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2022-08-21

Seems us reits are in downtrend including us prime reits

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2022-07-31

Why take the risk...wait and see.

Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?

2022-07-25

Must have deep pocket to ride through

Sorry, the original content has been removed

2022-07-24

Waiting at sideline.

Amazon Is Ready To Rise Again

2022-07-23

Patience

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2022-04-20

Yup accumulating cash to buy Amazon

Better Stock Split Buy: Amazon or Tesla?

2022-04-17

Too ex to buy tesla

Is Tesla a Safe Stock to Buy Now?

2022-04-16

Waiting for price to retreat

Is Microsoft Stock Still Attractive Despite Hawkish Fed?

2022-01-14

Finally UOB going big outside Singapore.

Citi to sell four Southeast Asia Consumer business to UOB Group

2021-09-05

$FRASERS CENTREPOINT TRUST(J69U.SI)$with safe measures relaxing, hopefully more people will go to mall to spend.

2021-07-19

$FRASERS CENTREPOINT TRUST(J69U.SI)$bought this morning, go long.

2021-07-06

Higher yield than Singapore REITs?

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2021-07-06

Time to buy long.

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2021-07-02

I saw post that he has been allocated MIT excess preferential right units in Moomoo whereas Tiger not allowed which I have to forgo. Disappointed.

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2021-06-24

Sure get pay for doing nothing.

Initial Jobless Claims Disappoint Again As Pennsylvania Pukes Again

2021-06-18

A good oppotunity to enter US mkt.

Dow drops 400 points at the open, extending losses in its worst week since January

2021-06-08

$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$forgo the rights issue. No choice don want to end up in odd lots.

2021-05-30

With Big 3 also coming into EV, Tesla will face competition and thus low profit margin.

Tesla: Turning Bearish With Mounting Competitive Pressures

2021-05-29

By end of June will have a clearer covid situation whether the lifting of no mask rule will create another wave of covid infection

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2021-05-27

Lot of analysts recommend buy and price tgt rsnge from $270 to $300. So why the price still hovers $200 to $220?

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Go to Tiger App to see more news

