100%\" height=\"auto\"/><span>Daily chart of AMD stock.</span></p><p>At the end of the day, traders are wondering about is what type of rally we’re experiencing. That’s specifically for AMD but also broadly for the Nasdaq and tech stocks.</p><p>In other words, is this a giant dead-cat bounce in these stocks and we’re looking at another move lower, or are we amid a new sustainable uptrend?</p><p>As I look at AMD stock, I’m trying to keep in mind that it’s the end of the quarter and with that, the volatility has increased a bit.</p><p>For now, the stock is losing the 10-day, 50-day and 200-day moving averages. It’s also being rejected from the $125 level, which was support in January, but resistance in February.</p><p>If the stock breaks back below prior channel resistance (blue line) and the 50-week moving average, we’ll have no other choice but to look for potential support at the $100 area.</p><p>As a natural bull, I hate to say that because it’s been such a painful ride already. But the reality is that unless AMD stock reclaims $117.50, we have to be aware of the potential downside.</p><p>If it reclaims $117.50, it will put the stock back over all of its key daily moving averages. That puts the weekly VWAP measure in play, followed by this week’s high near $125.</p><p>Above that opens the door to the $130 to $133 area.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Alert: Buy the Dip or Stay Clear?</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\">\nAMD Stock Alert: Buy the Dip or Stay Clear?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/buy-the-dip-in-amd-stock-or-wait-for-more-downside><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD stock is beginning to unravel. Here are the must-hold support areas before shares go on to retest the lows.Advanced Micro Devices hasn’t been trading as well as Nvidia lately, but it’s done a ...</p>\n\n<a href=\"https://www.thestreet.com/investing/buy-the-dip-in-amd-stock-or-wait-for-more-downside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/buy-the-dip-in-amd-stock-or-wait-for-more-downside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106532742","content_text":"AMD stock is beginning to unravel. Here are the must-hold support areas before shares go on to retest the lows.Advanced Micro Devices hasn’t been trading as well as Nvidia lately, but it’s done a pretty good job helping lead tech stocks higher.Now though, it’s struggling. Shares tumbled more than 8% Thursday after a downgrade from Barclays. While yesterday’s fall wasn’t a crushing blow to the bull case, it was still disappointing as it was rejected from a key area on the chart and after making new highs on the month in the same session.The reversal off the high leaves a bad taste in bulls’ mouth, particularly as we wrap up the first quarter.Given the strength in this group — particularly AMD and Nvidia — it’s been all over investors’ watchlist, along with Marvel and Intel.Now correcting, I want to see where support comes into play. If it doesn’t, we could be looking at a retest of the recent lows.Trading AMD StockDaily chart of AMD stock.At the end of the day, traders are wondering about is what type of rally we’re experiencing. That’s specifically for AMD but also broadly for the Nasdaq and tech stocks.In other words, is this a giant dead-cat bounce in these stocks and we’re looking at another move lower, or are we amid a new sustainable uptrend?As I look at AMD stock, I’m trying to keep in mind that it’s the end of the quarter and with that, the volatility has increased a bit.For now, the stock is losing the 10-day, 50-day and 200-day moving averages. It’s also being rejected from the $125 level, which was support in January, but resistance in February.If the stock breaks back below prior channel resistance (blue line) and the 50-week moving average, we’ll have no other choice but to look for potential support at the $100 area.As a natural bull, I hate to say that because it’s been such a painful ride already. But the reality is that unless AMD stock reclaims $117.50, we have to be aware of the potential downside.If it reclaims $117.50, it will put the stock back over all of its key daily moving averages. That puts the weekly VWAP measure in play, followed by this week’s high near $125.Above that opens the door to the $130 to $133 area.","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091509485,"gmtCreate":1643890523580,"gmtModify":1676533868165,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091509485","repostId":"2208851365","repostType":4,"repost":{"id":"2208851365","kind":"highlight","pubTimestamp":1643875554,"share":"https://ttm.financial/m/news/2208851365?lang=&edition=fundamental","pubTime":"2022-02-03 16:05","market":"us","language":"en","title":"Better Buy: Microsoft vs. Sony","url":"https://stock-news.laohu8.com/highlight/detail?id=2208851365","media":"Motley Fool","summary":"Which tech juggernaut will be a stronger investment this year?","content":"<html><head></head><body><p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That&#39;s why Microsoft&#39;s recent decision to buy <b>Activision Blizzard</b> (NASDAQ:ATVI) for $68.7 billion caused Sony&#39;s stock price to retreat from its highest levels in over two decades.</p><p>However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?</p><h2>The differences between Microsoft and Sony</h2><p>Microsoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.</p><p>Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.</p><p>Microsoft&#39;s total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after <b>Amazon</b> Web Services (AWS), and Dynamics, which competes against <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b> and other players in the customer relationship management (CRM) market.</p><p>Sony operates six main business segments: Game &amp; Network Services (G&amp;NS, 27% of its revenue in its latest quarter), Electronics Products &amp; Solutions (EP&amp;S, 23%), Sony Financial (16%), Imaging &amp; Sensing Solutions (I&amp;SS, 11%), Sony Music (10%), and Sony Pictures (15%).</p><p>The G&amp;NS unit houses its PlayStation console, games, and services. The EP&amp;S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&amp;SS unit primarily produces image sensors for smartphones and digital cameras.</p><p>Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.</p><h2>Which company is growing faster?</h2><p>Microsoft&#39;s expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft&#39;s revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.</p><p>That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.</p><p>The stickiness of Microsoft&#39;s ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft&#39;s revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.</p><p>Sony&#39;s growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.</p><p>Sony&#39;s gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.</p><p>That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.</p><p>The concerns regarding Microsoft&#39;s purchase of Activision are likely overblown since Microsoft doesn&#39;t plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.</p><p>Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony&#39;s earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.</p><h2>The valuations and verdict</h2><p>Microsoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, <b>Alphabet </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> trade at 23 times and 20 times forward earnings, respectively.</p><p>Sony trades at just 17 times forward earnings. That discount likely reflects the market&#39;s trepidation regarding Microsoft&#39;s Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.</p><p>Microsoft&#39;s stock is more expensive, but I think it&#39;s better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.</p></body></html>","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>Better Buy: Microsoft vs. Sony</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\">\nBetter Buy: Microsoft vs. Sony\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4538":"云计算","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4097":"系统软件","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4528":"SaaS概念","BK4504":"桥水持仓","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4503":"景林资产持仓","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208851365","content_text":"Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy Activision Blizzard (NASDAQ:ATVI) for $68.7 billion caused Sony's stock price to retreat from its highest levels in over two decades.However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?The differences between Microsoft and SonyMicrosoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.Microsoft's total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after Amazon Web Services (AWS), and Dynamics, which competes against Salesforce and other players in the customer relationship management (CRM) market.Sony operates six main business segments: Game & Network Services (G&NS, 27% of its revenue in its latest quarter), Electronics Products & Solutions (EP&S, 23%), Sony Financial (16%), Imaging & Sensing Solutions (I&SS, 11%), Sony Music (10%), and Sony Pictures (15%).The G&NS unit houses its PlayStation console, games, and services. The EP&S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&SS unit primarily produces image sensors for smartphones and digital cameras.Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.Which company is growing faster?Microsoft's expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft's revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.The stickiness of Microsoft's ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft's revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.Sony's growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.Sony's gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.The concerns regarding Microsoft's purchase of Activision are likely overblown since Microsoft doesn't plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony's earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.The valuations and verdictMicrosoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, Alphabet and Meta Platforms trade at 23 times and 20 times forward earnings, respectively.Sony trades at just 17 times forward earnings. That discount likely reflects the market's trepidation regarding Microsoft's Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.Microsoft's stock is more expensive, but I think it's better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885874485,"gmtCreate":1631780765447,"gmtModify":1676530634077,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/885874485","repostId":"1178217262","repostType":4,"repost":{"id":"1178217262","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":1631780500,"share":"https://ttm.financial/m/news/1178217262?lang=&edition=fundamental","pubTime":"2021-09-16 16:21","market":"us","language":"en","title":"EV Stocks slipped in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1178217262","media":"Tiger Newspress","summary":"EV Stocks slipped in premarket trading.Tesla,Nio,Xpeng Motors and Li Auto fell between 0.5% and 2.8%","content":"<p>EV Stocks slipped in premarket trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;fell&nbsp;between 0.5% and 2.8%&nbsp;while&nbsp;Lucid&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;as&nbsp;BofA called Lucid&nbsp;the 'Tesla/Ferrari of New EV Automakers'.</p>\n<p><img src=\"https://static.tigerbbs.com/294b5ec452d391346819925d05588591\" tg-width=\"405\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p>\n<p>Cathie Wood’s exchange-traded funds sold more Tesla Inc. shares, taking the total value of the electric vehicle maker’s stock they’ve offloaded this month to about $266 million.</p>\n<p>XPeng&nbsp;launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.The stock isn’t reacting too positively to the announcement.</p>\n<p>Bank of America predicts 50% gain in Lucid, compares EV maker to Tesla and Ferrari.</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>EV Stocks slipped in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks slipped in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-16 16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks slipped in premarket trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;fell&nbsp;between 0.5% and 2.8%&nbsp;while&nbsp;Lucid&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;as&nbsp;BofA called Lucid&nbsp;the 'Tesla/Ferrari of New EV Automakers'.</p>\n<p><img src=\"https://static.tigerbbs.com/294b5ec452d391346819925d05588591\" tg-width=\"405\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p>\n<p>Cathie Wood’s exchange-traded funds sold more Tesla Inc. shares, taking the total value of the electric vehicle maker’s stock they’ve offloaded this month to about $266 million.</p>\n<p>XPeng&nbsp;launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.The stock isn’t reacting too positively to the announcement.</p>\n<p>Bank of America predicts 50% gain in Lucid, compares EV maker to Tesla and Ferrari.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","LCID":"Lucid Group Inc","XPEV":"小鹏汽车","TSLA":"特斯拉","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178217262","content_text":"EV Stocks slipped in premarket trading.Tesla,Nio,Xpeng Motors and Li Auto fell between 0.5% and 2.8% while Lucid rose nearly 2% as BofA called Lucid the 'Tesla/Ferrari of New EV Automakers'.