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2022-04-13

Yes, invest in good businesses and hold on to them

A Lesson About Wealth From Elon Musk, the World’s Richest Human

2022-04-13

Believe in the real use cases and how it can grow into a global company serving consumers and business. Accumulate and hold

Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?

2022-04-13

Good write up

NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer

2022-04-13

This company will go global with multiple business streama. Similar to Amazon and Google.

Alibaba: Firing On All Cylinders

2022-04-08

Think long term. Would these companies grow with China and global penetration?

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2022-04-05

By the time all agree on a "buy", you will be paying higher premium. Think long term and make a call yourself.

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2022-03-31

Accumulate for the future Of EV. It will come....

Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears

2022-03-31

It will surely cross $3T in 2022

Can AAPL Stock Retake $3 Trillion? 3 Analysts Weigh In.

2022-03-29

It will soar in due time.... good user base and market coverage in Asia

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2022-03-23

Totally agreed

Palantir May Be Fully Priced but the Future’s Bright

2022-03-04

Agreed. Buy this for long term investment. Not short speculation

Palantir: Cathie Wood Sells, Maybe Buffett Will Buy

2022-02-16

Solid

Why Nvidia Stock Popped Ahead of Earnings

2022-02-11

Time to accumulate for long term investment

MSCI to Add Grab, 20 Stocks to Global Index

2022-02-10

On a global basis, should compare with the likes of Xpeng and Nio too

Better Buy: Tesla vs. Ford

2022-02-09

Xpeng will soar

Pre-Bell｜Nasdaq Futures Rallied 1.26%; Xpeng Leaped 6.8%

2022-02-08

Totally agreed

7 Of The Best Nasdaq Stocks to Buy On The Dip

2022-02-02

It will soar.... Great installed base for cloud and e-commerce

Amazon Earnings Preview: What to Watch on Feb. 3

2022-02-01

It will soar....

