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2023-02-14

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Palantir: Soaring On Good News

2022-10-06

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I vaG imh <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars&nbsp;</a>I. &nbsp;B🚉","listText":"QC. I vaG imh <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars&nbsp;</a>I. &nbsp;B🚉","text":"QC. I vaG imh @TigerStars I. B🚉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954295556","repostId":"1181635279","repostType":2,"repost":{"id":"1181635279","pubTimestamp":1676342742,"share":"https://ttm.financial/m/news/1181635279?lang=&edition=fundamental","pubTime":"2023-02-14 10:45","market":"us","language":"en","title":"Palantir: Soaring On Good News","url":"https://stock-news.laohu8.com/highlight/detail?id=1181635279","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. reported Q4 results that beat estimates on both lines.The company ","content":"<html><head></head><body><h3>Summary</h3><ul><li>Palantir Technologies Inc. reported Q4 results that beat estimates on both lines.</li><li>The company recorded strong business growth.</li><li>Profitability is improving markedly.</li></ul><h3>Article Thesis</h3><p>Palantir Technologies Inc. (NYSE:PLTR) reported its fourth-quarter earnings results and easily beat estimates. This has made Palantir&#39;s shares rise sharply, as analysts and investors had expected a weaker operational performance. The addition of new commercial customers and Palantir&#39;s exposure to the ongoing war in Ukraine could allow the company to grow its business meaningfully going forward, while Palantir&#39;s valuation isn&#39;t overly high on a price-to-sales basis.</p><h3>What Happened?</h3><p>Palantir Technologies reported its fourth-quarter earnings results on Monday afternoon. These are the headline numbers from the report:</p><p><img src=\"https://static.tigerbbs.com/8c664b8b9baeed1fe802fdc3832dbda2\" tg-width=\"599\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p><p>The company beat estimates on both lines, which naturally is great. While one can argue that the earnings beat is not very important, as Palantir is barely profitable (on a non-GAAP basis) anyway, the revenue beat was great to see -- after all, higher-than-expected sales prove that the market had overestimated the decline in Palantir&#39;s business growth rate. While a 21% revenue increase was not as large as what Palantir has delivered in most of the quarters in the past, it is still very meaningful.</p><p>And when we consider that other tech companies are reporting flat or even declining revenues, including heavyweights such as Apple (AAPL) and Microsoft (MSFT), then an 18% revenue increase seems quite appealing on a relative basis. As a result of the better-than-expected operational performance, Palantir Technologies saw its share price jump up by 19% in after-hours trading at the time of writing. Since shares are volatile, that could easily change, however.</p><h3>The Good And Bad</h3><p>The headline numbers looked quite good, at least relative to what investors and Wall Street analysts had expected. But when we delve into the numbers, there were some negatives as well.</p><p>Palantir continued to add commercial customers at a rapid pace. The customer count rose 55% year-over-year, and continued to rise on a sequential basis, as well as PLTR&#39;s customer count rose 9% from the previous quarter, which pencils out to an annualized growth rate of more than 40% [1.09^4]. It thus looks like Palantir&#39;s offerings remain highly relevant for businesses and corporations around the world, as they otherwise wouldn&#39;t flock to Palantir. The fact that new customers are added at a rapid pace despite the ongoing economic slowdown when many companies are looking to preserve cash, is positive, I believe. This suggests that a deal with PLTR makes economic sense and is not just a prestige project -- otherwise, PLTR would have a harder time adding new customers at a time when many tech companies are reducing their headcount due to a weak business environment.</p><p>The fact that Palantir&#39;s commercial revenue rose by just 11% despite a 55% customer count increase is somewhat perplexing at first sight. There are several factors at play here. First, a strengthening U.S. dollar hurts Palantir&#39;s non-U.S. revenue performance once those revenues are denominated in U.S. Dollars. The same impact was seen in the results of many other tech companies, where underlying business growth was considerably stronger than the reported revenue growth rate. Second, when Palantir adds a new customer, the deal value oftentimes is rather small at first, as PLTR and the customer have to establish a business connection at first. When that goes well, additional orders can be placed and additional deals can be crafted, which allows Palantir to ideally grow its revenue per customer over time. When many new customers are added, with below-average deal values at first, then it is not surprising to see that PLTR&#39;s revenue did not grow as much as its customer count. Last but not least, Palantir is not able to recognize all of the revenue it generates from a contract when the contract is signed. Instead, revenues will be recognized over time, thus adding a new customer does not boost revenues massively immediately, but it will still be highly beneficial for Palantir and its shareholders over time.