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us reits are in downtrend including us prime reits","listText":"Seems us reits are in downtrend including us prime reits","text":"Seems us reits are in downtrend including us prime reits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996076177","repostId":"1133089120","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901729366,"gmtCreate":1659274542755,"gmtModify":1676536279840,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Why take the risk...wait and see.","listText":"Why take the risk...wait and see.","text":"Why take the risk...wait and see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901729366","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</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>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">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/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900478872,"gmtCreate":1658759364096,"gmtModify":1676536202980,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Must have deep pocket to ride through","listText":"Must have deep pocket to ride through","text":"Must have deep pocket to ride through","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900478872","repostId":"1141234350","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900148002,"gmtCreate":1658673392706,"gmtModify":1676536189850,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Waiting at sideline.","listText":"Waiting at sideline.","text":"Waiting at sideline.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900148002","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658631601,"share":"https://ttm.financial/m/news/2253060728?lang=&edition=fundamental","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</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>Amazon Is Ready To Rise Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Ready To Rise Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077782739,"gmtCreate":1658583615821,"gmtModify":1676536179124,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Patience","listText":"Patience","text":"Patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077782739","repostId":"2253658190","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086204862,"gmtCreate":1650458042954,"gmtModify":1676534727946,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Yup accumulating cash to buy Amazon","listText":"Yup accumulating cash to buy Amazon","text":"Yup accumulating cash to buy Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086204862","repostId":"2228947680","repostType":4,"repost":{"id":"2228947680","pubTimestamp":1650452577,"share":"https://ttm.financial/m/news/2228947680?lang=&edition=fundamental","pubTime":"2022-04-20 19:02","market":"us","language":"en","title":"Better Stock Split Buy: Amazon or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2228947680","media":"Motley Fool","summary":"They're both leaders in high-growth areas.","content":"<html><head></head><body><p><b>Amazon</b> and <b>Tesla</b> may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn&#39;t change the overall market value of these superstar companies. But it does bring down their share prices. That means some investors who would have purchased fractional shares -- or no shares at all -- may choose to buy a full share. Or more.</p><p>I already own Amazon and Tesla shares. And I&#39;m interested in buying more. But if I had to choose just <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these winners, which one would it be? Let&#39;s look at a few charts to help us decide which might be the better stock split buy right now.</p><h2>High-growth mode</h2><p>First, let&#39;s have a look at Tesla. The leading maker of electric vehicles (EV) is in high-growth mode. The company last year delivered a record number of vehicles. And the opening and ramping up of production facilities in Austin, Texas and Berlin, Germany should help the company keep up the pace and even accelerate.</p><p>Our first chart shows the growth in Tesla&#39;s deliveries. The EV company nearly doubled deliveries last year from the previous year. It delivered more than 936,000 vehicles last year. And this was in the context of chip supply shortages.</p><p><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Still, the one thing that worries some investors is illustrated in the next chart. And that has to do with market share. In the chart, we can see the company lost 4.5% of market share from the first quarter through the third quarter of last year. That&#39;s year over year. This is compared to gains for other carmakers. Tesla remains the market leader by far. But it&#39;s still important to remember that competition is on the rise.</p><p><img src=\"https://static.tigerbbs.com/e34ccc8a155f68043a220b0fc7739b4b\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><h2>Retail e-commerce sales</h2><p>Now, let&#39;s turn to Amazon. The company is operating in a growing market. The chart below shows retail e-commerce sales climbing over the past several years -- and a forecast for more than $7 trillion in global sales by 2025.</p><p><img src=\"https://static.tigerbbs.com/b28ed8d1a759484b57b1c55f3ac77699\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Amazon is a leader in the e-commerce market. But, maybe even more importantly, Amazon also is the leader in the world of cloud computing. That&#39;s thanks to its Amazon Web Service (AWS) business. The chart below shows Amazon leading the $180 billion cloud computing market with 33% market share. It&#39;s well ahead of competitors. This is significant because AWS makes up most of Amazon&#39;s operating income.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Which stock split player is a better buy today? It&#39;s a tough choice. Tesla&#39;s slight decline in market share isn&#39;t a big concern. The company is a leader by far. But it does rely on EV sales -- it doesn&#39;t have other areas of business. So, I have a slight preference for Amazon. That&#39;s thanks to its strengths in two businesses: e-commerce and cloud computing. So, if I had to choose between these dynamic stock-split players, I&#39;d go for Amazon.</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 Stock Split Buy: Amazon or Tesla?</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 Stock Split Buy: Amazon or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon and Tesla may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn't change the overall market value of these superstar ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228947680","content_text":"Amazon and Tesla may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn't change the overall market value of these superstar companies. But it does bring down their share prices. That means some investors who would have purchased fractional shares -- or no shares at all -- may choose to buy a full share. Or more.I already own Amazon and Tesla shares. And I'm interested in buying more. But if I had to choose just one of these winners, which one would it be? Let's look at a few charts to help us decide which might be the better stock split buy right now.High-growth modeFirst, let's have a look at Tesla. The leading maker of electric vehicles (EV) is in high-growth mode. The company last year delivered a record number of vehicles. And the opening and ramping up of production facilities in Austin, Texas and Berlin, Germany should help the company keep up the pace and even accelerate.Our first chart shows the growth in Tesla's deliveries. The EV company nearly doubled deliveries last year from the previous year. It delivered more than 936,000 vehicles last year. And this was in the context of chip supply shortages.Image source: Statista.Still, the one thing that worries some investors is illustrated in the next chart. And that has to do with market share. In the chart, we can see the company lost 4.5% of market share from the first quarter through the third quarter of last year. That's year over year. This is compared to gains for other carmakers. Tesla remains the market leader by far. But it's still important to remember that competition is on the rise.Image source: Statista.Retail e-commerce salesNow, let's turn to Amazon. The company is operating in a growing market. The chart below shows retail e-commerce sales climbing over the past several years -- and a forecast for more than $7 trillion in global sales by 2025.Image source: Statista.Amazon is a leader in the e-commerce market. But, maybe even more importantly, Amazon also is the leader in the world of cloud computing. That's thanks to its Amazon Web Service (AWS) business. The chart below shows Amazon leading the $180 billion cloud computing market with 33% market share. It's well ahead of competitors. This is significant because AWS makes up most of Amazon's operating income.Image source: Statista.Which stock split player is a better buy today? It's a tough choice. Tesla's slight decline in market share isn't a big concern. The company is a leader by far. But it does rely on EV sales -- it doesn't have other areas of business. So, I have a slight preference for Amazon. That's thanks to its strengths in two businesses: e-commerce and cloud computing. So, if I had to choose between these dynamic stock-split players, I'd go for Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081342079,"gmtCreate":1650204311162,"gmtModify":1676534668263,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Too ex to buy tesla","listText":"Too ex to buy tesla","text":"Too ex to buy tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081342079","repostId":"2227986491","repostType":4,"repost":{"id":"2227986491","pubTimestamp":1650153489,"share":"https://ttm.financial/m/news/2227986491?lang=&edition=fundamental","pubTime":"2022-04-17 07:58","market":"us","language":"en","title":"Is Tesla a Safe Stock to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986491","media":"Motley Fool","summary":"Tesla as a company has good prospects, but owning the stock comes with some risks.","content":"<html><head></head><body><p><b>Tesla</b> ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company&#39;s well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.</p><p>But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.</p><p><img src=\"https://static.tigerbbs.com/42bdaade247c7cea04b918d57eb73d34\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><b>1. Is Tesla a durable business?</b></h2><p>Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.</p><p>But note that the last paragraph started out by using the word &#34;lately.&#34; It&#39;s useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.</p><p>While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.</p><p>On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like <b>General Motors</b> and <b>Ford Motor Company</b> have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like <b>BYD</b> and <b>Nio</b>. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.</p><p>In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.</p><h2><b>2. Does Tesla stock offer a margin of safety?</b></h2><p>Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).</p><p>But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.</p><p>Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.</p><p>So is Tesla&#39;s stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors&#39; P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.</p><p>Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.</p><h2><b>Back to the original question: Is Tesla stock safe to buy?</b></h2><p>There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.</p><p>Still, I don&#39;t think it&#39;s safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.</p><p>So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.</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>Is Tesla a Safe Stock to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla a Safe Stock to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986491","content_text":"Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.Image source: Getty Images.1. Is Tesla a durable business?Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.But note that the last paragraph started out by using the word \"lately.\" It's useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like General Motors and Ford Motor Company have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like BYD and Nio. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is one thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.2. Does Tesla stock offer a margin of safety?Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.So is Tesla's stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors' P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.Back to the original question: Is Tesla stock safe to buy?There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.Still, I don't think it's safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083852070,"gmtCreate":1650095519982,"gmtModify":1676534647135,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Waiting for price to retreat","listText":"Waiting for price to retreat","text":"Waiting for price to retreat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083852070","repostId":"1120736420","repostType":4,"repost":{"id":"1120736420","pubTimestamp":1650032857,"share":"https://ttm.financial/m/news/1120736420?lang=&edition=fundamental","pubTime":"2022-04-15 22:27","market":"us","language":"en","title":"Is Microsoft Stock Still Attractive Despite Hawkish Fed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120736420","media":"TipRanks","summary":"On April 5, the U.S. Federal Reserve announced a rapid reduction in its massive balance sheet. This ","content":"<div>\n<p>On April 5, the U.S. Federal Reserve announced a rapid reduction in its massive balance sheet. This caused the stock market rally to halt, and Treasury yields jumped instead. This move also caused ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-microsoft-stock-still-attractive-despite-hawkish-fed/\">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>Is Microsoft Stock Still Attractive Despite Hawkish Fed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Microsoft Stock Still Attractive Despite Hawkish Fed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-microsoft-stock-still-attractive-despite-hawkish-fed/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On April 5, the U.S. Federal Reserve announced a rapid reduction in its massive balance sheet. This caused the stock market rally to halt, and Treasury yields jumped instead. This move also caused ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-microsoft-stock-still-attractive-despite-hawkish-fed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/is-microsoft-stock-still-attractive-despite-hawkish-fed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120736420","content_text":"On April 5, the U.S. Federal Reserve announced a rapid reduction in its massive balance sheet. This caused the stock market rally to halt, and Treasury yields jumped instead. This move also caused mega-cap stocks like Microsoft Corporation to fall. Despite this, we are bullish on the stock.Microsoft is one of the most reputed tech companies in the world that comes with a solid track record of delivering attractive returns. Over time the company has undergone a strong and long-term uptrend and has served as an anchor stock for many tech investors.Though recently, it too had suffered from the tech bear market condition to some extent, its sufferings were less extreme compared to that of many other tech stocks. It seems that the market has immense confidence in its resilient business model, relatively speaking.It is a good time to take a look into it, especially now when the Fed has made it clear that it will hike interest rates and reduce its balance sheet.Microsoft Corporation is a United-States-based multinational technology corporation that deals in computer software, consumer electronics, personal computers, and many other related services.The company has been actively moving its customers’ legacy workloads and applications to the cloud and has exposure to multiple software themes in the fields of cybersecurity, data analytics, CRM, ERP, gaming, and many more. Moreover, Microsoft has a tremendous hold over the SaaS Space and also benefits largely from the strength of its Azure IaaS.Microsoft’s well-diversified business model operates across multiple profitable segments. However, with the advent of the pandemic, its Azure segment got a huge boost. Considering the present industry scenario, it seems like this sector will be a major contributor to the company’s future growth.As per research by Gartner, the proportion of new workloads deployed in a cloud-native environment will go up from 30% in 2021 to 95% in 2025, thereby providing vast growth opportunities to the companies like Microsoft. Therefore, as the stock is down now, this may be a perfect buying opportunity.Brent Bracelin, a Wall Street Analyst from Piper Sandler, also has a similar opinion on the Microsoft stock and gave it a buy rating about three months back. He has recommended that growth stock seekers should add Microsoft to their portfolios because of the favorable risk-reward opportunity it has been providing to its investors, especially after the market’s pullback.Multiple Growth AvenuesOne of the primary reasons behind Microsoft’s stability is its diversity of operations. This is because multiple sources of revenue with continuous cash flows ensure that the company can not only survive but also grow and expand non-stop.Microsoft operates three solidly profitable segments to support its robust growth. As there has been a revival in the use of PCs, especially after the pandemic’s outbreak, its legacy Personal Computing segment has been witnessing respectable growth.Its Windows 11 provides a great user experience to PC users, and because of the multitasking and productivity advantages its new Snap Layouts provide, more people love it these days.The company’s momentum across cloud computing and cybersecurity sectors has also been promising. Azure has garnered strong momentum in the hybrid and multi-cloud areas, and the SaaS advantages provided by it have also given it tremendous leverage opportunities for integrating newer productivity tools and automation software in-house.All these integrations have driven the company’s operating margins largely. Further, its cybersecurity solution is highly valued. There are rumors of a partnership with Google in this space these days.Strong FinancialsMicrosoft has got some of the strongest financials in the tech sector. In its most recent results declared back in January, the company’s revenues increased by 20% year-over-year to $51.7 million in the last quarter of 2021, and its operating income also increased by 24% to $22.2 billion during the same time.Net income came in at $18.8 billion, which has also grown by 21% compared to the last year. Revenue across LinkedIn, Dynamics products, and the Cloud Services segment have shown high growth potential.Wall Street’s TakeTurning to Wall Street, MSFT stock comes in as a Strong Buy based on 27 unanimous Buy ratings assigned in the past three months.The average Microsoft price target is $374.88, implying an upside of 32.5%. Analyst price targets range from a low of $320 per share to a high of $425 per share.Metaverse PlayThe metaverse is the next best thing and is predicted to grow into a $678.8 billion industry by 2030 from the $38.85 billion industry it was back in 2021. Microsoft is all set to venture into this world of virtual reality.The company intends to create an enterprise Metaverse containing the virtual representation of all Microsoft tools, thereby creating a real-time collaboration with the virtual world. Microsoft Mesh is all set to be launched and will be coming with a set of pre-built immersive spaces for holding meetings and for socializing. It will also let its users create avatars and interact with each other.Microsoft intends to acquire Activision Blizzard (ATVI), the gaming giant, to help it build its own world in the metaverse. Right now, the deal is under intense scrutiny by regulators.ConclusionMicrosoft is one of the best stocks to hold at this moment to shield one’s portfolio against market fluctuations. The stock has such strength that it could easily pass the bear market pull without losing much of its valuation, in our opinion.Moreover, the company is poised to grow in the future, considering the plethora of opportunities that are coming for it. It also pays a $0.62-per-share dividend. Besides, the several steady streams of its revenues have always ensured the company with the availability of respectable cash flows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005309637,"gmtCreate":1642164923933,"gmtModify":1676533687963,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Finally UOB going big outside Singapore.","listText":"Finally UOB going big outside Singapore.","text":"Finally UOB going big outside Singapore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005309637","repostId":"1125504839","repostType":4,"repost":{"id":"1125504839","pubTimestamp":1642147672,"share":"https://ttm.financial/m/news/1125504839?lang=&edition=fundamental","pubTime":"2022-01-14 16:07","market":"us","language":"en","title":"Citi to sell four Southeast Asia Consumer business to UOB Group","url":"https://stock-news.laohu8.com/highlight/detail?id=1125504839","media":"Seeking Alpha","summary":"Citigroup  has reached agreement with Singapore’s United Overseas Bank  on the acquisition of its co","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/C\">Citigroup </a> has reached agreement with Singapore’s <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank </a> on the acquisition of its consumer banking franchises in Indonesia, Malaysia, Thailand and Vietnam.</p><p>The transaction includes retail banking and credit card businesses but excludes the bank’s institutional businesses in all four countries.</p><p>The purchase price includes net asset value of about S$4B of the businesses being sold and a premium of S$915M ($690M) paid by UOB.</p><p>Approx. 5,000 Citi consumer banking staff and supporting employees in the four markets are expected to transfer to UOB.</p><p>Upon closing, the bank expects the transaction to result in the release of ~$1.2B of allocated tangible common equity, as well as an increase to tangible common equity of over $200M.</p><p>“The sale of these four consumer markets, along with our previously announced transactions, demonstrate our sense of urgency to execute our strategic refresh,&#34; said Mark Mason, Citi CFO.</p><p>The deal to be completed between mid-2022 and early 2024, depending on the progress and outcome of regulatory approvals.</p><p>Last year, Citi said it was exiting retail banking in 13 countries outside U.S. to focus more on wealth management.</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>Citi to sell four Southeast Asia Consumer business to UOB Group</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; 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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\">\nCiti to sell four Southeast Asia Consumer business to UOB Group\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3788160-citi-to-sell-four-southeast-asia-consumer-business-to-uob-group><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citigroup  has reached agreement with Singapore’s United Overseas Bank  on the acquisition of its consumer banking franchises in Indonesia, Malaysia, Thailand and Vietnam.The transaction includes ...</p>\n\n<a href=\"https://seekingalpha.com/news/3788160-citi-to-sell-four-southeast-asia-consumer-business-to-uob-group\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","C":"花旗"},"source_url":"https://seekingalpha.com/news/3788160-citi-to-sell-four-southeast-asia-consumer-business-to-uob-group","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125504839","content_text":"Citigroup  has reached agreement with Singapore’s United Overseas Bank  on the acquisition of its consumer banking franchises in Indonesia, Malaysia, Thailand and Vietnam.The transaction includes retail banking and credit card businesses but excludes the bank’s institutional businesses in all four countries.The purchase price includes net asset value of about S$4B of the businesses being sold and a premium of S$915M ($690M) paid by UOB.Approx. 5,000 Citi consumer banking staff and supporting employees in the four markets are expected to transfer to UOB.Upon closing, the bank expects the transaction to result in the release of ~$1.2B of allocated tangible common equity, as well as an increase to tangible common equity of over $200M.“The sale of these four consumer markets, along with our previously announced transactions, demonstrate our sense of urgency to execute our strategic refresh,\" said Mark Mason, Citi CFO.The deal to be completed between mid-2022 and early 2024, depending on the progress and outcome of regulatory approvals.Last year, Citi said it was exiting retail banking in 13 countries outside U.S. to focus more on wealth management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814298925,"gmtCreate":1630819824267,"gmtModify":1676530401292,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>with safe measures relaxing, hopefully more people will go to mall to spend.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>with safe measures relaxing, hopefully more people will go to mall to spend.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$with safe measures relaxing, hopefully more people will go to mall to spend.","images":[{"img":"https://static.tigerbbs.com/93a9dbb6afbed4f322cb78507837e291","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814298925","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171100552,"gmtCreate":1626709571176,"gmtModify":1703763855025,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>bought this morning, go long.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>bought this morning, go long.