Palantir: The Microsoft Of Artificial Intelligence

2022-02-01

They will grow into a very profitable franchise within 10years

XPeng delivered 12,922 Smart EVs in January 2022

2022-01-31

Did I And BABA will soar

Hot Chinese ADRs Gained in Premarket Trading

Go to Tiger App to see more news

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Now, he is worth $274 billion.”</p><p>The entrepreneur, in 20 years, has quadrupled that chunk of change almost 400 times—a near-unimaginable 1,557 times, which works out to an average annual return of about 42%.</p><p>“While obviously better than the S&amp;P 500’s compounded return of [about 9%], it is still within the bounds of reason,” added Colas.</p><p>Earning 42% a year on his investments, the 50-year-old Muskis about four years from being a trillionaire. Right now, no one wears that crown. Berkshire Hathaway CEO Warren Buffett has $127 billion, according to Forbes, and is 91, four decades older than Musk.</p><p>The point that Colas makes about compounding returns is a good one for everyday folks to remember: The best way to build wealth through stocks is to hang on to them. Perhaps the best—and safest way—is a low-cost, well-diversified mutual fund.</p><p>Now, finding 40% returns like Musk, though, would be extraordinary. The Nasdaq Composite has averaged about 12% a year for the past two decades. Still, the 3 percentage-point difference between the Nasdaq and the S&amp;P over 20 years amounts to 70% more wealth for investors picking the Nasdaq. Compound returns really do compound over time.</p><p>As for Musk, his $274 billion—or Buffett’s empire or any of the mega-cash piles that others are sitting on—stirs up envy and speculation about taxes and risk-taking.</p><p>And, of course, jokes about the uber rich abound. One of <i>Barron’s</i> favorites: “How do you become a millionaire? Start a billionaire and buy and airline.”</p><p>When reflecting on his experience with airlines, Buffett wrote in 2007 “if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down.”</p><p>That one always gets us.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Lesson About Wealth From Elon Musk, the World’s Richest Human</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\">\nA Lesson About Wealth From Elon Musk, the World’s Richest Human\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 14:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/elon-musk-worlds-rich-human-how-build-wealth-51649786225?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk is worth a cool $274 billion. Now, a former auto analyst-turned-market researcher has broken down the number to show how the Tesla CEO amassed such a mind-boggling fortune—and drives home ...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-worlds-rich-human-how-build-wealth-51649786225?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/elon-musk-worlds-rich-human-how-build-wealth-51649786225?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139853947","content_text":"Elon Musk is worth a cool $274 billion. Now, a former auto analyst-turned-market researcher has broken down the number to show how the Tesla CEO amassed such a mind-boggling fortune—and drives home the point that the huge number is really no huge surprise.Musk stepped off on his path to enormous wealth 20 years ago when eBay, the e-commerce platform, bought the fintech PayPal, which he co-founded with a host of other notables, including financier Peter Thiel.“In 2002 Elon Musk got $176 million when PayPal sold to eBay,” writes Nicholas Colas, co-founder of DataTrek Research. “He reinvested much of that into Tesla, SpaceX, and other startups. Now, he is worth $274 billion.”The entrepreneur, in 20 years, has quadrupled that chunk of change almost 400 times—a near-unimaginable 1,557 times, which works out to an average annual return of about 42%.“While obviously better than the S&P 500’s compounded return of [about 9%], it is still within the bounds of reason,” added Colas.Earning 42% a year on his investments, the 50-year-old Muskis about four years from being a trillionaire. Right now, no one wears that crown. Berkshire Hathaway CEO Warren Buffett has $127 billion, according to Forbes, and is 91, four decades older than Musk.The point that Colas makes about compounding returns is a good one for everyday folks to remember: The best way to build wealth through stocks is to hang on to them. Perhaps the best—and safest way—is a low-cost, well-diversified mutual fund.Now, finding 40% returns like Musk, though, would be extraordinary. The Nasdaq Composite has averaged about 12% a year for the past two decades. Still, the 3 percentage-point difference between the Nasdaq and the S&P over 20 years amounts to 70% more wealth for investors picking the Nasdaq. Compound returns really do compound over time.As for Musk, his $274 billion—or Buffett’s empire or any of the mega-cash piles that others are sitting on—stirs up envy and speculation about taxes and risk-taking.And, of course, jokes about the uber rich abound. One of Barron’s favorites: “How do you become a millionaire? Start a billionaire and buy and airline.”When reflecting on his experience with airlines, Buffett wrote in 2007 “if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down.”That one always gets us.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080969262,"gmtCreate":1649832731566,"gmtModify":1676534586307,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Believe in the real use cases and how it can grow into a global company serving consumers and business. Accumulate and hold&nbsp;","listText":"Believe in the real use cases and how it can grow into a global company serving consumers and business. Accumulate and hold&nbsp;","text":"Believe in the real use cases and how it can grow into a global company serving consumers and business. Accumulate and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080969262","repostId":"2226650297","repostType":2,"repost":{"id":"2226650297","pubTimestamp":1649809195,"share":"https://ttm.financial/m/news/2226650297?lang=&edition=fundamental","pubTime":"2022-04-13 08:19","market":"us","language":"en","title":"Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?","url":"https://stock-news.laohu8.com/highlight/detail?id=2226650297","media":"seekingalpha","summary":"SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunatel","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.</li><li>Alibaba expanded its share buyback program to $25 billion, up from $15 billion.</li><li>I explain why Alibaba didn’t use up the billions remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before the announcement.</li><li>I rate BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d83402756c5ca778605610bc10977060\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Mission: Possible for Jack Ma&#39;s Alibaba Group?  Kevin Lee/Getty Images Entertainment</span></p><p><b>Alibaba, The Enigmatic And Contentious Stock Of The Chinese Internet Sector</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is covered by a large contingent of Wall Street analyst teams and writers like I. Nonetheless, BABA stock continues to be an enigma among market players. On 14 March 2022, esteemed JPMorgan analyst Alex Yao threw in the towel, downgrading his rating on Alibaba and slashing his price target on the company&#39;s stock to $65 a share from $180. BABA stock subsequently fell to a low of $76.76 a day later. However, the next day, BABA staged a remarkable rebound.</p><p>The “sum of all fears” moment evaporated, as though the triggers never surfaced. It would be irresponsible as a writer to neglect to mention the contributors to the negative sentiment, as much as bulls and shareholders would like to bury these bad memories forever. Unfortunately, the nightmare ain’t over.</p><p>Just a few days before JPMorgan’s ultimate downgrade of the Chinese Internet space, there were three major pieces of bad news. First, on 8 March 2022, The Information released a report saying the initial public offering [IPO] of Ant Group, the financial technology arm of Alibaba Group, would be delayed indefinitely. Ant Group’s IPO was previously anticipated by bankers to be in the second half of this year or early 2023 and was a much-touted catalyst for BABA stock.</p><p>Second, on 10 March 2022, the Securities and Exchange Commission [SEC] named five companies from China that could be delisted for failing to abide by U.S. accounting regulations. It was the first time the SEC had warned companies that their shares were at risk of being delisted for violating the Holding Foreign Companies Accountability Act [HFCAA] which went into effect in late 2020.</p><p>While BABA and none of the Chinese Internet ADRs were included, their share prices were similarly dragged lower. The SEC had given the five companies until March 29 to submit evidence disputing the Commission&#39;s charges. The short allowance, less than three weeks, spooked investors. It was only a matter of time before the rest of the affected ADRs, including BABA, got themselves onto the warning list.</p><p>Third, on 11 March 2022, news that DiDi Global (DIDI) had to put off the listing of its shares in Hong Kong sparked a broad selloff in the Chinese Internet sector. Even stalwarts like Alibaba, Baidu (BIDU), and Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF) were not spared, despite Alibaba and Baidu already having secondary listings in Hong Kong and Tencent’s primary listing in the autonomous city.</p><p>It is fair to say that DIDI’s woes had partially contributed to BABA’s fall on the same day. The long-embattled DIDI stock plummeted over 40% that day, prompting speculations that SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF), which owned about 20% of DIDI, could once again trim its Alibaba stake to fill its funding shortfall. SoftBank had sold around 20 million Alibaba Hong Kong shares in the fourth quarter of 2021, the latest in a series of stock sales of the Chinese e-commerce and cloud giant. Alibaba is also a substantial shareholder of the Chinese ride-hailing giant.</p><p>With the price decline in BABA lasting more than a year, I had thought the remaining shareholders were “diamond hands”-type, much more capable of resisting the onslaught of bearish developments. How wrong I was! BABA’s Relative Strength Index [RSI] fell to a record low on 15 March 2022, indicating an extremely oversold position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84d32840236e5427866b7444e2ed90ae\" tg-width=\"635\" tg-height=\"491\" width=\"100%\" height=\"auto\"/><span>Alibaba share price and relative strength index RSI (YChart)</span></p><p><b>Why Is Alibaba Doing A Stock Buyback?</b></p><p>Following this treacherous backdrop and the plunge in BABA stock, Alibaba stunned the market on 22 March 2022, expanding its share buyback program to $25 billion, up from $15 billion. With Alibaba having already bought back $9.2 billion of shares, the boost raised the remaining firepower from $5.8 billion to $15.8 billion. This represents 5.5% of Alibaba’s current market capitalization of $289 billion.</p><p>There may be some who question why Alibaba executives didn’t use up the $5.8 billion remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before announcing the revitalized package. It does seem logical for them to do so but who can guarantee BABA stock wouldn’t fall further to a level that an eventual announcement of a $10 billion fresh injection of funds for share buyback wouldn’t be able to reverse?</p><p>A delay in the enhanced share buyback program would have risked a deeper deterioration in the share price, leading to forced selling by those unable to meet margin calls as well as further panic selling by retail investors and fund managers alike. Likewise, if the share price of BABA had dived lower than it did on March 15, many shareholders who had set up stop-loss selling levels, whether in the system or mentally (manual tracking), would have sold their BABA stakes.</p><p>Not only would the faith of these shareholders be possibly permanently damaged, but their sales could also exacerbate further selling resulting in a death spiral. Nothing the company announced subsequently could then change their mind, like the numerous comments on Seeking Alpha I read along the lines of: “I have finally gotten rid of my BABA shares. Never again am I going to touch BABA or any Chinese stocks.”</p><p>If more and more shareholders become ‘burnt’ by BABA, even the additional $10 billion may not be sufficient to stem the tide. On March 15, the volume traded was around 75 million. Taking an estimated $85 as an average for the day, the transaction value would have been $6.4 billion. Assuming that Alibaba was left as the main buyer, the company could only sustain three days of such heavy selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00be592a59dddb2e41182c3c63b4ec13\" tg-width=\"635\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Alibaba share price versus trading volume (YChart)</span></p><p>Hence, I reckon the sending of the message for the motivations for an expanded buyback program is more effective in bolstering investor confidence than the buyback itself. This might have been the conclusion of the board of directors at Alibaba Group. After all, the eventual share buyback could sustain the positive momentum following the favorable announcement. This is akin to a ‘having your cake and eating it too’ moment.</p><p>What are the motivations? First, the idea that the executives of Alibaba Group believed BABA shares were undervalued, leading to the desire for a boosted buyback program to correct the situation. Second, their wish to squash criticism that the huge cash hoard of Alibaba Group was only on paper and isn’t real.</p><p>That’s right, Alibaba Group has loads of cash and cash equivalents. On a net cash basis, Alibaba has $55.7 billion (note that a negative net financial debt means net cash). Furthermore, BABA’s free cash flow is also growing steadily (the long-term uptrend remains intact). Alibaba achieved a whopping $12.7 billion of free cash flow in the final quarter of 2021, the third-highest ever in its operating history, amid fears that its ‘compliance’ with Beijing’s Common Prosperity call would “squeeze the company dry.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b11819c84afae3ec7c1fb21be489fc50\" tg-width=\"635\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Alibaba free cash flow and net cash position (YChart)</span></p><p><b>What Is BABA Stock Forecast?</b></p><p>Seeking Alpha’s quant rating on BABA has been a Hold for over a year. Nevertheless, there are signs things could improve. Compared with three months ago, BABA’s Momentum score has notched up <a href=\"https://laohu8.com/S/AONE.U\">one</a> grade to D+ from D. It’s hard to fathom with analysts’ downgrades getting the limelight but BABA’s Revisions score has done better, rising two grades to C from D+.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a887ee6c627f76b829bfe5e04ed862\" tg-width=\"640\" tg-height=\"173\" width=\"100%\" height=\"auto\"/><span>BABA stock quant rating (Seeking Alpha Premium)</span></p><p>Indeed, the analyst ratings score on BABA has fallen to 4.50. It is no doubt still an enviable Strong Buy but 4.50 is the lowest in the last five years, and a steep fall from the ~4.72 level it enjoyed in the first half of last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/294d069d79c705b85e64cd79cc66800e\" tg-width=\"640\" tg-height=\"347\" width=\"100%\" height=\"auto\"/><span>BABA stock analyst ratings history (Seeking Alpha Premium)</span></p><p>Yet, while there is now a Strong Sell call versus none in February, the number of Strong Buy calls has increased by two. Citi analyst Alicia Yap, who lowered her price target on BABA last week to $177 from $200 but maintained the firm&#39;s buy rating, argued that the stock is near a &#34;historical trough,&#34; making shares &#34;attractive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/294734ca2636122990d3667bc7aee660\" tg-width=\"640\" tg-height=\"294\" width=\"100%\" height=\"auto\"/><span>BABA stock analyst recommendations (Seeking Alpha Premium)</span></p><p>Despite the spate of target price cuts in the past months, the prevailing average price target at $171.23 provides an upside of 65%. Since price targets are typically issued on a 12-month basis, if BABA indeed hits the average price target, shareholders stand to enjoy over 60% of gains within a year. That’s a respectable alpha!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9845bfc6e20b5a858b4f2c9aeb2fe5\" tg-width=\"640\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>BABA stock average price target (Seeking Alpha Premium)</span></p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p>I consider BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.</p><p>The Chinese discount could narrow substantially on better appreciation of Beijing’s intentions and greater patience</p><p>First, I think non-Chinese investors will come to appreciate Beijing isn’t out to kill the Chinese Internet giants and the Chinese discount could narrow substantially. In a recent interview with Bloomberg TV anchor Haslinda Amin, Katherine Tai, the 19th United States Trade Representative, said that (emphasis mine) “for the people who are criticizing our trade policy, it is either because they are not hearing us when we describe what our objectives are, which is to bring a new approach to trade that ensures that trade policy can be and is a force for good. She added, “And I think that some of the other critics are impatient.”</p><p>Similarly, perhaps the critics of Beijing’s regulatory crackdown and policies like “Common Prosperity” either aren’t ‘hearing’ the rationale or are impatient that the process has gone on for over a year and still showing no signs of ending. It’s no wonder that BABA stock shot up following a statement declaring Beijing&#39;s support (content in Chinese) of the Chinese economy and the capital markets following a meeting of the top finance policy body chaired by Chinese Vice Premier Liu He.</p><p>On the much-feared delisting risk, critics also chose to ignore the positive signals sent out by the Chinese securities regulator. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.</p><p>The cautious (or perhaps simply playing hard to get) SEC Chairman Gary Gensler recently toned down speculation of a potential imminent deal for Chinese companies listed in the U.S. to comply with the HFCAA. Gensler let out that conversations had been &#34;thoughtful, respectful [and] productive,&#34; but he did not know what the talks would lead to. The contrasting levels of optimism reminded me of my younger days when I was confident that my relationship with a then-girlfriend was going great but I realized belatedly that she had thought otherwise.</p><p>On April 2, the Chinese regulators finally confirmed plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. Bloomberg had reported a day earlier that the change could happen as soon as the middle of this year. Hopefully, that is not too long for the impatient shareholders.</p><p><b>BABA ain’t alone in the tech slowdown and geopolitical woes</b></p><p>Second, given the bloodletting in the global tech space, partly due to the slower growth as companies lapse the pandemic-fueled revenue boost, market players should come to appreciate Alibaba Group isn’t alone in disappointing shareholders. At the same time, investors are worried about the negative impact U.S.-China political tensions can cause the Alibaba Group.</p><p>However, non-Chinese companies like Sea Limited (SE) have also found themselves in trouble with foreign governments. For instance, <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.&#39;s Indian e-commerce operations had to deal with complaints from the country’s trade association. Sea Ltd.&#39;s popular game Free Fire was recently banned in India.</p><p>Although the decline in BABA stock has incurred the vitriol of shareholders, SE stock has fallen more and much faster than the former but it continues to receive favorable mentions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32419c8e74f16a97fc83c0ea8f8f7865\" tg-width=\"635\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Alibaba versus Sea Limited share price chart (YChart)</span></p><p>Meanwhile, Reuters reported that Europe&#39;s competition watchdog has proposed charging major online platforms a fee based on their global net income in order to ensure compliance with content enforcement rules. The European Commission is progressing with a plan to charge big platforms like Google (GOOG) (GOOGL), <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) up to 0.1% of their global annual net income. EC chief Margrethe Vestager guided the &#34;supervisory fee&#34; could raise €20 million-€30 million ($22 million-$32.8 million) annually.</p><p>Critics like to challenge, saying Western governments threaten but proposals have to go through a transparent legal process, implying that they may not be implemented in the end. However, the same Reuters news said (emphasis mine): “Vestager&#39;s proposal is likely to get the nod from member states and EU lawmakers, which are scheduled to meet on April 22 for the fourth round of negotiations and widely expected to result in a deal.”</p><p>Sometimes, I wonder if the critics realize they are indirectly complimenting Beijing’s ability to get policies enacted productively while denigrating the Western system. In any case, Europeans have proven their ability to get their act together in squeezing money out of American companies. Apple Inc. (AAPL) was levied with 10 fines totaling €50 million (~$55 million) for failing to satisfy the order of the Netherlands Authority for Consumers and Markets [ACM] for its monopolistic practices regarding the payment mode used in dating apps.</p><p>If this happened in China, all sorts of negative labels would be piled on Beijing, and fear-mongering would be in overdrive, painting the nightmarish scenario of Apple being penalized for all categories of apps. The &#34;supervisory fee&#34; that the EC is pushing for could be misconstrued akin to how “Common Prosperity” has been maligned.</p><p>My point, though, is that investors could realize not only Chinese companies are subjected to political headwinds. Furthermore, the fines levied by the Chinese authorities are one-off and appropriately sized for the offense. For instance, when the Chinese regulators issued fines on several internet players, the penalty was only 500,000 yuan ($78,000) each, a tiny fraction of the annual revenues posted by the affected companies.</p><p><b>BABA is trading at very low valuation relative to historical levels</b></p><p>Third, I may be beating a dead horse here but it’s undeniable that BABA stock is trading at very depressed valuations currently. Alibaba’s P/E ratio on a forward basis has shrunk from a high of 31 times in the fourth quarter of 2020 to a mere 12 times presently. Alibaba’s PS ratio on a forward basis has compressed from a high of 7.8 times in the fourth quarter of 2020 to a mere 1.8 times presently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1580c7281662c8e435ea308a0ea83fe8\" tg-width=\"635\" tg-height=\"469\" width=\"100%\" height=\"auto\"/><span>Alibaba Group Holding Ltd PS and PE ratio on a forward basis (YChart)</span></p><p>Sure, BABA stock can still go lower. Its valuations had indeed hit more incredulous levels just in mid-March. Nonetheless, the powerful rebound after hitting the trough could be an indication that bargain hunters deemed those multiples (PS ratio of 1.5 times and PE ratio of 9.3 times) to be the ultimate floor for BABA stock.</p><p><b>Alibaba continues to find new ways to monetize its large users across its ecosystem</b></p><p>Fourth, even as market players fear a revenue slowdown at its core e-commerce units, Alibaba Group continues to find new ways to monetize its large users across its ecosystem. Alibaba’s workplace collaboration platform DingTalk recently launched paid versions after securing a large user base during the pandemic. DingTalk’s President Ye Jun revealed that corporate users have to pay 9,800 yuan ($1,530) a year for a version of the platform including corporate digital asset storage services. Another version offering more customized services will start at 100,000 yuan annually, 10 times the previous package.</p><p>In summary, I rate BABA stock a Buy.</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>Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?</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 Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.Alibaba expanded its share buyback program to $25 billion, up from $15 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226650297","content_text":"SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.Alibaba expanded its share buyback program to $25 billion, up from $15 billion.I explain why Alibaba didn’t use up the billions remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before the announcement.I rate BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.Mission: Possible for Jack Ma's Alibaba Group?  Kevin Lee/Getty Images EntertainmentAlibaba, The Enigmatic And Contentious Stock Of The Chinese Internet SectorAlibaba Group Holding Limited (NYSE:BABA) is covered by a large contingent of Wall Street analyst teams and writers like I. Nonetheless, BABA stock continues to be an enigma among market players. On 14 March 2022, esteemed JPMorgan analyst Alex Yao threw in the towel, downgrading his rating on Alibaba and slashing his price target on the company's stock to $65 a share from $180. BABA stock subsequently fell to a low of $76.76 a day later. However, the next day, BABA staged a remarkable rebound.The “sum of all fears” moment evaporated, as though the triggers never surfaced. It would be irresponsible as a writer to neglect to mention the contributors to the negative sentiment, as much as bulls and shareholders would like to bury these bad memories forever. Unfortunately, the nightmare ain’t over.Just a few days before JPMorgan’s ultimate downgrade of the Chinese Internet space, there were three major pieces of bad news. First, on 8 March 2022, The Information released a report saying the initial public offering [IPO] of Ant Group, the financial technology arm of Alibaba Group, would be delayed indefinitely. Ant Group’s IPO was previously anticipated by bankers to be in the second half of this year or early 2023 and was a much-touted catalyst for BABA stock.Second, on 10 March 2022, the Securities and Exchange Commission [SEC] named five companies from China that could be delisted for failing to abide by U.S. accounting regulations. It was the first time the SEC had warned companies that their shares were at risk of being delisted for violating the Holding Foreign Companies Accountability Act [HFCAA] which went into effect in late 2020.While BABA and none of the Chinese Internet ADRs were included, their share prices were similarly dragged lower. The SEC had given the five companies until March 29 to submit evidence disputing the Commission's charges. The short allowance, less than three weeks, spooked investors. It was only a matter of time before the rest of the affected ADRs, including BABA, got themselves onto the warning list.Third, on 11 March 2022, news that DiDi Global (DIDI) had to put off the listing of its shares in Hong Kong sparked a broad selloff in the Chinese Internet sector. Even stalwarts like Alibaba, Baidu (BIDU), and Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF) were not spared, despite Alibaba and Baidu already having secondary listings in Hong Kong and Tencent’s primary listing in the autonomous city.It is fair to say that DIDI’s woes had partially contributed to BABA’s fall on the same day. The long-embattled DIDI stock plummeted over 40% that day, prompting speculations that SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF), which owned about 20% of DIDI, could once again trim its Alibaba stake to fill its funding shortfall. SoftBank had sold around 20 million Alibaba Hong Kong shares in the fourth quarter of 2021, the latest in a series of stock sales of the Chinese e-commerce and cloud giant. Alibaba is also a substantial shareholder of the Chinese ride-hailing giant.With the price decline in BABA lasting more than a year, I had thought the remaining shareholders were “diamond hands”-type, much more capable of resisting the onslaught of bearish developments. How wrong I was! BABA’s Relative Strength Index [RSI] fell to a record low on 15 March 2022, indicating an extremely oversold position.Alibaba share price and relative strength index RSI (YChart)Why Is Alibaba Doing A Stock Buyback?Following this treacherous backdrop and the plunge in BABA stock, Alibaba stunned the market on 22 March 2022, expanding its share buyback program to $25 billion, up from $15 billion. With Alibaba having already bought back $9.2 billion of shares, the boost raised the remaining firepower from $5.8 billion to $15.8 billion. This represents 5.5% of Alibaba’s current market capitalization of $289 billion.There may be some who question why Alibaba executives didn’t use up the $5.8 billion remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before announcing the revitalized package. It does seem logical for them to do so but who can guarantee BABA stock wouldn’t fall further to a level that an eventual announcement of a $10 billion fresh injection of funds for share buyback wouldn’t be able to reverse?A delay in the enhanced share buyback program would have risked a deeper deterioration in the share price, leading to forced selling by those unable to meet margin calls as well as further panic selling by retail investors and fund managers alike. Likewise, if the share price of BABA had dived lower than it did on March 15, many shareholders who had set up stop-loss selling levels, whether in the system or mentally (manual tracking), would have sold their BABA stakes.Not only would the faith of these shareholders be possibly permanently damaged, but their sales could also exacerbate further selling resulting in a death spiral. Nothing the company announced subsequently could then change their mind, like the numerous comments on Seeking Alpha I read along the lines of: “I have finally gotten rid of my BABA shares. Never again am I going to touch BABA or any Chinese stocks.”If more and more shareholders become ‘burnt’ by BABA, even the additional $10 billion may not be sufficient to stem the tide. On March 15, the volume traded was around 75 million. Taking an estimated $85 as an average for the day, the transaction value would have been $6.4 billion. Assuming that Alibaba was left as the main buyer, the company could only sustain three days of such heavy selling.Alibaba share price versus trading volume (YChart)Hence, I reckon the sending of the message for the motivations for an expanded buyback program is more effective in bolstering investor confidence than the buyback itself. This might have been the conclusion of the board of directors at Alibaba Group. After all, the eventual share buyback could sustain the positive momentum following the favorable announcement. This is akin to a ‘having your cake and eating it too’ moment.What are the motivations? First, the idea that the executives of Alibaba Group believed BABA shares were undervalued, leading to the desire for a boosted buyback program to correct the situation. Second, their wish to squash criticism that the huge cash hoard of Alibaba Group was only on paper and isn’t real.That’s right, Alibaba Group has loads of cash and cash equivalents. On a net cash basis, Alibaba has $55.7 billion (note that a negative net financial debt means net cash). Furthermore, BABA’s free cash flow is also growing steadily (the long-term uptrend remains intact). Alibaba achieved a whopping $12.7 billion of free cash flow in the final quarter of 2021, the third-highest ever in its operating history, amid fears that its ‘compliance’ with Beijing’s Common Prosperity call would “squeeze the company dry.”Alibaba free cash flow and net cash position (YChart)What Is BABA Stock Forecast?Seeking Alpha’s quant rating on BABA has been a Hold for over a year. Nevertheless, there are signs things could improve. Compared with three months ago, BABA’s Momentum score has notched up one grade to D+ from D. It’s hard to fathom with analysts’ downgrades getting the limelight but BABA’s Revisions score has done better, rising two grades to C from D+.BABA stock quant rating (Seeking Alpha Premium)Indeed, the analyst ratings score on BABA has fallen to 4.50. It is no doubt still an enviable Strong Buy but 4.50 is the lowest in the last five years, and a steep fall from the ~4.72 level it enjoyed in the first half of last year.BABA stock analyst ratings history (Seeking Alpha Premium)Yet, while there is now a Strong Sell call versus none in February, the number of Strong Buy calls has increased by two. Citi analyst Alicia Yap, who lowered her price target on BABA last week to $177 from $200 but maintained the firm's buy rating, argued that the stock is near a \"historical trough,\" making shares \"attractive.\"BABA stock analyst recommendations (Seeking Alpha Premium)Despite the spate of target price cuts in the past months, the prevailing average price target at $171.23 provides an upside of 65%. Since price targets are typically issued on a 12-month basis, if BABA indeed hits the average price target, shareholders stand to enjoy over 60% of gains within a year. That’s a respectable alpha!BABA stock average price target (Seeking Alpha Premium)Is BABA Stock A Buy, Sell, Or Hold?I consider BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.The Chinese discount could narrow substantially on better appreciation of Beijing’s intentions and greater patienceFirst, I think non-Chinese investors will come to appreciate Beijing isn’t out to kill the Chinese Internet giants and the Chinese discount could narrow substantially. In a recent interview with Bloomberg TV anchor Haslinda Amin, Katherine Tai, the 19th United States Trade Representative, said that (emphasis mine) “for the people who are criticizing our trade policy, it is either because they are not hearing us when we describe what our objectives are, which is to bring a new approach to trade that ensures that trade policy can be and is a force for good. She added, “And I think that some of the other critics are impatient.”Similarly, perhaps the critics of Beijing’s regulatory crackdown and policies like “Common Prosperity” either aren’t ‘hearing’ the rationale or are impatient that the process has gone on for over a year and still showing no signs of ending. It’s no wonder that BABA stock shot up following a statement declaring Beijing's support (content in Chinese) of the Chinese economy and the capital markets following a meeting of the top finance policy body chaired by Chinese Vice Premier Liu He.On the much-feared delisting risk, critics also chose to ignore the positive signals sent out by the Chinese securities regulator. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.The cautious (or perhaps simply playing hard to get) SEC Chairman Gary Gensler recently toned down speculation of a potential imminent deal for Chinese companies listed in the U.S. to comply with the HFCAA. Gensler let out that conversations had been \"thoughtful, respectful [and] productive,\" but he did not know what the talks would lead to. The contrasting levels of optimism reminded me of my younger days when I was confident that my relationship with a then-girlfriend was going great but I realized belatedly that she had thought otherwise.On April 2, the Chinese regulators finally confirmed plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. Bloomberg had reported a day earlier that the change could happen as soon as the middle of this year. Hopefully, that is not too long for the impatient shareholders.BABA ain’t alone in the tech slowdown and geopolitical woesSecond, given the bloodletting in the global tech space, partly due to the slower growth as companies lapse the pandemic-fueled revenue boost, market players should come to appreciate Alibaba Group isn’t alone in disappointing shareholders. At the same time, investors are worried about the negative impact U.S.