</p><p>On the government side of Palantir&#39;s operations, the performance was healthy as well. Palantir grew its government revenue by 23%, with most of that growth stemming from increased revenues from the U.S. government (around 40% of PLTR&#39;s overall revenue). Ongoing growth in government revenues is positive, especially since currency rate headwinds are not an issue for the U.S. government business. The war in Ukraine plays a role for government revenues, as Palantir Technologies is a technology provider that helps the Ukraine Armed Forces in a range of tasks, including targeting, according to Palantir&#39;s CEO. With that war continuing and seemingly becoming more active again, Palantir will likely receive additional attention from governments around the world -- as they see the potential for Palantir&#39;s technology in a real setting, additional governments might be inclined to craft deals with Palantir to get access to the same technology.</p><p>When it comes to Palantir&#39;s profitability, there&#39;s some good and bad news. Palantir has, somewhat surprisingly, managed to become profitable on a GAAP basis, although only marginally. On a GAAP basis, Palantir earned $0.01 per share, or $31 million on a company-wide basis -- this was PLTR&#39;s first GAAP profitable quarter ever. Some bears have argued that all of Palantir&#39;s business growth was meaningless as the company would never become profitable, but this isn&#39;t true. Instead, Palantir has made major progress in improving its profitability over time.</p><p>While Palantir&#39;s revenue rose by 18% year-over-year, its operating expenses rose by just 4% over the same time frame, from $404 million to $422 million. This is great, as it means that Palantir&#39;s revenue growth is highly accretive. When a company grows its revenue quicker than its operating expenses, that&#39;s called operating leverage. Operating leverage allows companies to grow their profits faster than their revenue, all else equal. Some bears have argued that Palantir would never benefit meaningfully from operating leverage, due to presumed high operating expense growth per each additional contract and customer. But we see that this is not true -- PLTR grew its customer count by more than 50% and its revenue by close to 20%, and yet, operating expenses were up only marginally. In fact, operating expenses were down year-over-year when we account for inflation, which was north of 4% over the last year.</p><p>As a result, Palantir&#39;s margins have improved dramatically over the last year. While the company generated a $156 million loss in the previous year&#39;s quarter, PLTR swung to a profit in the fourth quarter of 2022. Palantir&#39;s GAAP operating margin improved by 1,000 base points over the last year. If the company keeps that margin growth in place, it will become quite profitable in the not-too-distant future.</p><p>For some bears, share-based compensation (&#34;SBC&#34;) has been a major concern. And Palantir did indeed issue a large number of shares to employees and management in the past. But the SBC spending has slowed down drastically in the more recent past. During the fourth quarter, Palantir&#39;s share count averaged 2.09 million, up 4% from 2.01 million one year earlier. That still makes for some dilution, but it&#39;s far from drastic relative to the revenue and profit growth rate. If the pace of dilution remains at this level, SBC shouldn&#39;t be a major concern going forward.</p><p>Palantir&#39;s guidance for the current year came in below expectations, which is negative, of course. The company has guided for revenues of $2.18 billion to $2.23 billion, or slightly more than $2.2 billion at the midpoint of the guidance range. Palantir has generated revenues of $1.91 billion in 2022, which implies that PLTR will grow its sales by 15% this year. That&#39;s less than Palantir&#39;s revenue growth rate in 2022 and less than what analysts had predicted. It should be noted, however, that Palantir might outperform its guidance, as management has sometimes given overly-conservative guidance in the past. Even if Palantir were to hit the 15% revenue growth guidance, that would still be a much higher growth rate compared to what many other tech companies will be delivering this year.</p><h3>Final Thoughts</h3><p>Palantir Technologies Inc.&#39;s Q4 results looked very solid. The improving profitability and strong commercial customer count growth are great, I believe. The hefty after-hours price jump suggests that many investors were very negative going into this report, and a better-than-expected performance has resulted in significant rally potential.</p><p>Based on the current after-hours price of $9.20, Palantir is valued at $19 billion, which is equal to a little less than 9x forward revenue. That&#39;s not a low valuation, but might be justified if Palantir continues to grow its business at an attractive pace for years while also benefitting from further margin expansion. When we account for Palantir&#39;s net cash position of $2.6 billion, the sales multiple declines to around 7.5 -- between that of Apple (6x) and that of Microsoft (9x).</p><p>I liked Palantir better at $7 than at $9 and higher, but especially if the broad market sentiment remains healthy, Palantir could climb further going forward. Meta Platforms (META) and Tesla (TSLA) have proven that stocks that have fallen a lot can rise rapidly once sentiment improves -- and Palantir Technologies Inc.