\n\nCathie Wood’s exchange-traded funds sold more Tesla Inc. shares, taking the total value of the electric vehicle maker’s stock they’ve offloaded this month to about $266 million.\nXPeng launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.The stock isn’t reacting too positively to the announcement.\nBank of America predicts 50% gain in Lucid, compares EV maker to Tesla and Ferrari.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016718769,"gmtCreate":1649236180056,"gmtModify":1676534475319,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016718769","repostId":"1105362577","repostType":4,"repost":{"id":"1105362577","kind":"news","pubTimestamp":1649214112,"share":"https://ttm.financial/m/news/1105362577?lang=&edition=fundamental","pubTime":"2022-04-06 11:01","market":"us","language":"en","title":"2 Stocks Under $10 That This Insider Is Aggressively Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=1105362577","media":"TipRanks","summary":"From an investment standpoint, the first quarter of 2022 brought confusion more than anything else, ","content":"<div>\n<p>From an investment standpoint, the first quarter of 2022 brought confusion more than anything else, markets fell down and bounced back up. The main question to answer right now is whether the bounce ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/2-stocks-under-10-that-this-insider-is-aggressively-buying/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>2 Stocks Under $10 That This Insider Is Aggressively Buying</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\">\n2 Stocks Under $10 That This Insider Is Aggressively Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/2-stocks-under-10-that-this-insider-is-aggressively-buying/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From an investment standpoint, the first quarter of 2022 brought confusion more than anything else, markets fell down and bounced back up. The main question to answer right now is whether the bounce ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/2-stocks-under-10-that-this-insider-is-aggressively-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TFFP":"TFF Pharmaceuticals","CUE":"Cue Biopharma, Inc."},"source_url":"https://www.tipranks.com/news/article/2-stocks-under-10-that-this-insider-is-aggressively-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105362577","content_text":"From an investment standpoint, the first quarter of 2022 brought confusion more than anything else, markets fell down and bounced back up. The main question to answer right now is whether the bounce is real or just a dead cat. Either way, however, there are going to be opportunities for investors.As for choosing stocks to buy into, investors will need some clear signal. One popular sign to follow: the corporate insiders. These company officers can leverage their positions with their companies to gain advantages in trading stock – after all, they have an ‘inside’ view of the company workings, putting them in a better position to predict share movements. To keep the field level, the Federal regulators require that they regularly publish their trades; the TipRanksInsiders’ Hot Stockstool makes it possible to quickly find and track those trades.And now we come to something unique. There are thousands of companies on the open market, and hundreds in any given niche – but only a limited pool of qualified people to fill the top positions. It’s not uncommon to find one individual wearing multiple hats, with seats on two or more Boards of Directors of public companies. And when such a person starts going big on his trades – to the tune of several million dollars for each – that could be the song that investors want to hear.Against this backdrop, we’ve used the database at TipRanks to pinpoint two stocks that should spark investor interest. They both trade for under $10 a piece, providing a low entry point with the prospect of at least 100% growth ahead, according to the analyst community. And even better, they shared officer who’s gone big on both. Let’s take a closer look.Cue BiopharmaThe first stock we’ll look at, Cue Biopharma, is developing a pipeline of new immunotherapy treatments. The company is working on a new class of biologic medications, to be delivered by injection, that will engage and modulate targeted T cells. T cell therapy has numerous applications, including the treatment of cancers, autoimmune disorders, and some infectious diseases. Cue’s products are the results of work with two proprietary platforms, Immuno-STAT and Neo-STAT; the company also has important partnerships with larger pharmaceutical firms.Cue’s partnerships brought in ~$8.2 million in revenue during the recently reported 4Q21. This was well above the ~$3 million expected, almost 3x higher than the $2.7 million reported in the previous quarter, and far more than the $475,000 in the year-ago quarter. The company’s partnership program is clearly taking off.Looking at clinical trials, the ‘main event’ for research-oriented biopharmas, Cue’s main drug candidate, CUE-101, has entered Phase 1 testing. The company has multiple clinical studies underway for CUE-101, both in the treatment of HPV-positive recurrent or metastatic head and neck squamous cell carcinoma. One trial is testing -101 as a monotherapy, and the other in combination with Keytruda. The trials began in September 2019 and February 2021, and data on both is expected later this year.On the insider front, we find that Aaron G.L. Fletcher, of the company Board, has swung the needle sharply positive on Cue, with a recent informative buy. He spent $3.498 million buying 735,000 shares of CUE stock, and now holds a stake in the company worth $4.989 million.JMP analyst Reni Benjamin is also bullish on this stock, and lays out a clear case for buying in, as the potential gains clearly outweigh the risks: “With early signs of clinical benefit from the dose-expansion study of CUE-101, including an ongoing PR, a combination trial with pembro showcasing tumor regressions, a versatile platform to address multiple targets in oncology and autoimmune disease, and a solid cash position, we believe Cue represents a unique investment opportunity whose shares are attractively priced.”To this end, Benjamin sets an Outperform (i.e. Buy) rating on CUE, and his $15 price target implies an upside of ~161% for the coming year.Benjamin isn’t the only bull here. The Street has given Cue a total of 7 positive reviews recently, for a unanimous Strong Buy consensus rating. Shares are priced at just $5.75 and their $24.17 average target indicates potential for 320% upside over the next 12 months.TFF PharmaceuticalsThe second stock we’ll look at is TFF Pharmaceuticals. This company gets its name from the technology behind its research program – Thin Film Freezing. The company is using this tech to create safe, precisely-dosed dry powder versions of pharmaceutical agents, for use with inhaler delivery systems. The company is developing the system to counter known drawbacks to traditional delivery systems, such as pills; the TFF offers potential for higher efficacy and lower adverse events.TFF has two main clinical programs in the pipeline. VORI, or voriconazole, is a new inhaler-based treatment for IPA, or Invasive Pulmonary Aspergillosis. This is a deadly fungal lung disease, with mortality rates of 90% or worse. The company has used the TFF platform to create a dry powder inhaler version of the anti-fungal drug voriconazole, which is now in Phase 2 study. The new delivery of an established drug has already demonstrated reduced side effects, and greater efficacy than other treatments.The second main clinical program, also in Phase 2, is TFF-TAC. This is another new dry powder inhalant of an established drug – this time of tacrolimus, an anti-rejection drug used on organ transplant patients. TFF’s inhalant version of this drug is designed to circumvent known problems of toxicity when tacrolimus is used in high doses. Interim data on both of these studies is expected in the second half of this year.In addition to these two clinical trials, TFF has also been working to expand its footprint and ramp up operations. The company at the beginning of March announced a partnership with the pharma manufacturer Catalent, in a move to increase production of TFF’s products.In a second major announcement, also in March, TFF revealed that it had entered into a Cooperative Research and Development Agreement (CRADA) for the development of dry powder inhalant medications that could deliver countermeasures to biological warfare agents. The program will be carried out in conjunction with the U.S. Army Medical Research Institute of Infectious Diseases (USAMRIID).And now we get to the insider buy here. Aaron Fletcher, referred to above, is a member of TFF’s board, too, and purchased 542,000 shares this week. He spent $3.5 million on the buy, and now controls stock in TFFP worth a total of $4.468 million.Also bullish here is analyst Michael Okunewitch, of investment firm Maxim Group. He believes that this stock presents a definite opening for investors, writing: “The TFF platform continues to be validated, in our view, through additional government and big pharma partnerships. With interim data approaching in 2H22 that could enable partnering discussions for TAC and VORI, as well as a growing pipeline of partnered programs, we view the company, at a market cap of <$165 million, as undervalued.”These comments back up his Buy rating on the stock, and his price target of $14 implies a 12-month upside of 100%.Overall, TFF shares get a unanimous thumbs up, with 3 Buys backing the stock’s Strong Buy consensus rating. Shares sell for $7, and the average price target of $19.67 suggests an upside potential of 181%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098794785,"gmtCreate":1644225684491,"gmtModify":1676533901406,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"&nbsp;Pls like,thanks&nbsp;","listText":"&nbsp;Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098794785","repostId":"1152759604","repostType":4,"repost":{"id":"1152759604","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":1644224622,"share":"https://ttm.financial/m/news/1152759604?lang=&edition=fundamental","pubTime":"2022-02-07 17:03","market":"us","language":"en","title":"Alibaba Fell 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152759604","media":"Tiger Newspress","summary":"Alibaba fell 3% in premarket trading as Alibaba SEC filing may signal Softbank plans to sell, Citi s","content":"<html><head></head><body><p>Alibaba fell 3% in premarket trading as Alibaba SEC filing may signal Softbank plans to sell, Citi says.</p><p>Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been registered before, suggesting SoftBank Group Corp. may intend to sell some of its shares.<img src=\"https://static.tigerbbs.com/c564f0ca4e2e829429841cab827f639a\" tg-width=\"1120\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/>Japan’s SoftBank backed Alibaba before its initial public offering so a large portion of its holdings in the company are not registered as ADSs, Citigroup Inc. analysts including Alicia Yap wrote in a note. SoftBank owns 5.39 billion ordinary shares of Alibaba, equivalent to 673.76 million ADSs, or a 24.8% stake, according to Citi’s calculations.</p><p>Alibaba’s Hong Kong shares dropped as much as 4.6%, leading declines of the Hang Seng Index. SoftBank’s stock rose as much as 5.4% in Tokyo.</p><p>Masayoshi Son’s SoftBank has been under pressure in recent months as the value of many portfolio companies have slid with the technology downturn. SoftBank’s shares have tumbled about 50% from their peak last year with the decline in the value of holdings, including Didi Global Inc., One 97 Communications Ltd. and DoorDash Inc.</p><p>SoftBank, which reports earnings Tuesday, has used buybacks in the past to bolster its own stock. Alibaba is by far its most valuable holding.</p><p>A representative for SoftBank wasn’t immediately available for comment.</p><p>The Alibaba filing with the U.S. Securities and Exchange Commission will allow the company’s stockholders whose shares have never been registered with the SEC to have the flexibility to sell their shares, Citi said. The registration could also cover the company’s need to issue new shares for the employee equity incentive plan.</p><p>Alibaba registered about 2 billion ADSs when the company conducted its IPO in the U.S. in 2014.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Fell 3% in Premarket Trading </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Fell 3% in Premarket Trading \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba fell 3% in premarket trading as Alibaba SEC filing may signal Softbank plans to sell, Citi says.</p><p>Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been registered before, suggesting SoftBank Group Corp. may intend to sell some of its shares.<img src=\"https://static.tigerbbs.com/c564f0ca4e2e829429841cab827f639a\" tg-width=\"1120\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/>Japan’s SoftBank backed Alibaba before its initial public offering so a large portion of its holdings in the company are not registered as ADSs, Citigroup Inc. analysts including Alicia Yap wrote in a note. SoftBank owns 5.39 billion ordinary shares of Alibaba, equivalent to 673.76 million ADSs, or a 24.8% stake, according to Citi’s calculations.</p><p>Alibaba’s Hong Kong shares dropped as much as 4.6%, leading declines of the Hang Seng Index. SoftBank’s stock rose as much as 5.4% in Tokyo.