-China political tensions can cause the Alibaba Group.However, non-Chinese companies like Sea Limited (SE) have also found themselves in trouble with foreign governments. For instance, Sea Ltd.'s Indian e-commerce operations had to deal with complaints from the country’s trade association. Sea Ltd.'s popular game Free Fire was recently banned in India.Although the decline in BABA stock has incurred the vitriol of shareholders, SE stock has fallen more and much faster than the former but it continues to receive favorable mentions.Alibaba versus Sea Limited share price chart (YChart)Meanwhile, Reuters reported that Europe's competition watchdog has proposed charging major online platforms a fee based on their global net income in order to ensure compliance with content enforcement rules. The European Commission is progressing with a plan to charge big platforms like Google (GOOG) (GOOGL), Meta Platforms (FB), and Twitter (TWTR) up to 0.1% of their global annual net income. EC chief Margrethe Vestager guided the \"supervisory fee\" could raise €20 million-€30 million ($22 million-$32.8 million) annually.Critics like to challenge, saying Western governments threaten but proposals have to go through a transparent legal process, implying that they may not be implemented in the end. However, the same Reuters news said (emphasis mine): “Vestager's proposal is likely to get the nod from member states and EU lawmakers, which are scheduled to meet on April 22 for the fourth round of negotiations and widely expected to result in a deal.”Sometimes, I wonder if the critics realize they are indirectly complimenting Beijing’s ability to get policies enacted productively while denigrating the Western system. In any case, Europeans have proven their ability to get their act together in squeezing money out of American companies. Apple Inc. (AAPL) was levied with 10 fines totaling €50 million (~$55 million) for failing to satisfy the order of the Netherlands Authority for Consumers and Markets [ACM] for its monopolistic practices regarding the payment mode used in dating apps.If this happened in China, all sorts of negative labels would be piled on Beijing, and fear-mongering would be in overdrive, painting the nightmarish scenario of Apple being penalized for all categories of apps. The \"supervisory fee\" that the EC is pushing for could be misconstrued akin to how “Common Prosperity” has been maligned.My point, though, is that investors could realize not only Chinese companies are subjected to political headwinds. Furthermore, the fines levied by the Chinese authorities are one-off and appropriately sized for the offense. For instance, when the Chinese regulators issued fines on several internet players, the penalty was only 500,000 yuan ($78,000) each, a tiny fraction of the annual revenues posted by the affected companies.BABA is trading at very low valuation relative to historical levelsThird, I may be beating a dead horse here but it’s undeniable that BABA stock is trading at very depressed valuations currently. Alibaba’s P/E ratio on a forward basis has shrunk from a high of 31 times in the fourth quarter of 2020 to a mere 12 times presently. Alibaba’s PS ratio on a forward basis has compressed from a high of 7.8 times in the fourth quarter of 2020 to a mere 1.8 times presently.Alibaba Group Holding Ltd PS and PE ratio on a forward basis (YChart)Sure, BABA stock can still go lower. Its valuations had indeed hit more incredulous levels just in mid-March. Nonetheless, the powerful rebound after hitting the trough could be an indication that bargain hunters deemed those multiples (PS ratio of 1.5 times and PE ratio of 9.3 times) to be the ultimate floor for BABA stock.Alibaba continues to find new ways to monetize its large users across its ecosystemFourth, even as market players fear a revenue slowdown at its core e-commerce units, Alibaba Group continues to find new ways to monetize its large users across its ecosystem. Alibaba’s workplace collaboration platform DingTalk recently launched paid versions after securing a large user base during the pandemic. DingTalk’s President Ye Jun revealed that corporate users have to pay 9,800 yuan ($1,530) a year for a version of the platform including corporate digital asset storage services. Another version offering more customized services will start at 100,000 yuan annually, 10 times the previous package.In summary, I rate BABA stock a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080080050,"gmtCreate":1649818349581,"gmtModify":1676534583478,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Good write up&nbsp;","listText":"Good write up&nbsp;","text":"Good write up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080080050","repostId":"2227664437","repostType":4,"repost":{"id":"2227664437","pubTimestamp":1649817058,"share":"https://ttm.financial/m/news/2227664437?lang=&edition=fundamental","pubTime":"2022-04-13 10:30","market":"us","language":"en","title":"NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer","url":"https://stock-news.laohu8.com/highlight/detail?id=2227664437","media":"seekingalpha","summary":"Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. Wh","content":"<html><head></head><body><h2>Thesis Summary</h2><p>NIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at home. Most notably, NIO has had to suspend production due to COVID induced lockdowns around China. This is cause for concern, but the current sell-off is overblown.</p><p>A lot has happened with NIO in the last couple of weeks, and if we look at these developments closely, we can see that the good outweighs the bad. NIO is transforming itself into much more than an EV maker.</p><h2>Supply Issues Are Overblown</h2><p>First off, let’s address the issue of supply. NIO has been forced to suspend production because many of its supply partners are in cities facing harsh lockdowns. These include Jilin, Shanghai and Jiangsu. Shanghai, where NIO is headquartered, has been in a phased lockdown since the end of March.</p><p>NIO is no stranger to production halts, as it also faced issues in October 2021, when production was stopped due to upgrades being carried out. These were necessary to begin production of the ET7.</p><p>Having to stop production is a problem for a car company, but investors should not be overly concerned.</p><p>For starters, NIO is not the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> facing this problem. Other EV makers such as Tesla Inc (TSLA) and XPeng (XPEV) have also halted production. This is a sector-wide problem that doesn’t only affect NIO.</p><p>Secondly, investors should understand that, where possible, work is being carried out. Halting production doesn’t mean that the factory is closed down. In fact, NIO could use this as a chance to carry out further upgrades to its supply lines, since I believe there is still work to be done in that area.</p><p>Lastly, it is worth mentioning that NIO, which has often been criticized for not having its production facilities, is addressing this issue head-on. In my last article, I mentioned that NIO has almost completed the building of its F2 manufacturing facility in the NeoPark. With both factories fully operational, NIO will be able to produce close to 240,000 units per year</p><p>More importantly though, last week NIO increased its stake in its joint venture with JAC Motors to 50%. JAC is NIO’s main production partner, and the two established a JV on March 31st of 2021 called Jianglai. Rumor is that Jianglai will be responsible for producing NIO’s sub-brand, which targets the mass market.</p><h2>NIO: More than a car company</h2><p>While investors are panicking over the supply issues, NIO is delivering encouraging news and catalysts for future growth.</p><p>First off, NIO reported very strong monthly deliveries, with a 37.6% YoY increase. NIO deployed 884 Power Swap stations and 727 Power Charger stations, as well as 3,832 destination chargers in China. And this is where it gets interesting.</p><p>NIO has recently begun building out its power stations in Europe, and the company is in talks with other car companies to begin leasing out its infrastructure. This would be a huge move for NIO and could change the way the company is perceived by the market.</p><p>What separates NIO from other EV companies are two things. One is that it primarily promotes the utilization of Battery-as-a-Service. And two, that it has built out an immense infrastructure of battery swap stations in China, and is now doing this to Europe.</p><p>Building swap stations are big investments, with estimated costs of $772,00, in China, and charging other companies to use its battery swap stations would be a win-win. It would help NIO monetize its infrastructure, and save other EV manufacturers millions in investments.</p><p>In order for other EVs to use these stations, though, there would have to be some degree of standardization in the batteries, but this doesn&#39;t have to be an obstacle. NIO could also lend other companies a hand in designing their batteries, an area in which NIO has extensive expertise. NIO has a total of 2,768 patents in China, 204 in Europe and 193 more in the United States.</p><p>NIO is not only an EV manufacturer, it is a company with a very large infrastructure and extensive intellectual capital. This is perhaps the most significant reason I own NIO.</p><p>For now, it seems like Lotus Technology could be one of NIO’s first customers. It is worth mentioning though, that Lotus is partially owned by NIO</p><h2>Risks</h2><p>What I like about NIO is that it is laying the foundations for long-term success. However, the question remains whether BaaS will become standard practice amongst EV manufacturers. NIO certainly believes so and has placed its battery swap stations next to Tesla’s superchargers, to showcase the improved user experience.</p><p>NIO’s battery swap stations can change a battery in a matter of minutes. This also entails that you can always have a fully serviced battery, and the initial cost for the car is cheaper, with the battery cost being spread out month-to-month.</p><p>However, while the service is superior, in the long run, this is a more expensive endeavor. It involves changing the battery every time and building out a much more expensive network of stations.</p><p>Tesla’s superchargers are much cheaper to install, and they can charge 200 miles in 15 minutes. Is NIO’s battery swap worth it? The consumer will decide that. However, what is most concerning to me is that battery technology is still in its early stages. A lot may change in the next few years, including sizes, materials needed and charging times. Improvements in battery technology could render the advantages of BaaS over regular charging obsolete.</p><h2>Takeaway</h2><p>NIO’s shares have slid significantly in the last week, and this doesn&#39;t reflect the reality of what is happening. While supply issues are a challenge, NIO’s expansion in Europe and its growth prospects beyond the sale of EVs should be more than enough to keep investors interested. NIO is a leader in battery technology and is building out an incredibly valuable infrastructure. It’s just a matter of time before the market realizes this.</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>NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Don't Buy Into The Fear, NIO Is An EV Pioneer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4526":"热门中概股","BK4555":"新能源车","BK4574":"无人驾驶","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4531":"中概回港概念"},"source_url":"https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227664437","content_text":"Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at home. Most notably, NIO has had to suspend production due to COVID induced lockdowns around China. This is cause for concern, but the current sell-off is overblown.A lot has happened with NIO in the last couple of weeks, and if we look at these developments closely, we can see that the good outweighs the bad. NIO is transforming itself into much more than an EV maker.Supply Issues Are OverblownFirst off, let’s address the issue of supply. NIO has been forced to suspend production because many of its supply partners are in cities facing harsh lockdowns. These include Jilin, Shanghai and Jiangsu. Shanghai, where NIO is headquartered, has been in a phased lockdown since the end of March.NIO is no stranger to production halts, as it also faced issues in October 2021, when production was stopped due to upgrades being carried out. These were necessary to begin production of the ET7.Having to stop production is a problem for a car company, but investors should not be overly concerned.For starters, NIO is not the only one facing this problem. Other EV makers such as Tesla Inc (TSLA) and XPeng (XPEV) have also halted production. This is a sector-wide problem that doesn’t only affect NIO.Secondly, investors should understand that, where possible, work is being carried out. Halting production doesn’t mean that the factory is closed down. In fact, NIO could use this as a chance to carry out further upgrades to its supply lines, since I believe there is still work to be done in that area.Lastly, it is worth mentioning that NIO, which has often been criticized for not having its production facilities, is addressing this issue head-on. In my last article, I mentioned that NIO has almost completed the building of its F2 manufacturing facility in the NeoPark. With both factories fully operational, NIO will be able to produce close to 240,000 units per yearMore importantly though, last week NIO increased its stake in its joint venture with JAC Motors to 50%. JAC is NIO’s main production partner, and the two established a JV on March 31st of 2021 called Jianglai. Rumor is that Jianglai will be responsible for producing NIO’s sub-brand, which targets the mass market.NIO: More than a car companyWhile investors are panicking over the supply issues, NIO is delivering encouraging news and catalysts for future growth.First off, NIO reported very strong monthly deliveries, with a 37.6% YoY increase. NIO deployed 884 Power Swap stations and 727 Power Charger stations, as well as 3,832 destination chargers in China. And this is where it gets interesting.NIO has recently begun building out its power stations in Europe, and the company is in talks with other car companies to begin leasing out its infrastructure. This would be a huge move for NIO and could change the way the company is perceived by the market.What separates NIO from other EV companies are two things. One is that it primarily promotes the utilization of Battery-as-a-Service. And two, that it has built out an immense infrastructure of battery swap stations in China, and is now doing this to Europe.Building swap stations are big investments, with estimated costs of $772,00, in China, and charging other companies to use its battery swap stations would be a win-win. It would help NIO monetize its infrastructure, and save other EV manufacturers millions in investments.In order for other EVs to use these stations, though, there would have to be some degree of standardization in the batteries, but this doesn't have to be an obstacle. NIO could also lend other companies a hand in designing their batteries, an area in which NIO has extensive expertise. NIO has a total of 2,768 patents in China, 204 in Europe and 193 more in the United States.NIO is not only an EV manufacturer, it is a company with a very large infrastructure and extensive intellectual capital. This is perhaps the most significant reason I own NIO.For now, it seems like Lotus Technology could be one of NIO’s first customers. It is worth mentioning though, that Lotus is partially owned by NIORisksWhat I like about NIO is that it is laying the foundations for long-term success. However, the question remains whether BaaS will become standard practice amongst EV manufacturers. NIO certainly believes so and has placed its battery swap stations next to Tesla’s superchargers, to showcase the improved user experience.NIO’s battery swap stations can change a battery in a matter of minutes. This also entails that you can always have a fully serviced battery, and the initial cost for the car is cheaper, with the battery cost being spread out month-to-month.However, while the service is superior, in the long run, this is a more expensive endeavor. It involves changing the battery every time and building out a much more expensive network of stations.Tesla’s superchargers are much cheaper to install, and they can charge 200 miles in 15 minutes. Is NIO’s battery swap worth it? The consumer will decide that. However, what is most concerning to me is that battery technology is still in its early stages. A lot may change in the next few years, including sizes, materials needed and charging times. Improvements in battery technology could render the advantages of BaaS over regular charging obsolete.TakeawayNIO’s shares have slid significantly in the last week, and this doesn't reflect the reality of what is happening. While supply issues are a challenge, NIO’s expansion in Europe and its growth prospects beyond the sale of EVs should be more than enough to keep investors interested. NIO is a leader in battery technology and is building out an incredibly valuable infrastructure. It’s just a matter of time before the market realizes this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080099049,"gmtCreate":1649815883087,"gmtModify":1676534582630,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"This company will go global with multiple business streama. Similar to Amazon and Google.&nbsp;","listText":"This company will go global with multiple business streama. Similar to Amazon and Google.&nbsp;","text":"This company will go global with multiple business streama. Similar to Amazon and Google.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080099049","repostId":"2227661696","repostType":2,"repost":{"id":"2227661696","pubTimestamp":1649815084,"share":"https://ttm.financial/m/news/2227661696?lang=&edition=fundamental","pubTime":"2022-04-13 09:58","market":"us","language":"en","title":"Alibaba: Firing On All Cylinders","url":"https://stock-news.laohu8.com/highlight/detail?id=2227661696","media":"seekingalpha","summary":"After facing massive regulatory headwinds in China, Alibaba's (NYSE:BABA) management wants to focus ","content":"<html><head></head><body><p>After facing massive regulatory headwinds in China, Alibaba&#39;s (NYSE:BABA) management wants to focus on international operations to diversify the revenue base and gain new growth markets. One of the most lucrative markets for Alibaba is Europe where the company&#39;s expansion is firing on all cylinders in important services. Different regions in Europe have their own regulatory environment which also allows Alibaba to focus on key regions.</p><p>A good example is Trendyol in which Alibaba has over 85% stake. Trendyol is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the main ecommerce players in Turkey with a valuation of $16.5 billion or 5% of Alibaba&#39;s current market cap. Alibaba has a major advantage against local players as it can absorb losses for a longer time compared to smaller players.</p><p>Alibaba also has a host of services like payments, cloud, delivery, and others through which it can monetize its international customer base. Alibaba will also have an advantage over Amazon (AMZN) in Europe as it can directly source goods from Chinese manufacturing facilities through its local supply chain. If Alibaba continues to show strong progress in Europe, this region will be one of the biggest drivers of stock growth in the next few quarters.</p><h2>Focus on Europe</h2><p>Europe has some key factors which work in Alibaba&#39;s favor. Alibaba has not been able to expand in the US due to regulatory and political restrictions. Alibaba also withdrew most of its investments from India. However, European regions are more conducive to investments from Alibaba. It is possible that Alibaba could see a positive regulatory environment in Europe as long as it convinces them of good privacy and data security measures.</p><p><img src=\"https://static.tigerbbs.com/de4b8f1b79a20ce2cdb39a73e1dd53c8\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>Figure 1: Market share of main e-commerce players in Eastern Europe. Source: Bloomberg</p><p>European market is also one of the biggest in the world with nominal GDP of over $23 trillion or 30% of world GDP. The ecommerce market is still in early stages in this region compared to the maturity phase seen in China and US. Another key factor in Europe is that there are different regulatory practices across different regions. Hence, UK&#39;s regulations would be different from Poland which would be different than Turkey. Alibaba can focus its investments where regulations are more attractive to get a foothold and build its logistics.</p><p>We have already seen this with its massive stake in Trendyol which is the second biggest ecommerce player in Turkey. Alibaba has over 85% stake in this company and has a valuation of $16.5 billion according to the last funding round. Alibaba is among the top three ecommerce players in Poland, Croatia and many other Eastern European countries.</p><h2>Opportunity for Alibaba Cloud</h2><p>While ecommerce remains the most visible part of Alibaba&#39;s operations, the real profits and margins in the future will flow through its cloud operations. Europe is a very important market for Alibaba Cloud. Currently, the EBITA margin of Alibaba Cloud is 1% while Amazon&#39;s AWS has reported a margin of close to 30% for the past few years. Hence, there is a massive gap in the margins of these two cloud giants.</p><p>The main reason behind Alibaba&#39;s low margins is that most of its revenue comes from China which is still a more value-focused market. If Alibaba directly competes with Amazon, Microsoft (MSFT), Google (GOOG), and other cloud players in Europe, we should see a rapid improvement in the margins as Alibaba&#39;s cloud margins get closer to that of other cloud companies.<img src=\"https://static.tigerbbs.com/70d296d3da9179965b5303217db3eaa7\" tg-width=\"640\" tg-height=\"269\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company filings</p><p>Figure 2: Alibaba&#39;s revenue and margins in the cloud business. Source: Company Filings</p><p>Alibaba Cloud has an annualized revenue base of over $12 billion which makes up 9% of the total revenue base of the company. The growth rate in this segment is also higher than in the core commerce segment. Strong growth in Europe by Alibaba Cloud will improve the runway for future growth and improve the bullish sentiment toward the stock.</p><p>The European market is very diverse where different countries have their own approach toward foreign tech companies. Many countries prefer a mix of different companies instead of relying only on US tech companies. This should help Alibaba gain market share as long as it can guarantee data security and privacy for the regulators in this region.</p><h2>Underestimating Growth Opportunities</h2><p>Alibaba&#39;s opportunity in Europe is massively underestimated. The company has built a strong ecosystem in China and it now needs to replicate it in Europe within different regions. The margins for various business segments like cloud, subscription, and advertisement could also be higher in Europe compared with China.</p><p>Alibaba has a strong supply chain within China where it picks up manufactured goods from factories and directly delivers them to customers. The company can leverage this business model by extending its supply chain to Europe. It would be very difficult for Amazon to replicate this supply chain with similar margins as it does not have a big presence in China. Smaller local ecommerce players in Europe will also not be able to compete with Alibaba in terms of logistics.</p><p>Amazon is still in a leadership position in Western European countries like France, Spain, UK, and others. However, Alibaba is showing stronger growth as it expands its logistics operations. While valuing these operations we should look at a multi-year growth trajectory as it takes a lot of time to build the requisite warehousing, logistics, and delivery network. Alibaba is on a good path in its European operations which should allow the company to gain a sizable chunk of market share in the next few years.</p><h2>Impact on Alibaba stock</h2><p>Alibaba is facing massive regulatory hurdles in China and hence it needs to diversify the revenue base out of China. A rapid growth in Europe would provide Wall Street the confidence in the company&#39;s management and its business model. Alibaba is already a big player in many regions of Europe. Alibaba owned Trendyol is the leading player in Turkey. In recent months, Trendyol was valued at $16.5 billion or 5% of the total market cap of Alibaba. Alibaba has a strong presence in many other European countries and the standalone valuation within these regions would increase as Alibaba improves its operations.</p><p><img src=\"https://static.tigerbbs.com/308e4f325c3464f9ce1ed84d1c95ee45\" tg-width=\"978\" tg-height=\"105\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba Filings</p><p>Figure 3: Trendyol is showing close to triple-digit YoY growth in Turkey. Source: Alibaba Filings</p><p><img src=\"https://static.tigerbbs.com/bbfe832e941af560dbc6316decfedec7\" tg-width=\"640\" tg-height=\"214\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba Filings</p><p>Figure 4: Customer management business within Core Commerce declined by 1% YoY. Source: Alibaba Filings</p><p>The local business of Alibaba in China is reaching saturation as the company has reached the entire addressable market. On the other hand, the growth runway in international markets like Europe is much bigger. It is likely that a bulk of future stock appreciation in Alibaba will be based on the performance of the company in these international regions.</p><p>Alibaba can expand into ecommerce, cloud, payments, delivery, subscription, advertising and other segments in the international markets. After the initial phase of heavy investment in logistics, we should see better margins from its European operations.</p><p>We can also look at the market share metrics of Alibaba and Allegro which is the leading ecommerce company in Poland. Allegro has a 36% ecommerce market share in Poland while Alibaba has close to 3% in this region. Alibaba is expanding its logistics ability to improve customer retention in this region. The PS ratio of Allegro is significantly above Alibaba. The main reason is that Eastern Europe is still considered a growing ecommerce market while China&#39;s ecommerce operations are in the maturity phase.</p><p>Alibaba&#39;s ecosystem of services is also much more developed than smaller local players. It is also possible for Alibaba to absorb losses in these markets for a longer time in order to gain market share.</p><p>We should see good progress by Alibaba in Turkey, Poland, Spain and other European markets in the near and medium-term. This will help in the diversification of Alibaba&#39;s revenue base and provide a better growth runway for the company. The impact on Alibaba&#39;s valuation should be massive as the company reports a higher revenue share from these international operations compared to its home business in China.</p><h2>Investor Takeaway</h2><p>Alibaba&#39;s European business is firing on all cylinders. The company is looking to expand in different regions with a host of services including ecommerce, payments, cloud, delivery, and others. It is likely that Alibaba will gain better margins in Europe because this market has not reached a saturation point similar to China. A big growth opportunity for Alibaba will be in the cloud business where it will directly compete with US tech majors to gain market share. This should reduce the margin gap which the company is showing compared to other cloud players in the US.</p><p>Rapid expansion in Europe will reduce the regulatory worries faced by the company in China. Alibaba already has an advantage over Amazon in this region due to a strong connecting supply chain in China. We should see an increase in the market share of Alibaba in ecommerce and other services within Europe over the next few quarters which will become one of the main growth drivers for the stock.</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: Firing On All Cylinders</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: Firing On All Cylinders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501029-alibaba-firing-on-all-cylinders><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After facing massive regulatory headwinds in China, Alibaba's (NYSE:BABA) management wants to focus on international operations to diversify the revenue base and gain new growth markets. One of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501029-alibaba-firing-on-all-cylinders\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BABA":"阿里巴巴","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4575":"芯片概念","BK4558":"双十一","BK4524":"宅经济概念","BK4535":"淡马锡持仓","AMZN":"亚马逊","BK4559":"巴菲特持仓","BK4538":"云计算","BK4577":"网络游戏","BK4527":"明星科技股","09988":"阿里巴巴-W","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4502":"阿里概念","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","MSFT":"微软","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4565":"NFT概念"},"source_url":"https://seekingalpha.com/article/4501029-alibaba-firing-on-all-cylinders","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227661696","content_text":"After facing massive regulatory headwinds in China, Alibaba's (NYSE:BABA) management wants to focus on international operations to diversify the revenue base and gain new growth markets. One of the most lucrative markets for Alibaba is Europe where the company's expansion is firing on all cylinders in important services. Different regions in Europe have their own regulatory environment which also allows Alibaba to focus on key regions.A good example is Trendyol in which Alibaba has over 85% stake. Trendyol is one of the main ecommerce players in Turkey with a valuation of $16.5 billion or 5% of Alibaba's current market cap. Alibaba has a major advantage against local players as it can absorb losses for a longer time compared to smaller players.Alibaba also has a host of services like payments, cloud, delivery, and others through which it can monetize its international customer base. Alibaba will also have an advantage over Amazon (AMZN) in Europe as it can directly source goods from Chinese manufacturing facilities through its local supply chain. If Alibaba continues to show strong progress in Europe, this region will be one of the biggest drivers of stock growth in the next few quarters.Focus on EuropeEurope has some key factors which work in Alibaba's favor. Alibaba has not been able to expand in the US due to regulatory and political restrictions. Alibaba also withdrew most of its investments from India. However, European regions are more conducive to investments from Alibaba. It is possible that Alibaba could see a positive regulatory environment in Europe as long as it convinces them of good privacy and data security measures.BloombergFigure 1: Market share of main e-commerce players in Eastern Europe. Source: BloombergEuropean market is also one of the biggest in the world with nominal GDP of over $23 trillion or 30% of world GDP. The ecommerce market is still in early stages in this region compared to the maturity phase seen in China and US. Another key factor in Europe is that there are different regulatory practices across different regions. Hence, UK's regulations would be different from Poland which would be different than Turkey. Alibaba can focus its investments where regulations are more attractive to get a foothold and build its logistics.We have already seen this with its massive stake in Trendyol which is the second biggest ecommerce player in Turkey. Alibaba has over 85% stake in this company and has a valuation of $16.5 billion according to the last funding round. Alibaba is among the top three ecommerce players in Poland, Croatia and many other Eastern European countries.Opportunity for Alibaba CloudWhile ecommerce remains the most visible part of Alibaba's operations, the real profits and margins in the future will flow through its cloud operations. Europe is a very important market for Alibaba Cloud. Currently, the EBITA margin of Alibaba Cloud is 1% while Amazon's AWS has reported a margin of close to 30% for the past few years. Hence, there is a massive gap in the margins of these two cloud giants.The main reason behind Alibaba's low margins is that most of its revenue comes from China which is still a more value-focused market. If Alibaba directly competes with Amazon, Microsoft (MSFT), Google (GOOG), and other cloud players in Europe, we should see a rapid improvement in the margins as Alibaba's cloud margins get closer to that of other cloud companies.Company filingsFigure 2: Alibaba's revenue and margins in the cloud business. Source: Company FilingsAlibaba Cloud has an annualized revenue base of over $12 billion which makes up 9% of the total revenue base of the company. The growth rate in this segment is also higher than in the core commerce segment. Strong growth in Europe by Alibaba Cloud will improve the runway for future growth and improve the bullish sentiment toward the stock.The European market is very diverse where different countries have their own approach toward foreign tech companies. Many countries prefer a mix of different companies instead of relying only on US tech companies. This should help Alibaba gain market share as long as it can guarantee data security and privacy for the regulators in this region.Underestimating Growth OpportunitiesAlibaba's opportunity in Europe is massively underestimated. The company has built a strong ecosystem in China and it now needs to replicate it in Europe within different regions. The margins for various business segments like cloud, subscription, and advertisement could also be higher in Europe compared with China.Alibaba has a strong supply chain within China where it picks up manufactured goods from factories and directly delivers them to customers. The company can leverage this business model by extending its supply chain to Europe. It would be very difficult for Amazon to replicate this supply chain with similar margins as it does not have a big presence in China. Smaller local ecommerce players in Europe will also not be able to compete with Alibaba in terms of logistics.Amazon is still in a leadership position in Western European countries like France, Spain, UK, and others. However, Alibaba is showing stronger growth as it expands its logistics operations. While valuing these operations we should look at a multi-year growth trajectory as it takes a lot of time to build the requisite warehousing, logistics, and delivery network. Alibaba is on a good path in its European operations which should allow the company to gain a sizable chunk of market share in the next few years.Impact on Alibaba stockAlibaba is facing massive regulatory hurdles in China and hence it needs to diversify the revenue base out of China. A rapid growth in Europe would provide Wall Street the confidence in the company's management and its business model. Alibaba is already a big player in many regions of Europe. Alibaba owned Trendyol is the leading player in Turkey. In recent months, Trendyol was valued at $16.5 billion or 5% of the total market cap of Alibaba. Alibaba has a strong presence in many other European countries and the standalone valuation within these regions would increase as Alibaba improves its operations.Alibaba FilingsFigure 3: Trendyol is showing close to triple-digit YoY growth in Turkey. Source: Alibaba FilingsAlibaba FilingsFigure 4: Customer management business within Core Commerce declined by 1% YoY. Source: Alibaba FilingsThe local business of Alibaba in China is reaching saturation as the company has reached the entire addressable market. On the other hand, the growth runway in international markets like Europe is much bigger. It is likely that a bulk of future stock appreciation in Alibaba will be based on the performance of the company in these international regions.Alibaba can expand into ecommerce, cloud, payments, delivery, subscription, advertising and other segments in the international markets. After the initial phase of heavy investment in logistics, we should see better margins from its European operations.We can also look at the market share metrics of Alibaba and Allegro which is the leading ecommerce company in Poland. Allegro has a 36% ecommerce market share in Poland while Alibaba has close to 3% in this region. Alibaba is expanding its logistics ability to improve customer retention in this region. The PS ratio of Allegro is significantly above Alibaba. The main reason is that Eastern Europe is still considered a growing ecommerce market while China's ecommerce operations are in the maturity phase.Alibaba's ecosystem of services is also much more developed than smaller local players. It is also possible for Alibaba to absorb losses in these markets for a longer time in order to gain market share.We should see good progress by Alibaba in Turkey, Poland, Spain and other European markets in the near and medium-term. This will help in the diversification of Alibaba's revenue base and provide a better growth runway for the company. The impact on Alibaba's valuation should be massive as the company reports a higher revenue share from these international operations compared to its home business in China.Investor TakeawayAlibaba's European business is firing on all cylinders. The company is looking to expand in different regions with a host of services including ecommerce, payments, cloud, delivery, and others. It is likely that Alibaba will gain better margins in Europe because this market has not reached a saturation point similar to China. A big growth opportunity for Alibaba will be in the cloud business where it will directly compete with US tech majors to gain market share. This should reduce the margin gap which the company is showing compared to other cloud players in the US.Rapid expansion in Europe will reduce the regulatory worries faced by the company in China. Alibaba already has an advantage over Amazon in this region due to a strong connecting supply chain in China. We should see an increase in the market share of Alibaba in ecommerce and other services within Europe over the next few quarters which will become one of the main growth drivers for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015911159,"gmtCreate":1649407371808,"gmtModify":1676534507370,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Think long term. Would these companies grow with China and global penetration?&nbsp;","listText":"Think long term. Would these companies grow with China and global penetration?&nbsp;","text":"Think long term. Would these companies grow with China and global penetration?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015911159","repostId":"1114303542","repostType":2,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016337233,"gmtCreate":1649125511358,"gmtModify":1676534456292,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"By the time all agree on a \"buy\", you will be paying higher premium. Think long term and make a call yourself.&nbsp;","listText":"By the time all agree on a \"buy\", you will be paying higher premium. Think long term and make a call yourself.&nbsp;","text":"By the time all agree on a \"buy\", you will be paying higher premium. Think long term and make a call yourself.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016337233","repostId":"1175261412","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013158961,"gmtCreate":1648693081702,"gmtModify":1676534381159,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Accumulate for the future Of EV. It will come....