&#39;s improving profitability could be a sentiment-improving factor for sure.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Soaring On Good News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Soaring On Good News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-14 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577929-palantir-soaring-on-good-news><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. reported Q4 results that beat estimates on both lines.The company recorded strong business growth.Profitability is improving markedly.Article ThesisPalantir ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577929-palantir-soaring-on-good-news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4577929-palantir-soaring-on-good-news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181635279","content_text":"SummaryPalantir Technologies Inc. reported Q4 results that beat estimates on both lines.The company recorded strong business growth.Profitability is improving markedly.Article ThesisPalantir Technologies Inc. (NYSE:PLTR) reported its fourth-quarter earnings results and easily beat estimates. This has made Palantir's shares rise sharply, as analysts and investors had expected a weaker operational performance. The addition of new commercial customers and Palantir's exposure to the ongoing war in Ukraine could allow the company to grow its business meaningfully going forward, while Palantir's valuation isn't overly high on a price-to-sales basis.What Happened?Palantir Technologies reported its fourth-quarter earnings results on Monday afternoon. These are the headline numbers from the report:The company beat estimates on both lines, which naturally is great. While one can argue that the earnings beat is not very important, as Palantir is barely profitable (on a non-GAAP basis) anyway, the revenue beat was great to see -- after all, higher-than-expected sales prove that the market had overestimated the decline in Palantir's business growth rate. While a 21% revenue increase was not as large as what Palantir has delivered in most of the quarters in the past, it is still very meaningful.And when we consider that other tech companies are reporting flat or even declining revenues, including heavyweights such as Apple (AAPL) and Microsoft (MSFT), then an 18% revenue increase seems quite appealing on a relative basis. As a result of the better-than-expected operational performance, Palantir Technologies saw its share price jump up by 19% in after-hours trading at the time of writing. Since shares are volatile, that could easily change, however.The Good And BadThe headline numbers looked quite good, at least relative to what investors and Wall Street analysts had expected. But when we delve into the numbers, there were some negatives as well.Palantir continued to add commercial customers at a rapid pace. The customer count rose 55% year-over-year, and continued to rise on a sequential basis, as well as PLTR's customer count rose 9% from the previous quarter, which pencils out to an annualized growth rate of more than 40% [1.09^4]. It thus looks like Palantir's offerings remain highly relevant for businesses and corporations around the world, as they otherwise wouldn't flock to Palantir. The fact that new customers are added at a rapid pace despite the ongoing economic slowdown when many companies are looking to preserve cash, is positive, I believe. This suggests that a deal with PLTR makes economic sense and is not just a prestige project -- otherwise, PLTR would have a harder time adding new customers at a time when many tech companies are reducing their headcount due to a weak business environment.The fact that Palantir's commercial revenue rose by just 11% despite a 55% customer count increase is somewhat perplexing at first sight. There are several factors at play here. First, a strengthening U.S. dollar hurts Palantir's non-U.S. revenue performance once those revenues are denominated in U.S. Dollars. The same impact was seen in the results of many other tech companies, where underlying business growth was considerably stronger than the reported revenue growth rate. Second, when Palantir adds a new customer, the deal value oftentimes is rather small at first, as PLTR and the customer have to establish a business connection at first. When that goes well, additional orders can be placed and additional deals can be crafted, which allows Palantir to ideally grow its revenue per customer over time. When many new customers are added, with below-average deal values at first, then it is not surprising to see that PLTR's revenue did not grow as much as its customer count. Last but not least, Palantir is not able to recognize all of the revenue it generates from a contract when the contract is signed. Instead, revenues will be recognized over time, thus adding a new customer does not boost revenues massively immediately, but it will still be highly beneficial for Palantir and its shareholders over time.On the government side of Palantir's operations, the performance was healthy as well. Palantir grew its government revenue by 23%, with most of that growth stemming from increased revenues from the U.S. government (around 40% of PLTR's overall revenue). Ongoing growth in government revenues