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$bought this morning, go long.","images":[{"img":"https://static.tigerbbs.com/af19a2f8bebde78f113a895d9389b7da","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171100552","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":154845193,"gmtCreate":1625503379612,"gmtModify":1703742790629,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Higher yield than Singapore REITs?","listText":"Higher yield than Singapore REITs?","text":"Higher yield than Singapore REITs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154845193","repostId":"1154888582","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154842379,"gmtCreate":1625503194891,"gmtModify":1703742789966,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Time to buy long.","listText":"Time to buy long.","text":"Time to buy long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154842379","repostId":"2149848303","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158525454,"gmtCreate":1625157745878,"gmtModify":1703737465452,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"I saw post that he has been allocated MIT excess preferential right units in Moomoo whereas Tiger not allowed which I have to forgo.&nbsp; Disappointed.","listText":"I saw post that he has been allocated MIT excess preferential right units in Moomoo whereas Tiger not allowed which I have to forgo.&nbsp; Disappointed.","text":"I saw post that he has been allocated MIT excess preferential right units in Moomoo whereas Tiger not allowed which I have to forgo. Disappointed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158525454","repostId":"1179402047","repostType":2,"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126995966,"gmtCreate":1624541428855,"gmtModify":1703839788547,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Sure get pay for doing nothing.","listText":"Sure get pay for doing nothing.","text":"Sure get pay for doing nothing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126995966","repostId":"1178318911","repostType":4,"repost":{"id":"1178318911","pubTimestamp":1624538539,"share":"https://ttm.financial/m/news/1178318911?lang=&edition=fundamental","pubTime":"2021-06-24 20:42","market":"us","language":"en","title":"Initial Jobless Claims Disappoint Again As Pennsylvania Pukes Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1178318911","media":"zerohedge","summary":"After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to","content":"<p>After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to 380k), but perhaps most notably,<b>today’s jobless claims report is the first to reflect the early June 12 phase out emergency benefits in Alaska, Iowa, Missouri and Mississippi</b>.</p>\n<p>The analysts were wrong -<b>initial claims printed 411k (notably worse than the 380k expected) and relatively flat from the week before</b>...</p>\n<p><img src=\"https://static.tigerbbs.com/f40fbac9201d22b45bd0903f17c2020f\" tg-width=\"500\" tg-height=\"271\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>But something crazy is going on in PA as for the second week in a row, it was the massive outlier in initial claims...</p>\n<p><img src=\"https://static.tigerbbs.com/5df6b8956a2533b2e735e7d11fe73e71\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>And this was the previous week...</p>\n<p><img src=\"https://static.tigerbbs.com/8a9f9d90ca1042b9fb1624f021dae433\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>Continuing claims improved, falling to 3.39mm - the lowest since pre-COVID...</p>\n<p><img src=\"https://static.tigerbbs.com/bd2961e54fde98e826f3c7a8baf61b03\" tg-width=\"500\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>Overall, 14.845 million Americans remain on some form of government dole...</p>\n<p><img src=\"https://static.tigerbbs.com/3f0ed1c51ac90fe738f5c5960818b13c\" tg-width=\"500\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p>\n<p>Basically unchanged from the previous week...</p>\n<p><img src=\"https://static.tigerbbs.com/b693dd2f6ac8d12e9cde60387b28f5d3\" tg-width=\"500\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>With over 9.2 million job openings out there,</p>\n<p><img src=\"https://static.tigerbbs.com/959006f9bc1feb41cfc4018100204c36\" tg-width=\"500\" tg-height=\"274\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>As more and more states end the handouts, will Americans who have grown accustomed for being paid to do nothing be willing to take a job?</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>Initial Jobless Claims Disappoint Again As Pennsylvania Pukes Again</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\">\nInitial Jobless Claims Disappoint Again As Pennsylvania Pukes Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/personal-finance/initial-jobless-claims-disappoint-again-pennsylvania-pukes-again><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to 380k), but perhaps most notably,today’s jobless claims report is the first to reflect the early ...</p>\n\n<a href=\"https://www.zerohedge.com/personal-finance/initial-jobless-claims-disappoint-again-pennsylvania-pukes-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/personal-finance/initial-jobless-claims-disappoint-again-pennsylvania-pukes-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178318911","content_text":"After rising unexpectedly last week (to 412k), initial jobless claims were expected to drop back (to 380k), but perhaps most notably,today’s jobless claims report is the first to reflect the early June 12 phase out emergency benefits in Alaska, Iowa, Missouri and Mississippi.\nThe analysts were wrong -initial claims printed 411k (notably worse than the 380k expected) and relatively flat from the week before...\nSource: Bloomberg\nBut something crazy is going on in PA as for the second week in a row, it was the massive outlier in initial claims...\n\nAnd this was the previous week...\n\nContinuing claims improved, falling to 3.39mm - the lowest since pre-COVID...\n\nSource: Bloomberg\nOverall, 14.845 million Americans remain on some form of government dole...\n\nBasically unchanged from the previous week...\nSource: Bloomberg\nWith over 9.2 million job openings out there,\nSource: Bloomberg\nAs more and more states end the handouts, will Americans who have grown accustomed for being paid to do nothing be willing to take a job?","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166708471,"gmtCreate":1624024276993,"gmtModify":1703826880146,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"A good oppotunity to enter US mkt.","listText":"A good oppotunity to enter US mkt.","text":"A good oppotunity to enter US mkt.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166708471","repostId":"1118271544","repostType":4,"repost":{"id":"1118271544","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":1624023029,"share":"https://ttm.financial/m/news/1118271544?lang=&edition=fundamental","pubTime":"2021-06-18 21:30","market":"us","language":"en","title":"Dow drops 400 points at the open, extending losses in its worst week since January","url":"https://stock-news.laohu8.com/highlight/detail?id=1118271544","media":"Tiger Newspress","summary":"U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week sinc","content":"<p>U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.</p>\n<p>The blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&amp;P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.</p>\n<p>Stocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.</p>\n<p>Wall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.</p>\n<p>The decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve&nbsp;where the yields of shorter-duration Treasurys, like the&nbsp;2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell.&nbsp;The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.</p>\n<p>This phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.</p>\n<p>Fed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.</p>\n<p>\"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.</p>\n<p>Most commodities prices rebounded a bit on Friday followingsharp declines this week&nbsp;as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.</p>\n<p>Chip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.</p>\n<p>Adobe shares gained about 3% after earnings and revenue topped estimates.</p>\n<p>Friday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.</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>Dow drops 400 points at the open, extending losses in its worst week since January</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\">\nDow drops 400 points at the open, extending losses in its worst week since January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-18 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.</p>\n<p>The blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&amp;P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.</p>\n<p>Stocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.</p>\n<p>Wall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.</p>\n<p>The decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve&nbsp;where the yields of shorter-duration Treasurys, like the&nbsp;2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell.&nbsp;The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.</p>\n<p>This phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.</p>\n<p>Fed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.</p>\n<p>\"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.</p>\n<p>Most commodities prices rebounded a bit on Friday followingsharp declines this week&nbsp;as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.</p>\n<p>Chip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.</p>\n<p>Adobe shares gained about 3% after earnings and revenue topped estimates.</p>\n<p>Friday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118271544","content_text":"U.S. stocks fell on Friday with the Dow Jones Industrial Average on pace to post its worst week since January, as bank shares led the market sell-off after the Federal Reserve's latest policy update.\nThe blue-chip average dropped 400 points, bringing its week-to-date losses to 2.8% The S&P 500 fell 0.8%, pushing its loss this week to more than 1%. The tech-heavy Nasdaq Composite dipped 0.5%.\nStocks extended their losses asSt. Louis Fed President Jim Bullard said on CNBCthat it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022.\nWall Street registered losses as the Federal Reserve on Wednesday afternoon added two rate hikes to its 2023 forecast and increased its inflation projection for the year.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve where the yields of shorter-duration Treasurys, like the 2-year note, rose, while longer duration yields, such as the benchmark 10-year, fell. The retreat in long-dated bonds reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon is hurting bank stocks particularly as bank earnings could take a hit when the spread between short-term and long-term rates narrows. Goldman Sachs shares fell more than 1% Friday, while JPMorgan and Morgan Stanley also traded in the red.\nFed Chairman Jerome Powell said on Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"Investors may be interpreting the Fed's hawkish tilt Wednesday as a sign that an extended US post-pandemic economic expansion may be a bit harder to achieve in a potentially emerging environment of less accommodative monetary policy,\" said Goldman Sachs' Chris Hussey in a note.\nMost commodities prices rebounded a bit on Friday followingsharp declines this week as China attempts to cool rising prices and the U.S. dollar strengthens. Futures prices for copper, gold, and platinum rebounded Friday, but were still down big for the week.\nChip stocks, which have had a good week, looked set to continue their run on Friday with shares of Nvidia higher by about 1%.\nAdobe shares gained about 3% after earnings and revenue topped estimates.\nFriday also coincides with the quarterly \"quadruple witching\" where options and futures on indexes and equities expire. Many expect trading to be more volatile in light of this event.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180066588,"gmtCreate":1623164851544,"gmtModify":1704197535283,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ME8U.NRO.SI\">$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$</a>forgo the rights issue.&nbsp; No choice don want to end up in odd lots.","listText":"<a href=\"https://laohu8.com/S/ME8U.NRO.SI\">$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$</a>forgo the rights issue.&nbsp; No choice don want to end up in odd lots.","text":"$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$forgo the rights issue. No choice don want to end up in odd lots.","images":[{"img":"https://static.tigerbbs.com/d9edf874581525658154b8e77f42c621","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/180066588","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582366218591503","authorId":"3582366218591503","name":"SengJueh","avatar":"https://community-static.tradeup.com/news/f435f95a5523a9c5b880c498a0a589f5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582366218591503","authorIdStr":"3582366218591503"},"content":"Ah, i forgot about odd lot. What can i do about the Odd lot that I purchased? I couldnt sell 25 shares right?","text":"Ah, i forgot about odd lot. What can i do about the Odd lot that I purchased? I couldnt sell 25 shares right?","html":"Ah, i forgot about odd lot. What can i do about the Odd lot that I purchased? I couldnt sell 25 shares right?