&nbsp;","listText":"Accumulate for the future Of EV. It will come....&nbsp;","text":"Accumulate for the future Of EV. It will come....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013158961","repostId":"2223836313","repostType":2,"repost":{"id":"2223836313","pubTimestamp":1648692768,"share":"https://ttm.financial/m/news/2223836313?lang=&edition=fundamental","pubTime":"2022-03-31 10:12","market":"us","language":"en","title":"Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears","url":"https://stock-news.laohu8.com/highlight/detail?id=2223836313","media":"seekingalpha","summary":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below","content":"<html><head></head><body><h2>Investment Thesis</h2><p>NIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn&#39;t lead to a downward spiral as dip buyers absorbed the impact.</p><p>Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock&#39;s growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it&#39;s expected to achieve breakeven by Q4&#39;23.</p><p>Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It&#39;s time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.</p><h2>What To Expect After Earnings?</h2><p><img src=\"https://static.tigerbbs.com/dabac7c361ef3f291a416635c333acf8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO deliveries by month (Company filings)</p><p>NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3&#39;s 18% and last year&#39;s 17.2%. Notably, NIO&#39;s robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): &#34;Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.&#34;</p><p>As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1&#39;22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March&#39;s deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.</p><h2>NIO Stock Key Metrics</h2><p><img src=\"https://static.tigerbbs.com/1dc2e02ca077e5e6efbf0b63ac13ada4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO stock EV/NTM Revenue (TIKR)</p><p>Nevertheless, we believe that NIO&#39;s growth premium has been digested over the past year. It&#39;s trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China&#39;s leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.</p><h2>What is NIO&#39;s Long-Term Outlook?</h2><p><img src=\"https://static.tigerbbs.com/60f5653ee47bc8aee25b1bdf60ef4fec\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO revenue YoY change % &amp; GAAP operating margins % (S&amp;P Capital IQ)</p><p>NIO&#39;s 49.1% revenue growth represented a marked deceleration against last year&#39;s phenomenal metrics. Furthermore, its aggressive investments in SG&amp;A and R&amp;D spending have also overshadowed its gains in revenue. NIO highlighted that R&amp;D grew 120.5% YoY, and SG&amp;A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&amp;D capability and footprint. Notably, the company&#39;s European experiment has proven to be highly successful. Li articulated (edited):</p><blockquote>In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO&#39;s FQ4&#39;21 earnings call)</blockquote><p><img src=\"https://static.tigerbbs.com/675d2e8edc015af42d8cd886c5cf372a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO consensus estimates (S&amp;P Capital IQ)</p><p>Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would &#34;step up&#34; its R&amp;D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4&#39;23 for breakeven and reaching profitability in FY24.</p><p>Consensus estimates also concur with NIO&#39;s guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company&#39;s guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company&#39;s ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.</p><h2>Is NIO Stock A Buy, Sell, Or Hold?</h2><p>We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2&#39;22 and into FY23.</p><p>Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.</p><p>Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it&#39;s time for the bears to get out of NIO or risk getting marauded subsequently.</p><p>Consequently, <i>we reiterate our Buy rating on NIO stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears</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 NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2223836313","content_text":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn't lead to a downward spiral as dip buyers absorbed the impact.Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock's growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it's expected to achieve breakeven by Q4'23.Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It's time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.What To Expect After Earnings?NIO deliveries by month (Company filings)NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3's 18% and last year's 17.2%. Notably, NIO's robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): \"Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.\"As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1'22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March's deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.NIO Stock Key MetricsNIO stock EV/NTM Revenue (TIKR)Nevertheless, we believe that NIO's growth premium has been digested over the past year. It's trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China's leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.What is NIO's Long-Term Outlook?NIO revenue YoY change % & GAAP operating margins % (S&P Capital IQ)NIO's 49.1% revenue growth represented a marked deceleration against last year's phenomenal metrics. Furthermore, its aggressive investments in SG&A and R&D spending have also overshadowed its gains in revenue. NIO highlighted that R&D grew 120.5% YoY, and SG&A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&D capability and footprint. Notably, the company's European experiment has proven to be highly successful. Li articulated (edited):In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO's FQ4'21 earnings call)NIO consensus estimates (S&P Capital IQ)Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would \"step up\" its R&D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4'23 for breakeven and reaching profitability in FY24.Consensus estimates also concur with NIO's guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company's guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company's ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.Is NIO Stock A Buy, Sell, Or Hold?We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2'22 and into FY23.Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it's time for the bears to get out of NIO or risk getting marauded subsequently.Consequently, we reiterate our Buy rating on NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013165086,"gmtCreate":1648691766482,"gmtModify":1676534380712,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It will surely cross $3T in 2022","listText":"It will surely cross $3T in 2022","text":"It will surely cross $3T in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013165086","repostId":"1170329694","repostType":2,"repost":{"id":"1170329694","pubTimestamp":1648691228,"share":"https://ttm.financial/m/news/1170329694?lang=&edition=fundamental","pubTime":"2022-03-31 09:47","market":"us","language":"en","title":"Can AAPL Stock Retake $3 Trillion? 3 Analysts Weigh In.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170329694","media":"InvestorPlace","summary":"At the start of 2022, Apple(NASDAQ:AAPL)made history by reaching a market capitalization of $3 trill","content":"<html><head></head><body><p>At the start of 2022, <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>)made history by reaching a market capitalization of $3 trillion. The first U.S. company to do so, this milestone sent AAPL stock price predictions soaring. Of course, the market cap has since dipped, but Apple has been on a winning streak lately. Currently, shares have risen almost 4% for the week and 8% for the month. The stock is dipping today due to antitrust speculation, but it should rebound. In fact, some believe shares can retake the $3 trillion mark.</p><p>Many analysts remain highly bullish on AAPL stock. According to <i>TipRanks</i>, which surveyed 28 analysts, the average price target for AAPL is $193.36. Further, analysts rate it as an overall Strong Buy.</p><p>They have reason to maintain this mindset. Recently, <i>InvestorPlace</i> contributor Mark Hake speculated that shares could rise by 47% over the next two years, if the company implements its upgrade plan. Apple has also already been rising on momentum from its lower-cost iPhone news.</p><p>Still, even with these catalysts, can AAPL stock really return to a $3 trillion market cap? Let’s take a closer look at what experts are saying.</p><p>Will AAPL Stock Reach $3 Trillion?</p><ul><li>Wedbush tech sector expert Dan Ives remains ever bullish on AAPL stock. As Ives sees it, “Apple is a bedrock of strength and overall iPhone and services demand is helping the stock to power back towards the $3 trillion area code.” Ives maintains a $200 price target and a “buy” rating on AAPL stock.</li><li>JPMorgan analyst Samik Chatterjee is even more bullish. The analyst recently reiterated a $210 price target for AAPL stock. Chatterjee recently noted that “iPhone SE 3 availability tracking suggested that the lead times have moderated in almost all geographies, except China.”</li><li>Finally, Morgan Stanley analyst Katy HubertysharesChatterjee’s $210 AAPL stock price target. Huberty issued an “overweight” rating on the stock.</li></ul><p>Overall, both Chatterjee and Huberty’s high $210 price targets are promising. They indicate both analysts see the stock not just <i>reaching</i> the $3 trillion mark, but surpassing it in the near future.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can AAPL Stock Retake $3 Trillion? 3 Analysts Weigh In.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan AAPL Stock Retake $3 Trillion? 3 Analysts Weigh In.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/can-aapl-stock-retake-3-trillion-3-analysts-weigh-in/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the start of 2022, Apple(NASDAQ:AAPL)made history by reaching a market capitalization of $3 trillion. The first U.S. company to do so, this milestone sent AAPL stock price predictions soaring. Of ...</p>\n\n<a href=\"https://investorplace.com/2022/03/can-aapl-stock-retake-3-trillion-3-analysts-weigh-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2022/03/can-aapl-stock-retake-3-trillion-3-analysts-weigh-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170329694","content_text":"At the start of 2022, Apple(NASDAQ:AAPL)made history by reaching a market capitalization of $3 trillion. The first U.S. company to do so, this milestone sent AAPL stock price predictions soaring. Of course, the market cap has since dipped, but Apple has been on a winning streak lately. Currently, shares have risen almost 4% for the week and 8% for the month. The stock is dipping today due to antitrust speculation, but it should rebound. In fact, some believe shares can retake the $3 trillion mark.Many analysts remain highly bullish on AAPL stock. According to TipRanks, which surveyed 28 analysts, the average price target for AAPL is $193.36. Further, analysts rate it as an overall Strong Buy.They have reason to maintain this mindset. Recently, InvestorPlace contributor Mark Hake speculated that shares could rise by 47% over the next two years, if the company implements its upgrade plan. Apple has also already been rising on momentum from its lower-cost iPhone news.Still, even with these catalysts, can AAPL stock really return to a $3 trillion market cap? Let’s take a closer look at what experts are saying.Will AAPL Stock Reach $3 Trillion?Wedbush tech sector expert Dan Ives remains ever bullish on AAPL stock. As Ives sees it, “Apple is a bedrock of strength and overall iPhone and services demand is helping the stock to power back towards the $3 trillion area code.” Ives maintains a $200 price target and a “buy” rating on AAPL stock.JPMorgan analyst Samik Chatterjee is even more bullish. The analyst recently reiterated a $210 price target for AAPL stock. Chatterjee recently noted that “iPhone SE 3 availability tracking suggested that the lead times have moderated in almost all geographies, except China.”Finally, Morgan Stanley analyst Katy HubertysharesChatterjee’s $210 AAPL stock price target. Huberty issued an “overweight” rating on the stock.Overall, both Chatterjee and Huberty’s high $210 price targets are promising. They indicate both analysts see the stock not just reaching the $3 trillion mark, but surpassing it in the near future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019372121,"gmtCreate":1648546111605,"gmtModify":1676534352347,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It will soar in due time.... good user base and market coverage in Asia&nbsp;","listText":"It will soar in due time.... good user base and market coverage in Asia&nbsp;","text":"It will soar in due time.... good user base and market coverage in Asia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019372121","repostId":"1118625922","repostType":2,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037300939,"gmtCreate":1648017213247,"gmtModify":1676534293554,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Totally agreed","listText":"Totally agreed","text":"Totally agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037300939","repostId":"1181420530","repostType":2,"repost":{"id":"1181420530","pubTimestamp":1648016676,"share":"https://ttm.financial/m/news/1181420530?lang=&edition=fundamental","pubTime":"2022-03-23 14:24","market":"us","language":"en","title":"Palantir May Be Fully Priced but the Future’s Bright","url":"https://stock-news.laohu8.com/highlight/detail?id=1181420530","media":"InvestorPlace","summary":"PLTR stock isn't that far from breaking even","content":"<html><head></head><body><p><b>Palantir</b>(NYSE:<b>PLTR</b>) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their average consensus price sits at $13.75 and shares currently trade at $13.27.</p><p>That indicates that Palantir is close to fully priced at the moment. But there’s still upside in the shares given the future projected trajectory of the company.</p><p><b>Growth Narrative</b></p><p>Palantir is a stock that remains attractive due to growth. Growth stocks have taken a beating over the last few months, there is no doubt about it.</p><p>But Palantir’s growth prospects have to entice investors moving forward. Per the company’s Feb. 17 earnings report, “Annual revenue growth of 30% or greater through 2025” can be expected.</p><p>And that’s what the company is also telegraphing for the next quarter when it anticipates $443 million in revenues. The company posted $341 million in the first quarter of 2021. If it hits that $443 million this year that would represent 29.91% top-line growth on a year-over-year basis.</p><p>Make no mistake about it, Palantir is losing money still. Growth and losses tend to go hand-in-hand in the stock market. But overall Palantir is heading in the right direction. The company’s $1.166 billion net loss in 2020 shrunk to $520 million in 2021.</p><p>Even so, things are temporarily looking up for share prices. As Chris MacDonald explained:</p><blockquote>Rising interest rates by definition increase the discount rate used to value stocks. For companies with a greater proportion of their earnings coming from years out in the future, discounting those earnings back to present day provides a much smaller value using a higher discount rate.</blockquote><p>That implies PLTR stock should be suffering. But Palantir prices have risen despite a rate hike proving that theory and practice are sometimes two different things.</p><p><b>Breakeven Ahead?</b></p><p>I noted that although Palantir recorded a $520 million net loss in 2021 that it was headed in the right direction. The company decreased its net loss by $646 million in the year. If it were to do so again in 2022 it would report a net gain.</p><p>Don’t bet on that.</p><p>The professionals who track the firm closely believe it isn’t that far away, though:</p><blockquote>Consensus from 11 of the American Software analysts is that Palantir Technologies is on the verge of breakeven. They anticipate the company to incur a final loss in 2023, before generating positive profits of US$52m in 2024. Therefore, the company is expected to breakeven roughly 2 years from now.</blockquote><p>One further reason to be positive about Palantir as it marches toward a break-even point is debt. Or the lack thereof. The company doesn’t currently have any on its balance sheet. That means it has lower liability than many comparable firms. Growth companies often carry debt loads, making Palantir something of an anomaly in a positive manner.</p><p><b>What to Do With PLTR Stock</b></p><p>Palantir probably doesn’t have a lot of room to move upward right now. Again, it is close to being fully priced at the moment.</p><p>But it is performing well and headed toward a brighter future. That brighter future should look like a reasonably strong growth company that reaches a net gain in a few years’ time. The company managed to reduce its losses drastically when it last reported earnings. It is moving in the right direction.</p><p>That probably means little to investors looking for short-term wins but that’s not important. Investors who are willing to play the long game with Palantir should be rewarded handsomely. It is fully priced now because it still reports net losses. In a few years’ time it’ll be more valuable as a consequence of breaking even. So it’s hard to recommend that PLTR stock has much to offer investors at the moment.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir May Be Fully Priced but the Future’s Bright</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir May Be Fully Priced but the Future’s Bright\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir(NYSE:PLTR) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their ...</p>\n\n<a href=\"https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181420530","content_text":"Palantir(NYSE:PLTR) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their average consensus price sits at $13.75 and shares currently trade at $13.27.That indicates that Palantir is close to fully priced at the moment. But there’s still upside in the shares given the future projected trajectory of the company.Growth NarrativePalantir is a stock that remains attractive due to growth. Growth stocks have taken a beating over the last few months, there is no doubt about it.But Palantir’s growth prospects have to entice investors moving forward. Per the company’s Feb. 17 earnings report, “Annual revenue growth of 30% or greater through 2025” can be expected.And that’s what the company is also telegraphing for the next quarter when it anticipates $443 million in revenues. The company posted $341 million in the first quarter of 2021. If it hits that $443 million this year that would represent 29.91% top-line growth on a year-over-year basis.Make no mistake about it, Palantir is losing money still. Growth and losses tend to go hand-in-hand in the stock market. But overall Palantir is heading in the right direction. The company’s $1.166 billion net loss in 2020 shrunk to $520 million in 2021.Even so, things are temporarily looking up for share prices. As Chris MacDonald explained:Rising interest rates by definition increase the discount rate used to value stocks. For companies with a greater proportion of their earnings coming from years out in the future, discounting those earnings back to present day provides a much smaller value using a higher discount rate.That implies PLTR stock should be suffering. But Palantir prices have risen despite a rate hike proving that theory and practice are sometimes two different things.Breakeven Ahead?I noted that although Palantir recorded a $520 million net loss in 2021 that it was headed in the right direction. The company decreased its net loss by $646 million in the year. If it were to do so again in 2022 it would report a net gain.Don’t bet on that.The professionals who track the firm closely believe it isn’t that far away, though:Consensus from 11 of the American Software analysts is that Palantir Technologies is on the verge of breakeven. They anticipate the company to incur a final loss in 2023, before generating positive profits of US$52m in 2024. Therefore, the company is expected to breakeven roughly 2 years from now.One further reason to be positive about Palantir as it marches toward a break-even point is debt. Or the lack thereof. The company doesn’t currently have any on its balance sheet. That means it has lower liability than many comparable firms. Growth companies often carry debt loads, making Palantir something of an anomaly in a positive manner.What to Do With PLTR StockPalantir probably doesn’t have a lot of room to move upward right now. Again, it is close to being fully priced at the moment.But it is performing well and headed toward a brighter future. That brighter future should look like a reasonably strong growth company that reaches a net gain in a few years’ time. The company managed to reduce its losses drastically when it last reported earnings. It is moving in the right direction.That probably means little to investors looking for short-term wins but that’s not important. Investors who are willing to play the long game with Palantir should be rewarded handsomely. It is fully priced now because it still reports net losses. In a few years’ time it’ll be more valuable as a consequence of breaking even. So it’s hard to recommend that PLTR stock has much to offer investors at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031001502,"gmtCreate":1646371586250,"gmtModify":1676534123543,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Agreed. Buy this for long term investment. Not short speculation&nbsp;","listText":"Agreed. Buy this for long term investment. Not short speculation&nbsp;","text":"Agreed. Buy this for long term investment. Not short speculation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031001502","repostId":"1179022083","repostType":4,"repost":{"id":"1179022083","pubTimestamp":1646362406,"share":"https://ttm.financial/m/news/1179022083?lang=&edition=fundamental","pubTime":"2022-03-04 10:53","market":"us","language":"en","title":"Palantir: Cathie Wood Sells, Maybe Buffett Will Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1179022083","media":"seekingalpha","summary":"SummaryPalantir’s stock has fallen to fair value territory.Palantir is a Buffett worthy stock with a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir’s stock has fallen to fair value territory.</li><li>Palantir is a Buffett worthy stock with a moat and growing cash flow.</li><li>Our conservative forecast yields a target price $14,77.</li></ul><p><b>Thesis Summary</b></p><p>Palantir Inc. (PLTR) is an innovative company, which has been touted by growth investors like Cathie Woods for its great technology. However, I see in Palantir something closer to a Buffett style stock. Palantir possesses many of the characteristics that the oracle of Omaha looks for in his investments. At today&#39;s price, Palantir is at worst fairly valued, which gives ample margin of safety.</p><p><b>Palantir has a Moat</b></p><p>One very compelling reason to own Palantir is the fact that the business is well insulated from competition. I find this to be the case for three reasons.</p><p>Firstly, the company&#39;s technology is way ahead of its peers. Foundry and Gotham&#39;s data analytics capabilities are best-in-class, and they get better the more they are used and the more data is collected. This is what has allowed Palantir to gain such important government contracts.</p><p>Secondly, the nature of how Palantir does business makes the relationship with its customers sticky. Palantir doesn&#39;t simply deploy a one size fits all software solution. The company has engineers working side by side with its clients to address each project and use case. As I&#39;ve talked about in previous articles, Palantir is similar in this way to a consulting company. This has its disadvantages, sure, but it also creates long-lasting relationships and sticky revenues.</p><p>Lastly, Palantir&#39;s main clients are government agencies, which also makes for a steady stream of revenues, and the more they use Palantir, the more dependent they are on it.</p><p>Proof of these last two points can be found in the growth in value in government contracts, and net dollar retention.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c43cafdb656d7001edc702a67570b742\" tg-width=\"1280\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Government momentum (Investor Presentation) Source:Investor Presentation</span></p><p><b>Balance Sheet and Cash Flows</b></p><p>People often complain about Palantir&#39;s high stock-based compensation, but this has allowed Palantir to have a really strong balance sheet even without turning a profit. Palantir has over $2.5 billion in cash and only $260 million in debt. Furthermore, it has a current and quick ratio of over 4. Palantir has plenty of cash and is operating close to break-even. In an environment where rates are rising, a company without a big reliance on debt becomes more attractive.</p><p>Most importantly though, Palantir has seen strong cash flow growth in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b30587f18390a259d40df45c463ca10\" tg-width=\"1280\" tg-height=\"603\" width=\"100%\" height=\"auto\"/><span>Cash flow/growth comparison (Investor Presentation) Source:Investor Presentation</span></p><p>With revenue growth of 41%, and a cash flow margin of 28%, Palantir looks like a compelling investment when compared to peers. Palantir&#39;s profitability is hurt by SBC, but this is a cost that can be wound down. Operating margins are positive and growing, and it is easy to forecast profitability in Palantir&#39;s future.</p><p><b>Forecast and Valuation</b></p><p>Now I am going to walk through a valuation for Palantir based on a 10-year forecast, which is based on yearly figures from 2018 to 2021. We will use the forecast to determine earnings per share in 10 years, and based on growth and balance sheet solidity, we will estimate a price to earnings ratio to complete a forecasted price. The price will be discounted to obtain our target price for the present.</p><p>We use a discount rate based on the likelihood of the forecast. This depends on the smoothness of the trends we use to make the forecast, and how much growth is needed to achieve it. If the forecast is based on irregular trends that make the future harder to predict and it implies a lot of growth, making it harder to achieve, we will require a better return and therefore use a higher discount rate.</p><p>Palantir&#39;s revenue has evolved very smoothly over the four years in question. The revenue growth has followed a polynomial trend, meaning the growth in absolute terms is higher each year, but the growth rate falls as the revenue grows. This is the most common pattern for relatively young high-growth companies.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6915c630b9ebd4fda2714f72ac14013c\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>Revenue (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>The revenue predicted by this trend is approximately $14.5bn by 2031, as you can see in the chart above.</p><p>The next thing we are looking at is the cost items. These are divided into cost of revenues, SG&amp;A expense and R&amp;D expense. The first, cost of revenues, is the most optimistic part of this forecast. This is because the most fitting trend for how much this cost is relative to revenue is logarithmic. This means that the relative cost should fall as revenue grows. You can see this in the chart below:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1126693797c0a9f6473ba8866528d6d6\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>Cost of Revenue (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>A similar thing happens when you look at SG&amp;A expenses, although in this case, the trend is closer to a linear one:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7253107435bebba1df855203b3444d02\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>SG&amp;A (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>And finally, we have R&amp;D expenses. These follow a weak linear trend:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa3e22d84f70d81705259e7fb033f73f\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>R&amp;D (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>As you can see, while the revenue is smooth, the trends related to costs are weaker. This means the earnings forecast loses some degree of confidence and this will affect the discount rate we apply to the valuation. You can see here the complete forecast for the operating income figures in 1, 5 and 10 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f22c3370be3d3857f0546c2e79c29d02\" tg-width=\"717\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>Forecast (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>The next point is the balance sheet. Without going into every single detail, I want to illustrate how we forecast the net invested capital will behave about sales in the future. Net invested capital is the sum of all assets that are not cash or financial investments, minus all liabilities which are not debt.</p><p>So far, this item has evolved in an almost linear relation with revenue. This is what we are going to assume for the next few years. You can see this relation in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89c52eb0c7ecc90a4ef2890025f626a\" tg-width=\"975\" tg-height=\"587\" width=\"100%\" height=\"auto\"/><span>NIC (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>To complete the summarized balance sheet, we are assuming that there will continue to be no dividend and earnings will be accumulated into equity. Soon, we assume the company will also continue to increase its number of shares while this is necessary to maintain a similar relation between equity and sales volume. Here is our forecast for the basic balance sheet items:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bcebbf669e0a945a21dbebe4104f356\" tg-width=\"717\" tg-height=\"162\" width=\"100%\" height=\"auto\"/><span>Forecast (Author&#39;s work) Source: Author&#39;s work. Items in $millions or millions of shares.</span></p><p>You can see that we are predicting that as it has done now, Palantir will require relatively little investment, and will hold an extremely secure balance sheet, with insignificant debt and plenty of cash and financial investments.</p><p>Finally, we are going into the actual valuation. Although our forecasting method has a little more to it, I have explained the most important points for this particular company. Now it is time to go into the actual valuation. With an EPS figure of $2.24 in 2031, a PE ratio of 27, and a discount rate of 15%, we value PLTR shares at $14.77 today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082b2cffab949c6718c68c4e85db4204\" tg-width=\"514\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Valuation (Author&#39;s work) Source: Author&#39;s work</span></p><p>For estimating the PE ratio, we take into account that debt will be negative and in a significant amount. The sales growth at that point, according to our forecast, should be around 14% at that point. These two elements will drive the PE ratio higher than the average.</p><p>The discount rate is affected by the amount of growth we are assuming for the next 10 years, with a 25% CAGR over the whole period, and also by the fact that some of the trends we used to make the forecast were weaker than one would like. Overall, we are applying a 15% discount which is higher than average market returns.</p><p><b>Conclusion</b></p><p>All in all, Palantir seems to be trading somewhat below fair value. This provides investors with a fair margin of safety. The scenario laid out below is conservative, and Palantir could surprise investors with more explosive growth. But even if it doesn&#39;t, at this price Palantir is a value stock that even Warren Buffet could be interested in.</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>Palantir: Cathie Wood Sells, Maybe Buffett Will 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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Cathie Wood Sells, Maybe Buffett Will Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4492586-palantir-cathie-wood-sells-maybe-buffett-will-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir’s stock has fallen to fair value territory.Palantir is a Buffett worthy stock with a moat and growing cash flow.Our conservative forecast yields a target price $14,77.Thesis ...</p>\n\n<a href=\"https://seekingalpha.com/article/4492586-palantir-cathie-wood-sells-maybe-buffett-will-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4492586-palantir-cathie-wood-sells-maybe-buffett-will-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179022083","content_text":"SummaryPalantir’s stock has fallen to fair value territory.Palantir is a Buffett worthy stock with a moat and growing cash flow.Our conservative forecast yields a target price $14,77.Thesis SummaryPalantir Inc. (PLTR) is an innovative company, which has been touted by growth investors like Cathie Woods for its great technology. However, I see in Palantir something closer to a Buffett style stock. Palantir possesses many of the characteristics that the oracle of Omaha looks for in his investments. At today's price, Palantir is at worst fairly valued, which gives ample margin of safety.Palantir has a MoatOne very compelling reason to own Palantir is the fact that the business is well insulated from competition. I find this to be the case for three reasons.Firstly, the company's technology is way ahead of its peers. Foundry and Gotham's data analytics capabilities are best-in-class, and they get better the more they are used and the more data is collected. This is what has allowed Palantir to gain such important government contracts.Secondly, the nature of how Palantir does business makes the relationship with its customers sticky. Palantir doesn't simply deploy a one size fits all software solution. The company has engineers working side by side with its clients to address each project and use case. As I've talked about in previous articles, Palantir is similar in this way to a consulting company. This has its disadvantages, sure, but it also creates long-lasting relationships and sticky revenues.Lastly, Palantir's main clients are government agencies, which also makes for a steady stream of revenues, and the more they use Palantir, the more dependent they are on it.Proof of these last two points can be found in the growth in value in government contracts, and net dollar retention.Government momentum (Investor Presentation) Source:Investor PresentationBalance Sheet and Cash FlowsPeople often complain about Palantir's high stock-based compensation, but this has allowed Palantir to have a really strong balance sheet even without turning a profit. Palantir has over $2.5 billion in cash and only $260 million in debt. Furthermore, it has a current and quick ratio of over 4. Palantir has plenty of cash and is operating close to break-even. In an environment where rates are rising, a company without a big reliance on debt becomes more attractive.Most importantly though, Palantir has seen strong cash flow growth in 2021.Cash flow/growth comparison (Investor Presentation) Source:Investor PresentationWith revenue growth of 41%, and a cash flow margin of 28%, Palantir looks like a compelling investment when compared to peers. Palantir's profitability is hurt by SBC, but this is a cost that can be wound down. Operating margins are positive and growing, and it is easy to forecast profitability in Palantir's future.Forecast and ValuationNow I am going to walk through a valuation for Palantir based on a 10-year forecast, which is based on yearly figures from 2018 to 2021. We will use the forecast to determine earnings per share in 10 years, and based on growth and balance sheet solidity, we will estimate a price to earnings ratio to complete a forecasted price. The price will be discounted to obtain our target price for the present.We use a discount rate based on the likelihood of the forecast. This depends on the smoothness of the trends we use to make the forecast, and how much growth is needed to achieve it. If the forecast is based on irregular trends that make the future harder to predict and it implies a lot of growth, making it harder to achieve, we will require a better return and therefore use a higher discount rate.Palantir's revenue has evolved very smoothly over the four years in question. The revenue growth has followed a polynomial trend, meaning the growth in absolute terms is higher each year, but the growth rate falls as the revenue grows. This is the most common pattern for relatively young high-growth companies.Revenue (Author's work) Source: Author's work. Items in $millions.The revenue predicted by this trend is approximately $14.5bn by 2031, as you can see in the chart above.The next thing we are looking at is the cost items. These are divided into cost of revenues, SG&A expense and R&D expense. The first, cost of revenues, is the most optimistic part of this forecast. This is because the most fitting trend for how much this cost is relative to revenue is logarithmic. This means that the relative cost should fall as revenue grows. You can see this in the chart below:Cost of Revenue (Author's work) Source: Author's work. Items in $millions.A similar thing happens when you look at SG&A expenses, although in this case, the trend is closer to a linear one:SG&A (Author's work) Source: Author's work. Items in $millions.And finally, we have R&D expenses. These follow a weak linear trend:R&D (Author's work) Source: Author's work. Items in $millions.As you can see, while the revenue is smooth, the trends related to costs are weaker. This means the earnings forecast loses some degree of confidence and this will affect the discount rate we apply to the valuation. You can see here the complete forecast for the operating income figures in 1, 5 and 10 years.Forecast (Author's work) Source: Author's work. Items in $millions.The next point is the balance sheet. Without going into every single detail, I want to illustrate how we forecast the net invested capital will behave about sales in the future. Net invested capital is the sum of all assets that are not cash or financial investments, minus all liabilities which are not debt.So far, this item has evolved in an almost linear relation with revenue. This is what we are going to assume for the next few years. You can see this relation in the chart below.NIC (Author's work) Source: Author's work. Items in $millions.To complete the summarized balance sheet, we are assuming that there will continue to be no dividend and earnings will be accumulated into equity. Soon, we assume the company will also continue to increase its number of shares while this is necessary to maintain a similar relation between equity and sales volume. Here is our forecast for the basic balance sheet items:Forecast (Author's work) Source: Author's work. Items in $millions or millions of shares.You can see that we are predicting that as it has done now, Palantir will require relatively little investment, and will hold an extremely secure balance sheet, with insignificant debt and plenty of cash and financial investments.Finally, we are going into the actual valuation. Although our forecasting method has a little more to it, I have explained the most important points for this particular company. Now it is time to go into the actual valuation. With an EPS figure of $2.24 in 2031, a PE ratio of 27, and a discount rate of 15%, we value PLTR shares at $14.77 today.Valuation (Author's work) Source: Author's workFor estimating the PE ratio, we take into account that debt will be negative and in a significant amount. The sales growth at that point, according to our forecast, should be around 14% at that point. These two elements will drive the PE ratio higher than the average.The discount rate is affected by the amount of growth we are assuming for the next 10 years, with a 25% CAGR over the whole period, and also by the fact that some of the trends we used to make the forecast were weaker than one would like. Overall, we are applying a 15% discount which is higher than average market returns.ConclusionAll in all, Palantir seems to be trading somewhat below fair value. This provides investors with a fair margin of safety. The scenario laid out below is conservative, and Palantir could surprise investors with more explosive growth. But even if it doesn't, at this price Palantir is a value stock that even Warren Buffet could be interested in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095451960,"gmtCreate":1644977026890,"gmtModify":1676533982507,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Solid","listText":"Solid","text":"Solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095451960","repostId":"1152782505","repostType":2,"repost":{"id":"1152782505","pubTimestamp":1644976378,"share":"https://ttm.financial/m/news/1152782505?lang=&edition=fundamental","pubTime":"2022-02-16 09:52","market":"us","language":"en","title":"Why Nvidia Stock Popped Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1152782505","media":"Motley Fool","summary":"Piper Sandler starts the cheering early.","content":"<html><head></head><body><p><b>What happened</b></p><p>Semiconductor stock <b>Nvidia</b>(NASDAQ:NVDA) got another lift on Tuesday when investment bank <b>Piper Sandler</b> predicted -- on the day before fourth-quarter earnings arrive -- that Nvidia will deliver a &#34;significant beat and raise,&#34; asStreetInsider.comreported this morning.