</p><p>Masayoshi Son’s SoftBank has been under pressure in recent months as the value of many portfolio companies have slid with the technology downturn. SoftBank’s shares have tumbled about 50% from their peak last year with the decline in the value of holdings, including Didi Global Inc., One 97 Communications Ltd. and DoorDash Inc.</p><p>SoftBank, which reports earnings Tuesday, has used buybacks in the past to bolster its own stock. Alibaba is by far its most valuable holding.</p><p>A representative for SoftBank wasn’t immediately available for comment.</p><p>The Alibaba filing with the U.S. Securities and Exchange Commission will allow the company’s stockholders whose shares have never been registered with the SEC to have the flexibility to sell their shares, Citi said. The registration could also cover the company’s need to issue new shares for the employee equity incentive plan.</p><p>Alibaba registered about 2 billion ADSs when the company conducted its IPO in the U.S. in 2014.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152759604","content_text":"Alibaba fell 3% in premarket trading as Alibaba SEC filing may signal Softbank plans to sell, Citi says.Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been registered before, suggesting SoftBank Group Corp. may intend to sell some of its shares.Japan’s SoftBank backed Alibaba before its initial public offering so a large portion of its holdings in the company are not registered as ADSs, Citigroup Inc. analysts including Alicia Yap wrote in a note. SoftBank owns 5.39 billion ordinary shares of Alibaba, equivalent to 673.76 million ADSs, or a 24.8% stake, according to Citi’s calculations.Alibaba’s Hong Kong shares dropped as much as 4.6%, leading declines of the Hang Seng Index. SoftBank’s stock rose as much as 5.4% in Tokyo.Masayoshi Son’s SoftBank has been under pressure in recent months as the value of many portfolio companies have slid with the technology downturn. SoftBank’s shares have tumbled about 50% from their peak last year with the decline in the value of holdings, including Didi Global Inc., One 97 Communications Ltd. and DoorDash Inc.SoftBank, which reports earnings Tuesday, has used buybacks in the past to bolster its own stock. Alibaba is by far its most valuable holding.A representative for SoftBank wasn’t immediately available for comment.The Alibaba filing with the U.S. Securities and Exchange Commission will allow the company’s stockholders whose shares have never been registered with the SEC to have the flexibility to sell their shares, Citi said. The registration could also cover the company’s need to issue new shares for the employee equity incentive plan.Alibaba registered about 2 billion ADSs when the company conducted its IPO in the U.S. in 2014.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092094797,"gmtCreate":1644482104853,"gmtModify":1676533932102,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like,thanks&nbsp;","listText":"Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092094797","repostId":"2210156722","repostType":4,"repost":{"id":"2210156722","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1644481731,"share":"https://ttm.financial/m/news/2210156722?lang=&edition=fundamental","pubTime":"2022-02-10 16:28","market":"us","language":"en","title":"7 Stocks To Watch For February 10, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2210156722","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b> PepsiCo, Inc. </b> (NASDAQ:PEP) to report quarterly earnings at $1.52 per share on revenue of $24.22 billion before the opening bell. PepsiCo shares rose 0.3% to $172.50 in after-hours trading.</li><li><b>The Walt Disney Company </b> (NYSE:DIS) reported stronger-than-expected financial results for its fiscal first quarter. Disney ended the quarter with 129.8 million subscribers for Disney+, up 37% year-over-year. Disney shares surged 6.6% to $157.00 in the after-hours trading session.</li><li>Analysts are expecting <b> The Coca-Cola Company </b> (NYSE:KO) to have earned $0.41 per share on revenue of $8.96 billion for the latest quarter. The company will release earnings before the markets open. Coca-Cola shares gained 0.6% to $61.38 in after-hours trading.</li></ul><ul><li><b>Mattel, Inc. </b> (NASDAQ:MAT) reported better-than-expected results for its fourth quarter and issued strong earnings forecast for the full year. Mattel shares climbed 11.2% to $25.29 in the after-hours trading session.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Inc. </b> (NYSE:TWTR) to report quarterly earnings at $0.35 per share on revenue of $1.58 billion after the closing bell. Twitter shares gained 1.8% to $38.50 in after-hours trading.</li><li><b>Uber Technologies, Inc. </b> (NYSE:UBER) reported net income of $892 million for the fourth quarter, while sales exceeded views. The company also said it expects Q1 adjusted EBITDA to be between $100 million and $130 million. Uber shares surged 5.8% to $42.50 in the after-hours trading session.</li><li>Before the opening bell, <b> Kellogg Company</b> (NYSE:K) is projected to report quarterly earnings at $0.79 per share on revenue of $3.39 billion. Kellogg shares gained 0.5% to $61.96 in after-hours trading.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For February 10, 2022</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\">\n7 Stocks To Watch For February 10, 2022\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-10 16:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b> PepsiCo, Inc. </b> (NASDAQ:PEP) to report quarterly earnings at $1.52 per share on revenue of $24.22 billion before the opening bell. PepsiCo shares rose 0.3% to $172.50 in after-hours trading.</li><li><b>The Walt Disney Company </b> (NYSE:DIS) reported stronger-than-expected financial results for its fiscal first quarter. Disney ended the quarter with 129.8 million subscribers for Disney+, up 37% year-over-year. Disney shares surged 6.6% to $157.00 in the after-hours trading session.</li><li>Analysts are expecting <b> The Coca-Cola Company </b> (NYSE:KO) to have earned $0.41 per share on revenue of $8.96 billion for the latest quarter. The company will release earnings before the markets open. Coca-Cola shares gained 0.6% to $61.38 in after-hours trading.</li></ul><ul><li><b>Mattel, Inc. </b> (NASDAQ:MAT) reported better-than-expected results for its fourth quarter and issued strong earnings forecast for the full year. Mattel shares climbed 11.2% to $25.29 in the after-hours trading session.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Inc. </b> (NYSE:TWTR) to report quarterly earnings at $0.35 per share on revenue of $1.58 billion after the closing bell. Twitter shares gained 1.8% to $38.50 in after-hours trading.</li><li><b>Uber Technologies, Inc. </b> (NYSE:UBER) reported net income of $892 million for the fourth quarter, while sales exceeded views. The company also said it expects Q1 adjusted EBITDA to be between $100 million and $130 million. Uber shares surged 5.8% to $42.50 in the after-hours trading session.</li><li>Before the opening bell, <b> Kellogg Company</b> (NYSE:K) is projected to report quarterly earnings at $0.79 per share on revenue of $3.39 billion. Kellogg shares gained 0.5% to $61.96 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4190":"消闲用品","BK4516":"特朗普概念","BK4212":"包装食品与肉类","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4177":"软饮料","BK4108":"电影和娱乐","BK4507":"流媒体概念","K":"家乐氏","BK4533":"AQR资本管理(全球第二大对冲基金)","MAT":"美国美泰公司","BK4566":"资本集团","BK4536":"外卖概念","BK4524":"宅经济概念","BK4508":"社交媒体","BK4077":"互动媒体与服务","BK4559":"巴菲特持仓","DIS":"迪士尼","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4022":"陆运","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","UBER":"优步","KO":"可口可乐","PEP":"百事可乐","TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210156722","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects  PepsiCo, Inc.  (NASDAQ:PEP) to report quarterly earnings at $1.52 per share on revenue of $24.22 billion before the opening bell. PepsiCo shares rose 0.3% to $172.50 in after-hours trading.The Walt Disney Company  (NYSE:DIS) reported stronger-than-expected financial results for its fiscal first quarter. Disney ended the quarter with 129.8 million subscribers for Disney+, up 37% year-over-year. Disney shares surged 6.6% to $157.00 in the after-hours trading session.Analysts are expecting  The Coca-Cola Company  (NYSE:KO) to have earned $0.41 per share on revenue of $8.96 billion for the latest quarter. The company will release earnings before the markets open. Coca-Cola shares gained 0.6% to $61.38 in after-hours trading.Mattel, Inc.  (NASDAQ:MAT) reported better-than-expected results for its fourth quarter and issued strong earnings forecast for the full year. Mattel shares climbed 11.2% to $25.29 in the after-hours trading session.Analysts expect  Twitter, Inc.  (NYSE:TWTR) to report quarterly earnings at $0.35 per share on revenue of $1.58 billion after the closing bell. Twitter shares gained 1.8% to $38.50 in after-hours trading.Uber Technologies, Inc.  (NYSE:UBER) reported net income of $892 million for the fourth quarter, while sales exceeded views. The company also said it expects Q1 adjusted EBITDA to be between $100 million and $130 million. Uber shares surged 5.8% to $42.50 in the after-hours trading session.Before the opening bell,  Kellogg Company (NYSE:K) is projected to report quarterly earnings at $0.79 per share on revenue of $3.39 billion. Kellogg shares gained 0.5% to $61.96 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098069364,"gmtCreate":1643973133800,"gmtModify":1676533877603,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like,thanks&nbsp;","listText":"Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098069364","repostId":"1161887526","repostType":4,"repost":{"id":"1161887526","kind":"news","pubTimestamp":1643969657,"share":"https://ttm.financial/m/news/1161887526?lang=&edition=fundamental","pubTime":"2022-02-04 18:14","market":"us","language":"en","title":"Non-farm Payrolls Could be Bad: Worst Estimate Sees Loss of 400K","url":"https://stock-news.laohu8.com/highlight/detail?id=1161887526","media":"Seeking Alpha","summary":"You know it's likely to be bad when the warnings keep pouring in about the January jobs report. Whit","content":"<html><head></head><body><p>You know it&#39;s likely to be bad when the warnings keep pouring in about the January jobs report. White House Press Secretary Jen Psaki said she wants to &#34;prepare&#34; the public, National Economic Council Director Brian Deese is calling it &#34;confusing&#34; and even Labor Secretary Marty Walsh said to take the figures with a grain of salt. The report will come out Friday at 8:30 a.m. ET and investors are bracing for another uncertain number, adding to the volatile market environment.</p><p><i>What&#39;s going on?</i> The Bureau of Labor Statistics collects jobs data during the pay period that includes the 12th day of the month. In January, that week happened to coincide with new Omicron cases peaking in the U.S., when millions were calling out sick, quarantining or caring for others. If staff were not eligible for paid leave, they are going to be marked as not working. January is also a month with extreme seasonal adjustments (think temporary holiday workers), while household survey data could be affected by new establishments and population controls. Memo to markets: Don&#39;t freak out if the January jobs report weakens.</p><p>Recall that Federal Reserve Chair Jerome Powell has said he doesn&#39;t place a large amount of importance to any one month of jobs data, as the month-to-month figures can be volatile. The funny thing is, the big misses have happened multiple times in recent months (Dec. 199K vs. 400K, Nov. 210K vs. 550K, Sept. 194K vs. 500K, and Aug. 235K vs. 750K). Paid sick leave is also known to be available to 79% of civilian workers, according to government data, so the forecasts should reflect that. 1.9M payroll additions were still added over the course of 2021, but with severe misses over many months, do we need a better system to calculate non-farm payrolls or estimates?ADP National Employment Report shows private payrolls declining for the first time in a year.</p><p><i>The good?</i>&#34; As far as [the jobs market] being weak, I don&#39;t know if anyone&#39;s going to give it much credence,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;You&#39;ve clearly got Omicron cases collapsing. You&#39;re seeing some high-frequency data showing some pretty significant pickups. I just think that calms a lot of the marketplace.&#34;</p><p>&#34;The hiccup in the labor market and lost jobs is temporary. It is the inflation danger that is paramount in the minds of Fed officials,&#34; noted economist Chris Rupkey, chief economist at MUFG.</p><p><i>The bad?</i>&#34;A weak jobs report means a longer runway for inflation until workers come back into the workforce to provide relief to widespread shortages,&#34; declared Bryce Doty of Sit Investment Associates.</p><p>&#34;Underlying demand in the economy is still strong, and businesses are still trying to hire,&#34; added Gus Faucher, chief U.S. economist at PNC. &#34;But the January drop in employment is another reminder that the economy will not fully return to normal until the pandemic is over.