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137732954,"gmtCreate":1622389207878,"gmtModify":1704183739030,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"With Big 3 also coming into EV, Tesla will face competition and thus low profit margin.","listText":"With Big 3 also coming into EV, Tesla will face competition and thus low profit margin.","text":"With Big 3 also coming into EV, Tesla will face competition and thus low profit margin.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137732954","repostId":"1139716559","repostType":4,"repost":{"id":"1139716559","pubTimestamp":1622182099,"share":"https://ttm.financial/m/news/1139716559?lang=&edition=fundamental","pubTime":"2021-05-28 14:08","market":"us","language":"en","title":"Tesla: Turning Bearish With Mounting Competitive Pressures","url":"https://stock-news.laohu8.com/highlight/detail?id=1139716559","media":"seekingalpha","summary":"Summary\n\nTesla has enjoyed a relatively smooth ride through the EV market as hype and technological ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla has enjoyed a relatively smooth ride through the EV market as hype and technological leaps lured customers into their phenomenal products.</li>\n <li>However, as competitive pressures in both the Americas and the Asia-Pacific region mount, it's hard to see the justification for the company's current high share price.</li>\n <li>As EV market investments by automotive behemoths are set to hit the roads this year, I have turned slightly bearish on the company's near-term (3-4 year) prospects.</li>\n</ul>\n<p>I've spent most of my time covering stocks going back and forth on Tesla (TSLA) between being extremely bullish and cautiously bearish.The optimism came early onwhen the market was cautious about the prospects for widespread adoption, profitability and new product launches whilethe bearish tones I've hadcame as competitive pressures mount from automobile manufacturers launching direct competition to the company's most popular products, as well as at some point when the stock was simply \"flying high\".</p>\n<p>This time around, and after an impressive share price rise due to a rosy forecast, I find it hard to justify current prices or a bullish thesis for the upcoming 3-4 years given the amount of competition that lurks in the shadows as well as the monumental rise in expectations. Major automobile manufacturers like Ford(NYSE:F), Volkswagen (OTCPK:VLKAF) and General Motors (GM) as well as newcomers, primarily in China, like NIO (NIO) and XPeng (XPEV), are set to hit the market with direct competition to Tesla's brands and given where earnings and revenues growth projections stand - I've once again turned bearish.</p>\n<p><b>A growing industry, but so are the players</b></p>\n<p>There's no question that the EV (electric vehicle) market is the future of the automobile industry. Even as it remains a smaller part ofthe automobile industry as a whole, only 45,000 EVs were sold in 2011 and in 2020 there were 3.24 million. Even more impressive is that by 2030 analysts expect there to be 27 million EVs sold annually, representing about a third of all global vehicle sales. This presents a CAGR of about 21%.</p>\n<p>Tesla sold just under 500,000 vehicles in 2020, meaning they have a market share of ~15% of total EV sales worldwide, an impressive feat for a company which just a few quarters ago wasfacing bankruptcy speculation. Even so, sales have been surging due to the lack of viable alternative options and the continued \"uniqueness\" of the brand, something which virtually no analyst or car specialist expects to continue beyond 2021.</p>\n<p>This is because of existing automobile manufacturing behemoths aggressively entering the space with electric versions of very popular vehicles of theirs, like the Ford F-150, alongside classics from the likes of General Motors, Volkswagen and luxury brands like Audi (OTCPK:AUDVF), Mercedes-Benz, Porsche (OTCPK:POAHY) and others.</p>\n<p>Here are some of the new vehicles set to 'hit the road' in 2021:</p>\n<p><img src=\"https://static.tigerbbs.com/4cac925383ed3cdbaf24f27bb66d8b42\" tg-width=\"612\" tg-height=\"470\" referrerpolicy=\"no-referrer\">With these vehicles and their price ranges, as well as the dozens of affordable and luxury EVs already on the road or in the rollout process today, competition in the industry is set to accelerate dramatically as Tesla rushes to release new products while meeting demand for their classic models already in production.</p>\n<p>The aforementioned companies and releases don't include the mounting competitive pressures thatTesla is facing in China from newer companieslike NIO and XPeng, which are set to deliver alternatives in the near future. So much of Tesla's expectations and their road to profitability has come from their blowing past expectations in the Asia-Pacific region and mounting competition and regulations in the region are set to hurt even more than in the Americas.</p>\n<p><b>What does it mean for the future of Tesla?</b></p>\n<p>When it comes to thinking long term about the prospects of the company's share price, it's easy to state that the higher level of competition justifies a lower earnings multiple relative to the ones they've enjoyed thus far. It's already the case that most automobile industryanalystshave trimmed down expectations for the company's growth rate, down from low triple digits just a few quarters ago to, in some cases, single digits in the not-so-distant future.</p>\n<p>This, I believe, is set to affect the company's sales in various regions. In China, Tesla grew sales from $3 billion in 2019 to $6.6 billion in 2020, a major growth driver for the company and the main reason they outperformed previous expectations. The introduction of competition from NIO and XPeng in the coming months is near certain to set back expectations ascheaper alternatives continue to pour into China.</p>\n<p>In the US region, Tesla grew sales from $12.6 billion in 2019 to $15.2 billion in 2020. Although it's clear that their orders remain high and it (mostly) comes down to deliveries, there's a strong case against continued growth at this rate given the high-end luxury players entering the market as well as cheaper alternatives to current best sellers from the likes of Ford and other international players like Toyota (TM). There's already some of this baked into analyst expectations for the coming years:</p>\n<p>In 2021, the company's EPS is set to increase 104%and grow to $4.57 per share. In just a few years, by 2025, that growth rate is expected to be just under 9% and grow to ~$11.00 per share to $12.00 per share. Sales are affected as well, with 2021 sales expected to grow 57% to ~$49 billion and in 2025 are expected to grow just 18% and reach ~$131 billion annually.</p>\n<p>By no means are these figures bad. They represent the fast growing EV market and demand for current, planned and future products by a company which by many metrics revolutionized the way we think about cars, electric vehicles, autonomous driving and automobile technology in general.</p>\n<p>Even though these figures are not that bad, it does begin to concern the company's overall position. Tesla does have just over $17 billion in cash on hand but is paying roughly $1 billion in interest expense annually on ~$11 billion in long term debt and other obligations. Given that Tesla requires new and exciting products to maintain the high growth rate and thus cash generation, a meaningful slowdown in sales and income growth coupled with the high R&amp;D and other production expenses (Berlin gigafactory) means the company is never too far away from slipping back into the precarious situation it found itself in the past.</p>\n<p><img src=\"https://static.tigerbbs.com/3960a920e21836314f848ca068e35f01\" tg-width=\"640\" tg-height=\"45\"></p>\n<p><i>(Source: Seeking Alpha)</i></p>\n<p>While sales are growing at an impressive rate now, expenses have been growing 12% to 20% over the past few years, along with a steady growth in interest expense. A meaningful slowdown in sales growth means we'll see significant strain on the company's ability to generate meaningful cash flows.</p>\n<p>And when it comes to near-term valuation, slowing growth rates means lower multiples.</p>\n<p><b>Valuing a 2021 to 2025 Tesla</b></p>\n<p>Companies like Toyota, General Motors, Ford and others are currently expected to grow earnings are around 10% to 20% the pace of Tesla (a tenth to a fifth of the growth rate), and are trading at around 8-10x forward earnings. Given Tesla's EPS projection of $4.57 per share whilst growing 10x as fast, to $12.00 per share whilst growing 4x as fast, an earnings multiple of 100x to 50x seems appropriate for the company's share price.</p>\n<p>This estimates that the fair value of Tesla in 2021 is $457 per share, significantly lower than its current price of ~$585 per share. However, looking forward, fair value for the company based off 2025 EPS projections sits at around $600 per share, meaning a very low return over the next 4 years.</p>\n<p>Thus, I believe that the company is fairly valued to slightly overvalued in the longer run and as I said in previous times, is currently \"flying high\".</p>\n<p><b>Risks of avoiding growth behemoths remain</b></p>\n<p>Although I believe Tesla is slightly overvalued and may not be a good a 4-5 year term return on investment, I still think that the company has immense value given the technological advantages it has.As I've stated in a previous write-up, I do believe that next decade will be fairly good to Tesla given the expected widespread adoption of autonomous driving, solar technology improvements (including the upcoming $3 trillion green infrastructure investment bill expected to come from the Biden administration this year) as well as the potential partnership/merger with founder's Elon Musk's other initiatives like SpaceX and The Boring Company, among others.</p>\n<p>With all of those risks, I strongly believe that shorting the stock as it returns to fair value is a bad idea. That being said, I do believe that Tesla's near term (3-4 year) future is going to be bumpy and have turned slightly bearish on the company.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Turning Bearish With Mounting Competitive Pressures</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\">\nTesla: Turning Bearish With Mounting Competitive Pressures\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 14:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431505-tesla-turning-bearish-with-mounting-competitive-pressures><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla has enjoyed a relatively smooth ride through the EV market as hype and technological leaps lured customers into their phenomenal products.\nHowever, as competitive pressures in both the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4431505-tesla-turning-bearish-with-mounting-competitive-pressures\">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/4431505-tesla-turning-bearish-with-mounting-competitive-pressures","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1139716559","content_text":"Summary\n\nTesla has enjoyed a relatively smooth ride through the EV market as hype and technological leaps lured customers into their phenomenal products.\nHowever, as competitive pressures in both the Americas and the Asia-Pacific region mount, it's hard to see the justification for the company's current high share price.\nAs EV market investments by automotive behemoths are set to hit the roads this year, I have turned slightly bearish on the company's near-term (3-4 year) prospects.\n\nI've spent most of my time covering stocks going back and forth on Tesla (TSLA) between being extremely bullish and cautiously bearish.The optimism came early onwhen the market was cautious about the prospects for widespread adoption, profitability and new product launches whilethe bearish tones I've hadcame as competitive pressures mount from automobile manufacturers launching direct competition to the company's most popular products, as well as at some point when the stock was simply \"flying high\".\nThis time around, and after an impressive share price rise due to a rosy forecast, I find it hard to justify current prices or a bullish thesis for the upcoming 3-4 years given the amount of competition that lurks in the shadows as well as the monumental rise in expectations. Major automobile manufacturers like Ford(NYSE:F), Volkswagen (OTCPK:VLKAF) and General Motors (GM) as well as newcomers, primarily in China, like NIO (NIO) and XPeng (XPEV), are set to hit the market with direct competition to Tesla's brands and given where earnings and revenues growth projections stand - I've once again turned bearish.