is positive, especially since currency rate headwinds are not an issue for the U.S. government business. The war in Ukraine plays a role for government revenues, as Palantir Technologies is a technology provider that helps the Ukraine Armed Forces in a range of tasks, including targeting, according to Palantir's CEO. With that war continuing and seemingly becoming more active again, Palantir will likely receive additional attention from governments around the world -- as they see the potential for Palantir's technology in a real setting, additional governments might be inclined to craft deals with Palantir to get access to the same technology.When it comes to Palantir's profitability, there's some good and bad news. Palantir has, somewhat surprisingly, managed to become profitable on a GAAP basis, although only marginally. On a GAAP basis, Palantir earned $0.01 per share, or $31 million on a company-wide basis -- this was PLTR's first GAAP profitable quarter ever. Some bears have argued that all of Palantir's business growth was meaningless as the company would never become profitable, but this isn't true. Instead, Palantir has made major progress in improving its profitability over time.While Palantir's revenue rose by 18% year-over-year, its operating expenses rose by just 4% over the same time frame, from $404 million to $422 million. This is great, as it means that Palantir's revenue growth is highly accretive. When a company grows its revenue quicker than its operating expenses, that's called operating leverage. Operating leverage allows companies to grow their profits faster than their revenue, all else equal. Some bears have argued that Palantir would never benefit meaningfully from operating leverage, due to presumed high operating expense growth per each additional contract and customer. But we see that this is not true -- PLTR grew its customer count by more than 50% and its revenue by close to 20%, and yet, operating expenses were up only marginally. In fact, operating expenses were down year-over-year when we account for inflation, which was north of 4% over the last year.As a result, Palantir's margins have improved dramatically over the last year. While the company generated a $156 million loss in the previous year's quarter, PLTR swung to a profit in the fourth quarter of 2022. Palantir's GAAP operating margin improved by 1,000 base points over the last year. If the company keeps that margin growth in place, it will become quite profitable in the not-too-distant future.For some bears, share-based compensation (\"SBC\") has been a major concern. And Palantir did indeed issue a large number of shares to employees and management in the past. But the SBC spending has slowed down drastically in the more recent past. During the fourth quarter, Palantir's share count averaged 2.09 million, up 4% from 2.01 million one year earlier. That still makes for some dilution, but it's far from drastic relative to the revenue and profit growth rate. If the pace of dilution remains at this level, SBC shouldn't be a major concern going forward.Palantir's guidance for the current year came in below expectations, which is negative, of course. The company has guided for revenues of $2.18 billion to $2.23 billion, or slightly more than $2.2 billion at the midpoint of the guidance range. Palantir has generated revenues of $1.91 billion in 2022, which implies that PLTR will grow its sales by 15% this year. That's less than Palantir's revenue growth rate in 2022 and less than what analysts had predicted. It should be noted, however, that Palantir might outperform its guidance, as management has sometimes given overly-conservative guidance in the past. Even if Palantir were to hit the 15% revenue growth guidance, that would still be a much higher growth rate compared to what many other tech companies will be delivering this year.Final ThoughtsPalantir Technologies Inc.'s Q4 results looked very solid. The improving profitability and strong commercial customer count growth are great, I believe. The hefty after-hours price jump suggests that many investors were very negative going into this report, and a better-than-expected performance has resulted in significant rally potential.Based on the current after-hours price of $9.20, Palantir is valued at $19 billion, which is equal to a little less than 9x forward revenue. That's not a low valuation, but might be justified if Palantir continues to grow its business at an attractive pace for years while also benefitting from further margin expansion. When we account for Palantir's net cash position of $2.6 billion, the sales multiple declines to around 7.5 -- between that of Apple (6x) and that of Microsoft (9x).I liked Palantir better at $7 than at $9 and higher, but especially if the broad market sentiment remains healthy, Palantir could climb further going forward. Meta Platforms (META) and Tesla (TSLA) have proven that stocks that have fallen a lot can rise rapidly once sentiment improves -- and Palantir Technologies Inc.'s improving profitability could be a sentiment-improving factor for