&#34;</p><p><b>Analyst estimates:</b> Consensus forecasts from economists anticipate employers only added 150K jobs last month, but some are flagging (much) worse figures. Deutsche Bank sees a gain of 125K, Citigroup sees growth of 70K, while Standard Chartered forecasts a net addition of just 50K. A contraction is also possible, with Capital Economics suggesting that non-farm payrolls may have actually fallen by 200K, Goldman sees a 250K drop, Pantheon Macroeconomics puts the decline at 300K and PNC even projects a plunge of 400K. Meanwhile, the unemployment rate is seen remaining unchanged at 3.9%, with average hourly earnings rising by 0.5%, boosting the annual increase to 5.2% from 4.7% in December.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Non-farm Payrolls Could be Bad: Worst Estimate Sees Loss of 400K</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\">\nNon-farm Payrolls Could be Bad: Worst Estimate Sees Loss of 400K\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3795925-nonfarm-payrolls-could-be-bad-worst-estimate-sees-loss-of-400k><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You know it's likely to be bad when the warnings keep pouring in about the January jobs report. White House Press Secretary Jen Psaki said she wants to \"prepare\" the public, National Economic Council ...</p>\n\n<a href=\"https://seekingalpha.com/news/3795925-nonfarm-payrolls-could-be-bad-worst-estimate-sees-loss-of-400k\">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://seekingalpha.com/news/3795925-nonfarm-payrolls-could-be-bad-worst-estimate-sees-loss-of-400k","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161887526","content_text":"You know it's likely to be bad when the warnings keep pouring in about the January jobs report. White House Press Secretary Jen Psaki said she wants to \"prepare\" the public, National Economic Council Director Brian Deese is calling it \"confusing\" and even Labor Secretary Marty Walsh said to take the figures with a grain of salt. The report will come out Friday at 8:30 a.m. ET and investors are bracing for another uncertain number, adding to the volatile market environment.What's going on? The Bureau of Labor Statistics collects jobs data during the pay period that includes the 12th day of the month. In January, that week happened to coincide with new Omicron cases peaking in the U.S., when millions were calling out sick, quarantining or caring for others. If staff were not eligible for paid leave, they are going to be marked as not working. January is also a month with extreme seasonal adjustments (think temporary holiday workers), while household survey data could be affected by new establishments and population controls. Memo to markets: Don't freak out if the January jobs report weakens.Recall that Federal Reserve Chair Jerome Powell has said he doesn't place a large amount of importance to any one month of jobs data, as the month-to-month figures can be volatile. The funny thing is, the big misses have happened multiple times in recent months (Dec. 199K vs. 400K, Nov. 210K vs. 550K, Sept. 194K vs. 500K, and Aug. 235K vs. 750K). Paid sick leave is also known to be available to 79% of civilian workers, according to government data, so the forecasts should reflect that. 1.9M payroll additions were still added over the course of 2021, but with severe misses over many months, do we need a better system to calculate non-farm payrolls or estimates?ADP National Employment Report shows private payrolls declining for the first time in a year.The good?\" As far as [the jobs market] being weak, I don't know if anyone's going to give it much credence,\" said Jim Paulsen, chief investment strategist at The Leuthold Group. \"You've clearly got Omicron cases collapsing. You're seeing some high-frequency data showing some pretty significant pickups. I just think that calms a lot of the marketplace.\"\"The hiccup in the labor market and lost jobs is temporary. It is the inflation danger that is paramount in the minds of Fed officials,\" noted economist Chris Rupkey, chief economist at MUFG.The bad?\"A weak jobs report means a longer runway for inflation until workers come back into the workforce to provide relief to widespread shortages,\" declared Bryce Doty of Sit Investment Associates.\"Underlying demand in the economy is still strong, and businesses are still trying to hire,\" added Gus Faucher, chief U.S. economist at PNC. \"But the January drop in employment is another reminder that the economy will not fully return to normal until the pandemic is over.\"Analyst estimates: Consensus forecasts from economists anticipate employers only added 150K jobs last month, but some are flagging (much) worse figures. Deutsche Bank sees a gain of 125K, Citigroup sees growth of 70K, while Standard Chartered forecasts a net addition of just 50K. A contraction is also possible, with Capital Economics suggesting that non-farm payrolls may have actually fallen by 200K, Goldman sees a 250K drop, Pantheon Macroeconomics puts the decline at 300K and PNC even projects a plunge of 400K. Meanwhile, the unemployment rate is seen remaining unchanged at 3.9%, with average hourly earnings rising by 0.5%, boosting the annual increase to 5.2% from 4.7% in December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831911559,"gmtCreate":1629278890471,"gmtModify":1676529989045,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/831911559","repostId":"1114320591","repostType":4,"repost":{"id":"1114320591","kind":"news","pubTimestamp":1629255336,"share":"https://ttm.financial/m/news/1114320591?lang=&edition=fundamental","pubTime":"2021-08-18 10:55","market":"us","language":"en","title":"3 Stocks I'm Never Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1114320591","media":"Motley Fool","summary":"The best investors in the world swear by holding high-quality companies for decades on end. These stocks fit that bill.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Time plus patience adds up to wealth-building results in the stock market.</li>\n <li>These three business titans are leaders in their fields.</li>\n <li>They are also built to last for a very long time.</li>\n</ul>\n<p></p>\n<p>I'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.</p>\n<p>Let me show you why I intend to hold&nbsp;<b>Netflix</b>(NASDAQ:NFLX),<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.</p>\n<p><b>1. Netflix</b></p>\n<p>First, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in&nbsp;2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.</p>\n<p>Going all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646be4c2a73d68810e962c19efe82476\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>NFLX REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Netflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.</p>\n<p>These days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.</p>\n<p><b>2. Alphabet</b></p>\n<p>Alphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.</p>\n<p>By 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.</p>\n<p>Google is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.</p>\n<p>If the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb97b6814df65240bd8f0b4a0690e77e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>GOOGL REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Alphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.</p>\n<p><b>3. Walt Disney</b></p>\n<p>And then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.</p>\n<p>The leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.</p>\n<p>Times are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.</p>\n<p>The company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.</p>\n<p>The coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/110cd288830d0e354767349fe36259e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>The common denominator</b></p>\n<p>These three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.</p>\n<p>Lots of&nbsp;time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.</p>\n<p>For example, an annual return of 10% -- in line with&nbsp;the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks I'm Never Selling</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 I'm Never Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","NFLX":"奈飞","GOOGL":"谷歌A","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114320591","content_text":"Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.\nLet me show you why I intend to hold Netflix(NASDAQ:NFLX),Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), and Walt Disney(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.\n1. Netflix\nFirst, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.\nGoing all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:\nNFLX REVENUE (TTM) DATA BY YCHARTS.\nNetflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.\nThese days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.\n2. Alphabet\nAlphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.\nBy 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.\nGoogle is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.\nIf the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.\nGOOGL REVENUE (TTM) DATA BY YCHARTS.\nAlphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.\n3. Walt Disney\nAnd then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.\nThe leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.\nTimes are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.\nThe company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.\nThe coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.\nIMAGE SOURCE: GETTY IMAGES.\nThe common denominator\nThese three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.\nLots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.\nFor example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022411294,"gmtCreate":1653567860318,"gmtModify":1676535305046,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022411294","repostId":"2238318565","repostType":4,"repost":{"id":"2238318565","kind":"highlight","pubTimestamp":1653550825,"share":"https://ttm.financial/m/news/2238318565?lang=&edition=fundamental","pubTime":"2022-05-26 15:40","market":"us","language":"en","title":"3 Things About Apple That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2238318565","media":"Motley Fool","summary":"There's a lot more to the tech giant than its annual iPhone shipments.","content":"<html><head></head><body><p>If you&#39;ve been following <b>Apple</b> from an investment perspective -- and even if you haven&#39;t -- you probably already know that most of its revenue comes from sales of the iPhone. That&#39;s why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.</p><p>In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple&#39;s hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let&#39;s review three other facts about Apple that only the smartest investors will likely know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Apple.</span></p><h2>1. Apple operates a prisoner-taking ecosystem</h2><p>Apple&#39;s services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.</p><p>These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple&#39;s customers and reinforces their loyalty to iOS devices. Unlike <b>Alphabet</b>&#39;s Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple&#39;s proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.</p><p>As of March 26 -- the end of Apple&#39;s fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would &#34;continue to improve the breadth and the quality of our current service offerings while launching new services.&#34;</p><h2>2. It still enjoys unmatched loyalty</h2><p>In October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple&#39;s iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including <b>Samsung</b>, came close to matching that.</p><p>Apple&#39;s customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed <b>LVMH</b>&#39;s Louis Vuitton, <b>Hermès</b>, and <b>Richemont</b>&#39;s Cartier as China&#39;s most coveted luxury brand.</p><p>No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.</p><h2>3. Its future will be augmented</h2><p>Apple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.</p><p>Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR &#34;mixed reality&#34; headset that could arrive in 2023. This device could compete against <b>Microsoft</b>&#39;s HoloLens and <b>Meta Platforms</b>&#39;s Quest headsets.</p><p>The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e83bf55d2d97b1b05191423dd04a352c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding &#34;metaverse&#34; market.</p><p>Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed &#34;Project Titan.&#34; The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like<b> Tesla </b>and newcomers like<b> Lucid</b>.</p><h2>Is Apple&#39;s stock still worth buying today?</h2><p>For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it&#39;s also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.</p><p>Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it&#39;s still a solid investment for long-term investors.</p></body></html>","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 Things About Apple That Smart Investors Know</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 Things About Apple That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 15:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/\">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://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238318565","content_text":"If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple's hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let's review three other facts about Apple that only the smartest investors will likely know.Image source: Apple.1. Apple operates a prisoner-taking ecosystemApple's services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple's customers and reinforces their loyalty to iOS devices. Unlike Alphabet's Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple's proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.As of March 26 -- the end of Apple's fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would \"continue to improve the breadth and the quality of our current service offerings while launching new services.