\nA growing industry, but so are the players\nThere's no question that the EV (electric vehicle) market is the future of the automobile industry. Even as it remains a smaller part ofthe automobile industry as a whole, only 45,000 EVs were sold in 2011 and in 2020 there were 3.24 million. Even more impressive is that by 2030 analysts expect there to be 27 million EVs sold annually, representing about a third of all global vehicle sales. This presents a CAGR of about 21%.\nTesla sold just under 500,000 vehicles in 2020, meaning they have a market share of ~15% of total EV sales worldwide, an impressive feat for a company which just a few quarters ago wasfacing bankruptcy speculation. Even so, sales have been surging due to the lack of viable alternative options and the continued \"uniqueness\" of the brand, something which virtually no analyst or car specialist expects to continue beyond 2021.\nThis is because of existing automobile manufacturing behemoths aggressively entering the space with electric versions of very popular vehicles of theirs, like the Ford F-150, alongside classics from the likes of General Motors, Volkswagen and luxury brands like Audi (OTCPK:AUDVF), Mercedes-Benz, Porsche (OTCPK:POAHY) and others.\nHere are some of the new vehicles set to 'hit the road' in 2021:\nWith these vehicles and their price ranges, as well as the dozens of affordable and luxury EVs already on the road or in the rollout process today, competition in the industry is set to accelerate dramatically as Tesla rushes to release new products while meeting demand for their classic models already in production.\nThe aforementioned companies and releases don't include the mounting competitive pressures thatTesla is facing in China from newer companieslike NIO and XPeng, which are set to deliver alternatives in the near future. So much of Tesla's expectations and their road to profitability has come from their blowing past expectations in the Asia-Pacific region and mounting competition and regulations in the region are set to hurt even more than in the Americas.\nWhat does it mean for the future of Tesla?\nWhen it comes to thinking long term about the prospects of the company's share price, it's easy to state that the higher level of competition justifies a lower earnings multiple relative to the ones they've enjoyed thus far. It's already the case that most automobile industryanalystshave trimmed down expectations for the company's growth rate, down from low triple digits just a few quarters ago to, in some cases, single digits in the not-so-distant future.\nThis, I believe, is set to affect the company's sales in various regions. In China, Tesla grew sales from $3 billion in 2019 to $6.6 billion in 2020, a major growth driver for the company and the main reason they outperformed previous expectations. The introduction of competition from NIO and XPeng in the coming months is near certain to set back expectations ascheaper alternatives continue to pour into China.\nIn the US region, Tesla grew sales from $12.6 billion in 2019 to $15.2 billion in 2020. Although it's clear that their orders remain high and it (mostly) comes down to deliveries, there's a strong case against continued growth at this rate given the high-end luxury players entering the market as well as cheaper alternatives to current best sellers from the likes of Ford and other international players like Toyota (TM). There's already some of this baked into analyst expectations for the coming years:\nIn 2021, the company's EPS is set to increase 104%and grow to $4.57 per share. In just a few years, by 2025, that growth rate is expected to be just under 9% and grow to ~$11.00 per share to $12.00 per share. Sales are affected as well, with 2021 sales expected to grow 57% to ~$49 billion and in 2025 are expected to grow just 18% and reach ~$131 billion annually.\nBy no means are these figures bad. They represent the fast growing EV market and demand for current, planned and future products by a company which by many metrics revolutionized the way we think about cars, electric vehicles, autonomous driving and automobile technology in general.\nEven though these figures are not that bad, it does begin to concern the company's overall position. Tesla does have just over $17 billion in cash on hand but is paying roughly $1 billion in interest expense annually on ~$11 billion in long term debt and other obligations. Given that Tesla requires new and exciting products to maintain the high growth rate and thus cash generation, a meaningful slowdown in sales and income growth coupled with the high R&D and other production expenses (Berlin gigafactory) means the company is never too far away from slipping back into the precarious situation it found itself in the past.\n\n(Source: Seeking Alpha)\nWhile sales are growing at an impressive rate now, expenses have been growing 12% to 20% over the past few years, along with a steady growth in interest expense. A meaningful slowdown in sales growth means we'll see significant strain on the company's ability to generate meaningful cash flows.\nAnd when it comes to near-term valuation, slowing growth rates means lower multiples.\nValuing a 2021 to 2025 Tesla\nCompanies like Toyota, General Motors, Ford and others are currently expected to grow earnings are around 10% to 20% the pace of Tesla (a tenth to a fifth of the growth rate), and are trading at around 8-10x forward earnings. Given Tesla's EPS projection of $4.57 per share whilst growing 10x as fast, to $12.00 per share whilst growing 4x as fast, an earnings multiple of 100x to 50x seems appropriate for the company's share price.\nThis estimates that the fair value of Tesla in 2021 is $457 per share, significantly lower than its current price of ~$585 per share. However, looking forward, fair value for the company based off 2025 EPS projections sits at around $600 per share, meaning a very low return over the next 4 years.\nThus, I believe that the company is fairly valued to slightly overvalued in the longer run and as I said in previous times, is currently \"flying high\".\nRisks of avoiding growth behemoths remain\nAlthough I believe Tesla is slightly overvalued and may not be a good a 4-5 year term return on investment, I still think that the company has immense value given the technological advantages it has.As I've stated in a previous write-up, I do believe that next decade will be fairly good to Tesla given the expected widespread adoption of autonomous driving, solar technology improvements (including the upcoming $3 trillion green infrastructure investment bill expected to come from the Biden administration this year) as well as the potential partnership/merger with founder's Elon Musk's other initiatives like SpaceX and The Boring Company, among others.\nWith all of those risks, I strongly believe that shorting the stock as it returns to fair value is a bad idea. That being said, I do believe that Tesla's near term (3-4 year) future is going to be bumpy and have turned slightly bearish on the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137019442,"gmtCreate":1622267314686,"gmtModify":1704182541870,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"By end of June will have a clearer covid&nbsp;situation whether the lifting of&nbsp;no mask rule will create another wave of covid infection","listText":"By end of June will have a clearer covid&nbsp;situation whether the lifting of&nbsp;no mask rule will create another wave of covid infection","text":"By end of June will have a clearer covid situation whether the lifting of no mask rule will create another wave of covid infection","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137019442","repostId":"2138107131","repostType":4,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132715670,"gmtCreate":1622115614490,"gmtModify":1704179713626,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Lot of analysts recommend buy and price tgt rsnge from $270 to $300.&nbsp; So why the price still hovers $200 to $220?","listText":"Lot of analysts recommend buy and price tgt rsnge from $270 to $300.&nbsp; So why the price still hovers $200 to $220?","text":"Lot of analysts recommend buy and price tgt rsnge from $270 to $300. So why the price still hovers $200 to $220?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132715670","repostId":"2138111825","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9901729366,"gmtCreate":1659274542755,"gmtModify":1676536279840,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Why take the risk...wait and see.","listText":"Why take the risk...wait and see.","text":"Why take the risk...wait and see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901729366","repostId":"1165172007","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180066588,"gmtCreate":1623164851544,"gmtModify":1704197535283,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ME8U.NRO.SI\">$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$</a>forgo the rights issue.&nbsp; No choice don want to end up in odd lots.","listText":"<a href=\"https://laohu8.com/S/ME8U.NRO.SI\">$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$</a>forgo the rights issue.&nbsp; No choice don want to end up in odd lots.","text":"$MAPLETREE INDUSTRIAL TRUST - NRO(ME8U.NRO.SI)$forgo the rights issue. No choice don want to end up in odd lots.","images":[{"img":"https://static.tigerbbs.com/d9edf874581525658154b8e77f42c621","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/180066588","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582366218591503","authorId":"3582366218591503","name":"SengJueh","avatar":"https://community-static.tradeup.com/news/f435f95a5523a9c5b880c498a0a589f5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582366218591503","authorIdStr":"3582366218591503"},"content":"Ah, i forgot about odd lot. What can i do about the Odd lot that I purchased? I couldnt sell 25 shares right?","text":"Ah, i forgot about odd lot. What can i do about the Odd lot that I purchased? I couldnt sell 25 shares right?","html":"Ah, i forgot about odd lot. What can i do about the Odd lot that I purchased? I couldnt sell 25 shares right?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374511647,"gmtCreate":1619455056989,"gmtModify":1704724230462,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CY6U.SI\">$ASCENDAS INDIA TRUST(CY6U.SI)$</a>bought some from today dip....the dip caused by india covid?","listText":"<a href=\"https://laohu8.com/S/CY6U.SI\">$ASCENDAS INDIA TRUST(CY6U.SI)$</a>bought some from today dip....the dip caused by india covid?","text":"$ASCENDAS INDIA TRUST(CY6U.SI)$bought some from today dip....the dip caused by india covid?","images":[{"img":"https://static.tigerbbs.com/de5f48c706dd58a7d4a88ac2424be8cf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374511647","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575026812405763","authorId":"3575026812405763","name":"khorsoo","avatar":"https://static.tigerbbs.com/b1eed93c63ec07eabff3f71d1a91125b","crmLevel":4,"crmLevelSwitch":1,"idStr":"3575026812405763","authorIdStr":"3575026812405763"},"content":"expected dip due to Covid-19. many big companies in the BPO & FSI have no choice but to keep their employees working from home for the moment. Once covid is more in control, expect to see them WFO.","text":"expected dip due to Covid-19. many big companies in the BPO & FSI have no choice but to keep their employees working from home for the moment. Once covid is more in control, expect to see them WFO.","html":"expected dip due to Covid-19. many big companies in the BPO & FSI have no choice but to keep their employees working from home for the moment. Once covid is more in control, expect to see them WFO."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900148002,"gmtCreate":1658673392706,"gmtModify":1676536189850,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Waiting at sideline.","listText":"Waiting at sideline.","text":"Waiting at sideline.