sure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915894235,"gmtCreate":1665010456927,"gmtModify":1676537541710,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915894235","repostId":"9912371134","repostType":1,"repost":{"id":9912371134,"gmtCreate":1664762433928,"gmtModify":1676537504116,"author":{"id":"4119072940563712","authorId":"4119072940563712","name":"TradingLounge","avatar":"https://community-static.tradeup.com/news/e3847b140dde3f0115931dbd158233e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119072940563712","authorIdStr":"4119072940563712"},"themes":[],"title":"Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022, ","htmlText":"Broadcom Inc., Elliott Wave Technical Analysis Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022,&nbsp; AVGO Stock Market Analysis: I wanted to zoom out to show you how we are approaching thevolume point of control off the entire rally from the Covid-19 lows. AVGO Elliott Wave count:&nbsp;Z of (2). AVGO Trading Strategy: Looking for a clear sign of upside resumption to then place long termtrades. AVGO Technical Indicators:We have been in oversold territory for a while now that is couldbecome interesting to buy in the future. TradingLounge Analyst: Alessio Barretta Source Tradinglounge.com Get trial here! Broadcom Inc., AVGO: 4-hour Chart, September 28 2022 Broadcom Inc., Elliott Wave Technical Analysis AVGO Stock Market Analysis: I would be looking for further downside as the mo","listText":"Broadcom Inc., Elliott Wave Technical Analysis Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022,&nbsp; AVGO Stock Market Analysis: I wanted to zoom out to show you how we are approaching thevolume point of control off the entire rally from the Covid-19 lows. AVGO Elliott Wave count:&nbsp;Z of (2). AVGO Trading Strategy: Looking for a clear sign of upside resumption to then place long termtrades. AVGO Technical Indicators:We have been in oversold territory for a while now that is couldbecome interesting to buy in the future. TradingLounge Analyst: Alessio Barretta Source Tradinglounge.com Get trial here! Broadcom Inc., AVGO: 4-hour Chart, September 28 2022 Broadcom Inc., Elliott Wave Technical Analysis AVGO Stock Market Analysis: I would be looking for further downside as the mo","text":"Broadcom Inc., Elliott Wave Technical Analysis Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022, AVGO Stock Market Analysis: I wanted to zoom out to show you how we are approaching thevolume point of control off the entire rally from the Covid-19 lows. AVGO Elliott Wave count: Z of (2). AVGO Trading Strategy: Looking for a clear sign of upside resumption to then place long termtrades. AVGO Technical Indicators:We have been in oversold territory for a while now that is couldbecome interesting to buy in the future. TradingLounge Analyst: Alessio Barretta Source Tradinglounge.com Get trial here! Broadcom Inc., AVGO: 4-hour Chart, September 28 2022 Broadcom Inc., Elliott Wave Technical Analysis AVGO Stock Market Analysis: I would be looking for further downside as the mo","images":[{"img":"https://community-static.tradeup.com/news/88dad8fa4cd48c147fbbe8cc19b08700"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912371134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084605793,"gmtCreate":1650852392937,"gmtModify":1676534803476,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084605793","repostId":"9084867912","repostType":1,"repost":{"id":9084867912,"gmtCreate":1650847356000,"gmtModify":1676534802278,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103332230805300","authorIdStr":"4103332230805300"},"themes":[],"title":"Hangzhou Tigermed Consulting (3347.HK/300347.CH) - The Business Model May Not Be a Safe Play","htmlText":"Tigermed’s&nbsp;high growth and high valuation are inseparable from continuous M&amp;As and investment.&nbsp;However, uncertain macro environment and risk of recession question if &nbsp;\"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","listText":"Tigermed’s&nbsp;high growth and high valuation are inseparable from continuous M&amp;As and investment.&nbsp;However, uncertain macro environment and risk of recession question if &nbsp;\"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","text":"Tigermed’s high growth and high valuation are inseparable from continuous M&As and investment. However, uncertain macro environment and risk of recession question if \"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084867912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035124742,"gmtCreate":1647556041683,"gmtModify":1676534242566,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035124742","repostId":"1165019745","repostType":4,"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097720008,"gmtCreate":1645571318206,"gmtModify":1676534039651,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097720008","repostId":"1122018131","repostType":4,"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009976308,"gmtCreate":1640479783072,"gmtModify":1676533522327,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009976308","repostId":"2193317305","repostType":4,"repost":{"id":"2193317305","pubTimestamp":1640399660,"share":"https://ttm.financial/m/news/2193317305?lang=&edition=fundamental","pubTime":"2021-12-25 10:34","market":"us","language":"en","title":"Can This Top Blue Chip Stock Handle Soaring Inflation?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193317305","media":"Motley Fool","summary":"We are in strange times right now, so how companies navigate the current environment is vital to their success.","content":"<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years.