\"2. It still enjoys unmatched loyaltyIn October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple's iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including Samsung, came close to matching that.Apple's customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed LVMH's Louis Vuitton, Hermès, and Richemont's Cartier as China's most coveted luxury brand.No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.3. Its future will be augmentedApple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR \"mixed reality\" headset that could arrive in 2023. This device could compete against Microsoft's HoloLens and Meta Platforms's Quest headsets.The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.Image source: Getty Images.Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding \"metaverse\" market.Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed \"Project Titan.\" The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like Tesla and newcomers like Lucid.Is Apple's stock still worth buying today?For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it's also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it's still a solid investment for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031080383,"gmtCreate":1646384722543,"gmtModify":1676534124464,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031080383","repostId":"1128586650","repostType":4,"repost":{"id":"1128586650","kind":"news","pubTimestamp":1646381637,"share":"https://ttm.financial/m/news/1128586650?lang=&edition=fundamental","pubTime":"2022-03-04 16:13","market":"us","language":"en","title":"Should You Worry About the Nvidia Hack Hurting NVDA Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128586650","media":"InvestorPlace","summary":"Any impact to NVDA stock should be short-lived","content":"<html><head></head><body><p><b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) has had a difficult three weeks. Most tech stocks have a rough ride in 2022, but that has been due to external factors as opposed to reasons specific to their business. This includes worries about inflation, interest rates, supply chain woes and war in Europe. Nvidia shareholders have been feeling the effect of these factors, with NVDA stock down 21% so far this year.</p><p>However, Nvidia has also been hit by two headline-making incidents in quick succession. This is making some investors nervous about the stock’s future.</p><p>The first issue was the collapse of Nvidia’s deal to buy Arm. After being hyped since 2020,the $66 billion deal was called off in the first week of February.</p><p>Disappointing, sure, but as I have pointed out, it’s not going to materially impact the ability of this chipmaking giant to outperform. However, just as the Arm news was beginning to fade, Nvidia was in the headlines again.This time for a cyberattack. This one has many people concerned.</p><p>With all of this in mind, should it make you wary of NVDA stock?</p><p><b>Breakdown of Nvidia Cyberattack</b></p><p>On Feb. 23, Nvidia detected a breach in its network. It appeared that hackers had stolen around 1TB of data from Nvidia servers, including employee credentials, proprietary code and 250GB of data specific to Nvidia’s RTX 3000 series graphics cards.</p><p>At one point there was speculation the hack might be a state-sponsored attack by Russia, but that does not seem to be the case. There was also early speculation it was a ransomware attack, but that also appears to be untrue.</p><p>The story has evolved as more details have emerged. In the most recent development, the hackers were trying to sell a software tool that unlocks the hashtag limiter on Nvidia’s RTX 3000 series graphics cards. The limiter slows the cards down when used to mine cryptocurrency. The asking price from the hackers? $1 million.</p><p><b>Nvidia’s Reaction to the Cyberattack</b></p><p>Nvidia has spoken to the press about the hack, claiming the data breach does not affect its customers or its ability to do business. A week after the hack was first noticed, a company spokesperson told <i>CNN</i>: “We are aware that the threat actor took employee credentials and some NVIDIA proprietary information from our systems and has begun leaking it online.”</p><p>Law enforcement agencies have been notified and the company says it has tightened its security. Nvidia also says it is working with cybersecurity experts in its response to the attack.</p><p><b>Bottom Line on NVDA Stock</b></p><p>The hack experienced by Nvidia has been in the news for more than a week at this point. It’s obviously a serious event and with new details continuing to arrive, the situation is still developing.</p><p>That being said, any damage done to Nvidia is likely to be short term. Even if the crypto-mining hashtag bypass sees widespread distribution, it affects a relatively small portion of Nvidia’s business. And the reality is the crypto miners still need the Nvidia video cards — all the bypass really does is allow them to buy consumer cards instead of the crypto-specific versions.</p><p>That’s not great news for gamers who could face more competition to buy Nvidia video cards, but Nvidia still gets a sale either way.</p><p>In terms of proprietary info like Nvidia’s DLSS code from the RTX 3000 cards, the company has very few graphics hardware competitors. Use of Nvidia technology would be fairly obvious and the company will be watching closely. As <i>Extreme Tech</i> points out: “it’s unlikely any serious programmer from either company would even glance at the forbidden fruit out of fear of legal retribution.”</p><p>The hacking event hasn’t had any real impact on analyst views of NVDA stock. The investment analysts polled by <i>CNN Money</i> still have NVDArated as a consensus “Buy.” It still earns a stellar “A” in <i>Portfolio Grader</i> as well.</p><p>If you’re worried about further developments making the Nvidia hacking seem worse, I don’t blame you for taking a wait and see approach with NVDA stock. However, I don’t see anything at this point that seems likely to impact NVDA’s promise of long-term growth. I continue to see the current weakness in Nvidia stock as a buying opportunity.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Worry About the Nvidia Hack Hurting NVDA Stock?</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\">\nShould You Worry About the Nvidia Hack Hurting NVDA Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 16:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/should-you-worry-about-the-nvidia-hack-hurting-nvda-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) has had a difficult three weeks. Most tech stocks have a rough ride in 2022, but that has been due to external factors as opposed to reasons specific to their business. This ...</p>\n\n<a href=\"https://investorplace.com/2022/03/should-you-worry-about-the-nvidia-hack-hurting-nvda-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/03/should-you-worry-about-the-nvidia-hack-hurting-nvda-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128586650","content_text":"Nvidia (NASDAQ:NVDA) has had a difficult three weeks. Most tech stocks have a rough ride in 2022, but that has been due to external factors as opposed to reasons specific to their business. This includes worries about inflation, interest rates, supply chain woes and war in Europe. Nvidia shareholders have been feeling the effect of these factors, with NVDA stock down 21% so far this year.However, Nvidia has also been hit by two headline-making incidents in quick succession. This is making some investors nervous about the stock’s future.The first issue was the collapse of Nvidia’s deal to buy Arm. After being hyped since 2020,the $66 billion deal was called off in the first week of February.Disappointing, sure, but as I have pointed out, it’s not going to materially impact the ability of this chipmaking giant to outperform. However, just as the Arm news was beginning to fade, Nvidia was in the headlines again.This time for a cyberattack. This one has many people concerned.With all of this in mind, should it make you wary of NVDA stock?Breakdown of Nvidia CyberattackOn Feb. 23, Nvidia detected a breach in its network. It appeared that hackers had stolen around 1TB of data from Nvidia servers, including employee credentials, proprietary code and 250GB of data specific to Nvidia’s RTX 3000 series graphics cards.At one point there was speculation the hack might be a state-sponsored attack by Russia, but that does not seem to be the case. There was also early speculation it was a ransomware attack, but that also appears to be untrue.The story has evolved as more details have emerged. In the most recent development, the hackers were trying to sell a software tool that unlocks the hashtag limiter on Nvidia’s RTX 3000 series graphics cards. The limiter slows the cards down when used to mine cryptocurrency. The asking price from the hackers? $1 million.Nvidia’s Reaction to the CyberattackNvidia has spoken to the press about the hack, claiming the data breach does not affect its customers or its ability to do business. A week after the hack was first noticed, a company spokesperson told CNN: “We are aware that the threat actor took employee credentials and some NVIDIA proprietary information from our systems and has begun leaking it online.”Law enforcement agencies have been notified and the company says it has tightened its security. Nvidia also says it is working with cybersecurity experts in its response to the attack.Bottom Line on NVDA StockThe hack experienced by Nvidia has been in the news for more than a week at this point. It’s obviously a serious event and with new details continuing to arrive, the situation is still developing.That being said, any damage done to Nvidia is likely to be short term. Even if the crypto-mining hashtag bypass sees widespread distribution, it affects a relatively small portion of Nvidia’s business. And the reality is the crypto miners still need the Nvidia video cards — all the bypass really does is allow them to buy consumer cards instead of the crypto-specific versions.That’s not great news for gamers who could face more competition to buy Nvidia video cards, but Nvidia still gets a sale either way.In terms of proprietary info like Nvidia’s DLSS code from the RTX 3000 cards, the company has very few graphics hardware competitors. Use of Nvidia technology would be fairly obvious and the company will be watching closely. As Extreme Tech points out: “it’s unlikely any serious programmer from either company would even glance at the forbidden fruit out of fear of legal retribution.”The hacking event hasn’t had any real impact on analyst views of NVDA stock. The investment analysts polled by CNN Money still have NVDArated as a consensus “Buy.” It still earns a stellar “A” in Portfolio Grader as well.If you’re worried about further developments making the Nvidia hacking seem worse, I don’t blame you for taking a wait and see approach with NVDA stock. However, I don’t see anything at this point that seems likely to impact NVDA’s promise of long-term growth. I continue to see the current weakness in Nvidia stock as a buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095324372,"gmtCreate":1644833281590,"gmtModify":1676533966049,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like,thanks&nbsp;","listText":"Pls like,thanks&nbsp;","text":"Pls like,thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095324372","repostId":"1156270518","repostType":4,"repost":{"id":"1156270518","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":1644829934,"share":"https://ttm.financial/m/news/1156270518?lang=&edition=fundamental","pubTime":"2022-02-14 17:12","market":"us","language":"en","title":"Vaccine Stocks Slipped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156270518","media":"Tiger Newspress","summary":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","content":"<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine Stocks Slipped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Slipped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-14 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156270518","content_text":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005781123,"gmtCreate":1642410516790,"gmtModify":1676533708686,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005781123","repostId":"1140989079","repostType":4,"repost":{"id":"1140989079","kind":"news","pubTimestamp":1642409474,"share":"https://ttm.financial/m/news/1140989079?lang=&edition=fundamental","pubTime":"2022-01-17 16:51","market":"us","language":"en","title":"Adobe Stock Has Taken a Beating. This One Data Point Could Signal a Comeback.","url":"https://stock-news.laohu8.com/highlight/detail?id=1140989079","media":"Barrons","summary":"Adobe stock has been tanking recently—and it’s time for it to make a stand. If it can’t, long-term i","content":"<html><head></head><body><p>Adobe stock has been tanking recently—and it’s time for it to make a stand. If it can’t, long-term investors could be in for a world of hurt.