</p><p>As of closed Tuesday, shares jumped a solid 9.2% in response.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/424ccc4a9a1f336d549dba181beb845a\" tg-width=\"2000\" tg-height=\"1585\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>So what</b></p><p>&#34;Overall, demand [for Nvidia&#39;s chips] continues to be strong for gaming given the adoption of RTX GPUs with ray tracing,&#34; Piper Sandler said this morning.</p><p>Even more important for long-term investors, Piper isn&#39;t just predicting a one-day pop in the stock price after earnings come out and beat expectations. The analyst said: &#34;In our eyes, this growth appears to be in the early-to-mid stages of the growth curve, and with no signs of supply alleviating in the near term, it provides a nice backdrop for the gaming segment. On the data center side, we have heard from several companies that data center trends are very strong, which should benefit Nvidia.&#34;</p><p><b>Now what</b></p><p>In short, Piper Sandler is predicting that Nvidia will exceed expectations for 48% quarterly revenue growth and 58% earnings growth in its fourth-quarter report. But it&#39;s also predicting that the company will continue growing over the long term because the cyclical semiconductors industry is only in the early stages (or at worst, the middle) of its cycle of rising demand for chips, a cycle that should keep on growing for a few more years.</p><p>Assuming Piper is right, Nvidia is likely to comment on this trend in its earnings report tomorrow afternoon, and probably will raise guidance right after reporting on earnings. Considering that analysts were already expecting that the chipmaker will earn $4.34 per share in 2022 -- delivering 74% more profit than in 2021, on 60% revenue growth -- any raise in guidance that it delivers will mean that 2022 is going to be a great year to own Nvidia stock.</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>Why Nvidia Stock Popped Ahead of 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\">\nWhy Nvidia Stock Popped Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/15/why-nvidia-stock-popped-ahead-of-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedSemiconductor stock Nvidia(NASDAQ:NVDA) got another lift on Tuesday when investment bank Piper Sandler predicted -- on the day before fourth-quarter earnings arrive -- that Nvidia will ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/15/why-nvidia-stock-popped-ahead-of-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/02/15/why-nvidia-stock-popped-ahead-of-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152782505","content_text":"What happenedSemiconductor stock Nvidia(NASDAQ:NVDA) got another lift on Tuesday when investment bank Piper Sandler predicted -- on the day before fourth-quarter earnings arrive -- that Nvidia will deliver a \"significant beat and raise,\" asStreetInsider.comreported this morning.As of closed Tuesday, shares jumped a solid 9.2% in response.IMAGE SOURCE: GETTY IMAGES.So what\"Overall, demand [for Nvidia's chips] continues to be strong for gaming given the adoption of RTX GPUs with ray tracing,\" Piper Sandler said this morning.Even more important for long-term investors, Piper isn't just predicting a one-day pop in the stock price after earnings come out and beat expectations. The analyst said: \"In our eyes, this growth appears to be in the early-to-mid stages of the growth curve, and with no signs of supply alleviating in the near term, it provides a nice backdrop for the gaming segment. On the data center side, we have heard from several companies that data center trends are very strong, which should benefit Nvidia.\"Now whatIn short, Piper Sandler is predicting that Nvidia will exceed expectations for 48% quarterly revenue growth and 58% earnings growth in its fourth-quarter report. But it's also predicting that the company will continue growing over the long term because the cyclical semiconductors industry is only in the early stages (or at worst, the middle) of its cycle of rising demand for chips, a cycle that should keep on growing for a few more years.Assuming Piper is right, Nvidia is likely to comment on this trend in its earnings report tomorrow afternoon, and probably will raise guidance right after reporting on earnings. Considering that analysts were already expecting that the chipmaker will earn $4.34 per share in 2022 -- delivering 74% more profit than in 2021, on 60% revenue growth -- any raise in guidance that it delivers will mean that 2022 is going to be a great year to own Nvidia stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092197691,"gmtCreate":1644548173617,"gmtModify":1676533940068,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Time to accumulate for long term investment&nbsp;","listText":"Time to accumulate for long term investment&nbsp;","text":"Time to accumulate for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092197691","repostId":"2210233561","repostType":4,"repost":{"id":"2210233561","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644545875,"share":"https://ttm.financial/m/news/2210233561?lang=&edition=fundamental","pubTime":"2022-02-11 10:17","market":"sh","language":"en","title":"MSCI to Add Grab, 20 Stocks to Global Index","url":"https://stock-news.laohu8.com/highlight/detail?id=2210233561","media":"Reuters","summary":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to ","content":"<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</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>MSCI to Add Grab, 20 Stocks to Global Index</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\">\nMSCI to Add Grab, 20 Stocks to Global Index\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-11 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KIM":"金科","MSCI":"MSCI Inc","00941":"中国移动","BK4112":"金融交易所和数据","AER":"Aercap飞机租赁","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210233561","content_text":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.Eleven securities will be removed from MSCI's ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.The changes will take effect from market close on Feb. 28.MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China's biggest public share offering in a decade.Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE's aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.The results of MSCI's next index review will be announced on May 12.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092009462,"gmtCreate":1644475870714,"gmtModify":1676533931541,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"On a global basis, should compare with the likes of Xpeng and Nio too","listText":"On a global basis, should compare with the likes of Xpeng and Nio too","text":"On a global basis, should compare with the likes of Xpeng and Nio too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092009462","repostId":"2210551756","repostType":4,"repost":{"id":"2210551756","pubTimestamp":1644459132,"share":"https://ttm.financial/m/news/2210551756?lang=&edition=fundamental","pubTime":"2022-02-10 10:12","market":"us","language":"en","title":"Better Buy: Tesla vs. Ford","url":"https://stock-news.laohu8.com/highlight/detail?id=2210551756","media":"Motley Fool","summary":"The two automakers could be excellent ways to take advantage of the EV stock sell-off.","content":"<html><head></head><body><p>Share prices of <b>Tesla</b> (NASDAQ:TSLA) and<b> Ford Motor Company</b> (NYSE:F) both fell after the automakers reported their fourth-quarter 2021 and full-year earnings results. The legacy automotive and electric vehicle (EV) industries are under pressure as inflation and supply chain constraints disrupt operations and threaten delays in long-term plans.</p><p>Let&#39;s look at where Tesla and Ford could be headed in 2022 to determine which stock is the better buy now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2264e6d84a4946f07862d86d2821786b\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/><span>Image source: Tesla.</span></p><h2>Moving forward after a breakout year</h2><p><b>Howard Smith (Tesla):</b> Every prospective stock investment should be part of a larger strategy. Otherwise, one could just buy mutual funds or exchange-traded funds that track the overall market. When considering whether to invest in Tesla or Ford, the strategy would presumably be based on gaining exposure to the EV sector. Deciding whether to buy the established leader in the burgeoning sector or an established manufacturer making the transition to EVs involves trade-offs.</p><p>Tesla is richly valued with a market cap of about $925 billion, and it just completed a breakout year with $5.5 billion in net income and increased gross margin to nearly 30% in its recently reported fourth quarter. That&#39;s approximately twice the gross profit margin that Ford has achieved over the last several years.</p><p>The EV market still being in its early stages can be viewed as a positive and a negative for Tesla. Competition will be ramping up both from barely established start-ups as well as legacy automakers like Ford. But Tesla is also still squarely in growth mode with two new factories in Texas and Germany, respectively, expected to begin production soon. Tesla invested $6.5 billion for those projects and other capital expenditures in 2021, and still generated another $5 billion in free cash flow (FCF) beyond that.</p><p>Tesla is proving that it can navigate a difficult manufacturing environment well. The company delivered about 940,000 vehicles last year and expects to experience 50% average annual growth in vehicle deliveries over the next several years.</p><p>Meanwhile, Ford and other automakers are struggling to navigate supply chain constraints. Most recently, Ford said it will be cutting production on several popular (and profitable) vehicles due to parts shortages. These include the F-150 and Ranger pickup trucks, its Transit cargo vans, and the new Mustang Mach-E electric crossover, according to a CNBC report.</p><p>Tesla has proved it can manufacture at scale, continue to grow, and be hugely profitable along the way. Even with its high valuation, for exposure to the EV sector, Tesla still looks like it could be a better long-term investment than a legacy automaker like Ford.</p><h2>Ford is at the top of its game</h2><p><b>Daniel Foelber (Ford): </b>During its fourth-quarter 2021 earnings call, Ford said that it now expects semiconductor challenges to persist throughout 2022, damaging its ability to ramp up production fast enough to satisfy high demand. Throughout 2021, Tesla showed impressive resolve in navigating the crisis. But on its fourth-quarter 2021 conference call, Tesla said that it also expects the chip challenge to carry on throughout the year, and that supply chain issues are affecting all of its factories.</p><p>This is a pivotal year for Ford as it plans to roll out the F-150 Lightning electric pickup in a few months and make progress toward increasing total EV production capacity to 600,000 units per year by 2023. There&#39;s no doubt that the supply chain and semiconductor challenge throw a layer of unpredictability into these plans. But Ford appears to be doing an impressive job with what it can control.</p><p>Tesla&#39;s high margins and record profitability and FCF were mentioned above. Tesla deserves immense credit for these accomplishments, and there are strong reasons the stock deserves a place in a diversified EV portfolio.</p><p>However, Ford is also ramping spending as it takes aim at making EVs 40% of sales by 2030. And yet, it is guiding for 15% to 25% higher earnings before interest and taxes (EBIT) in 2022 and adjusted FCF of $5.5 billion to $6.5 billion, the midpoint of which is 31% higher than 2021&#39;s adjusted FCF.</p><p>Ford quantified the effects that rising inflation is having on its business, forecasting commodity-price headwinds of $1.5 billion to $2 billion in 2022. And yet, it expects its North American EBIT margin to increase to 10% in 2022, a goal it originally set for 2023.</p><p>The short-term risk is that Ford&#39;s plans could be derailed by factors outside of its control. And if that happens, the company could find itself overpromising and underdelivering, and delaying medium-term goals as we saw with its fourth-quarter 2021 figures.</p><p>However, a long-term perspective could flip that narrative completely by looking at Ford&#39;s business and seeing how strong it is performing during a challenging time as a foundation for even stronger future performance during easier market conditions. Ford&#39;s aggressive spending in product categories where it has an edge, specifically the electric pickup truck market, could end up being the company&#39;s best strategic shift since it began pivoting away from making sedans in favor of crossovers, SUVs, and pickups. Add it all up, and Ford looks like a long-term winner that can outlast the present challenges better than its competition.</p><h2>Two great buys for the long haul</h2><p>Tesla and Ford stock have both sold off and could keep selling off in the short term due to a mix of industry headwinds and broader market volatility. Investors interested in the EV space should approach a prospective investment with a long-term time horizon. Tesla has come far, but is still a long way from maturing into the company it hopes to become.</p><p>Similarly, Ford is in the early innings of its EV transition. The investment thesis for both companies will take time to play out. For that reason, it could be a good idea to simply dollar-cost average into stocks you like over time and keep a basket of electric car stocks in your portfolio to ensure that any single company&#39;s failures don&#39;t wreak havoc on your financial health.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Tesla vs. Ford</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Tesla vs. Ford\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/09/better-buy-ford-vs-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Share prices of Tesla (NASDAQ:TSLA) and Ford Motor Company (NYSE:F) both fell after the automakers reported their fourth-quarter 2021 and full-year earnings results. The legacy automotive and electric...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/09/better-buy-ford-vs-tesla/\">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","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","F":"福特汽车","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/02/09/better-buy-ford-vs-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210551756","content_text":"Share prices of Tesla (NASDAQ:TSLA) and Ford Motor Company (NYSE:F) both fell after the automakers reported their fourth-quarter 2021 and full-year earnings results. The legacy automotive and electric vehicle (EV) industries are under pressure as inflation and supply chain constraints disrupt operations and threaten delays in long-term plans.Let's look at where Tesla and Ford could be headed in 2022 to determine which stock is the better buy now.Image source: Tesla.Moving forward after a breakout yearHoward Smith (Tesla): Every prospective stock investment should be part of a larger strategy. Otherwise, one could just buy mutual funds or exchange-traded funds that track the overall market. When considering whether to invest in Tesla or Ford, the strategy would presumably be based on gaining exposure to the EV sector. Deciding whether to buy the established leader in the burgeoning sector or an established manufacturer making the transition to EVs involves trade-offs.Tesla is richly valued with a market cap of about $925 billion, and it just completed a breakout year with $5.5 billion in net income and increased gross margin to nearly 30% in its recently reported fourth quarter. That's approximately twice the gross profit margin that Ford has achieved over the last several years.The EV market still being in its early stages can be viewed as a positive and a negative for Tesla. Competition will be ramping up both from barely established start-ups as well as legacy automakers like Ford. But Tesla is also still squarely in growth mode with two new factories in Texas and Germany, respectively, expected to begin production soon. Tesla invested $6.5 billion for those projects and other capital expenditures in 2021, and still generated another $5 billion in free cash flow (FCF) beyond that.Tesla is proving that it can navigate a difficult manufacturing environment well. The company delivered about 940,000 vehicles last year and expects to experience 50% average annual growth in vehicle deliveries over the next several years.Meanwhile, Ford and other automakers are struggling to navigate supply chain constraints. Most recently, Ford said it will be cutting production on several popular (and profitable) vehicles due to parts shortages. These include the F-150 and Ranger pickup trucks, its Transit cargo vans, and the new Mustang Mach-E electric crossover, according to a CNBC report.Tesla has proved it can manufacture at scale, continue to grow, and be hugely profitable along the way. Even with its high valuation, for exposure to the EV sector, Tesla still looks like it could be a better long-term investment than a legacy automaker like Ford.Ford is at the top of its gameDaniel Foelber (Ford): During its fourth-quarter 2021 earnings call, Ford said that it now expects semiconductor challenges to persist throughout 2022, damaging its ability to ramp up production fast enough to satisfy high demand. Throughout 2021, Tesla showed impressive resolve in navigating the crisis. But on its fourth-quarter 2021 conference call, Tesla said that it also expects the chip challenge to carry on throughout the year, and that supply chain issues are affecting all of its factories.This is a pivotal year for Ford as it plans to roll out the F-150 Lightning electric pickup in a few months and make progress toward increasing total EV production capacity to 600,000 units per year by 2023. There's no doubt that the supply chain and semiconductor challenge throw a layer of unpredictability into these plans. But Ford appears to be doing an impressive job with what it can control.Tesla's high margins and record profitability and FCF were mentioned above. Tesla deserves immense credit for these accomplishments, and there are strong reasons the stock deserves a place in a diversified EV portfolio.However, Ford is also ramping spending as it takes aim at making EVs 40% of sales by 2030. And yet, it is guiding for 15% to 25% higher earnings before interest and taxes (EBIT) in 2022 and adjusted FCF of $5.5 billion to $6.5 billion, the midpoint of which is 31% higher than 2021's adjusted FCF.Ford quantified the effects that rising inflation is having on its business, forecasting commodity-price headwinds of $1.5 billion to $2 billion in 2022. And yet, it expects its North American EBIT margin to increase to 10% in 2022, a goal it originally set for 2023.The short-term risk is that Ford's plans could be derailed by factors outside of its control. And if that happens, the company could find itself overpromising and underdelivering, and delaying medium-term goals as we saw with its fourth-quarter 2021 figures.However, a long-term perspective could flip that narrative completely by looking at Ford's business and seeing how strong it is performing during a challenging time as a foundation for even stronger future performance during easier market conditions. Ford's aggressive spending in product categories where it has an edge, specifically the electric pickup truck market, could end up being the company's best strategic shift since it began pivoting away from making sedans in favor of crossovers, SUVs, and pickups. Add it all up, and Ford looks like a long-term winner that can outlast the present challenges better than its competition.Two great buys for the long haulTesla and Ford stock have both sold off and could keep selling off in the short term due to a mix of industry headwinds and broader market volatility. Investors interested in the EV space should approach a prospective investment with a long-term time horizon. Tesla has come far, but is still a long way from maturing into the company it hopes to become.Similarly, Ford is in the early innings of its EV transition. The investment thesis for both companies will take time to play out. For that reason, it could be a good idea to simply dollar-cost average into stocks you like over time and keep a basket of electric car stocks in your portfolio to ensure that any single company's failures don't wreak havoc on your financial health.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096504391,"gmtCreate":1644415459179,"gmtModify":1676533922963,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Xpeng will soar","listText":"Xpeng will soar","text":"Xpeng will soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096504391","repostId":"1110834491","repostType":4,"repost":{"id":"1110834491","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":1644411617,"share":"https://ttm.financial/m/news/1110834491?lang=&edition=fundamental","pubTime":"2022-02-09 21:00","market":"us","language":"en","title":"Pre-Bell｜Nasdaq Futures Rallied 1.26%; Xpeng Leaped 6.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110834491","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Wednesday, with high-growth stocks gaining as a recent rally in Tre","content":"<html><head></head><body><p>U.S. stock index futures rose on Wednesday, with high-growth stocks gaining as a recent rally in Treasury yields paused, while investors took comfort from upbeat earnings reports and signs of easing tensions in Ukraine.</p><p><b>Market Snapshot</b></p><p>At 7:52 a.m. ET, Dow E-minis were up 209 points, or 0.59%, S&amp;P 500 E-minis were up 38 points, or 0.84% and Nasdaq 100 E-minis were up 185.25 points, or 1.26%.</p><p><img src=\"https://static.tigerbbs.com/b795fc25de6878a5e8d74c822666ca2c\" tg-width=\"384\" tg-height=\"160\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p>Peloton (PTON) – Peloton added 1% in premarket trading after surging more than 20% in each of the past two sessions. Yesterday’s gains came after the fitness equipment maker announced that CEO John Foley was stepping down in favor of former Spotify and Netflix CFO Barry McCarthy and that the company would be cutting 20% of its corporate positions.</p><p>Canopy Growth (CGC) – The Canada-based cannabis producer’s stock rallied 6% in the premarket after it reported a narrower-than-anticipated loss as well as better-than-expected revenue for its latest quarter. Cannabis sales declined but were offset by growth in its drinks and vapes categories.</p><p>Reynolds Consumer Products (REYN) – Reynolds shares fell 1.8% in premarket trading after the consumer products company reported a mixed quarter: beating bottom-line estimates but reporting revenue that fell short of Wall Street forecasts. Reynolds also forecast weaker-than-expected revenue for the current quarter.</p><p>Chipotle Mexican Grill (CMG) – Chipotle reported an adjusted quarterly profit of $5.58 per share, beating the $5.25 consensus estimate, with revenue in line with analyst forecasts. The restaurant chain said it was raising menu prices to deal with higher costs for labor and food, and said they would likely be raised again this year. Chipotle jumped 6.1% in the premarket.</p><p>Lyft (LYFT) – Lyft earned an adjusted 9 cents per share for its latest quarter, 1 cent above estimates, with the ride-hailing service also reporting better-than-expected revenue. The stock fell 3.7% in the premarket as ridership numbers came in below analyst forecasts, although that was offset by higher fares and longer trips by Lyft customers.</p><p>Nikola (NKLA) – Nikola denied a report that it instituted a hiring freeze and that the electric truck maker has lost nearly its entire supply chain leadership. Nikola said its supply chain department is “intact” and it continues to hire. The stock added 1.4% in premarket trading.</p><p>Xpeng (XPEV) – Xpeng leaped 6.8% in the premarket after the electric vehicle maker’s Hong Kong shares were included in a trading link to mainland China. Inclusion in the Shenzhen-Hong Kong Stock Connect link allows Chinese investors easier access to those shares.</p><p>Enphase Energy (ENPH) – Enphase surged 20.3% in premarket action following a better-than-expected quarterly report from the maker of solar and battery systems. Enphase earned an adjusted 73 cents per share for the quarter, beating the 58-cent consensus estimate.</p><p>XPO Logistics (XPO) – The logistics company’s shares jumped 3.4% in the premarket after its quarterly results exceeded analyst forecasts. XPO said strong North American trucking business was among the factors driving those results.</p><p>Container Store (TCS) – The specialty retailer’s shares tumbled 26% in the premarket despite better-than-expected profit and sales for the company’s most recent quarter. Overall sales were down 3% from a year ago and online sales tumbled by 36% compared with a year earlier.</p><p>NCR (NCR) – The financial technology and services company’s stock soared 11.3% in premarket trading after it said it would conduct a strategic review of its operations, adding that it believes there is substantial shareholder value yet to be unlocked.</p><p><b>Market News</b></p><p>Japan&#39;s SoftBank Group Corp said on Wednesday there was no link between Alibaba registering a U.S. share facility and any specific plans to sell down its stake in the Chinese e-commerce giant.</p><p>Nikola Corp&#39;s supply-chain department is &#34;intact&#34; and it continues to hire, the electric-truck maker said on Tuesday, in response to a report that it had hit pause on hiring amid executive exits.</p><p>Bilibili Inc said late on Tuesday it would hire 1,000 new content moderators and more closely monitor the health of its workers, after the death of an employee prompted accusations that it was overworking its staff.</p><p>Bitcoin’s “fair value” is around 12% below the current price, based on its volatility in comparison with gold, according to JPMorgan Chase &amp; Co. strategists led by Nikolaos Panigirtzoglou.</p><p>Britain&#39;s GSK forecast growth in 2022 after racking up 1.4 billion pounds ($1.9 billion) in COVID-related sales in 2021, beating quarterly forecasts in its first earnings report since rejecting Unilever&#39;s bid for its consumer arm.</p><p>PayPal formed an advisory council to support digital asset-related products and create a digital financial system, according to a release.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Nasdaq Futures Rallied 1.26%; Xpeng Leaped 6.8%</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\">\nPre-Bell｜Nasdaq Futures Rallied 1.26%; Xpeng Leaped 6.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-09 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures rose on Wednesday, with high-growth stocks gaining as a recent rally in Treasury yields paused, while investors took comfort from upbeat earnings reports and signs of easing tensions in Ukraine.</p><p><b>Market Snapshot</b></p><p>At 7:52 a.m. ET, Dow E-minis were up 209 points, or 0.59%, S&amp;P 500 E-minis were up 38 points, or 0.84% and Nasdaq 100 E-minis were up 185.25 points, or 1.26%.</p><p><img src=\"https://static.tigerbbs.com/b795fc25de6878a5e8d74c822666ca2c\" tg-width=\"384\" tg-height=\"160\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p>Peloton (PTON) – Peloton added 1% in premarket trading after surging more than 20% in each of the past two sessions. Yesterday’s gains came after the fitness equipment maker announced that CEO John Foley was stepping down in favor of former Spotify and Netflix CFO Barry McCarthy and that the company would be cutting 20% of its corporate positions.</p><p>Canopy Growth (CGC) – The Canada-based cannabis producer’s stock rallied 6% in the premarket after it reported a narrower-than-anticipated loss as well as better-than-expected revenue for its latest quarter. Cannabis sales declined but were offset by growth in its drinks and vapes categories.</p><p>Reynolds Consumer Products (REYN) – Reynolds shares fell 1.8% in premarket trading after the consumer products company reported a mixed quarter: beating bottom-line estimates but reporting revenue that fell short of Wall Street forecasts. Reynolds also forecast weaker-than-expected revenue for the current quarter.</p><p>Chipotle Mexican Grill (CMG) – Chipotle reported an adjusted quarterly profit of $5.58 per share, beating the $5.25 consensus estimate, with revenue in line with analyst forecasts. The restaurant chain said it was raising menu prices to deal with higher costs for labor and food, and said they would likely be raised again this year. Chipotle jumped 6.1% in the premarket.</p><p>Lyft (LYFT) – Lyft earned an adjusted 9 cents per share for its latest quarter, 1 cent above estimates, with the ride-hailing service also reporting better-than-expected revenue. The stock fell 3.7% in the premarket as ridership numbers came in below analyst forecasts, although that was offset by higher fares and longer trips by Lyft customers.</p><p>Nikola (NKLA) – Nikola denied a report that it instituted a hiring freeze and that the electric truck maker has lost nearly its entire supply chain leadership. Nikola said its supply chain department is “intact” and it continues to hire. The stock added 1.4% in premarket trading.</p><p>Xpeng (XPEV) – Xpeng leaped 6.8% in the premarket after the electric vehicle maker’s Hong Kong shares were included in a trading link to mainland China. Inclusion in the Shenzhen-Hong Kong Stock Connect link allows Chinese investors easier access to those shares.</p><p>Enphase Energy (ENPH) – Enphase surged 20.3% in premarket action following a better-than-expected quarterly report from the maker of solar and battery systems. Enphase earned an adjusted 73 cents per share for the quarter, beating the 58-cent consensus estimate.</p><p>XPO Logistics (XPO) – The logistics company’s shares jumped 3.4% in the premarket after its quarterly results exceeded analyst forecasts. XPO said strong North American trucking business was among the factors driving those results.</p><p>Container Store (TCS) – The specialty retailer’s shares tumbled 26% in the premarket despite better-than-expected profit and sales for the company’s most recent quarter. Overall sales were down 3% from a year ago and online sales tumbled by 36% compared with a year earlier.</p><p>NCR (NCR) – The financial technology and services company’s stock soared 11.3% in premarket trading after it said it would conduct a strategic review of its operations, adding that it believes there is substantial shareholder value yet to be unlocked.</p><p><b>Market News</b></p><p>Japan&#39;s SoftBank Group Corp said on Wednesday there was no link between Alibaba registering a U.S. share facility and any specific plans to sell down its stake in the Chinese e-commerce giant.</p><p>Nikola Corp&#39;s supply-chain department is &#34;intact&#34; and it continues to hire, the electric-truck maker said on Tuesday, in response to a report that it had hit pause on hiring amid executive exits.</p><p>Bilibili Inc said late on Tuesday it would hire 1,000 new content moderators and more closely monitor the health of its workers, after the death of an employee prompted accusations that it was overworking its staff.</p><p>Bitcoin’s “fair value” is around 12% below the current price, based on its volatility in comparison with gold, according to JPMorgan Chase &amp; Co. strategists led by Nikolaos Panigirtzoglou.</p><p>Britain&#39;s GSK forecast growth in 2022 after racking up 1.4 billion pounds ($1.9 billion) in COVID-related sales in 2021, beating quarterly forecasts in its first earnings report since rejecting Unilever&#39;s bid for its consumer arm.</p><p>PayPal formed an advisory council to support digital asset-related products and create a digital financial system, according to a release.