&nbsp;</p>\n<p>For a company like&nbsp;<b>Home Depot</b>&nbsp;(NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the&nbsp;business.&nbsp;</p>\n<p>Continue reading to find out how this&nbsp;blue chip stock&nbsp;is dealing with the current situation.&nbsp;</p>\n<h2>Lumber prices are going back up&nbsp;</h2>\n<p>A major commodity that has a meaningful&nbsp;impact&nbsp;on Home Depot's&nbsp;business&nbsp;is lumber. From April 2020 to May 2021,&nbsp;lumber prices skyrocketed&nbsp;to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective.&nbsp;</p>\n<p>\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results.&nbsp;</p>\n<p>This is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again.&nbsp;</p>\n<p>Nonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers.&nbsp;</p>\n<p>\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.</p>\n<h2>Home Depot's success is&nbsp;undeniable&nbsp;</h2>\n<p>One of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers.&nbsp;</p>\n<p>But if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion.&nbsp;</p>\n<p>And the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move.&nbsp;</p>\n<p>The current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings. &nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can This Top Blue Chip Stock Handle Soaring Inflation?</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\">\nCan This Top Blue Chip Stock Handle Soaring Inflation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4083":"家庭装潢零售","HD":"家得宝","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193317305","content_text":"In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years. \nFor a company like Home Depot (NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the business. \nContinue reading to find out how this blue chip stock is dealing with the current situation. \nLumber prices are going back up \nA major commodity that has a meaningful impact on Home Depot's business is lumber. From April 2020 to May 2021, lumber prices skyrocketed to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective. \n\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results. \nThis is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again. \nNonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers. \n\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.\nHome Depot's success is undeniable \nOne of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers. \nBut if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion. \nAnd the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move. \nThe current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9035124742,"gmtCreate":1647556041683,"gmtModify":1676534242566,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035124742","repostId":"1165019745","repostType":4,"repost":{"id":"1165019745","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":1647530294,"share":"https://ttm.financial/m/news/1165019745?lang=&edition=fundamental","pubTime":"2022-03-17 23:18","market":"us","language":"en","title":"Pfizer Shares Rose More Than 2% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165019745","media":"Tiger Newspress","summary":"Pfizer shares rose more than 2% in morning trading.Thirty five generic drugmakers around the world w","content":"<html><head></head><body><p>Pfizer shares rose more than 2% in morning trading.<img src=\"https://static.tigerbbs.com/4a03e4c180b16dbc8dee58435f81f61a\" tg-width=\"713\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/>Thirty five generic drugmakers around the world will make cheap versions of Pfizer Inc&#39;s highly effective COVID-19 oral antiviral Paxlovid to supply the treatment in 95 poorer countries, the U.N.-backed Medicines Patent Pool (MPP) said on Thursday.</p><p>Pfizer struck a deal last year with the group to allow generic drugmakers to make the pills for 95 low- and middle-income countries. They have been working since then to select the drugmakers they will license.</p><p>Paxlovid is expected to be an important tool in the fight against COVID-19 after it reduced hospitalizations in high-risk patients by around 90% in a clinical trial. The results were significantly better than those for Merck &amp; Co&#39;s rival antiviral pill molnupiravir in its clinical trial.</p><p>Pfizer won’t receive royalties from sales covered by the pact as long as Covid remains classified as an international public-health emergency by the World Health Organization, according to the patent pool.</p><p>After the pandemic, middle-income nations will be subject to a 5% royalty for sales to the public sector and 10% for sales to the private sector. There will be no royalty payment for low-income countries.</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>Pfizer Shares Rose More Than 2% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shares Rose More Than 2% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-17 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pfizer shares rose more than 2% in morning trading.<img src=\"https://static.tigerbbs.com/4a03e4c180b16dbc8dee58435f81f61a\" tg-width=\"713\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/>Thirty five generic drugmakers around the world will make cheap versions of Pfizer Inc&#39;s highly effective COVID-19 oral antiviral Paxlovid to supply the treatment in 95 poorer countries, the U.N.-backed Medicines Patent Pool (MPP) said on Thursday.