</p><p>Like many software stocks, Adobe (ticker: ADBE) has had a very tough couple of months. Since peaking at $688.37 on Nov. 19, the stock has slid 24%, even worse than the iShares Expanded Tech-Software Sector ETF’s (IGV) 19% drop over the same period. Some of the decline is simply a result of shifting sentiment—the prospect of rate hikes has a way of making investors reconsider stocks with high valuations—but Adobe’s pain has been well earned.</p><p>While the stock had a stellar run after the pandemic—more than doubling off its March 2020 low—shares had already peaked when Adobe released fiscal-fourth-quarter earnings on Dec. 16. It reported a profit of $3.20 a share, meeting forecasts, but offered guidance for a first-quarter profit of $3.35, below estimates for $3.38. The stock fell 8.5% and has been falling ever since.</p><p>Now the stock has a chance to arrest its decline. At $520.60 a share, it is sitting near its 100-week moving average of about $500. That has served as support for the past nine years, notes Evercore ISI technical analyst Rich Ross. And Adobe’s relative strength index—a measure of whether a stock is overbought or oversold—fell to 34 early in the week, its most oversold level since 2011. Together, they could combine to push the stock higher.</p><p>This is the part where we’d like to point out all of the fundamental reasons why Adobe stock looks like a buy. Unfortunately, that’s not easy to do. Its earnings were disappointing enough to allow doubt to creep in, not good for a stock that still trades at 36.7 times earnings. And Adobe isn’t set to report earnings until March 22, so there isn’t much to focus on except the trading—and the fact that an RBC survey showed that it was one of the most popular shorts.</p><p>Even the bulls seem rather subdued. After the miss, Evercore analyst Kirk Materne, who rates the stock Outperform, noted that Adobe missed on digital-media annualized recurring revenue, making it easy to argue that it either faced heightened pressure from smaller competitors or that Covid had boosted growth in 2020 and 2021, and was unlikely to do so going forward. Yet much of the guidance miss was due to a stronger dollar and an extra week, not any meaningful slowdown, Materne writes, though he acknowledged that the stock could face some tough times, at least in the near term. “Until the business gets back into beat/raise mode, we expect the shares are likely to remain in a bit of a trading range,” he wrote.</p><p>Investors won’t get any real answers until Adobe reports earnings in March, but that hasn’t stopped them from trying to game it out. For instance, Jefferies analyst Brent Thill noted that an unnamed system integrator had its best December ever, and continued to forecast about 20% growth for calendar-year 2022, faster than the 14% Digital Experience growth that Adobe forecast. It’s anecdotal, but it suggests that maybe Adobe can still turn things around. “ADBE is still a quality, large-cap growth story,” Thill writes.</p><p>Still, we’ll be watching that 100-week moving average. If it breaks, all bets are off.</p></body></html>","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>Adobe Stock Has Taken a Beating. This One Data Point Could Signal a Comeback.</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\">\nAdobe Stock Has Taken a Beating. This One Data Point Could Signal a Comeback.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/adobe-stock-comeback-51642210050?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Adobe stock has been tanking recently—and it’s time for it to make a stand. If it can’t, long-term investors could be in for a world of hurt.Like many software stocks, Adobe (ticker: ADBE) has had a ...</p>\n\n<a href=\"https://www.barrons.com/articles/adobe-stock-comeback-51642210050?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":{"ADBE":"Adobe"},"source_url":"https://www.barrons.com/articles/adobe-stock-comeback-51642210050?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140989079","content_text":"Adobe stock has been tanking recently—and it’s time for it to make a stand. If it can’t, long-term investors could be in for a world of hurt.Like many software stocks, Adobe (ticker: ADBE) has had a very tough couple of months. Since peaking at $688.37 on Nov. 19, the stock has slid 24%, even worse than the iShares Expanded Tech-Software Sector ETF’s (IGV) 19% drop over the same period. Some of the decline is simply a result of shifting sentiment—the prospect of rate hikes has a way of making investors reconsider stocks with high valuations—but Adobe’s pain has been well earned.While the stock had a stellar run after the pandemic—more than doubling off its March 2020 low—shares had already peaked when Adobe released fiscal-fourth-quarter earnings on Dec. 16. It reported a profit of $3.20 a share, meeting forecasts, but offered guidance for a first-quarter profit of $3.35, below estimates for $3.38. The stock fell 8.5% and has been falling ever since.Now the stock has a chance to arrest its decline. At $520.60 a share, it is sitting near its 100-week moving average of about $500. That has served as support for the past nine years, notes Evercore ISI technical analyst Rich Ross. And Adobe’s relative strength index—a measure of whether a stock is overbought or oversold—fell to 34 early in the week, its most oversold level since 2011. Together, they could combine to push the stock higher.This is the part where we’d like to point out all of the fundamental reasons why Adobe stock looks like a buy. Unfortunately, that’s not easy to do. Its earnings were disappointing enough to allow doubt to creep in, not good for a stock that still trades at 36.7 times earnings. And Adobe isn’t set to report earnings until March 22, so there isn’t much to focus on except the trading—and the fact that an RBC survey showed that it was one of the most popular shorts.Even the bulls seem rather subdued. After the miss, Evercore analyst Kirk Materne, who rates the stock Outperform, noted that Adobe missed on digital-media annualized recurring revenue, making it easy to argue that it either faced heightened pressure from smaller competitors or that Covid had boosted growth in 2020 and 2021, and was unlikely to do so going forward. Yet much of the guidance miss was due to a stronger dollar and an extra week, not any meaningful slowdown, Materne writes, though he acknowledged that the stock could face some tough times, at least in the near term. “Until the business gets back into beat/raise mode, we expect the shares are likely to remain in a bit of a trading range,” he wrote.Investors won’t get any real answers until Adobe reports earnings in March, but that hasn’t stopped them from trying to game it out. For instance, Jefferies analyst Brent Thill noted that an unnamed system integrator had its best December ever, and continued to forecast about 20% growth for calendar-year 2022, faster than the 14% Digital Experience growth that Adobe forecast. It’s anecdotal, but it suggests that maybe Adobe can still turn things around. “ADBE is still a quality, large-cap growth story,” Thill writes.Still, we’ll be watching that 100-week moving average. If it breaks, all bets are off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562921834163798","authorId":"3562921834163798","name":"ILFTS","avatar":"https://static.tigerbbs.com/4e8eb567072e2b7f82acb5ce6ecab099","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562921834163798","authorIdStr":"3562921834163798"},"content":"Liked and liked please","text":"Liked and liked please","html":"Liked and liked please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175469184,"gmtCreate":1627047099048,"gmtModify":1703483197217,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Comments &amp; like pls","listText":"Comments &amp; like pls","text":"Comments & like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/175469184","repostId":"1164478982","repostType":4,"repost":{"id":"1164478982","kind":"news","pubTimestamp":1626995319,"share":"https://ttm.financial/m/news/1164478982?lang=&edition=fundamental","pubTime":"2021-07-23 07:08","market":"us","language":"en","title":"Wall Street ekes out gains, led by tech, growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1164478982","media":"Reuters","summary":"NEW YORK  - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture thei","content":"<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.</p>\n<p>A pull-back in economically sensitive cyclicals kept the S&amp;P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.</p>\n<p>But megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.</p>\n<p>All three major U.S. stock indexes ended the session within 1% of their record closing highs.</p>\n<p>Growth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.</p>\n<p>“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>The number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.</p>\n<p>Market participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.</p>\n<p>“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”</p>\n<p>“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.</p>\n<p>Benchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.</p>\n<p>The Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&amp;P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.</p>\n<p>Of the 11 major sectors of the S&amp;P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.</p>\n<p>The second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.</p>\n<p>Drugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.</p>\n<p>Southwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.</p>\n<p>The S&amp;P 1500 Airlines index ended the session off 1.7%.</p>\n<p>Shares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.</p>\n<p>The Philadelphia SE Semiconductor index ended the session down 0.9%.</p>\n<p>Chipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.</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>Wall Street ekes out gains, led by tech, growth 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\">\nWall Street ekes out gains, led by tech, growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164478982","content_text":"NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.\nA pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.\nBut megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, Facebook Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.\nAll three major U.S. stock indexes ended the session within 1% of their record closing highs.\nGrowth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.\n“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\nThe number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.\nMarket participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.\n“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”\n“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.\nBenchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.\nThe Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.\nOf the 11 major sectors of the S&P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.\nThe second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.\nDrugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.\nSouthwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.\nThe S&P 1500 Airlines index ended the session off 1.7%.\nShares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.\nThe Philadelphia SE Semiconductor index ended the session down 0.9%.\nChipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573971289807577","authorId":"3573971289807577","name":"Jiaweiyeo","avatar":"https://static.tigerbbs.com/8462f92e57666f0a1c33313146f61c9a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573971289807577","authorIdStr":"3573971289807577"},"content":"Like my comment","text":"Like my comment","html":"Like my comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985746595,"gmtCreate":1667477094117,"gmtModify":1676537924370,"author":{"id":"3573877891823690","authorId":"3573877891823690","name":"waiwaiho","avatar":"https://static.tigerbbs.com/b112a07bf435c07a2caef2264c1f3d2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573877891823690","authorIdStr":"3573877891823690"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9985746595","repostId":"1101915911","repostType":4,"repost":{"id":"1101915911","kind":"news","pubTimestamp":1667488515,"share":"https://ttm.financial/m/news/1101915911?lang=&edition=fundamental","pubTime":"2022-11-03 23:15","market":"us","language":"en","title":"Tesla: Don't Be Fooled By This Bear Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1101915911","media":"seekingalpha","summary":"SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly inte","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla is a great company with outstanding products.</li><li>Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.</li><li>The company&#39;s business model is strongly intertwined with the global economy.</li><li>Macroeconomic headwinds and monetary tightening are likely to persist into 2023.</li><li>Going forward, a short-term bear market rally is likely, but I don’t believe the stock will find its bottom in 2022.