</p><p></p></body></html>\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"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110834491","content_text":"U.S. stock index futures rose on Wednesday, with high-growth stocks gaining as a recent rally in Treasury yields paused, while investors took comfort from upbeat earnings reports and signs of easing tensions in Ukraine.Market SnapshotAt 7:52 a.m. ET, Dow E-minis were up 209 points, or 0.59%, S&P 500 E-minis were up 38 points, or 0.84% and Nasdaq 100 E-minis were up 185.25 points, or 1.26%.Pre-Market MoversPeloton (PTON) – Peloton added 1% in premarket trading after surging more than 20% in each of the past two sessions. Yesterday’s gains came after the fitness equipment maker announced that CEO John Foley was stepping down in favor of former Spotify and Netflix CFO Barry McCarthy and that the company would be cutting 20% of its corporate positions.Canopy Growth (CGC) – The Canada-based cannabis producer’s stock rallied 6% in the premarket after it reported a narrower-than-anticipated loss as well as better-than-expected revenue for its latest quarter. Cannabis sales declined but were offset by growth in its drinks and vapes categories.Reynolds Consumer Products (REYN) – Reynolds shares fell 1.8% in premarket trading after the consumer products company reported a mixed quarter: beating bottom-line estimates but reporting revenue that fell short of Wall Street forecasts. Reynolds also forecast weaker-than-expected revenue for the current quarter.Chipotle Mexican Grill (CMG) – Chipotle reported an adjusted quarterly profit of $5.58 per share, beating the $5.25 consensus estimate, with revenue in line with analyst forecasts. The restaurant chain said it was raising menu prices to deal with higher costs for labor and food, and said they would likely be raised again this year. Chipotle jumped 6.1% in the premarket.Lyft (LYFT) – Lyft earned an adjusted 9 cents per share for its latest quarter, 1 cent above estimates, with the ride-hailing service also reporting better-than-expected revenue. The stock fell 3.7% in the premarket as ridership numbers came in below analyst forecasts, although that was offset by higher fares and longer trips by Lyft customers.Nikola (NKLA) – Nikola denied a report that it instituted a hiring freeze and that the electric truck maker has lost nearly its entire supply chain leadership. Nikola said its supply chain department is “intact” and it continues to hire. The stock added 1.4% in premarket trading.Xpeng (XPEV) – Xpeng leaped 6.8% in the premarket after the electric vehicle maker’s Hong Kong shares were included in a trading link to mainland China. Inclusion in the Shenzhen-Hong Kong Stock Connect link allows Chinese investors easier access to those shares.Enphase Energy (ENPH) – Enphase surged 20.3% in premarket action following a better-than-expected quarterly report from the maker of solar and battery systems. Enphase earned an adjusted 73 cents per share for the quarter, beating the 58-cent consensus estimate.XPO Logistics (XPO) – The logistics company’s shares jumped 3.4% in the premarket after its quarterly results exceeded analyst forecasts. XPO said strong North American trucking business was among the factors driving those results.Container Store (TCS) – The specialty retailer’s shares tumbled 26% in the premarket despite better-than-expected profit and sales for the company’s most recent quarter. Overall sales were down 3% from a year ago and online sales tumbled by 36% compared with a year earlier.NCR (NCR) – The financial technology and services company’s stock soared 11.3% in premarket trading after it said it would conduct a strategic review of its operations, adding that it believes there is substantial shareholder value yet to be unlocked.Market NewsJapan's SoftBank Group Corp said on Wednesday there was no link between Alibaba registering a U.S. share facility and any specific plans to sell down its stake in the Chinese e-commerce giant.Nikola Corp's supply-chain department is \"intact\" and it continues to hire, the electric-truck maker said on Tuesday, in response to a report that it had hit pause on hiring amid executive exits.Bilibili Inc said late on Tuesday it would hire 1,000 new content moderators and more closely monitor the health of its workers, after the death of an employee prompted accusations that it was overworking its staff.Bitcoin’s “fair value” is around 12% below the current price, based on its volatility in comparison with gold, according to JPMorgan Chase & Co. strategists led by Nikolaos Panigirtzoglou.Britain's GSK forecast growth in 2022 after racking up 1.4 billion pounds ($1.9 billion) in COVID-related sales in 2021, beating quarterly forecasts in its first earnings report since rejecting Unilever's bid for its consumer arm.PayPal formed an advisory council to support digital asset-related products and create a digital financial system, according to a release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096363017,"gmtCreate":1644307498250,"gmtModify":1676533910899,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Totally agreed","listText":"Totally agreed","text":"Totally agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096363017","repostId":"1189839329","repostType":4,"repost":{"id":"1189839329","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1644298836,"share":"https://ttm.financial/m/news/1189839329?lang=&edition=fundamental","pubTime":"2022-02-08 13:40","market":"us","language":"en","title":"7 Of The Best Nasdaq Stocks to Buy On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1189839329","media":"Benzinga","summary":"The S&P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for ","content":"<html><head></head><body><p>The S&amp;P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for the S&amp;P 500, they have been even worse for the tech-heavy Nasdaq Composite, which is down 9.9% so far in this year.</p><p>Investors are dumping Nasdaq stocks due to concerns over rising interest rates, which negatively impact the valuation of growth stocks and unprofitable companies. But the rotation out of Nasdaq stocks has also created some buying opportunities for long-term investors willing to stomach the volatility.</p><p><img src=\"https://static.tigerbbs.com/78675e7fe7845c20b653ecf25567a214\" tg-width=\"700\" tg-height=\"378\" width=\"100%\" height=\"auto\"/></p><p>Here are seven of the best Nasdaq stocks to buy, according to Bank of America.</p><p><b>Apple Inc</b></p><p>Shares of iPhone maker Apple have held up relatively well so far in 2022, down just 2.4% year-to-date. Analyst <b>Wamsi Mohan</b> says Apple&#39;s robust cash flow provides defense for investors against a volatile market backdrop. Mohan is projecting a strong iPhone upgrade cycle in fiscal 2023 driven by 5G upgrades that will enable more virtual reality and augmented reality applications. In addition, he says an increasing mix of high-margin Services segment growth will boost Apple&#39;s profitability and reduce its reliance on iPhone sales numbers.</p><p>Bank of America has a Buy rating and $215 price target for AAPL stock.</p><p><b>Microsoft Corporation</b></p><p>Microsoft shares haven&#39;t fared as well as Apple so far in 2022, falling 9% year-to-date. Microsoft made major headlines in January when it announced a $68.7 billion buyout of video game developer <b>Activision Blizzard, Inc.</b>, Microsoft&#39;s largest acquisition in company history. The tech giant is clearly going all-in on gaming, but analyst <b>Brad Sills</b> says there are plenty of other reasons to like the stock, including its potential for accelerating Azure cloud services growth and its sustainable free cash flow growth in the high teen percentage range.</p><p>Bank of America has a Buy rating and $365 price target for MSFT stock.</p><p><b>Alphabet, Inc.</b></p><p>Google and YouTube parent company Alphabet has held up relatively well so far in 2022, trading lower by just 1.2%. Alphabet made a big splash with its fourth-quarter earnings report in early February, beating analyst expectations for earnings and revenue and announcing a 20-for-1 stock split. Analyst <b>Justin Post</b> says Alphabet is facing difficult year-over-year comps in 2022, but the stock split underscores Alphabet&#39;s shareholder friendly management team. Post says Alphabet has more earnings stability than many of its big tech peers.</p><p>Bank of America has a Buy rating and $2,510 price target for GOOGL stock.</p><p><b>Amazon.com, Inc.</b></p><p>Cloud services and e-commerce leader Amazon recouped much of its early-year losses when the company reported a big earnings beat in early February, and the stock is now down just 3.3% year-to-date. Post says Amazon&#39;s AWS cloud revenue growth acceleration, its improving margins and its rising Prime subscription prices make it his top FANG stock pick for 2022. Post says the Prime membership price hike alone could generate an extra $1.5 billion in annual profits for Amazon.</p><p>Bank of America has a Buy rating and a $4,450 price target for AMZN stock.</p><p><b>Meta Platforms Inc</b></p><p>Meta Platforms is the parent company of popular social media platforms Facebook, Instagram and WhatsApp. Unlike most of the other stocks on this list, 2022 has been a total disaster for Meta Platforms so far, and the stock is already down 31.4% year-to-date. Most of the sell-off came after Meta reported its metaverse business lost $10 billion in 2021 and said Apple&#39;s privacy changes will cost the company $10 billion in revenue in 2022. Despite all of Meta&#39;s issues, Post says investors should buy the dip and wait out the company&#39;s content, targeting and metaverse transition year.</p><p>Bank of America has a Buy rating and $333 price target for FB stock.</p><p><b>NVIDIA Corporation</b></p><p>Semiconductor giant NVIDIA has also struggled in 2022, and its shares are down 15.7% year-to-date. Analyst <b>Vivek Arya</b> says Nvidia remains a top stock pick given his confidence in Nvidia&#39;s gaming, data center, omniverse and auto market opportunities. Demand outpaces supply in the semiconductor industry in 2021, but Arya says constraints should start to ease in the second half of 2022. The U.S. Federal Trade Commission sued to block Nvidia&#39;s $40 billion buyout of chip designer Arm in December, but Arya says Nvidia&#39;s long-term strategy is not reliant on the completion of the deal.</p><p>Bank of America has a Buy rating and $375 price target for NVDA stock.</p><p><b>ASML Holding NV</b></p><p>ASML is the world’s second-largest semiconductor manufacturing equipment supplier. ASML shares are down 17.4% year-to-date, but analyst <b>Didier Scemama</b> says the company&#39;s fiscal 2023 is shaping up to be a big year. Scemama is modeling for 17% revenue growth in fiscal 2023, and management has expressed confidence in customer demand, capacity expansion and supply chain improvements. Scemama says these tailwinds suggest there could be significant upside to ASML&#39;s long-term 2025 financial targets that the company announced back in September.</p><p>Bank of America has a Buy rating and $956 price target for ASML stock.</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>7 Of The Best Nasdaq Stocks to Buy On The Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Of The Best Nasdaq Stocks to Buy On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-08 13:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for the S&amp;P 500, they have been even worse for the tech-heavy Nasdaq Composite, which is down 9.9% so far in this year.</p><p>Investors are dumping Nasdaq stocks due to concerns over rising interest rates, which negatively impact the valuation of growth stocks and unprofitable companies. But the rotation out of Nasdaq stocks has also created some buying opportunities for long-term investors willing to stomach the volatility.</p><p><img src=\"https://static.tigerbbs.com/78675e7fe7845c20b653ecf25567a214\" tg-width=\"700\" tg-height=\"378\" width=\"100%\" height=\"auto\"/></p><p>Here are seven of the best Nasdaq stocks to buy, according to Bank of America.</p><p><b>Apple Inc</b></p><p>Shares of iPhone maker Apple have held up relatively well so far in 2022, down just 2.4% year-to-date. Analyst <b>Wamsi Mohan</b> says Apple&#39;s robust cash flow provides defense for investors against a volatile market backdrop. Mohan is projecting a strong iPhone upgrade cycle in fiscal 2023 driven by 5G upgrades that will enable more virtual reality and augmented reality applications. In addition, he says an increasing mix of high-margin Services segment growth will boost Apple&#39;s profitability and reduce its reliance on iPhone sales numbers.</p><p>Bank of America has a Buy rating and $215 price target for AAPL stock.</p><p><b>Microsoft Corporation</b></p><p>Microsoft shares haven&#39;t fared as well as Apple so far in 2022, falling 9% year-to-date. Microsoft made major headlines in January when it announced a $68.7 billion buyout of video game developer <b>Activision Blizzard, Inc.</b>, Microsoft&#39;s largest acquisition in company history. The tech giant is clearly going all-in on gaming, but analyst <b>Brad Sills</b> says there are plenty of other reasons to like the stock, including its potential for accelerating Azure cloud services growth and its sustainable free cash flow growth in the high teen percentage range.</p><p>Bank of America has a Buy rating and $365 price target for MSFT stock.</p><p><b>Alphabet, Inc.</b></p><p>Google and YouTube parent company Alphabet has held up relatively well so far in 2022, trading lower by just 1.2%. Alphabet made a big splash with its fourth-quarter earnings report in early February, beating analyst expectations for earnings and revenue and announcing a 20-for-1 stock split. Analyst <b>Justin Post</b> says Alphabet is facing difficult year-over-year comps in 2022, but the stock split underscores Alphabet&#39;s shareholder friendly management team. Post says Alphabet has more earnings stability than many of its big tech peers.</p><p>Bank of America has a Buy rating and $2,510 price target for GOOGL stock.</p><p><b>Amazon.com, Inc.</b></p><p>Cloud services and e-commerce leader Amazon recouped much of its early-year losses when the company reported a big earnings beat in early February, and the stock is now down just 3.3% year-to-date. Post says Amazon&#39;s AWS cloud revenue growth acceleration, its improving margins and its rising Prime subscription prices make it his top FANG stock pick for 2022. Post says the Prime membership price hike alone could generate an extra $1.5 billion in annual profits for Amazon.</p><p>Bank of America has a Buy rating and a $4,450 price target for AMZN stock.</p><p><b>Meta Platforms Inc</b></p><p>Meta Platforms is the parent company of popular social media platforms Facebook, Instagram and WhatsApp. Unlike most of the other stocks on this list, 2022 has been a total disaster for Meta Platforms so far, and the stock is already down 31.4% year-to-date. Most of the sell-off came after Meta reported its metaverse business lost $10 billion in 2021 and said Apple&#39;s privacy changes will cost the company $10 billion in revenue in 2022. Despite all of Meta&#39;s issues, Post says investors should buy the dip and wait out the company&#39;s content, targeting and metaverse transition year.</p><p>Bank of America has a Buy rating and $333 price target for FB stock.</p><p><b>NVIDIA Corporation</b></p><p>Semiconductor giant NVIDIA has also struggled in 2022, and its shares are down 15.7% year-to-date. Analyst <b>Vivek Arya</b> says Nvidia remains a top stock pick given his confidence in Nvidia&#39;s gaming, data center, omniverse and auto market opportunities. Demand outpaces supply in the semiconductor industry in 2021, but Arya says constraints should start to ease in the second half of 2022. The U.S. Federal Trade Commission sued to block Nvidia&#39;s $40 billion buyout of chip designer Arm in December, but Arya says Nvidia&#39;s long-term strategy is not reliant on the completion of the deal.</p><p>Bank of America has a Buy rating and $375 price target for NVDA stock.</p><p><b>ASML Holding NV</b></p><p>ASML is the world’s second-largest semiconductor manufacturing equipment supplier. ASML shares are down 17.4% year-to-date, but analyst <b>Didier Scemama</b> says the company&#39;s fiscal 2023 is shaping up to be a big year. Scemama is modeling for 17% revenue growth in fiscal 2023, and management has expressed confidence in customer demand, capacity expansion and supply chain improvements. Scemama says these tailwinds suggest there could be significant upside to ASML&#39;s long-term 2025 financial targets that the company announced back in September.</p><p>Bank of America has a Buy rating and $956 price target for ASML stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","NVDA":"英伟达","AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软","ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189839329","content_text":"The S&P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for the S&P 500, they have been even worse for the tech-heavy Nasdaq Composite, which is down 9.9% so far in this year.Investors are dumping Nasdaq stocks due to concerns over rising interest rates, which negatively impact the valuation of growth stocks and unprofitable companies. But the rotation out of Nasdaq stocks has also created some buying opportunities for long-term investors willing to stomach the volatility.Here are seven of the best Nasdaq stocks to buy, according to Bank of America.Apple IncShares of iPhone maker Apple have held up relatively well so far in 2022, down just 2.4% year-to-date. Analyst Wamsi Mohan says Apple's robust cash flow provides defense for investors against a volatile market backdrop. Mohan is projecting a strong iPhone upgrade cycle in fiscal 2023 driven by 5G upgrades that will enable more virtual reality and augmented reality applications. In addition, he says an increasing mix of high-margin Services segment growth will boost Apple's profitability and reduce its reliance on iPhone sales numbers.Bank of America has a Buy rating and $215 price target for AAPL stock.Microsoft CorporationMicrosoft shares haven't fared as well as Apple so far in 2022, falling 9% year-to-date. Microsoft made major headlines in January when it announced a $68.7 billion buyout of video game developer Activision Blizzard, Inc., Microsoft's largest acquisition in company history. The tech giant is clearly going all-in on gaming, but analyst Brad Sills says there are plenty of other reasons to like the stock, including its potential for accelerating Azure cloud services growth and its sustainable free cash flow growth in the high teen percentage range.Bank of America has a Buy rating and $365 price target for MSFT stock.Alphabet, Inc.Google and YouTube parent company Alphabet has held up relatively well so far in 2022, trading lower by just 1.2%. Alphabet made a big splash with its fourth-quarter earnings report in early February, beating analyst expectations for earnings and revenue and announcing a 20-for-1 stock split. Analyst Justin Post says Alphabet is facing difficult year-over-year comps in 2022, but the stock split underscores Alphabet's shareholder friendly management team. Post says Alphabet has more earnings stability than many of its big tech peers.Bank of America has a Buy rating and $2,510 price target for GOOGL stock.Amazon.com, Inc.Cloud services and e-commerce leader Amazon recouped much of its early-year losses when the company reported a big earnings beat in early February, and the stock is now down just 3.3% year-to-date. Post says Amazon's AWS cloud revenue growth acceleration, its improving margins and its rising Prime subscription prices make it his top FANG stock pick for 2022. Post says the Prime membership price hike alone could generate an extra $1.5 billion in annual profits for Amazon.Bank of America has a Buy rating and a $4,450 price target for AMZN stock.Meta Platforms IncMeta Platforms is the parent company of popular social media platforms Facebook, Instagram and WhatsApp. Unlike most of the other stocks on this list, 2022 has been a total disaster for Meta Platforms so far, and the stock is already down 31.4% year-to-date. Most of the sell-off came after Meta reported its metaverse business lost $10 billion in 2021 and said Apple's privacy changes will cost the company $10 billion in revenue in 2022. Despite all of Meta's issues, Post says investors should buy the dip and wait out the company's content, targeting and metaverse transition year.Bank of America has a Buy rating and $333 price target for FB stock.NVIDIA CorporationSemiconductor giant NVIDIA has also struggled in 2022, and its shares are down 15.7% year-to-date. Analyst Vivek Arya says Nvidia remains a top stock pick given his confidence in Nvidia's gaming, data center, omniverse and auto market opportunities. Demand outpaces supply in the semiconductor industry in 2021, but Arya says constraints should start to ease in the second half of 2022. The U.S. Federal Trade Commission sued to block Nvidia's $40 billion buyout of chip designer Arm in December, but Arya says Nvidia's long-term strategy is not reliant on the completion of the deal.Bank of America has a Buy rating and $375 price target for NVDA stock.ASML Holding NVASML is the world’s second-largest semiconductor manufacturing equipment supplier. ASML shares are down 17.4% year-to-date, but analyst Didier Scemama says the company's fiscal 2023 is shaping up to be a big year. Scemama is modeling for 17% revenue growth in fiscal 2023, and management has expressed confidence in customer demand, capacity expansion and supply chain improvements. Scemama says these tailwinds suggest there could be significant upside to ASML's long-term 2025 financial targets that the company announced back in September.Bank of America has a Buy rating and $956 price target for ASML stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091107433,"gmtCreate":1643793652946,"gmtModify":1676533857013,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It will soar.... Great installed base for cloud and e-commerce&nbsp;","listText":"It will soar.... Great installed base for cloud and e-commerce&nbsp;","text":"It will soar.... Great installed base for cloud and e-commerce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091107433","repostId":"1182956358","repostType":4,"repost":{"id":"1182956358","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":1643100096,"share":"https://ttm.financial/m/news/1182956358?lang=&edition=fundamental","pubTime":"2022-01-25 16:41","market":"us","language":"en","title":"Amazon Earnings Preview: What to Watch on Feb. 3","url":"https://stock-news.laohu8.com/highlight/detail?id=1182956358","media":"Tiger Newspress","summary":"Amazon is slated to report its fourth-quarter and full-year 2021 results after the market close on T","content":"<html><head></head><body><p>Amazon is slated to report its fourth-quarter and full-year 2021 results after the market close on Thursday, Feb. 3. An analyst conference call is scheduled for the same day at 5:30 p.m. ET.</p><p>The period to be reported on is the second quarter that Andy Jassy has been CEO of the e-commerce and technology giant.</p><p>Investors will probably be approaching Amazon&#39;s report with some apprehension. Last quarter, the company missed Wall Street&#39;s expectations for both revenue and earnings, with the bottom-line miss a sizable one. That was the second consecutive quarter that revenue fell short of the analyst consensus estimate.</p><p>Here&#39;s what to watch in Amazon&#39;s upcoming report.</p><p><b>Amazon&#39;s key quarterly numbers</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a737a5a74be82f69eff8adbcb7d04ac9\" tg-width=\"554\" tg-height=\"160\" width=\"100%\" height=\"auto\"/><span>DATA SOURCES: AMAZON.COM AND YAHOO! FINANCE. NOTE: AMAZON DOES NOT PROVIDE EARNINGS GUIDANCE.</span></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects fourth-quarter operating income to range from $0 to $3 billion, compared with $6.9 billion in the year-ago period. This guidance range represents operating income declining by about 100% to 57% year over year.</p><p>The world&#39;s e-commerce leader faced tough year-over-year comparables in the fourth quarter. In the year-ago period, revenue surged 44% and earnings per share soared 118% year over year. The fourth quarter of 2020 was particularly strong for two main reasons. First, the pandemic was raging and vaccines had only begun to roll out at the very tail end of the quarter/year. Second, Amazon held its annual Prime Day event in the fourth quarter of 2020 (October), whereas in 2021, this event took place in the second quarter (June).</p><p>In last quarter&#39;s earnings release, Jassy provided another reason -- increased costs -- that the company&#39;s bottom-line results are expected to decline significantly from the year-ago period:</p><p>In the fourth quarter, we expect to incur several billion dollars of additional costs in our consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs -- all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season. It&#39;ll be expensive for us in the short term, but it&#39;s the right prioritization for our customers and partners.</p><p>For context, in the third quarter, Amazon&#39;s revenue increased 15% year over year to $110.8 billion, missing the $111.6 billion the Street had expected, but coming in close to the high end of its guidance range of $106 billion to $112 billion. By segment, sales in North America, international, and Amazon Web Services rose 10%, 16%, and 39%, respectively. EPS dropped 51% to $6.12. That result fell considerably short of the analyst consensus estimate of $8.92.</p><p><b>AWS</b></p><p>Through the first nine months of 2021, Amazon&#39;s cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For one point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.</p><p>What&#39;s even more staggering is the pace of AWS&#39;s growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon&#39;s entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company&#39;s ecosystem.</p><p><b>Digital advertising</b></p><p>Amazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon&#39;s business is digital advertising.</p><p>According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon&#39;s platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.</p><p>The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and Meta Platforms. On the contrary, eMarketer predicts that Google&#39;s digital ad business in the U.S. is expected to decrease from 28.9% in 2020 to 26.6% in 2023.</p><p>Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS&#39;s capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.</p><p><b>Prime Membership</b></p><p>Since the pandemic, Amazon has attracted about 30 million new members to its Prime membership program each year (in 2020 and 2021), according to estimates from Consumer Intelligence Research Partners, LLC (CIRP).</p><p>Meanwhile, membership renewal rates continued to improve. “The renewal rate after one year hit 94%, while the rate after two years is an impressive 98%, which any other retailer or membership driven business would envy,” said CIRP’s other Partner and cofounder, Mike Levin.</p><p>More information from the CIRP report: “As of December 2021, Amazon had 172 million US members. In each of 2020 and 2021, Amazon Prime added about 30 million members in the US. We attribute much of this increase to significantly greater online shopping during the COVID-19 pandemic. This served to accelerate Prime membership growth from slower rates in the previous few years.”</p><p><b>Analysts see upside for the stock in 2022</b></p><p>Earlier this year, BofA analyst Justin Post named Amazon his favorite FAANG stock for 2022, seeing a positive outlook on e-commerce for the next three to five years and growth in Amazon Web Services cloud business.</p><p>The stock has zero Sell ratings, three Holds, and 50 Buys or Overweights, according to analysts surveyed by FactSet.</p><p>“Though our estimates come down, we believe lower expectations should help de-risk shares and AMZN will become a cleaner story to own through 2022,” J.P. Morgan analyst Doug Anmuth wrote in a research note.</p><p>Although Amazon performed well amid a challenging holiday season, Anmuth lowered his first-quarter revenue estimate to $120.5 billion, and trimmed his yearly earnings per share guidance to $75.17, down from $79.47 due to elevated labor, operational, and inflationary costs.</p><p>Despite the near-term headwinds, Amazon remains J.P. Morgan’s overall top pick, with Anmuth reiterating his Overweight rating and $4,350 price target.</p><p>Revenue should begin to accelerate in the second quarter as costs ease back. Further gains could come as Amazon boosts sales in the grocery, apparel, accessories, and the furniture and appliances sectors, all while selectively increasing prices. Already, the company has raised fulfillment fees by 5%, a move that could add an additional $3 billion in 2022. Anmuth believes Amazon could also hike its Prime membership fees sometime this year.</p><p>Amazon also has doubled its fulfillment network and increased its warehouse capacity. Now that the company is no longer space-constrained, it is free to meet elevated demand and invest heavily in marketing, Anmuth said.</p><p>Amazon had a tough 2021, gaining just 4% for the year while the S&amp;P 500 rallied 30% —but analysts see upside for the stock in 2022.</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 Earnings Preview: What to Watch on Feb. 3</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 Earnings Preview: What to Watch on Feb. 3\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-25 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon is slated to report its fourth-quarter and full-year 2021 results after the market close on Thursday, Feb. 3. An analyst conference call is scheduled for the same day at 5:30 p.m. ET.</p><p>The period to be reported on is the second quarter that Andy Jassy has been CEO of the e-commerce and technology giant.</p><p>Investors will probably be approaching Amazon&#39;s report with some apprehension. Last quarter, the company missed Wall Street&#39;s expectations for both revenue and earnings, with the bottom-line miss a sizable one. That was the second consecutive quarter that revenue fell short of the analyst consensus estimate.</p><p>Here&#39;s what to watch in Amazon&#39;s upcoming report.</p><p><b>Amazon&#39;s key quarterly numbers</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a737a5a74be82f69eff8adbcb7d04ac9\" tg-width=\"554\" tg-height=\"160\" width=\"100%\" height=\"auto\"/><span>DATA SOURCES: AMAZON.COM AND YAHOO! FINANCE. NOTE: AMAZON DOES NOT PROVIDE EARNINGS GUIDANCE.</span></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects fourth-quarter operating income to range from $0 to $3 billion, compared with $6.9 billion in the year-ago period. This guidance range represents operating income declining by about 100% to 57% year over year.</p><p>The world&#39;s e-commerce leader faced tough year-over-year comparables in the fourth quarter. In the year-ago period, revenue surged 44% and earnings per share soared 118% year over year. The fourth quarter of 2020 was particularly strong for two main reasons. First, the pandemic was raging and vaccines had only begun to roll out at the very tail end of the quarter/year. Second, Amazon held its annual Prime Day event in the fourth quarter of 2020 (October), whereas in 2021, this event took place in the second quarter (June).</p><p>In last quarter&#39;s earnings release, Jassy provided another reason -- increased costs -- that the company&#39;s bottom-line results are expected to decline significantly from the year-ago period:</p><p>In the fourth quarter, we expect to incur several billion dollars of additional costs in our consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs -- all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season. It&#39;ll be expensive for us in the short term, but it&#39;s the right prioritization for our customers and partners.</p><p>For context, in the third quarter, Amazon&#39;s revenue increased 15% year over year to $110.8 billion, missing the $111.6 billion the Street had expected, but coming in close to the high end of its guidance range of $106 billion to $112 billion. By segment, sales in North America, international, and Amazon Web Services rose 10%, 16%, and 39%, respectively. EPS dropped 51% to $6.12. That result fell considerably short of the analyst consensus estimate of $8.92.</p><p><b>AWS</b></p><p>Through the first nine months of 2021, Amazon&#39;s cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For one point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.</p><p>What&#39;s even more staggering is the pace of AWS&#39;s growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon&#39;s entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company&#39;s ecosystem.</p><p><b>Digital advertising</b></p><p>Amazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon&#39;s business is digital advertising.</p><p>According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon&#39;s platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.</p><p>The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and Meta Platforms. On the contrary, eMarketer predicts that Google&#39;s digital ad business in the U.S. is expected to decrease from 28.9% in 2020 to 26.6% in 2023.</p><p>Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS&#39;s capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.</p><p><b>Prime Membership</b></p><p>Since the pandemic, Amazon has attracted about 30 million new members to its Prime membership program each year (in 2020 and 2021), according to estimates from Consumer Intelligence Research Partners, LLC (CIRP).</p><p>Meanwhile, membership renewal rates continued to improve. “The renewal rate after one year hit 94%, while the rate after two years is an impressive 98%, which any other retailer or membership driven business would envy,” said CIRP’s other Partner and cofounder, Mike Levin.</p><p>More information from the CIRP report: “As of December 2021, Amazon had 172 million US members. In each of 2020 and 2021, Amazon Prime added about 30 million members in the US. We attribute much of this increase to significantly greater online shopping during the COVID-19 pandemic. This served to accelerate Prime membership growth from slower rates in the previous few years.”</p><p><b>Analysts see upside for the stock in 2022</b></p><p>Earlier this year, BofA analyst Justin Post named Amazon his favorite FAANG stock for 2022, seeing a positive outlook on e-commerce for the next three to five years and growth in Amazon Web Services cloud business.</p><p>The stock has zero Sell ratings, three Holds, and 50 Buys or Overweights, according to analysts surveyed by FactSet.</p><p>“Though our estimates come down, we believe lower expectations should help de-risk shares and AMZN will become a cleaner story to own through 2022,” J.P. Morgan analyst Doug Anmuth wrote in a research note.</p><p>Although Amazon performed well amid a challenging holiday season, Anmuth lowered his first-quarter revenue estimate to $120.5 billion, and trimmed his yearly earnings per share guidance to $75.17, down from $79.47 due to elevated labor, operational, and inflationary costs.</p><p>Despite the near-term headwinds, Amazon remains J.P. Morgan’s overall top pick, with Anmuth reiterating his Overweight rating and $4,350 price target.</p><p>Revenue should begin to accelerate in the second quarter as costs ease back. Further gains could come as Amazon boosts sales in the grocery, apparel, accessories, and the furniture and appliances sectors, all while selectively increasing prices. Already, the company has raised fulfillment fees by 5%, a move that could add an additional $3 billion in 2022. Anmuth believes Amazon could also hike its Prime membership fees sometime this year.</p><p>Amazon also has doubled its fulfillment network and increased its warehouse capacity. Now that the company is no longer space-constrained, it is free to meet elevated demand and invest heavily in marketing, Anmuth said.</p><p>Amazon had a tough 2021, gaining just 4% for the year while the S&amp;P 500 rallied 30% —but analysts see upside for the stock in 2022.</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":"1182956358","content_text":"Amazon is slated to report its fourth-quarter and full-year 2021 results after the market close on Thursday, Feb. 3. An analyst conference call is scheduled for the same day at 5:30 p.m. ET.The period to be reported on is the second quarter that Andy Jassy has been CEO of the e-commerce and technology giant.Investors will probably be approaching Amazon's report with some apprehension. Last quarter, the company missed Wall Street's expectations for both revenue and earnings, with the bottom-line miss a sizable one. That was the second consecutive quarter that revenue fell short of the analyst consensus estimate.Here's what to watch in Amazon's upcoming report.Amazon's key quarterly numbersDATA SOURCES: AMAZON.COM AND YAHOO! FINANCE. NOTE: AMAZON DOES NOT PROVIDE EARNINGS GUIDANCE.While Amazon doesn't provide guidance for earnings, it does so for operating income. Management expects fourth-quarter operating income to range from $0 to $3 billion, compared with $6.9 billion in the year-ago period. This guidance range represents operating income declining by about 100% to 57% year over year.The world's e-commerce leader faced tough year-over-year comparables in the fourth quarter. In the year-ago period, revenue surged 44% and earnings per share soared 118% year over year. The fourth quarter of 2020 was particularly strong for two main reasons. First, the pandemic was raging and vaccines had only begun to roll out at the very tail end of the quarter/year. Second, Amazon held its annual Prime Day event in the fourth quarter of 2020 (October), whereas in 2021, this event took place in the second quarter (June).In last quarter's earnings release, Jassy provided another reason -- increased costs -- that the company's bottom-line results are expected to decline significantly from the year-ago period:In the fourth quarter, we expect to incur several billion dollars of additional costs in our consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs -- all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season. It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.For context, in the third quarter, Amazon's revenue increased 15% year over year to $110.8 billion, missing the $111.6 billion the Street had expected, but coming in close to the high end of its guidance range of $106 billion to $112 billion. By segment, sales in North America, international, and Amazon Web Services rose 10%, 16%, and 39%, respectively. EPS dropped 51% to $6.12. That result fell considerably short of the analyst consensus estimate of $8.92.AWSThrough the first nine months of 2021, Amazon's cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For one point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.What's even more staggering is the pace of AWS's growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon's entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company's ecosystem.Digital advertisingAmazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon's business is digital advertising.According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon's platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and Meta Platforms. On the contrary, eMarketer predicts that Google's digital ad business in the U.S. is expected to decrease from 28.9% in 2020 to 26.6% in 2023.Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS's capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.Prime MembershipSince the pandemic, Amazon has attracted about 30 million new members to its Prime membership program each year (in 2020 and 2021), according to estimates from Consumer Intelligence Research Partners, LLC (CIRP).Meanwhile, membership renewal rates continued to improve. “The renewal rate after one year hit 94%, while the rate after two years is an impressive 98%, which any other retailer or membership driven business would envy,” said CIRP’s other Partner and cofounder, Mike Levin.More information from the CIRP report: “As of December 2021, Amazon had 172 million US members. In each of 2020 and 2021, Amazon Prime added about 30 million members in the US. We attribute much of this increase to significantly greater online shopping during the COVID-19 pandemic. This served to accelerate Prime membership growth from slower rates in the previous few years.”Analysts see upside for the stock in 2022Earlier this year, BofA analyst Justin Post named Amazon his favorite FAANG stock for 2022, seeing a positive outlook on e-commerce for the next three to five years and growth in Amazon Web Services cloud business.The stock has zero Sell ratings, three Holds, and 50 Buys or Overweights, according to analysts surveyed by FactSet.“Though our estimates come down, we believe lower expectations should help de-risk shares and AMZN will become a cleaner story to own through 2022,” J.P. Morgan analyst Doug Anmuth wrote in a research note.Although Amazon performed well amid a challenging holiday season, Anmuth lowered his first-quarter revenue estimate to $120.5 billion, and trimmed his yearly earnings per share guidance to $75.17, down from $79.47 due to elevated labor, operational, and inflationary costs.Despite the near-term headwinds, Amazon remains J.P. Morgan’s overall top pick, with Anmuth reiterating his Overweight rating and $4,350 price target.Revenue should begin to accelerate in the second quarter as costs ease back. Further gains could come as Amazon boosts sales in the grocery, apparel, accessories, and the furniture and appliances sectors, all while selectively increasing prices. Already, the company has raised fulfillment fees by 5%, a move that could add an additional $3 billion in 2022. Anmuth believes Amazon could also hike its Prime membership fees sometime this year.Amazon also has doubled its fulfillment network and increased its warehouse capacity. Now that the company is no longer space-constrained, it is free to meet elevated demand and invest heavily in marketing, Anmuth said.Amazon had a tough 2021, gaining just 4% for the year while the S&P 500 rallied 30% —but analysts see upside for the stock in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091030521,"gmtCreate":1643727802951,"gmtModify":1676533849184,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It will soar....&nbsp;","listText":"It will soar....&nbsp;","text":"It will soar....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091030521","repostId":"1196808170","repostType":4,"repost":{"id":"1196808170","pubTimestamp":1643709294,"share":"https://ttm.financial/m/news/1196808170?lang=&edition=fundamental","pubTime":"2022-02-01 17:54","market":"us","language":"en","title":"Palantir: The Microsoft Of Artificial Intelligence","url":"https://stock-news.laohu8.com/highlight/detail?id=1196808170","media":"seekingalpha","summary":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir sits on top of other systems just like Windows does.</li><li>Gotham and Foundry are not the end but only the beginning.</li><li>Palantir&#39;s next 10 years could be like Microsoft&#39;s early years.</li><li>SBC (Stock Based Compensation) doesn&#39;t seem to have hurt Microsoft.</li></ul><p>Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill&#39;s famous quote regarding Russia &#34;It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. &#34;</p><p>How can a company that&#39;s been in existence almost 20 years still be such a mystery to so many? My answer is: it&#39;s part of the plan.</p><p>I have written about Palantir before in this article &#34;Palantir Is About Data And Data Is The Future &#34;. In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.</p><p>In this article, I will attempt to define PLTR as an operating system sitting on top of a user&#39;s various and sundry systems in order to easily access and order myriad data sources quickly and legibly.</p><p>Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.</p><p><b>1. Palantir sits on top of other systems just like Windows does.</b></p><p>What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).</p><p>That&#39;s what Gotham and Foundry do: they control what&#39;s beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.</p><p>Think about Windows for example.</p><p>Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.</p><p>Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that&#39;s what operating systems do.</p><p><b>2. Gotham and Foundry are not the end but only the beginning.</b></p><p>Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.</p><p>Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.</p><p>The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.</p><p>Where exactly will PLTR&#39;s systems be in 5, 10, or 20 years? I certainly don&#39;t know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft&#39;s historic path than say Oracle&#39;s.</p><p><b>Per Palantir&#39;s COO Shyam Sankar:</b></p><blockquote>Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,</blockquote><p>Source:Seeking Alpha</p><p>So &#34;building before the need is obvious&#34; means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.</p><p><b>3. Palantir&#39;s next 10 years could be like Microsoft&#39;s early years.</b></p><p>Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT&#39;s revenue in 1992 was about $1.5 billion close to Palantir&#39;s revenue of $1.1 billion in 2020.</p><p>Just as a curiosity, let&#39;s look at MSFT&#39;s 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ad5e3e0e226264cba87e4902d1143ac\" tg-width=\"647\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and Author</span></p><p>Note Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft&#39;s founders and perhaps a little wiser too.</p><p>The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.</p><p><img src=\"https://static.tigerbbs.com/d847b9f38da7f4f2a20ae04b3be26b07\" tg-width=\"1214\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p><p>The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.</p><p>Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf096508c2197eebaafaf7833770cb05\" tg-width=\"644\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and author</span></p><p><b>4. SBC (Stock Based Compensation) doesn&#39;t seem to have hurt Microsoft.</b></p><p>One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b22667e48e9a254fd11bd7ae4693ea1\" tg-width=\"416\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Of course, those numbers do not include options provided to employees that have not been cashed in yet.</p><p>But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.</p><blockquote>The company&#39;s 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.</blockquote><p>Source:Wikipedia</p><p>Add Steve Ballmer&#39;s $120 billion to the billionaire&#39;s list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.</p><p>As a comparison to MSFT&#39;s 12,000 millionaires, PLTR only has about 3,000 employees.</p><p>Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.</p><p><b>Conclusion:</b></p><p>Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.</p><p>That&#39;s why PLTR&#39;s current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.</p><p>There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.</p><p>And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.</p><p>How about the distance, speed, and spin of every golf stroke on the PGA Tour?</p><p>And Steph Curry&#39;s individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?</p><p>While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.</p><p>That&#39;s what Palantir knows and why it is an excellent long-term investment.</p><p>Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.</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>Palantir: The Microsoft Of Artificial Intelligence</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Microsoft Of Artificial Intelligence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196808170","content_text":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia \"It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. \"How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.I have written about Palantir before in this article \"Palantir Is About Data And Data Is The Future \". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.1. Palantir sits on top of other systems just like Windows does.What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.Think about Windows for example.Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.2. Gotham and Foundry are not the end but only the beginning.Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.Per Palantir's COO Shyam Sankar:Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,Source:Seeking AlphaSo \"building before the need is obvious\" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.3. Palantir's next 10 years could be like Microsoft's early years.Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.NASDAQ and AuthorNote Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.NASDAQ and author4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.Seeking AlphaOf course, those numbers do not include options provided to employees that have not been cashed in yet.But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.Source:WikipediaAdd Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.Conclusion:Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.How about the distance, speed, and spin of every golf stroke on the PGA Tour?And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.That's what Palantir knows and why it is an excellent long-term investment.Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093716448,"gmtCreate":1643706499067,"gmtModify":1676533846780,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"They will grow into a very profitable franchise within 10years&nbsp;","listText":"They will grow into a very profitable franchise within 10years&nbsp;","text":"They will grow into a very profitable franchise within 10years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093716448","repostId":"1121048721","repostType":2,"repost":{"id":"1121048721","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":1643706103,"share":"https://ttm.financial/m/news/1121048721?lang=&edition=fundamental","pubTime":"2022-02-01 17:01","market":"us","language":"en","title":"XPeng delivered 12,922 Smart EVs in January 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1121048721","media":"Tiger Newspress","summary":"XPeng delivered 12,922 Smart EVs in January 2022, representing a 115% increase year-over-year, excee","content":"<html><head></head><body><p>XPeng delivered 12,922 Smart EVs in January 2022, representing a 115% increase year-over-year, exceeding the monthly delivery benchmark of 10,000 units for the fifth consecutive month.</p><p>Deliveries in January 2022 consisted of 6,707 P7 smart sports sedans, representing an 81% increase year-over-year. 4,029 P5 smart family sedans were delivered in January, bringing total deliveries to over 11,000 since its launch in September 2021. 2,186 G3 and G3i smart compact SUVs were delivered in January.</p><p>As of January 31, 2022, the Company’s cumulative Smart EV deliveries surpassed 150,000.</p><p>XPeng is carrying out a technology upgrade at its Zhaoqing plant, taking advantage of the scheduled production downtime over the Chinese New Year Holiday starting at the end of January to early February. The upgrade will enable accelerated delivery of the significant order backlog carried over from 2021 as well as allow us to better serve the increasing demand in the new year.</p><p>XPeng continues to rapidly expand its network in China. XPeng provided fast and reliable charging services to customers at 813 branded supercharging stations across 333 Chinese cities since 17 January 2022.</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>XPeng delivered 12,922 Smart EVs in January 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng delivered 12,922 Smart EVs in January 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-01 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>XPeng delivered 12,922 Smart EVs in January 2022, representing a 115% increase year-over-year, exceeding the monthly delivery benchmark of 10,000 units for the fifth consecutive month.</p><p>Deliveries in January 2022 consisted of 6,707 P7 smart sports sedans, representing an 81% increase year-over-year. 4,029 P5 smart family sedans were delivered in January, bringing total deliveries to over 11,000 since its launch in September 2021. 2,186 G3 and G3i smart compact SUVs were delivered in January.</p><p>As of January 31, 2022, the Company’s cumulative Smart EV deliveries surpassed 150,000.</p><p>XPeng is carrying out a technology upgrade at its Zhaoqing plant, taking advantage of the scheduled production downtime over the Chinese New Year Holiday starting at the end of January to early February. The upgrade will enable accelerated delivery of the significant order backlog carried over from 2021 as well as allow us to better serve the increasing demand in the new year.</p><p>XPeng continues to rapidly expand its network in China. XPeng provided fast and reliable charging services to customers at 813 branded supercharging stations across 333 Chinese cities since 17 January 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121048721","content_text":"XPeng delivered 12,922 Smart EVs in January 2022, representing a 115% increase year-over-year, exceeding the monthly delivery benchmark of 10,000 units for the fifth consecutive month.Deliveries in January 2022 consisted of 6,707 P7 smart sports sedans, representing an 81% increase year-over-year. 4,029 P5 smart family sedans were delivered in January, bringing total deliveries to over 11,000 since its launch in September 2021. 2,186 G3 and G3i smart compact SUVs were delivered in January.As of January 31, 2022, the Company’s cumulative Smart EV deliveries surpassed 150,000.XPeng is carrying out a technology upgrade at its Zhaoqing plant, taking advantage of the scheduled production downtime over the Chinese New Year Holiday starting at the end of January to early February. The upgrade will enable accelerated delivery of the significant order backlog carried over from 2021 as well as allow us to better serve the increasing demand in the new year.XPeng continues to rapidly expand its network in China. XPeng provided fast and reliable charging services to customers at 813 branded supercharging stations across 333 Chinese cities since 17 January 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093646547,"gmtCreate":1643622643527,"gmtModify":1676533837217,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Did I And BABA will soar","listText":"Did I And BABA will soar","text":"Did I And BABA will soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093646547","repostId":"1148202271","repostType":4,"repost":{"id":"1148202271","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":1643620450,"share":"https://ttm.financial/m/news/1148202271?lang=&edition=fundamental","pubTime":"2022-01-31 17:14","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1148202271","media":"Tiger Newspress","summary":"JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.","content":"<html><head></head><body><p>JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.<img src=\"https://static.tigerbbs.com/24d5c81b40be4fcdcffbd9af85f4de84\" tg-width=\"697\" tg-height=\"287\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-31 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.<img src=\"https://static.tigerbbs.com/24d5c81b40be4fcdcffbd9af85f4de84\" tg-width=\"697\" tg-height=\"287\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TME":"腾讯音乐","BILI":"哔哩哔哩","NIO":"蔚来","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148202271","content_text":"JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9016337233,"gmtCreate":1649125511358,"gmtModify":1676534456292,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"By the time all agree on a \"buy\", you will be paying higher premium. Think long term and make a call yourself.&nbsp;","listText":"By the time all agree on a \"buy\", you will be paying higher premium. Think long term and make a call yourself.&nbsp;","text":"By the time all agree on a \"buy\", you will be paying higher premium. Think long term and make a call yourself.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016337233","repostId":"1175261412","repostType":4,"repost":{"id":"1175261412","pubTimestamp":1649117031,"share":"https://ttm.financial/m/news/1175261412?lang=&edition=fundamental","pubTime":"2022-04-05 08:03","market":"us","language":"en","title":"UBS Analyst Upgrades NIO to a Buy. Here’s Why He Could Be Wrong.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175261412","media":"InvestorPlace","summary":"Nio(NYSE:NIO)stock gained $1.97, or 9%, on Monday after UBS Analyst Paul Gong upgraded the company’s stock from “hold” to “buy” on Monday. The stock rose to $23.90 a share.However, Gong lowered his pr","content":"<html><head></head><body><p><b>Nio</b> (NYSE:<b><u>NIO</u></b>)stock gained $1.97, or 9%, on Monday after UBS Analyst Paul Gong upgraded the company’s stock from “hold” to “buy” on Monday. The stock rose to $23.90 a share.</p><p>However, Gong lowered his price target for the electric vehicle manufacturing company from$42 to $32, highlighting the uncertainty attached to NIO stock.</p><p>Here is why Gong could be wrong.</p><p>NIO stock enjoys similar attention to <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)and its chief executive officer, Elon Musk. Millennials who bolstered Tesla stock during the peak of Covid-19 were the ones buying NIO stock, since it was cheaper but still in the electric vehicle industry — projected to be the future of automobiles.</p><p>But Elon Musk was able to sustain Tesla stock’s value and demand with his numerous tweets and deals like the 100,000 electric vehicles agreement signed with <b>Hertz</b>(NASDAQ:<b><u>HTZ</u></b>), the largest American car rental company. NIO, meanwhile, relied on the projected global adoption of electric vehicles and positive comments like those from UBS for growth.</p><p>Nio also rose in October 2021, when Goldman Sachs analyst Fei Fangupgraded his projection from “hold” to “buy” and left his price target at $56.</p><p>While NIO’s plan to enter Germany, the Netherlands, Sweden and Denmark in 2022, and continue to expand sales in Europe is solid, global slow down due to the ongoing Russia-Ukraine war, spreading Covid-19 infections in China andChina’s decision to cut subsidies are some of the challenges I projected would weigh on the demand for new ET5 midsize sedan and impede Nio’s potential in the near-term in 2022.</p><p>“We remain cautiously optimistic about the future development of the industry,” said Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers (CAAM). “Affected by the current conflict between Russia and Ukraine, the external environment of the industry is more complicated.”</p><p>It is important to note that most of NIO’s announcements and the projections that experts are basing their analysis on came before the Russia-Ukraine war and the change in the global economic outlook. I think I should stress that NIO is a good company with strong fundamentals. Hence why I think it’s a “hold” until the global outlook improves.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS Analyst Upgrades NIO to a Buy. Here’s Why He Could Be Wrong.</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\">\nUBS Analyst Upgrades NIO to a Buy. Here’s Why He Could Be Wrong.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/ubs-analyst-upgrades-nio-to-a-buy-heres-why-he-could-be-wrong/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NYSE:NIO)stock gained $1.97, or 9%, on Monday after UBS Analyst Paul Gong upgraded the company’s stock from “hold” to “buy” on Monday. The stock rose to $23.90 a share.However, Gong lowered his ...</p>\n\n<a href=\"https://investorplace.com/2022/04/ubs-analyst-upgrades-nio-to-a-buy-heres-why-he-could-be-wrong/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/04/ubs-analyst-upgrades-nio-to-a-buy-heres-why-he-could-be-wrong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175261412","content_text":"Nio (NYSE:NIO)stock gained $1.97, or 9%, on Monday after UBS Analyst Paul Gong upgraded the company’s stock from “hold” to “buy” on Monday. The stock rose to $23.90 a share.However, Gong lowered his price target for the electric vehicle manufacturing company from$42 to $32, highlighting the uncertainty attached to NIO stock.Here is why Gong could be wrong.NIO stock enjoys similar attention to Tesla(NASDAQ:TSLA)and its chief executive officer, Elon Musk. Millennials who bolstered Tesla stock during the peak of Covid-19 were the ones buying NIO stock, since it was cheaper but still in the electric vehicle industry — projected to be the future of automobiles.But Elon Musk was able to sustain Tesla stock’s value and demand with his numerous tweets and deals like the 100,000 electric vehicles agreement signed with Hertz(NASDAQ:HTZ), the largest American car rental company. NIO, meanwhile, relied on the projected global adoption of electric vehicles and positive comments like those from UBS for growth.Nio also rose in October 2021, when Goldman Sachs analyst Fei Fangupgraded his projection from “hold” to “buy” and left his price target at $56.While NIO’s plan to enter Germany, the Netherlands, Sweden and Denmark in 2022, and continue to expand sales in Europe is solid, global slow down due to the ongoing Russia-Ukraine war, spreading Covid-19 infections in China andChina’s decision to cut subsidies are some of the challenges I projected would weigh on the demand for new ET5 midsize sedan and impede Nio’s potential in the near-term in 2022.“We remain cautiously optimistic about the future development of the industry,” said Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers (CAAM). “Affected by the current conflict between Russia and Ukraine, the external environment of the industry is more complicated.”It is important to note that most of NIO’s announcements and the projections that experts are basing their analysis on came before the Russia-Ukraine war and the change in the global economic outlook. I think I should stress that NIO is a good company with strong fundamentals. Hence why I think it’s a “hold” until the global outlook improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145747306,"gmtCreate":1626250091405,"gmtModify":1703756324107,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It’s about time!&nbsp;","listText":"It’s about time!&nbsp;","text":"It’s about time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/145747306","repostId":"1158281742","repostType":4,"repost":{"id":"1158281742","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":1626249848,"share":"https://ttm.financial/m/news/1158281742?lang=&edition=fundamental","pubTime":"2021-07-14 16:04","market":"us","language":"en","title":"Apple shares rises nearly 1% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1158281742","media":"Tiger Newspress","summary":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many a","content":"<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p>\n<p>The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</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>Apple shares rises nearly 1% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rises nearly 1% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-14 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p>\n<p>The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158281742","content_text":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.\nThe Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091030521,"gmtCreate":1643727802951,"gmtModify":1676533849184,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It will soar....&nbsp;","listText":"It will soar....&nbsp;","text":"It will soar....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091030521","repostId":"1196808170","repostType":4,"repost":{"id":"1196808170","pubTimestamp":1643709294,"share":"https://ttm.financial/m/news/1196808170?lang=&edition=fundamental","pubTime":"2022-02-01 17:54","market":"us","language":"en","title":"Palantir: The Microsoft Of Artificial Intelligence","url":"https://stock-news.laohu8.com/highlight/detail?id=1196808170","media":"seekingalpha","summary":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir sits on top of other systems just like Windows does.</li><li>Gotham and Foundry are not the end but only the beginning.</li><li>Palantir&#39;s next 10 years could be like Microsoft&#39;s early years.</li><li>SBC (Stock Based Compensation) doesn&#39;t seem to have hurt Microsoft.</li></ul><p>Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill&#39;s famous quote regarding Russia &#34;It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. &#34;</p><p>How can a company that&#39;s been in existence almost 20 years still be such a mystery to so many? My answer is: it&#39;s part of the plan.</p><p>I have written about Palantir before in this article &#34;Palantir Is About Data And Data Is The Future &#34;. In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.</p><p>In this article, I will attempt to define PLTR as an operating system sitting on top of a user&#39;s various and sundry systems in order to easily access and order myriad data sources quickly and legibly.</p><p>Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.</p><p><b>1. Palantir sits on top of other systems just like Windows does.</b></p><p>What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).</p><p>That&#39;s what Gotham and Foundry do: they control what&#39;s beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.</p><p>Think about Windows for example.</p><p>Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.</p><p>Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that&#39;s what operating systems do.</p><p><b>2. Gotham and Foundry are not the end but only the beginning.</b></p><p>Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.</p><p>Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.</p><p>The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.</p><p>Where exactly will PLTR&#39;s systems be in 5, 10, or 20 years? I certainly don&#39;t know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft&#39;s historic path than say Oracle&#39;s.</p><p><b>Per Palantir&#39;s COO Shyam Sankar:</b></p><blockquote>Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,</blockquote><p>Source:Seeking Alpha</p><p>So &#34;building before the need is obvious&#34; means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.</p><p><b>3. Palantir&#39;s next 10 years could be like Microsoft&#39;s early years.</b></p><p>Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT&#39;s revenue in 1992 was about $1.5 billion close to Palantir&#39;s revenue of $1.1 billion in 2020.</p><p>Just as a curiosity, let&#39;s look at MSFT&#39;s 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ad5e3e0e226264cba87e4902d1143ac\" tg-width=\"647\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and Author</span></p><p>Note Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft&#39;s founders and perhaps a little wiser too.</p><p>The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.</p><p><img src=\"https://static.tigerbbs.com/d847b9f38da7f4f2a20ae04b3be26b07\" tg-width=\"1214\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p><p>The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.</p><p>Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf096508c2197eebaafaf7833770cb05\" tg-width=\"644\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and author</span></p><p><b>4. SBC (Stock Based Compensation) doesn&#39;t seem to have hurt Microsoft.</b></p><p>One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b22667e48e9a254fd11bd7ae4693ea1\" tg-width=\"416\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Of course, those numbers do not include options provided to employees that have not been cashed in yet.</p><p>But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.</p><blockquote>The company&#39;s 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.</blockquote><p>Source:Wikipedia</p><p>Add Steve Ballmer&#39;s $120 billion to the billionaire&#39;s list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.</p><p>As a comparison to MSFT&#39;s 12,000 millionaires, PLTR only has about 3,000 employees.</p><p>Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.</p><p><b>Conclusion:</b></p><p>Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.</p><p>That&#39;s why PLTR&#39;s current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.</p><p>There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.</p><p>And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.</p><p>How about the distance, speed, and spin of every golf stroke on the PGA Tour?</p><p>And Steph Curry&#39;s individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?</p><p>While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.</p><p>That&#39;s what Palantir knows and why it is an excellent long-term investment.</p><p>Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.</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>Palantir: The Microsoft Of Artificial Intelligence</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Microsoft Of Artificial Intelligence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196808170","content_text":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia \"It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. \"How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.I have written about Palantir before in this article \"Palantir Is About Data And Data Is The Future \". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.1. Palantir sits on top of other systems just like Windows does.What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.Think about Windows for example.Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.2. Gotham and Foundry are not the end but only the beginning.Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.Per Palantir's COO Shyam Sankar:Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,Source:Seeking AlphaSo \"building before the need is obvious\" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.3. Palantir's next 10 years could be like Microsoft's early years.Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.NASDAQ and AuthorNote Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.NASDAQ and author4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.Seeking AlphaOf course, those numbers do not include options provided to employees that have not been cashed in yet.But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.Source:WikipediaAdd Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.Conclusion:Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.How about the distance, speed, and spin of every golf stroke on the PGA Tour?And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.That's what Palantir knows and why it is an excellent long-term investment.Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341767146,"gmtCreate":1617857589285,"gmtModify":1704704024713,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"I think we should consider moving away from dividing companies into growth, value etc.Companies exist and play a role in our societies and life for a reason. Why must we call them “tech” stocks when the world and all sectors are going through a digital evolution over time!&nbsp;","listText":"I think we should consider moving away from dividing companies into growth, value etc.Companies exist and play a role in our societies and life for a reason. Why must we call them “tech” stocks when the world and all sectors are going through a digital evolution over time!&nbsp;","text":"I think we should consider moving away from dividing companies into growth, value etc.Companies exist and play a role in our societies and life for a reason. Why must we call them “tech” stocks when the world and all sectors are going through a digital evolution over time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/341767146","repostId":"1193572308","repostType":4,"repost":{"id":"1193572308","pubTimestamp":1617843930,"share":"https://ttm.financial/m/news/1193572308?lang=&edition=fundamental","pubTime":"2021-04-08 09:05","market":"us","language":"en","title":"Op-ed: Boost to tech stocks will not last, and more pain is ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1193572308","media":"cnbc","summary":"Investors should be able to take advantage of bullish momentum in tech stocks for at least the next ","content":"<div>\n<p>Investors should be able to take advantage of bullish momentum in tech stocks for at least the next couple of months.\nIn my last post on the subject on Feb. 4, the takeaway was \"tech's reign of ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/07/op-ed-there-is-more-pain-ahead-for-tech-stocks-jeff-mills.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Op-ed: Boost to tech stocks will not last, and more pain is ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOp-ed: Boost to tech stocks will not last, and more pain is ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/07/op-ed-there-is-more-pain-ahead-for-tech-stocks-jeff-mills.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should be able to take advantage of bullish momentum in tech stocks for at least the next couple of months.\nIn my last post on the subject on Feb. 4, the takeaway was \"tech's reign of ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/07/op-ed-there-is-more-pain-ahead-for-tech-stocks-jeff-mills.html\">Web Link</a>\n\n</div>\n\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","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/04/07/op-ed-there-is-more-pain-ahead-for-tech-stocks-jeff-mills.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193572308","content_text":"Investors should be able to take advantage of bullish momentum in tech stocks for at least the next couple of months.\nIn my last post on the subject on Feb. 4, the takeaway was \"tech's reign of relative dominance has come to an end.\" The tech sector as measured by theXLKETF went on to trail theS&P 500by about 6% over the next month, and growth trailed value by over 14% during that same period.\nThis is not meant to be a victory lap; far from it. A month of underperformance hardly meets the criteria for a loss of dominance. Further, the weakness of tech and growth stocks has started to reverse of late, clawing back about half of that initial underperformance.\nWith stocks likeApple,Facebook, andAmazontrading down to their 200-day moving averages, what's next? Is tech ready to make a comeback, or is this just a pause along the road of further underperformance? I believe it is the latter.\nThis isn't your grandfather's momentum\nIn recent years, technology stocks have been synonymous with momentum. Today, tech accounts for nearly 35% of the widely trackediShares Momentum ETF (MTUM). This is about to change.\nMTUM will rebalance during the last week of May, and the weighting to technology will likely be cut in half. Estimates forecast thatfinancials,consumer discretionary,andindustrialswill carry the largest weights, and with that, additional flows will likely be attracted to those sectors.\nThis simple reconstitution is yet another catalyst for further underperformance from technology. Those that want exposure to momentum, whether through a passive ETF or an actively managed strategy, will by rule be owning less tech and more value. In fact, given tech's heavy weighting in most indexes, every 1% rotation out of \"growth & defensive\" sectors is nearly a 3% increase into \"cyclical\" sectors.\nValuation difference: hardly a dent\nAlthough the tech sector’s underperformance in 2021 has been noteworthy, it hasn’t made a dent in the historically wide valuation difference between growth and value stocks.\nLet’s not forget that over the past 10-years, growth has outperformed value by an average of 7%per year. I think many investors still haven’t come to terms with the idea that value can outperform for an extended period.\nAs I wrote in February, “The problem is that current prices [for growth stocks] necessitate a level of future growth that will be very difficult to realize”.  I still believe this to be the case. For example,Zoomis down 43% from its all-time high, but the stock still trades at 84x next year’s earnings.Teslais similar, down 23% from its high, but still trades at 145x forward earnings.\nValue’s outperformance this year has only driven the price-to-earnings premium in the tech-heavy growth index back to 2-standard deviations above normal. We have a long way to go before the valuation gap normalizes.\nInterest rates: a (short-lived) opportunity for tech\nInterest rate movements have been the primary driver of relative performance between growth and value.\nDays when interest rates are rising, growth and technology struggle relative to value and cyclicals.  I believe it is likely that interest rates drift sideways to lower in the coming weeks, allowing oversold conditions in certain tech names to adjust.\nFirst, the interest rate differential between treasuries and many international government bonds is starting to attract foreign buyers to U.S. debt. European and Japanese buyers can earn an additional 1.2% by purchasing 10-year U.S. government debt versus 10-year bunds or JGBs, even after adjustments for currency risk.\nThis increased demand may serve to compress U.S. rates for a period. Additionally, sentiment has become extreme regarding U.S. treasury bonds — usually a good contra indicator. The percentage of bearish bond investors (betting rates will rise) is in the 90thpercentile, and the 6-month rate of change in the 10-year yield is in the 97thpercentile.\nA normalization of sentiment would be another headwind to rising rates in the near term. With several large tech names at technical support, and investment flows into technology (as measured by XLK) weak, we could be due for a near-term reversal in performance leadership as the momentum higher in interest rates wanes.