</p><p>Pfizer struck a deal last year with the group to allow generic drugmakers to make the pills for 95 low- and middle-income countries. They have been working since then to select the drugmakers they will license.</p><p>Paxlovid is expected to be an important tool in the fight against COVID-19 after it reduced hospitalizations in high-risk patients by around 90% in a clinical trial. The results were significantly better than those for Merck &amp; Co&#39;s rival antiviral pill molnupiravir in its clinical trial.</p><p>Pfizer won’t receive royalties from sales covered by the pact as long as Covid remains classified as an international public-health emergency by the World Health Organization, according to the patent pool.</p><p>After the pandemic, middle-income nations will be subject to a 5% royalty for sales to the public sector and 10% for sales to the private sector. There will be no royalty payment for low-income countries.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165019745","content_text":"Pfizer shares rose more than 2% in morning trading.Thirty five generic drugmakers around the world will make cheap versions of Pfizer Inc's highly effective COVID-19 oral antiviral Paxlovid to supply the treatment in 95 poorer countries, the U.N.-backed Medicines Patent Pool (MPP) said on Thursday.Pfizer struck a deal last year with the group to allow generic drugmakers to make the pills for 95 low- and middle-income countries. They have been working since then to select the drugmakers they will license.Paxlovid is expected to be an important tool in the fight against COVID-19 after it reduced hospitalizations in high-risk patients by around 90% in a clinical trial. The results were significantly better than those for Merck & Co's rival antiviral pill molnupiravir in its clinical trial.Pfizer won’t receive royalties from sales covered by the pact as long as Covid remains classified as an international public-health emergency by the World Health Organization, according to the patent pool.After the pandemic, middle-income nations will be subject to a 5% royalty for sales to the public sector and 10% for sales to the private sector. There will be no royalty payment for low-income countries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009976308,"gmtCreate":1640479783072,"gmtModify":1676533522327,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009976308","repostId":"2193317305","repostType":4,"repost":{"id":"2193317305","pubTimestamp":1640399660,"share":"https://ttm.financial/m/news/2193317305?lang=&edition=fundamental","pubTime":"2021-12-25 10:34","market":"us","language":"en","title":"Can This Top Blue Chip Stock Handle Soaring Inflation?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193317305","media":"Motley Fool","summary":"We are in strange times right now, so how companies navigate the current environment is vital to their success.","content":"<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years.&nbsp;</p>\n<p>For a company like&nbsp;<b>Home Depot</b>&nbsp;(NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the&nbsp;business.&nbsp;</p>\n<p>Continue reading to find out how this&nbsp;blue chip stock&nbsp;is dealing with the current situation.&nbsp;</p>\n<h2>Lumber prices are going back up&nbsp;</h2>\n<p>A major commodity that has a meaningful&nbsp;impact&nbsp;on Home Depot's&nbsp;business&nbsp;is lumber. From April 2020 to May 2021,&nbsp;lumber prices skyrocketed&nbsp;to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective.&nbsp;</p>\n<p>\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results.&nbsp;</p>\n<p>This is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again.&nbsp;</p>\n<p>Nonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers.&nbsp;</p>\n<p>\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.</p>\n<h2>Home Depot's success is&nbsp;undeniable&nbsp;</h2>\n<p>One of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers.&nbsp;</p>\n<p>But if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion.&nbsp;</p>\n<p>And the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move.&nbsp;</p>\n<p>The current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings. &nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can This Top Blue Chip Stock Handle Soaring Inflation?</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\">\nCan This Top Blue Chip Stock Handle Soaring Inflation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4083":"家庭装潢零售","HD":"家得宝","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193317305","content_text":"In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years. \nFor a company like Home Depot (NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the business. \nContinue reading to find out how this blue chip stock is dealing with the current situation. \nLumber prices are going back up \nA major commodity that has a meaningful impact on Home Depot's business is lumber. From April 2020 to May 2021, lumber prices skyrocketed to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective. \n\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results. \nThis is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again. \nNonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers. \n\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.