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900148002","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658631601,"share":"https://ttm.financial/m/news/2253060728?lang=&edition=fundamental","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</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>Amazon Is Ready To Rise Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Ready To Rise Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372617755,"gmtCreate":1619200176477,"gmtModify":1704721230021,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>Expect the price to recover to reach 2.7+","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>Expect the price to recover to reach 2.7+","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$Expect the price to recover to reach 2.7+","images":[{"img":"https://static.tigerbbs.com/2126896dc7834634fad0e7b104a37e70","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/372617755","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137019442,"gmtCreate":1622267314686,"gmtModify":1704182541870,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"By end of June will have a clearer covid&nbsp;situation whether the lifting of&nbsp;no mask rule will create another wave of covid infection","listText":"By end of June will have a clearer covid&nbsp;situation whether the lifting of&nbsp;no mask rule will create another wave of covid infection","text":"By end of June will have a clearer covid situation whether the lifting of no mask rule will create another wave of covid infection","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137019442","repostId":"2138107131","repostType":4,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996076177,"gmtCreate":1661091602801,"gmtModify":1676536451370,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Seems us reits are in downtrend including us prime reits","listText":"Seems us reits are in downtrend including us prime reits","text":"Seems us reits are in downtrend including us prime reits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996076177","repostId":"1133089120","repostType":4,"repost":{"id":"1133089120","pubTimestamp":1660957054,"share":"https://ttm.financial/m/news/1133089120?lang=&edition=fundamental","pubTime":"2022-08-20 08:57","market":"sg","language":"en","title":"These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133089120","media":"The Smart Investor","summary":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four c","content":"<html><head></head><body><p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.</p><p><img src=\"https://static.tigerbbs.com/9833467a6ad6d0507aa473f862a2e27f\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Investors love a great bargain in the stock market.</p><p>The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.</p><p>By doing so, we increase the chances of obtaining a favourable outcome in the long run.</p><p>That said, it pays to be wary of value traps.</p><p>Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.</p><p>It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.</p><p>Here are four Singapore stocks that recently hit their 52-week lows.</p><p>We provide the facts but you need to decide if these stocks may be suitable for your portfolio.</p><p><b>Keppel Pacific Oak US REIT (SGX: CMOU)</b></p><p>Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.</p><p>Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.</p><p>KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.</p><p>The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).</p><p>Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.</p><p>Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.</p><p>The REIT maintains a high portfolio committed occupancy of 92%.</p><p>Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.</p><p>However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.</p><p><b>Manulife US REIT (SGX: BTOU)</b></p><p>Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.</p><p>The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.</p><p>1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.</p><p>DPU dipped by 3.3% year on year to US$0.0261.</p><p>MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.</p><p>The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.</p><p>Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.</p><p><b>Yangzijiang Financial Holding Ltd (SGX: YF8)</b></p><p>Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.</p><p>The group also provides wealth management services to clients and generates fee-based income through fund management activities.</p><p>Since it was spun off from parent <b>Yangzijiang Shipbuilding Holdings Ltd</b> (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.</p><p>YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.</p><p>Net profit tumbled by 30.6% year on year to S$136.4 million.</p><p>As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.</p><p>The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.</p><p><b>Top Glove Corporation Berhad (SGX: BVA)</b></p><p>Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.</p><p>The group exports to more than 195 countries worldwide and employs 22,000 staff.</p><p>Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.</p><p>For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.</p><p>Net profit plunged by 96% year on year to RM 288.6 million.</p><p>Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.</p><p>In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.</p></body></html>","source":"lsy1602567310727","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>These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?</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{ 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}\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\">\nThese 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-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://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133089120","content_text":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.By doing so, we increase the chances of obtaining a favourable outcome in the long run.That said, it pays to be wary of value traps.Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.Here are four Singapore stocks that recently hit their 52-week lows.We provide the facts but you need to decide if these stocks may be suitable for your portfolio.Keppel Pacific Oak US REIT (SGX: CMOU)Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.The REIT maintains a high portfolio committed occupancy of 92%.Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.Manulife US REIT (SGX: BTOU)Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.DPU dipped by 3.3% year on year to US$0.0261.MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.Yangzijiang Financial Holding Ltd (SGX: YF8)Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.The group also provides wealth management services to clients and generates fee-based income through fund management activities.Since it was spun off from parent Yangzijiang Shipbuilding Holdings Ltd (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.Net profit tumbled by 30.6% year on year to S$136.4 million.As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.Top Glove Corporation Berhad (SGX: BVA)Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.The group exports to more than 195 countries worldwide and employs 22,000 staff.Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.Net profit plunged by 96% year on year to RM 288.6 million.Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077782739,"gmtCreate":1658583615821,"gmtModify":1676536179124,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Patience","listText":"Patience","text":"Patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077782739","repostId":"2253658190","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171100552,"gmtCreate":1626709571176,"gmtModify":1703763855025,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>bought this morning, go long.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>bought this morning, go long.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$bought this morning, go long.","images":[{"img":"https://static.tigerbbs.com/af19a2f8bebde78f113a895d9389b7da","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171100552","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379364825,"gmtCreate":1618679876267,"gmtModify":1704714013007,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Will it b too late to join the party?","listText":"Will it b too late to join the party?","text":"Will it b too late to join the party?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379364825","repostId":"1167145090","repostType":4,"repost":{"id":"1167145090","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":1618573074,"share":"https://ttm.financial/m/news/1167145090?lang=&edition=fundamental","pubTime":"2021-04-16 19:37","market":"us","language":"en","title":"Morgan Stanley posts better-than-expected earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1167145090","media":"Tiger Newspress","summary":"(April 16) Morgan Stanley posts better-than-expected earnings. Here are the numbers:Morgan Stanley Q","content":"<p>(April 16)&nbsp;Morgan Stanley posts better-than-expected earnings.&nbsp;Here&nbsp;are&nbsp;the&nbsp;numbers:</p><ul><li>Morgan Stanley Q1 adj. EPS $2.22 vs. $1.01 a year ago; FactSet consensus $1.72.</li><li>Morgan Stanley Q1 revenue $15.72 bln vs. $9.78 bln a year ago; FactSet consensus $14.10 bln.</li><li>Morgan Stanley Q1 net interest income $2.03 bln vs. $1.36 bln; FactSet consensus $1.60 bln.</li><li>Provision for credit losses on loans and lending commitments of $(93) million in the current quarter compared with $388 million in the prior year reflects a release in the allowance for credit losses driven by improvements in the outlook for macroeconomic conditions.</li><li>Book value of $52.71 vs. $51.85 consemsus, tangible book value of $38.97 vs. $41.52 consesus.</li></ul><p>The comparisons of current year results to prior periods were impacted by the acquisitions of Eaton Vance Corp. (“Eaton Vance”) completed on March 1, 2021, reported in the Investment Management segment and E*TRADE Financial Corporation (“E*TRADE”) completed in the fourth quarter of 2020, reported in the Wealth Management segment.</p><p>James P. Gorman, Chairman and Chief Executive Officer, said, “The Firm delivered record results. The integrated Investment Bank continues to thrive. We closed the acquisition of Eaton Vance which takes Investment Management to over $1.4 trillion of assets. Wealth Management brought in record flows of $105 billion. The Firm is very well positioned for growth in the years ahead.”</p><p>Morgan Stanley&nbsp;fell&nbsp;0.33%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/ca9cd904a98a7c121bcde453a279277c\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://www.businesswire.com/news/home/20210416005252/en/\" target=\"_blank\"><b>Morgan Stanley First Quarter 2021 Earnings Results &lt;&lt;&lt;</b></a><b></b><img src=\"https://static.tigerbbs.com/5ef0e544b84c2829f5915ab15782678d\" tg-width=\"1056\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/d3e39946b3dcaf298794cd6d1d1e3955\" tg-width=\"1043\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></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>Morgan Stanley posts better-than-expected earnings</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 posts better-than-expected earnings\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\">2021-04-16 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 16)&nbsp;Morgan Stanley posts better-than-expected earnings.&nbsp;Here&nbsp;are&nbsp;the&nbsp;numbers:</p><ul><li>Morgan Stanley Q1 adj. EPS $2.22 vs. $1.01 a year ago; FactSet consensus $1.72.</li><li>Morgan Stanley Q1 revenue $15.72 bln vs. $9.78 bln a year ago; FactSet consensus $14.10 bln.</li><li>Morgan Stanley Q1 net interest income $2.03 bln vs. $1.36 bln; FactSet consensus $1.60 bln.</li><li>Provision for credit losses on loans and lending commitments of $(93) million in the current quarter compared with $388 million in the prior year reflects a release in the allowance for credit losses driven by improvements in the outlook for macroeconomic conditions.</li><li>Book value of $52.71 vs. $51.85 consemsus, tangible book value of $38.97 vs. $41.52 consesus.</li></ul><p>The comparisons of current year results to prior periods were impacted by the acquisitions of Eaton Vance Corp. (“Eaton Vance”) completed on March 1, 2021, reported in the Investment Management segment and E*TRADE Financial Corporation (“E*TRADE”) completed in the fourth quarter of 2020, reported in the Wealth Management segment.</p><p>James P. Gorman, Chairman and Chief Executive Officer, said, “The Firm delivered record results. The integrated Investment Bank continues to thrive. We closed the acquisition of Eaton Vance which takes Investment Management to over $1.4 trillion of assets. Wealth Management brought in record flows of $105 billion. The Firm is very well positioned for growth in the years ahead.”