</li></ul><h3>What a great company</h3><p>Let me start off by saying that I praise the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> business model from a purely qualitative standpoint. The company reinvented car sales by implementing recurring revenue streams after the initial purchase. After the customer buys the car, the company earns additional revenue from superchargers, for example. But Tesla also sells wall connectors and car accessories. The customer has the ability to unlock software upgrades for his car without purchasing any hardware. Currently there is the possibility of purchasing two different upgrades for autonomous driving. In the future, there could be room for more software upgrades, which is why perma bulls of the stock deem Tesla to be a technology company, not a car manufacturer.</p><p>I believe there is at least some truth to that assessment. The business model of the company reminds me of Apple&#39;s (AAPL) business model during its earlier stages: Elegant, streamlined, and unique luxury hardware with purposely limited accessibility to some software functions, which creates an opportunity to sell the initially locked use cases of the software a second time later on. Obviously, Tesla is still heavily dependent on initial hardware sales, more so than Apple. And for now, there is nothing similar to an app store. But one can easily imagine features like that in the future.</p><p>Tesla has incredible marketing. There&#39;s Elon Musk&#39;s famous and polarizing megalomaniac space absolutism which spurs hype for all of his companies. Customers feel like they are purchasing a product from a company/person able to change the world. That’s a powerful qualitative argument for the company. Customers think they are doing something good for the environment while enjoying luxurious lifestyle benefits from a company with high-quality standards. I believe this is the primary reason why Apple’s business model has been so successful. Tesla is doing things differently than other car manufacturers: For example, calling their cars S, 3, X, Y. From a purely qualitative standpoint, the company is a clear buy. (If that sounded like sarcasm, it really isn’t).</p><h3>Tesla outperformed massively in the past</h3><p>In recent years, Tesla managed to outperform their peers massively. The financial statements show characteristics of a rising star technology company: The average revenue growth of the company was ~ 53 % per annum in the last five years. During the same time, the gross margin rose from ~19-20 % to ~ 25-27 %. Tesla became profitable for the first time in late 2019 and was profitable ever since. A comparison to traditional car manufacturers just doesn’t seem right, given their competitors’ small revenue growth and already matured business model.</p><p>In Q3/2022, Tesla had Year-over-year revenue growth of 59%. The company almost doubled its operating income and net income year-over-year. However, the spread between total production and total deliveries of cars widened. I believe this is indicative of macroeconomic headwinds, which will affect the company in the coming quarters. More on that later.</p><p>All the positives mentioned, qualitatively and quantitatively, don’t get me to buy shares of a company. Operating and financial performance rather serves as the benchmark to beat in the future. Past performance cannot be extrapolated into the future endlessly. But most of the time it’s the best guess market participants have. If expectations of future growth/profitability rise, then the markets discount higher cash flows of the future in the present, and the share price rises in order to display this valuation premium. That’s what happened in recent years with Tesla. The company massively outperformed, and shareholders profited as they should have.</p><p>However, rapid moves to the downside always occur when the previously risen expectations of market participants are not met - i.e. the market gets surprised by worse data. I believe the likelihood that negative surprises will happen for Tesla during the next 12 months is very high. My reasoning mainly stems from macroeconomic headwinds and further monetary tightening of the Federal Reserve.</p><p><b>1. Tesla is intertwined with the global economy - and the global economy is likely to decelerate materially.</b></p><p>With all the qualitative and quantitative arguments in mind, Tesla still generates the vast majority of its revenue from the traditional automotive sector. In Q3/2022 the company had 87 % of its revenue originating from sales, regulatory credits, and leasing. A mere $ 2,762 B originated from alternative revenue streams, such as Energy generation, energy storage, and other services. Some of the additional software upgrades for the Tesla models are included in the automotive sales, but they make up only a minor portion of the revenues.</p><p>While the revenue growth and the trajectory of the profitability cannot be compared to traditional car manufacturers, the dependency on demand for luxury cars remains the same. The automobile industry depends heavily on the balance sheet of the average customer. Generally, consumers will always spend first on consumer staples. If the average balance sheet of consumers is healthy enough, they will start spending on consumer discretionaries. Usually, the balance sheet is healthy if assets appreciate and the cost of credit lessens, i.e., yields decrease. And here&#39;s the problem:</p><p><b>2. The balance sheet of the average potential customer of Tesla got materially worse.</b></p><p>Let’s start with America, where most Tesla cars get sold: During 2022, the 60/40 portfolio got hit hard because the inverse correlation of bonds and stocks started to reverse because of inflation. The housing market hasn&#39;t sold off at similar levels in 2022. But as long as mortgage rates stay this elevated, the optimistic case for 2023 is an illiquid market with sideways price action because the average homeowner is reluctant to sell at a lower price, and buyers can’t afford today&#39;s rates coupled with yesterday’s prices. Either rates or prices have to go down (assuming a liquid market). Additionally, there’s less money left after buying all the consumer staples needed in everyday life because of high consumer price inflation. However, the rising US Dollar cushions the financial impact on American consumers partially.</p><p>The luxury car demand in Europe is likely to get eroded. Europeans face not only the same (or worse) pain in terms of asset prices. But also much worse consumer price inflation due to the Energy and Food situation. The decline of the Euro in recent months adds additional fuel to the fire. Europeans don’t enjoy the privilege of earning their wages in the global reserve currency.</p><p>I think it&#39;s almost guaranteed that the revenue of Tesla cannot grow at the previous pace. I believe the market is still way too optimistic about the future, given the rich valuation multiples of Tesla.</p><p>In my opinion, the revenues will not only exit the previous trendline, but the expenses of Tesla may rise materially too. Rising energy prices should burden the margins of Tesla while preventing potential customers from buying their luxury product. If consumer price inflation stays sticky, wage increases may burden Tesla too, in 2023. However, with the current macroeconomic headwinds, I can imagine sharp disinflation during H1/2023. To my belief, that disinflation will not be constructive for asset prices because the reason for inflation receding will most likely be demand destruction.</p><p><b>3. Tesla is as overvalued as it was a year ago.</b></p><p>Almost every stock is a buy at some price, and Tesla’s stock price fell from $400 to $230. But I think the stock is nowhere near a buy. Investors have to ask themselves what they are getting when buying shares of a company. Either it’s cash flow in the form of dividends, or its cash flow that is being reinvested in the company in order to grow revenues and raise the profitability of the future. Clearly, with Tesla investors don’t get any dividends, so they are betting on future cashflows.</p><p>The cash flows of the future are discounted by the risk-free rate plus a risk premium. The risk premium rose as the economy is expected to slow down in the future, and investors are getting increasingly risk intolerant. The risk-free rate has increased already since the Federal Reserve hiked rates rather fast. I believe most of the sharp decline of Tesla’s share price originates from the elevated discount rates. So this is all baked in.</p><p>What I believe to not be priced in by the markets yet, are the expectations of lower future cashflows due to a slower-growing revenue trend and rising expenses, therefore decreasing future margins. With a 50+ PE/FWD ratio and PS/FWD of 8.5 the shares of Tesla are priced for perfection (FWDs are already at lofty levels). This leaves little upside to Tesla’s share price originating from operating performance. However, if the expectations of future cashflows worsen, the stock price of Tesla should deteriorate further. I believe that the 45% drawdown was almost exclusively because of the change in the underlying discount rate and not because of changes in future cash flow expectations.</p><p><b>4. The upside for Tesla is a Federal Reserve pivot</b></p><p>Given that the valuation of Tesla is still at a ridiculously high level, my belief is that the upside for Tesla shares is that financial conditions ease, yields come down from their historic rise in 2022, and the Federal Reserve stops the monetary tightening. Elon Musk and Cathie Wood (ARKK) know this, which is why they are calling out the Federal Reserve for not easing financial conditions. Both of them are only talking their book when they explain how technology is going to make things exponentially cheaper and deflationary, and therefore the Federal Reserve should never hike ever again.</p><p>I think that the reality is different. In a deglobalizing economy with wars and polarizing world views which originate from a slowly receding single global superpower, inflation is very likely to be higher for a prolonged period of time.</p><p>Almost certainly, the Federal Reserve will pivot at some point in the future. I think there&#39;s no question about it. But the prerequisites for a pivot are either that inflation comes down materially or that something breaks. I think the most likely scenario is that both happens: Inflation decreases because of the demand destruction caused by a global recession. The problem for Tesla is that this scenario would likely be negative for the share price at first. If the global economy enters a recession in 2023, then the demand for luxury cars is likely going to dwindle, expectations of future cash flows should decrease materially, and the share price of Tesla could significantly fall because of it. To my belief, it is only after the monetary easing that the share price of Tesla can recover. Likely from a permanently lower base.</p><p>The risk of shorting Tesla from here is that the soft landing scenario proposed by the Federal Reserve happens. In such a scenario, the economy would be able to withstand much higher rates for longer than most market participants currently expect. Slight demand destruction would remove the tightness in the labor market so prices could stabilize at a lower inflation rate, but the economy wouldn&#39;t face a harsh recession. If a soft landing materializes, the Federal Reserve could stimulate earlier via monetary easing, and the share price of Tesla could appreciate further. Although I believe the chances of a soft landing scenario get smaller day by day, it&#39;s still a possible outcome.</p><p>From a company development perspective, the risk remains that Tesla could outperform even the current lofty expectations. For example, government subsidies for ecological car purchases could spur demand for Tesla cars and drive the stock price higher. The risk of shorting any stock remains that the mathematical upside is limited, but the potential downside is unlimited. During a bear market, in particular, violent bear market rallies (e.g. June 2022) can cause huge losses in a short period of time even though the general direction remains downwards. Therefore I am warning investors of sizing their positions and try to time entry and exit points accordingly.</p><p>All in all, Tesla reminds me of Intel (INTC) during the 2000 dot-com bubble. Back then, Intel was a great company with good products. The problem was that the stock was incredibly overvalued. After the bubble popped, Intel continued its business with success but the stock price never reached the previous high.</p><h3>Why Tesla Bulls shouldn’t be excited by this Bear market rally</h3><p>At the start of writing this article (Oct. 20), many indicators pointed towards a local bottom. Since then, the S&amp;P500 (SPX) rose ~ 5-6%. In case of a dovish surprise from the Federal Reserve today, the market could rally violently, and Tesla shares would profit massively. However, Tesla bulls should be careful as I do not believe that the (continuing?) rally will prove to be a permanent bottom, but rather a local one. I think that only if the economy enters a recession, the expectations of Tesla&#39;s future cashflows get adjusted, the share price corrects to a reasonable valuation, and the Federal Reserve pivots, it’s time to buy the dip. That time could still be several years ahead.