\nHome Depot's success is undeniable \nOne of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers. \nBut if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion. \nAnd the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move. \nThe current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915894235,"gmtCreate":1665010456927,"gmtModify":1676537541710,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915894235","repostId":"9912371134","repostType":1,"repost":{"id":9912371134,"gmtCreate":1664762433928,"gmtModify":1676537504116,"author":{"id":"4119072940563712","authorId":"4119072940563712","name":"TradingLounge","avatar":"https://community-static.tradeup.com/news/e3847b140dde3f0115931dbd158233e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119072940563712","authorIdStr":"4119072940563712"},"themes":[],"title":"Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022, ","htmlText":"Broadcom Inc., Elliott Wave Technical Analysis Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022,&nbsp; AVGO Stock Market Analysis: I wanted to zoom out to show you how we are approaching thevolume point of control off the entire rally from the Covid-19 lows. AVGO Elliott Wave count:&nbsp;Z of (2). AVGO Trading Strategy: Looking for a clear sign of upside resumption to then place long termtrades. AVGO Technical Indicators:We have been in oversold territory for a while now that is couldbecome interesting to buy in the future. TradingLounge Analyst: Alessio Barretta Source Tradinglounge.com Get trial here! Broadcom Inc., AVGO: 4-hour Chart, September 28 2022 Broadcom Inc., Elliott Wave Technical Analysis AVGO Stock Market Analysis: I would be looking for further downside as the mo","listText":"Broadcom Inc., Elliott Wave Technical Analysis Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022,&nbsp; AVGO Stock Market Analysis: I wanted to zoom out to show you how we are approaching thevolume point of control off the entire rally from the Covid-19 lows. AVGO Elliott Wave count:&nbsp;Z of (2). AVGO Trading Strategy: Looking for a clear sign of upside resumption to then place long termtrades. AVGO Technical Indicators:We have been in oversold territory for a while now that is couldbecome interesting to buy in the future. TradingLounge Analyst: Alessio Barretta Source Tradinglounge.com Get trial here! Broadcom Inc., AVGO: 4-hour Chart, September 28 2022 Broadcom Inc., Elliott Wave Technical Analysis AVGO Stock Market Analysis: I would be looking for further downside as the mo","text":"Broadcom Inc., Elliott Wave Technical Analysis Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022, AVGO Stock Market Analysis: I wanted to zoom out to show you how we are approaching thevolume point of control off the entire rally from the Covid-19 lows. AVGO Elliott Wave count: Z of (2). AVGO Trading Strategy: Looking for a clear sign of upside resumption to then place long termtrades. AVGO Technical Indicators:We have been in oversold territory for a while now that is couldbecome interesting to buy in the future. TradingLounge Analyst: Alessio Barretta Source Tradinglounge.com Get trial here! Broadcom Inc., AVGO: 4-hour Chart, September 28 2022 Broadcom Inc., Elliott Wave Technical Analysis AVGO Stock Market Analysis: I would be looking for further downside as the mo","images":[{"img":"https://community-static.tradeup.com/news/88dad8fa4cd48c147fbbe8cc19b08700"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912371134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084605793,"gmtCreate":1650852392937,"gmtModify":1676534803476,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084605793","repostId":"9084867912","repostType":1,"repost":{"id":9084867912,"gmtCreate":1650847356000,"gmtModify":1676534802278,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103332230805300","authorIdStr":"4103332230805300"},"themes":[],"title":"Hangzhou Tigermed Consulting (3347.HK/300347.CH) - The Business Model May Not Be a Safe Play","htmlText":"Tigermed’s&nbsp;high growth and high valuation are inseparable from continuous M&amp;As and investment.&nbsp;However, uncertain macro environment and risk of recession question if &nbsp;\"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","listText":"Tigermed’s&nbsp;high growth and high valuation are inseparable from continuous M&amp;As and investment.&nbsp;However, uncertain macro environment and risk of recession question if &nbsp;\"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","text":"Tigermed’s high growth and high valuation are inseparable from continuous M&As and investment. However, uncertain macro environment and risk of recession question if \"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084867912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097720008,"gmtCreate":1645571318206,"gmtModify":1676534039651,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097720008","repostId":"1122018131","repostType":4,"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954295556,"gmtCreate":1676375189876,"gmtModify":1676375194919,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574070203715316","authorIdStr":"3574070203715316"},"themes":[],"htmlText":"QC. I vaG imh <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars&nbsp;</a>I. &nbsp;B🚉","listText":"QC. I vaG imh <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars&nbsp;</a>I. &nbsp;B🚉","text":"QC. I vaG imh @TigerStars I. B🚉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954295556","repostId":"1181635279","repostType":2,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}