</p><p>Morgan Stanley&nbsp;fell&nbsp;0.33%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/ca9cd904a98a7c121bcde453a279277c\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://www.businesswire.com/news/home/20210416005252/en/\" target=\"_blank\"><b>Morgan Stanley First Quarter 2021 Earnings Results &lt;&lt;&lt;</b></a><b></b><img src=\"https://static.tigerbbs.com/5ef0e544b84c2829f5915ab15782678d\" tg-width=\"1056\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/d3e39946b3dcaf298794cd6d1d1e3955\" tg-width=\"1043\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167145090","content_text":"(April 16) Morgan Stanley posts better-than-expected earnings. Here are the numbers:Morgan Stanley Q1 adj. EPS $2.22 vs. $1.01 a year ago; FactSet consensus $1.72.Morgan Stanley Q1 revenue $15.72 bln vs. $9.78 bln a year ago; FactSet consensus $14.10 bln.Morgan Stanley Q1 net interest income $2.03 bln vs. $1.36 bln; FactSet consensus $1.60 bln.Provision for credit losses on loans and lending commitments of $(93) million in the current quarter compared with $388 million in the prior year reflects a release in the allowance for credit losses driven by improvements in the outlook for macroeconomic conditions.Book value of $52.71 vs. $51.85 consemsus, tangible book value of $38.97 vs. $41.52 consesus.The comparisons of current year results to prior periods were impacted by the acquisitions of Eaton Vance Corp. (“Eaton Vance”) completed on March 1, 2021, reported in the Investment Management segment and E*TRADE Financial Corporation (“E*TRADE”) completed in the fourth quarter of 2020, reported in the Wealth Management segment.James P. Gorman, Chairman and Chief Executive Officer, said, “The Firm delivered record results. The integrated Investment Bank continues to thrive. We closed the acquisition of Eaton Vance which takes Investment Management to over $1.4 trillion of assets. Wealth Management brought in record flows of $105 billion. The Firm is very well positioned for growth in the years ahead.”Morgan Stanley fell 0.33% in premarket trading.Morgan Stanley First Quarter 2021 Earnings Results <<<","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900478872,"gmtCreate":1658759364096,"gmtModify":1676536202980,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Must have deep pocket to ride through","listText":"Must have deep pocket to ride through","text":"Must have deep pocket to ride through","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900478872","repostId":"1141234350","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086204862,"gmtCreate":1650458042954,"gmtModify":1676534727946,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Yup accumulating cash to buy Amazon","listText":"Yup accumulating cash to buy Amazon","text":"Yup accumulating cash to buy Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086204862","repostId":"2228947680","repostType":4,"repost":{"id":"2228947680","pubTimestamp":1650452577,"share":"https://ttm.financial/m/news/2228947680?lang=&edition=fundamental","pubTime":"2022-04-20 19:02","market":"us","language":"en","title":"Better Stock Split Buy: Amazon or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2228947680","media":"Motley Fool","summary":"They're both leaders in high-growth areas.","content":"<html><head></head><body><p><b>Amazon</b> and <b>Tesla</b> may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn&#39;t change the overall market value of these superstar companies. But it does bring down their share prices. That means some investors who would have purchased fractional shares -- or no shares at all -- may choose to buy a full share. Or more.</p><p>I already own Amazon and Tesla shares. And I&#39;m interested in buying more. But if I had to choose just <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these winners, which one would it be? Let&#39;s look at a few charts to help us decide which might be the better stock split buy right now.</p><h2>High-growth mode</h2><p>First, let&#39;s have a look at Tesla. The leading maker of electric vehicles (EV) is in high-growth mode. The company last year delivered a record number of vehicles. And the opening and ramping up of production facilities in Austin, Texas and Berlin, Germany should help the company keep up the pace and even accelerate.</p><p>Our first chart shows the growth in Tesla&#39;s deliveries. The EV company nearly doubled deliveries last year from the previous year. It delivered more than 936,000 vehicles last year. And this was in the context of chip supply shortages.</p><p><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Still, the one thing that worries some investors is illustrated in the next chart. And that has to do with market share. In the chart, we can see the company lost 4.5% of market share from the first quarter through the third quarter of last year. That&#39;s year over year. This is compared to gains for other carmakers. Tesla remains the market leader by far. But it&#39;s still important to remember that competition is on the rise.</p><p><img src=\"https://static.tigerbbs.com/e34ccc8a155f68043a220b0fc7739b4b\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><h2>Retail e-commerce sales</h2><p>Now, let&#39;s turn to Amazon. The company is operating in a growing market. The chart below shows retail e-commerce sales climbing over the past several years -- and a forecast for more than $7 trillion in global sales by 2025.</p><p><img src=\"https://static.tigerbbs.com/b28ed8d1a759484b57b1c55f3ac77699\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Amazon is a leader in the e-commerce market. But, maybe even more importantly, Amazon also is the leader in the world of cloud computing. That&#39;s thanks to its Amazon Web Service (AWS) business. The chart below shows Amazon leading the $180 billion cloud computing market with 33% market share. It&#39;s well ahead of competitors. This is significant because AWS makes up most of Amazon&#39;s operating income.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Which stock split player is a better buy today? It&#39;s a tough choice. Tesla&#39;s slight decline in market share isn&#39;t a big concern. The company is a leader by far. But it does rely on EV sales -- it doesn&#39;t have other areas of business. So, I have a slight preference for Amazon. That&#39;s thanks to its strengths in two businesses: e-commerce and cloud computing. So, if I had to choose between these dynamic stock-split players, I&#39;d go for Amazon.</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 Stock Split Buy: Amazon or Tesla?</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 Stock Split Buy: Amazon or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon and Tesla may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn't change the overall market value of these superstar ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228947680","content_text":"Amazon and Tesla may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn't change the overall market value of these superstar companies. But it does bring down their share prices. That means some investors who would have purchased fractional shares -- or no shares at all -- may choose to buy a full share. Or more.I already own Amazon and Tesla shares. And I'm interested in buying more. But if I had to choose just one of these winners, which one would it be? Let's look at a few charts to help us decide which might be the better stock split buy right now.High-growth modeFirst, let's have a look at Tesla. The leading maker of electric vehicles (EV) is in high-growth mode. The company last year delivered a record number of vehicles. And the opening and ramping up of production facilities in Austin, Texas and Berlin, Germany should help the company keep up the pace and even accelerate.Our first chart shows the growth in Tesla's deliveries. The EV company nearly doubled deliveries last year from the previous year. It delivered more than 936,000 vehicles last year. And this was in the context of chip supply shortages.Image source: Statista.Still, the one thing that worries some investors is illustrated in the next chart. And that has to do with market share. In the chart, we can see the company lost 4.5% of market share from the first quarter through the third quarter of last year. That's year over year. This is compared to gains for other carmakers. Tesla remains the market leader by far. But it's still important to remember that competition is on the rise.Image source: Statista.Retail e-commerce salesNow, let's turn to Amazon. The company is operating in a growing market. The chart below shows retail e-commerce sales climbing over the past several years -- and a forecast for more than $7 trillion in global sales by 2025.Image source: Statista.Amazon is a leader in the e-commerce market. But, maybe even more importantly, Amazon also is the leader in the world of cloud computing. That's thanks to its Amazon Web Service (AWS) business. The chart below shows Amazon leading the $180 billion cloud computing market with 33% market share. It's well ahead of competitors. This is significant because AWS makes up most of Amazon's operating income.Image source: Statista.Which stock split player is a better buy today? It's a tough choice. Tesla's slight decline in market share isn't a big concern. The company is a leader by far. But it does rely on EV sales -- it doesn't have other areas of business. So, I have a slight preference for Amazon. That's thanks to its strengths in two businesses: e-commerce and cloud computing. So, if I had to choose between these dynamic stock-split players, I'd go for Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081342079,"gmtCreate":1650204311162,"gmtModify":1676534668263,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Too ex to buy tesla","listText":"Too ex to buy tesla","text":"Too ex to buy tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081342079","repostId":"2227986491","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814298925,"gmtCreate":1630819824267,"gmtModify":1676530401292,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>with safe measures relaxing, hopefully more people will go to mall to spend.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>with safe measures relaxing, hopefully more people will go to mall to spend.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$with safe measures relaxing, hopefully more people will go to mall to spend.","images":[{"img":"https://static.tigerbbs.com/93a9dbb6afbed4f322cb78507837e291","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814298925","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":154845193,"gmtCreate":1625503379612,"gmtModify":1703742790629,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Higher yield than Singapore REITs?","listText":"Higher yield than Singapore REITs?","text":"Higher yield than Singapore REITs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154845193","repostId":"1154888582","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166708471,"gmtCreate":1624024276993,"gmtModify":1703826880146,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"A good oppotunity to enter US mkt.","listText":"A good oppotunity to enter US mkt.","text":"A good oppotunity to enter US mkt.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166708471","repostId":"1118271544","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132715670,"gmtCreate":1622115614490,"gmtModify":1704179713626,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"Lot of analysts recommend buy and price tgt rsnge from $270 to $300.&nbsp; So why the price still hovers $200 to $220?","listText":"Lot of analysts recommend buy and price tgt rsnge from $270 to $300.&nbsp; So why the price still hovers $200 to $220?","text":"Lot of analysts recommend buy and price tgt rsnge from $270 to $300. So why the price still hovers $200 to $220?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132715670","repostId":"2138111825","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131469501,"gmtCreate":1621875182903,"gmtModify":1704363744801,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>preferential unit offering @ $2.64.&nbsp; How do I apply for preferential offering via tiger brokers.&nbsp; Online chat no response","listText":"<a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>preferential unit offering @ $2.64.&nbsp; How do I apply for preferential offering via tiger brokers.&nbsp; Online chat no response","text":"$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$preferential unit offering @ $2.64. How do I apply for preferential offering via tiger brokers. Online chat no response","images":[{"img":"https://static.tigerbbs.com/7ec01f4bffc197d0779252abe8e78c0b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/131469501","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":109445184,"gmtCreate":1619713272248,"gmtModify":1704271300779,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>price seem stuck at 2.7+ to 2.8+, possible to rise to &gt; $3?","listText":"<a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>price seem stuck at 2.7+ to 2.8+, possible to rise to &gt; $3?","text":"$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$price seem stuck at 2.7+ to 2.8+, possible to rise to > $3?","images":[{"img":"https://static.tigerbbs.com/579f95745d4feac1899f69488128ea2c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109445184","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372695175,"gmtCreate":1619196488197,"gmtModify":1704721199850,"author":{"id":"3574249039232152","authorId":"3574249039232152","name":"Tendollar","avatar":"https://static.tigerbbs.com/f605c975630017596221e6b84fd5350f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574249039232152","authorIdStr":"3574249039232152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>all way up to$2.7","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>all way up to$2.7","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$all way up to$2.7","images":[{"img":"https://static.tigerbbs.com/2126896dc7834634fad0e7b104a37e70","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372695175","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}