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Don't Be Fooled By This Bear Market Rally</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: Don't Be Fooled By This Bear Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4552006-tesla-dont-be-fooled-by-bear-market-rally><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4552006-tesla-dont-be-fooled-by-bear-market-rally\">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/article/4552006-tesla-dont-be-fooled-by-bear-market-rally","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1101915911","content_text":"SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly intertwined with the global economy.Macroeconomic headwinds and monetary tightening are likely to persist into 2023.Going forward, a short-term bear market rally is likely, but I don’t believe the stock will find its bottom in 2022.What a great companyLet me start off by saying that I praise the Tesla business model from a purely qualitative standpoint. The company reinvented car sales by implementing recurring revenue streams after the initial purchase. After the customer buys the car, the company earns additional revenue from superchargers, for example. But Tesla also sells wall connectors and car accessories. The customer has the ability to unlock software upgrades for his car without purchasing any hardware. Currently there is the possibility of purchasing two different upgrades for autonomous driving. In the future, there could be room for more software upgrades, which is why perma bulls of the stock deem Tesla to be a technology company, not a car manufacturer.I believe there is at least some truth to that assessment. The business model of the company reminds me of Apple's (AAPL) business model during its earlier stages: Elegant, streamlined, and unique luxury hardware with purposely limited accessibility to some software functions, which creates an opportunity to sell the initially locked use cases of the software a second time later on. Obviously, Tesla is still heavily dependent on initial hardware sales, more so than Apple. And for now, there is nothing similar to an app store. But one can easily imagine features like that in the future.Tesla has incredible marketing. There's Elon Musk's famous and polarizing megalomaniac space absolutism which spurs hype for all of his companies. Customers feel like they are purchasing a product from a company/person able to change the world. That’s a powerful qualitative argument for the company. Customers think they are doing something good for the environment while enjoying luxurious lifestyle benefits from a company with high-quality standards. I believe this is the primary reason why Apple’s business model has been so successful. Tesla is doing things differently than other car manufacturers: For example, calling their cars S, 3, X, Y. From a purely qualitative standpoint, the company is a clear buy. (If that sounded like sarcasm, it really isn’t).Tesla outperformed massively in the pastIn recent years, Tesla managed to outperform their peers massively. The financial statements show characteristics of a rising star technology company: The average revenue growth of the company was ~ 53 % per annum in the last five years. During the same time, the gross margin rose from ~19-20 % to ~ 25-27 %. Tesla became profitable for the first time in late 2019 and was profitable ever since. A comparison to traditional car manufacturers just doesn’t seem right, given their competitors’ small revenue growth and already matured business model.In Q3/2022, Tesla had Year-over-year revenue growth of 59%. The company almost doubled its operating income and net income year-over-year. However, the spread between total production and total deliveries of cars widened. I believe this is indicative of macroeconomic headwinds, which will affect the company in the coming quarters. More on that later.All the positives mentioned, qualitatively and quantitatively, don’t get me to buy shares of a company. Operating and financial performance rather serves as the benchmark to beat in the future. Past performance cannot be extrapolated into the future endlessly. But most of the time it’s the best guess market participants have. If expectations of future growth/profitability rise, then the markets discount higher cash flows of the future in the present, and the share price rises in order to display this valuation premium. That’s what happened in recent years with Tesla. The company massively outperformed, and shareholders profited as they should have.However, rapid moves to the downside always occur when the previously risen expectations of market participants are not met - i.e. the market gets surprised by worse data. I believe the likelihood that negative surprises will happen for Tesla during the next 12 months is very high. My reasoning mainly stems from macroeconomic headwinds and further monetary tightening of the Federal Reserve.1. Tesla is intertwined with the global economy - and the global economy is likely to decelerate materially.With all the qualitative and quantitative arguments in mind, Tesla still generates the vast majority of its revenue from the traditional automotive sector. In Q3/2022 the company had 87 % of its revenue originating from sales, regulatory credits, and leasing. A mere $ 2,762 B originated from alternative revenue streams, such as Energy generation, energy storage, and other services. Some of the additional software upgrades for the Tesla models are included in the automotive sales, but they make up only a minor portion of the revenues.While the revenue growth and the trajectory of the profitability cannot be compared to traditional car manufacturers, the dependency on demand for luxury cars remains the same. The automobile industry depends heavily on the balance sheet of the average customer. Generally, consumers will always spend first on consumer staples. If the average balance sheet of consumers is healthy enough, they will start spending on consumer discretionaries. Usually, the balance sheet is healthy if assets appreciate and the cost of credit lessens, i.e., yields decrease. And here's the problem:2. The balance sheet of the average potential customer of Tesla got materially worse.Let’s start with America, where most Tesla cars get sold: During 2022, the 60/40 portfolio got hit hard because the inverse correlation of bonds and stocks started to reverse because of inflation. The housing market hasn't sold off at similar levels in 2022. But as long as mortgage rates stay this elevated, the optimistic case for 2023 is an illiquid market with sideways price action because the average homeowner is reluctant to sell at a lower price, and buyers can’t afford today's rates coupled with yesterday’s prices. Either rates or prices have to go down (assuming a liquid market). Additionally, there’s less money left after buying all the consumer staples needed in everyday life because of high consumer price inflation. However, the rising US Dollar cushions the financial impact on American consumers partially.The luxury car demand in Europe is likely to get eroded. Europeans face not only the same (or worse) pain in terms of asset prices. But also much worse consumer price inflation due to the Energy and Food situation. The decline of the Euro in recent months adds additional fuel to the fire. Europeans don’t enjoy the privilege of earning their wages in the global reserve currency.I think it's almost guaranteed that the revenue of Tesla cannot grow at the previous pace. I believe the market is still way too optimistic about the future, given the rich valuation multiples of Tesla.In my opinion, the revenues will not only exit the previous trendline, but the expenses of Tesla may rise materially too. Rising energy prices should burden the margins of Tesla while preventing potential customers from buying their luxury product. If consumer price inflation stays sticky, wage increases may burden Tesla too, in 2023. However, with the current macroeconomic headwinds, I can imagine sharp disinflation during H1/2023. To my belief, that disinflation will not be constructive for asset prices because the reason for inflation receding will most likely be demand destruction.3. Tesla is as overvalued as it was a year ago.Almost every stock is a buy at some price, and Tesla’s stock price fell from $400 to $230. But I think the stock is nowhere near a buy. Investors have to ask themselves what they are getting when buying shares of a company. Either it’s cash flow in the form of dividends, or its cash flow that is being reinvested in the company in order to grow revenues and raise the profitability of the future. Clearly, with Tesla investors don’t get any dividends, so they are betting on future cashflows.The cash flows of the future are discounted by the risk-free rate plus a risk premium. The risk premium rose as the economy is expected to slow down in the future, and investors are getting increasingly risk intolerant. The risk-free rate has increased already since the Federal Reserve hiked rates rather fast. I believe most of the sharp decline of Tesla’s share price originates from the elevated discount rates. So this is all baked in.What I believe to not be priced in by the markets yet, are the expectations of lower future cashflows due to a slower-growing revenue trend and rising expenses, therefore decreasing future margins. With a 50+ PE/FWD ratio and PS/FWD of 8.5 the shares of Tesla are priced for perfection (FWDs are already at lofty levels). This leaves little upside to Tesla’s share price originating from operating performance. However, if the expectations of future cashflows worsen, the stock price of Tesla should deteriorate further. I believe that the 45% drawdown was almost exclusively because of the change in the underlying discount rate and not because of changes in future cash flow expectations.4. The upside for Tesla is a Federal Reserve pivotGiven that the valuation of Tesla is still at a ridiculously high level, my belief is that the upside for Tesla shares is that financial conditions ease, yields come down from their historic rise in 2022, and the Federal Reserve stops the monetary tightening. Elon Musk and Cathie Wood (ARKK) know this, which is why they are calling out the Federal Reserve for not easing financial conditions. Both of them are only talking their book when they explain how technology is going to make things exponentially cheaper and deflationary, and therefore the Federal Reserve should never hike ever again.I think that the reality is different. In a deglobalizing economy with wars and polarizing world views which originate from a slowly receding single global superpower, inflation is very likely to be higher for a prolonged period of time.Almost certainly, the Federal Reserve will pivot at some point in the future. I think there's no question about it. But the prerequisites for a pivot are either that inflation comes down materially or that something breaks. I think the most likely scenario is that both happens: Inflation decreases because of the demand destruction caused by a global recession. The problem for Tesla is that this scenario would likely be negative for the share price at first. If the global economy enters a recession in 2023, then the demand for luxury cars is likely going to dwindle, expectations of future cash flows should decrease materially, and the share price of Tesla could significantly fall because of it. To my belief, it is only after the monetary easing that the share price of Tesla can recover. Likely from a permanently lower base.The risk of shorting Tesla from here is that the soft landing scenario proposed by the Federal Reserve happens. In such a scenario, the economy would be able to withstand much higher rates for longer than most market participants currently expect. Slight demand destruction would remove the tightness in the labor market so prices could stabilize at a lower inflation rate, but the economy wouldn't face a harsh recession. If a soft landing materializes, the Federal Reserve could stimulate earlier via monetary easing, and the share price of Tesla could appreciate further. Although I believe the chances of a soft landing scenario get smaller day by day, it's still a possible outcome.From a company development perspective, the risk remains that Tesla could outperform even the current lofty expectations. For example, government subsidies for ecological car purchases could spur demand for Tesla cars and drive the stock price higher. The risk of shorting any stock remains that the mathematical upside is limited, but the potential downside is unlimited. During a bear market, in particular, violent bear market rallies (e.g. June 2022) can cause huge losses in a short period of time even though the general direction remains downwards. Therefore I am warning investors of sizing their positions and try to time entry and exit points accordingly.All in all, Tesla reminds me of Intel (INTC) during the 2000 dot-com bubble. Back then, Intel was a great company with good products. The problem was that the stock was incredibly overvalued. After the bubble popped, Intel continued its business with success but the stock price never reached the previous high.Why Tesla Bulls shouldn’t be excited by this Bear market rallyAt the start of writing this article (Oct. 20), many indicators pointed towards a local bottom. Since then, the S&P500 (SPX) rose ~ 5-6%. In case of a dovish surprise from the Federal Reserve today, the market could rally violently, and Tesla shares would profit massively. However, Tesla bulls should be careful as I do not believe that the (continuing?) rally will prove to be a permanent bottom, but rather a local one. I think that only if the economy enters a recession, the expectations of Tesla's future cashflows get adjusted, the share price corrects to a reasonable valuation, and the Federal Reserve pivots, it’s time to buy the dip. That time could still be several years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}