\nHowever, it’s unlikely to last. As foreign economies begin to ramp up vaccination efforts and their economies more fully reopen, their interest rates should rise as those bond markets anticipate higher growth and inflation.\nThe interest rate gap should narrow, making U.S. debt relatively less attractive to foreign buyers – less demand, lower prices, higher rates for treasuries. Further, the Federal Reserve has yet to push back against rising long-term interest rates, and the10-year yielddoesn’t hit technical resistance until to the 2.0% to 2.25% range.\nTaken together, U.S. rates should resume higher as we move into the second half of the year, creating a persistent headwind for tech’s relative performance.\nIt’s not all bad\nIt is important to keep in mind that this is relative performance story … not one of technology crashing and burning. The stock market today remains remarkably broad, with 96% of the stocks in the S&P 500 above their 200-day moving averages. The last time we saw a reading this high was late-2009. And even thoughtechnologyhas lagged, 90% of tech stocks are in an uptrend.\nWe know from history that rates and stocks can rise together. Even rates and technology stocks can rise together (see 2013 as an example). However, in the game of relative investment performance, my view remains that tech continues to fall behind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572817570586604","authorId":"3572817570586604","name":"AlphaKK","avatar":"https://static.tigerbbs.com/31614816d2f82318ead2a8b020b02b0f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572817570586604","authorIdStr":"3572817570586604"},"content":"Well said. [Applause]","text":"Well said. [Applause]","html":"Well said. [Applause]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802994682,"gmtCreate":1627704362246,"gmtModify":1703495013942,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Can we imagine a world without these companies! How would our everyday lives be affected! Think about that when you&nbsp;make your investment calls….&nbsp;","listText":"Can we imagine a world without these companies! How would our everyday lives be affected! Think about that when you&nbsp;make your investment calls….&nbsp;","text":"Can we imagine a world without these companies! How would our everyday lives be affected! Think about that when you make your investment calls….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802994682","repostId":"1121501806","repostType":4,"repost":{"id":"1121501806","pubTimestamp":1627687085,"share":"https://ttm.financial/m/news/1121501806?lang=&edition=fundamental","pubTime":"2021-07-31 07:18","market":"us","language":"en","title":"Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121501806","media":"Barron's","summary":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s fiv","content":"<p>Big tech stocks keep getting bigger. Their market caps, not so much.</p>\n<p>This past week, the world’s five largest tech companies—<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(ticker: AAPL),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT),<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN),<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.</p>\n<p>Butinvestors were unimpressed. While <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:</p>\n<p><b>The pandemic boom is over.</b>That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.</p>\n<p>It starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.</p>\n<p>Applebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.</p>\n<p><b>Component shortages continue.</b>The market’s biggest issue with <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.</p>\n<p>Meanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco <a href=\"https://laohu8.com/S/BYBK\">Bay</a>, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.</p>\n<p><b>Online advertising is blazing hot.</b>On a brighter note for investors, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. <a href=\"https://laohu8.com/S/FB\">Facebook</a>’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a>. It all stems from the reopening of the economy. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.</p>\n<p><b>Cloud adoption is accelerating.</b>The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.</p>\n<p><b>The wild card.</b>Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.</p>","source":"lsy1610680873436","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>Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.</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\">\nBig Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121501806","content_text":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.\nButinvestors were unimpressed. While Alphabet inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:\nThe pandemic boom is over.That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.\nIt starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.\nApplebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.\nComponent shortages continue.The market’s biggest issue with Apple’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.Qualcomm(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.\nMeanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco Bay, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.\nOnline advertising is blazing hot.On a brighter note for investors, Alphabet’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. Facebook’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. Microsoft saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at LinkedIn. It all stems from the reopening of the economy. Alphabet told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.\nCloud adoption is accelerating.The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.\nThe wild card.Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147240144,"gmtCreate":1626360922588,"gmtModify":1703758729813,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"EV will soar. It is a non reversible trend.&nbsp;","listText":"EV will soar. It is a non reversible trend.&nbsp;","text":"EV will soar. It is a non reversible trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/147240144","repostId":"1105855063","repostType":4,"repost":{"id":"1105855063","pubTimestamp":1626359951,"share":"https://ttm.financial/m/news/1105855063?lang=&edition=fundamental","pubTime":"2021-07-15 22:39","market":"us","language":"en","title":"Electric vehicle stocks rally as Europe and China developments look favorable","url":"https://stock-news.laohu8.com/highlight/detail?id=1105855063","media":"seekingalpha","summary":"The electric vehicle sector is racing higher in early trading as investors drift back into some recently beaten-down names.Gainers include Lordstown Motors, Workhorse Group, Nikola, Canoo, Blink Charging, QuantumScapeand Nio.Positive reports on China EV sales trends and a move by the European Commission to look at banning internal combustion engine vehicles after 2035 could be helping sentiment in the sector.Teslais also tracking higher as Morgan Stanley pitched the long-term upside from the com","content":"<ul>\n <li>The electric vehicle sector is racing higher in early trading as investors drift back into some recently beaten-down names.</li>\n <li>Gainers include Lordstown Motors(RIDE+11.3%), Workhorse Group(WKHS+6.1%), Nikola(NKLA+7.6%), Canoo(GOEV+6.2%), Blink Charging(BLNK+3.6%), QuantumScape(QS+5.1%)and Nio(NIO+3.4%).</li>\n <li>Positive reports on China EV sales trends and a&nbsp;move&nbsp;by the European Commission to look at banning internal combustion engine vehicles after 2035 could be helping sentiment in the sector.</li>\n <li>Tesla(TSLA+1.5%)is also tracking higher as Morgan Stanley pitched the long-term upside from the company eventually&nbsp;moving into the global eVTOL/UAM market (flying cars).</li>\n</ul>","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>Electric vehicle stocks rally as Europe and China developments look favorable</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\">\nElectric vehicle stocks rally as Europe and China developments look favorable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3715565-electric-vehicle-stocks-rally-as-europe-and-china-developments-look-favorable><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric vehicle sector is racing higher in early trading as investors drift back into some recently beaten-down names.\nGainers include Lordstown Motors(RIDE+11.3%), Workhorse Group(WKHS+6.1%), ...</p>\n\n<a href=\"https://seekingalpha.com/news/3715565-electric-vehicle-stocks-rally-as-europe-and-china-developments-look-favorable\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3715565-electric-vehicle-stocks-rally-as-europe-and-china-developments-look-favorable","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105855063","content_text":"The electric vehicle sector is racing higher in early trading as investors drift back into some recently beaten-down names.\nGainers include Lordstown Motors(RIDE+11.3%), Workhorse Group(WKHS+6.1%), Nikola(NKLA+7.6%), Canoo(GOEV+6.2%), Blink Charging(BLNK+3.6%), QuantumScape(QS+5.1%)and Nio(NIO+3.4%).\nPositive reports on China EV sales trends and a move by the European Commission to look at banning internal combustion engine vehicles after 2035 could be helping sentiment in the sector.\nTesla(TSLA+1.5%)is also tracking higher as Morgan Stanley pitched the long-term upside from the company eventually moving into the global eVTOL/UAM market (flying cars).","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019372121,"gmtCreate":1648546111605,"gmtModify":1676534352347,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"It will soar in due time.... good user base and market coverage in Asia&nbsp;","listText":"It will soar in due time.... good user base and market coverage in Asia&nbsp;","text":"It will soar in due time.... good user base and market coverage in Asia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019372121","repostId":"1118625922","repostType":2,"repost":{"id":"1118625922","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":1648545971,"share":"https://ttm.financial/m/news/1118625922?lang=&edition=fundamental","pubTime":"2022-03-29 17:26","market":"us","language":"en","title":"Sea Shares Rallied 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118625922","media":"Tiger Newspress","summary":"Sea shares rallied 3% in premarket trading as it's decision to close India operations seen as a \"cle","content":"<html><head></head><body><p>Sea shares rallied 3% in premarket trading as it&#39;s decision to close India operations seen as a &#34;clear positive&#34;.</p><p><img src=\"https://static.tigerbbs.com/0834d72d7f05a064ef983f3948f72873\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company&#39;s poor growth outlook.</p><p>This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea&#39;s Free Fire app. The ban wiped off $16 billion of Sea&#39;s market value in a single day, prompting some investors to offload the company&#39;s shares.</p><p>Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.</p><p>A few weeks ago, Sea said it expects Shopee&#39;s revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.</p><p>Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.</p><p>&#34;We view this as a positive announcement for two key reasons:</p><ul><li>Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;</li></ul><ul><li>It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee&#39;s very low Average Order Value, and relatively high logistics costs.</li></ul><p>In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE&#39;s no longer pursuing this strategy is a clear positive, in our view,&#34; Goodridge said in a client note.</p><p>The analyst finds the current companys market valuation as attractive.</p><p><b>UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.</b></p><p>&#34;We believe the exit should be viewed positively by the market:</p><ul><li>This supports management&#39;s commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);</li><li>It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,&#34; Killa wrote in a memo.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Shares Rallied 3% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Shares Rallied 3% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-29 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares rallied 3% in premarket trading as it&#39;s decision to close India operations seen as a &#34;clear positive&#34;.</p><p><img src=\"https://static.tigerbbs.com/0834d72d7f05a064ef983f3948f72873\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company&#39;s poor growth outlook.</p><p>This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea&#39;s Free Fire app. The ban wiped off $16 billion of Sea&#39;s market value in a single day, prompting some investors to offload the company&#39;s shares.</p><p>Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.</p><p>A few weeks ago, Sea said it expects Shopee&#39;s revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.</p><p>Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.</p><p>&#34;We view this as a positive announcement for two key reasons:</p><ul><li>Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;</li></ul><ul><li>It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee&#39;s very low Average Order Value, and relatively high logistics costs.</li></ul><p>In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE&#39;s no longer pursuing this strategy is a clear positive, in our view,&#34; Goodridge said in a client note.</p><p>The analyst finds the current companys market valuation as attractive.</p><p><b>UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.</b></p><p>&#34;We believe the exit should be viewed positively by the market:</p><ul><li>This supports management&#39;s commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);</li><li>It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,&#34; Killa wrote in a memo.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118625922","content_text":"Sea shares rallied 3% in premarket trading as it's decision to close India operations seen as a \"clear positive\".Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company's poor growth outlook.This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea's Free Fire app. The ban wiped off $16 billion of Sea's market value in a single day, prompting some investors to offload the company's shares.Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.A few weeks ago, Sea said it expects Shopee's revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.\"We view this as a positive announcement for two key reasons:Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee's very low Average Order Value, and relatively high logistics costs.In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE's no longer pursuing this strategy is a clear positive, in our view,\" Goodridge said in a client note.The analyst finds the current companys market valuation as attractive.UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.\"We believe the exit should be viewed positively by the market:This supports management's commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,\" Killa wrote in a memo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003657588,"gmtCreate":1640971615862,"gmtModify":1676533560009,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Nio and Xpeng are the top picks&nbsp;","listText":"Nio and Xpeng are the top picks&nbsp;","text":"Nio and Xpeng are the top picks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003657588","repostId":"1139922858","repostType":4,"repost":{"id":"1139922858","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":1640963323,"share":"https://ttm.financial/m/news/1139922858?lang=&edition=fundamental","pubTime":"2021-12-31 23:08","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139922858","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.<img src=\"https://static.tigerbbs.com/52a8a5b51cea78b126f429bba375c881\" tg-width=\"360\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-31 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.<img src=\"https://static.tigerbbs.com/52a8a5b51cea78b126f429bba375c881\" tg-width=\"360\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139922858","content_text":"EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015911159,"gmtCreate":1649407371808,"gmtModify":1676534507370,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Think long term. Would these companies grow with China and global penetration?&nbsp;","listText":"Think long term. Would these companies grow with China and global penetration?&nbsp;","text":"Think long term. Would these companies grow with China and global penetration?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015911159","repostId":"1114303542","repostType":2,"repost":{"id":"1114303542","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":1649406944,"share":"https://ttm.financial/m/news/1114303542?lang=&edition=fundamental","pubTime":"2022-04-08 16:35","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114303542","media":"Tiger Newspress","summary":"Alibaba, Pinduoduo, JD.com, Baidu, Bilibili, iQIYI, DiDi, Nio, and Li Auto climbed between 1% and 4%","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Pinduoduo, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, iQIYI, DiDi, Nio, and <a href=\"https://laohu8.com/S/LI\">Li Auto</a> climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/70e7d660861e563aaaf1afaa9a3a2e5d\" tg-width=\"408\" tg-height=\"645\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 16:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Pinduoduo, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, iQIYI, DiDi, Nio, and <a href=\"https://laohu8.com/S/LI\">Li Auto</a> climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/70e7d660861e563aaaf1afaa9a3a2e5d\" tg-width=\"408\" tg-height=\"645\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BK1521":"挪威政府全球养老基金持仓","BK4575":"芯片概念","BK1608":"元宇宙概念","BK4532":"文艺复兴科技持仓","BK4509":"腾讯概念","JD":"京东","BIDU":"百度","BK4531":"中概回港概念","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BILI":"哔哩哔哩","LI":"理想汽车","BK4534":"瑞士信贷持仓","BK4077":"互动媒体与服务"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114303542","content_text":"Alibaba, Pinduoduo, JD.com, Baidu, Bilibili, iQIYI, DiDi, Nio, and Li Auto climbed between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819113291,"gmtCreate":1630043129913,"gmtModify":1676530208875,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Didi has a dominant position in a need based biz segment. No reason for them to not dowell in the world’s largest EV&nbsp;market as well.&nbsp;","listText":"Didi has a dominant position in a need based biz segment. No reason for them to not dowell in the world’s largest EV&nbsp;market as well.&nbsp;","text":"Didi has a dominant position in a need based biz segment. No reason for them to not dowell in the world’s largest EV market as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819113291","repostId":"1190253508","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578468158955348","authorId":"3578468158955348","name":"Kel9670ong","avatar":"https://static.tigerbbs.com/bd86c42e207fbd94e7f8877a29457d71","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578468158955348","authorIdStr":"3578468158955348"},"content":"market is too concentrated and consider crowded due to low entry of different player. The story will be different if a new reliable EV tech is develop","text":"market is too concentrated and consider crowded due to low entry of different player. The story will be different if a new reliable EV tech is develop","html":"market is too concentrated and consider crowded due to low entry of different player. The story will be different if a new reliable EV tech is develop"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804230404,"gmtCreate":1627957199008,"gmtModify":1703498564985,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Alibaba has transformed lives and the economy … no turning back!&nbsp;","listText":"Alibaba has transformed lives and the economy … no turning back!&nbsp;","text":"Alibaba has transformed lives and the economy … no turning back!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804230404","repostId":"2155915751","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577008494818778","authorId":"3577008494818778","name":"BlackTechAI","avatar":"https://static.tigerbbs.com/d64102b43967a7880f608e7ec776385d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577008494818778","authorIdStr":"3577008494818778"},"content":"Well said good mission bringing technology, AI, cloud computing and value add to traditional b2c & b2b businesses! ???","text":"Well said good mission bringing technology, AI, cloud computing and value add to traditional b2c & b2b businesses! ???","html":"Well said good mission bringing technology, AI, cloud computing and value add to traditional b2c & b2b businesses! ???"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158326724,"gmtCreate":1625130911068,"gmtModify":1703736756480,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Another one which will soar over time….&nbsp;&nbsp;","listText":"Another one which will soar over time….&nbsp;&nbsp;","text":"Another one which will soar over time….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158326724","repostId":"2148849816","repostType":4,"repost":{"id":"2148849816","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":1625126879,"share":"https://ttm.financial/m/news/2148849816?lang=&edition=fundamental","pubTime":"2021-07-01 16:07","market":"us","language":"en","title":"China's Didi to be added to FTSE's equity indexes on July 8","url":"https://stock-news.laohu8.com/highlight/detail?id=2148849816","media":"Tiger Newspress","summary":"Didi shares surged 6% in premarket trading on being added to FTSE's equity indexes on July 8.\n\nDidi ","content":"<p>Didi&nbsp;shares&nbsp;surged&nbsp;6%&nbsp;in premarket trading&nbsp;on&nbsp;being added to FTSE's equity indexes on July 8.</p>\n<p><img src=\"https://static.tigerbbs.com/12d5f8e9fe3db529c401011e409d44e9\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>Didi Global Inc will be added to FTSE Russell's global equity indexes on July 8 in an expedited entry following Wednesday's U.S. stock market debut of the Chinese ride-hailing company, the index publisher said.</p>\n<p>Didi shares will be included in the FTSE All-World Index, the FTSE Global Large Cap Index, and the FTSE Emerging Index, FTSE Russell said in a statement on its website.</p>\n<p>The announcement came as Didi, backed by Japan's SoftBank Group Corp, rose slightly on its U.S. debut, valuing it at $68.49 billion, in the biggest U.S. listing by a Chinese company since 2014.</p>\n<p>Didi is also backed by technology companies Alibaba, Tencent and Uber.</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>China's Didi to be added to FTSE's equity indexes on July 8</title>\n<style 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}\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\">\nChina's Didi to be added to FTSE's equity indexes on July 8\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\">2021-07-01 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Didi&nbsp;shares&nbsp;surged&nbsp;6%&nbsp;in premarket trading&nbsp;on&nbsp;being added to FTSE's equity indexes on July 8.</p>\n<p><img src=\"https://static.tigerbbs.com/12d5f8e9fe3db529c401011e409d44e9\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>Didi Global Inc will be added to FTSE Russell's global equity indexes on July 8 in an expedited entry following Wednesday's U.S. stock market debut of the Chinese ride-hailing company, the index publisher said.</p>\n<p>Didi shares will be included in the FTSE All-World Index, the FTSE Global Large Cap Index, and the FTSE Emerging Index, FTSE Russell said in a statement on its website.</p>\n<p>The announcement came as Didi, backed by Japan's SoftBank Group Corp, rose slightly on its U.S. debut, valuing it at $68.49 billion, in the biggest U.S. listing by a Chinese company since 2014.</p>\n<p>Didi is also backed by technology companies Alibaba, Tencent and Uber.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148849816","content_text":"Didi shares surged 6% in premarket trading on being added to FTSE's equity indexes on July 8.\n\nDidi Global Inc will be added to FTSE Russell's global equity indexes on July 8 in an expedited entry following Wednesday's U.S. stock market debut of the Chinese ride-hailing company, the index publisher said.\nDidi shares will be included in the FTSE All-World Index, the FTSE Global Large Cap Index, and the FTSE Emerging Index, FTSE Russell said in a statement on its website.\nThe announcement came as Didi, backed by Japan's SoftBank Group Corp, rose slightly on its U.S. debut, valuing it at $68.49 billion, in the biggest U.S. listing by a Chinese company since 2014.\nDidi is also backed by technology companies Alibaba, Tencent and Uber.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008378579,"gmtCreate":1641375332421,"gmtModify":1676533607503,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Another reason why Palantir is a good long term hold&nbsp;","listText":"Another reason why Palantir is a good long term hold&nbsp;","text":"Another reason why Palantir is a good long term hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008378579","repostId":"1199654409","repostType":4,"repost":{"id":"1199654409","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":1641374027,"share":"https://ttm.financial/m/news/1199654409?lang=&edition=fundamental","pubTime":"2022-01-05 17:13","market":"us","language":"en","title":"Wejo Stock Surged More Than 30% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199654409","media":"Tiger Newspress","summary":"Wejo stock surged more than 30% in premarket trading after Wejo announced new connected vehicle plat","content":"<html><head></head><body><p>Wejo stock surged more than 30% in premarket trading after Wejo announced new connected vehicle platform with Microsoft.<img src=\"https://static.tigerbbs.com/fe8ce4db5a58ee57891187980845f58a\" tg-width=\"1120\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/><b>What To Know:</b> <b>Wejo Group Limited</b> announced its new Neural Edge Processing platform. The company said the new platform will help “enable intelligent handling of data from vehicles at scale.” The platform will also provide insights into automotive innovation and help protect privacy.</p><p><b>Microsoft Corp</b>, which is an investor in Wejo Group, is partnering with Wejo on the new platform.</p><p>“Neural Edge uses machine learning to address data overload and deliver faster, more cost effective, and sustainable vehicle communication insights,” Wejo said in a press release. The platform sends only useful and valuable connected vehicle data to the cloud.</p><p>The platform launched virtually from the Microsoft Partners Pavilion at the 2022 Consumers Electronics Show in Las Vegas.</p><p><b>Why It’s Important:</b>Wejo highlighted latency and data storage costs as obstacles in real-time vehicle communications. Neural Edge optimizes how connected vehicle data is managed and communicated to the cloud.</p><p>The new process reduces data overload and maximizes data insights while also improving costs for automotive manufacturers.</p><p>Neural Edge enables vehicle to vehicle and vehicle to infrastructure, which could provide a “key building block for communication in near real time.” The technology could help with vehicles communicated with traffic lights, road signs and parking lots.</p><p>“With today’s vehicles producing approximately 25 gigabytes of data per hour and as vehicle technology advances adding more sensors, data filtering and neural edge processing technology is essential to reduce this overload and drive the industry forward,” Wejo CEO and Founder <b>Richard Barlow</b> said.</p><p>Wejo said the new platform could help make vehicles safer, advance electric and autonomous vehicle technology and reduce congestion and emissions.</p><p>Wejo offers its common data model and Neural Edge to customers that include automotive manufacturers.<b>Palantir Technologies</b> is an investor and partnerwith Wejo on the connected vehicle technology.</p><p>Wejo has data points from 11.9 million vehicles globally from multiple vehicle brands.</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>Wejo Stock Surged More Than 30% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWejo Stock Surged More Than 30% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-05 17:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wejo stock surged more than 30% in premarket trading after Wejo announced new connected vehicle platform with Microsoft.<img src=\"https://static.tigerbbs.com/fe8ce4db5a58ee57891187980845f58a\" tg-width=\"1120\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/><b>What To Know:</b> <b>Wejo Group Limited</b> announced its new Neural Edge Processing platform. The company said the new platform will help “enable intelligent handling of data from vehicles at scale.” The platform will also provide insights into automotive innovation and help protect privacy.</p><p><b>Microsoft Corp</b>, which is an investor in Wejo Group, is partnering with Wejo on the new platform.</p><p>“Neural Edge uses machine learning to address data overload and deliver faster, more cost effective, and sustainable vehicle communication insights,” Wejo said in a press release. The platform sends only useful and valuable connected vehicle data to the cloud.</p><p>The platform launched virtually from the Microsoft Partners Pavilion at the 2022 Consumers Electronics Show in Las Vegas.</p><p><b>Why It’s Important:</b>Wejo highlighted latency and data storage costs as obstacles in real-time vehicle communications. Neural Edge optimizes how connected vehicle data is managed and communicated to the cloud.</p><p>The new process reduces data overload and maximizes data insights while also improving costs for automotive manufacturers.</p><p>Neural Edge enables vehicle to vehicle and vehicle to infrastructure, which could provide a “key building block for communication in near real time.” The technology could help with vehicles communicated with traffic lights, road signs and parking lots.</p><p>“With today’s vehicles producing approximately 25 gigabytes of data per hour and as vehicle technology advances adding more sensors, data filtering and neural edge processing technology is essential to reduce this overload and drive the industry forward,” Wejo CEO and Founder <b>Richard Barlow</b> said.</p><p>Wejo said the new platform could help make vehicles safer, advance electric and autonomous vehicle technology and reduce congestion and emissions.</p><p>Wejo offers its common data model and Neural Edge to customers that include automotive manufacturers.<b>Palantir Technologies</b> is an investor and partnerwith Wejo on the connected vehicle technology.</p><p>Wejo has data points from 11.9 million vehicles globally from multiple vehicle brands.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEJO":"Wejo Group Limited","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199654409","content_text":"Wejo stock surged more than 30% in premarket trading after Wejo announced new connected vehicle platform with Microsoft.What To Know: Wejo Group Limited announced its new Neural Edge Processing platform. The company said the new platform will help “enable intelligent handling of data from vehicles at scale.” The platform will also provide insights into automotive innovation and help protect privacy.Microsoft Corp, which is an investor in Wejo Group, is partnering with Wejo on the new platform.“Neural Edge uses machine learning to address data overload and deliver faster, more cost effective, and sustainable vehicle communication insights,” Wejo said in a press release. The platform sends only useful and valuable connected vehicle data to the cloud.The platform launched virtually from the Microsoft Partners Pavilion at the 2022 Consumers Electronics Show in Las Vegas.Why It’s Important:Wejo highlighted latency and data storage costs as obstacles in real-time vehicle communications. Neural Edge optimizes how connected vehicle data is managed and communicated to the cloud.The new process reduces data overload and maximizes data insights while also improving costs for automotive manufacturers.Neural Edge enables vehicle to vehicle and vehicle to infrastructure, which could provide a “key building block for communication in near real time.” The technology could help with vehicles communicated with traffic lights, road signs and parking lots.“With today’s vehicles producing approximately 25 gigabytes of data per hour and as vehicle technology advances adding more sensors, data filtering and neural edge processing technology is essential to reduce this overload and drive the industry forward,” Wejo CEO and Founder Richard Barlow said.Wejo said the new platform could help make vehicles safer, advance electric and autonomous vehicle technology and reduce congestion and emissions.Wejo offers its common data model and Neural Edge to customers that include automotive manufacturers.Palantir Technologies is an investor and partnerwith Wejo on the connected vehicle technology.Wejo has data points from 11.9 million vehicles globally from multiple vehicle brands.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008386666,"gmtCreate":1641361361380,"gmtModify":1676533606110,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Agreed. Great companies to have in a portfolio&nbsp;","listText":"Agreed. Great companies to have in a portfolio&nbsp;","text":"Agreed. Great companies to have in a portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008386666","repostId":"1113275234","repostType":2,"repost":{"id":"1113275234","pubTimestamp":1641339865,"share":"https://ttm.financial/m/news/1113275234?lang=&edition=fundamental","pubTime":"2022-01-05 07:44","market":"us","language":"en","title":"2 Unstoppable Stocks That Could Turn $100,000 Into $500,000 by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=1113275234","media":"Motley Fool","summary":"These tech companies look like great bets for long-term growth, and both have proven track records of delivering.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Nvidia is one of the most popular producers of advanced semiconductors.</li><li>Meta Platforms has grown its revenue at a CAGR of 41% for the last 10 years.</li><li>Both companies are highly profitable and would make great additions to your portfolio.</li></ul><p>The beginning of 2022 might feel like a great opportunity to shuffle your portfolio, but it&#39;s important you only purchase stocks that you&#39;re prepared to hold for the next five years (or longer). While everyone is focused on getting a fresh start in the new year, as investors we shouldn&#39;t lose sight of our long-term goals.</p><p>High-quality technology stocks have been great vehicles for growth in recent years even accounting for the pandemic, and with the rapid advancement of new innovations, that probably won&#39;t change anytime soon. These two companies could even deliver fourfold returns by 2030. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac97867f4830dc1dff791f9ab83558e7\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>1. The case for Nvidia</b></p><p>Semiconductors are the advanced computer chips that power the devices and technologies we use every day. They&#39;ve become increasingly critical as more goods and services enter the digital realm, and <b>Nvidia</b>(NASDAQ:NVDA) has become one of the most sought-after producers in the world.</p><p>The company is best known for its graphics cards, which are wildly popular among consumers for gaming applications. Gaming is Nvidia&#39;s largest segment, and in the recent third quarter of 2021, it accounted for $3.2 billion of the company&#39;s $7.1 billion in revenue. Additionally, over 14 million players are now on the company&#39;s cloud-based gaming system GeForce Now -- twice as many as the same time last year -- where they can stream over 1,000 of their favorite games without ever needing to install updates or patches.</p><p>But Nvidia also builds high-powered chips for data centers and, based on its growth rate, that segment could be on track to overtake gaming as the company&#39;s largest revenue source in 2022. Still, it gets even more exciting for long-term investors. Nvidia is making strides in futuristic industries like self-driving vehicle technologies and professional visualization, the latter of which will be key to the new virtual world known as the metaverse.</p><p>Math dictates that if Nvidia&#39;s price-to-sales ratio remained constant, then it would need to grow its revenue at a compound annual rate of 23% each year until 2030 for its stock to increase in value by 400%. Right now, it&#39;s crushing that target.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5157fd4b874b271b07445fffd96253a\" tg-width=\"1148\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: NVIDIA, YAHOO! FINANCE. CAGR = COMPOUND ANNUAL GROWTH RATE.</span></p><p>Historically, the semiconductor industry is cyclical, which means Nvidia&#39;s strong growth rate might taper off in the future. But even if it&#39;s cut in half, it&#39;ll<i>still</i>be well above the 23% level. Plus, the blistering pace of global innovation means Nvidia&#39;s chips are in more demand than ever before.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/419f290eb478ebd52d4a71efaee38e8a\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>2. The case for Meta Platforms</b></p><p><b>Meta Platforms</b>(NASDAQ:FB) is the next iteration of Facebook as a company, with the change in branding reflecting its shift in focus to the metaverse. The company views this new virtual reality as the future of social networking -- and it&#39;s well-positioned to lead the way with 2.9 billion monthly active users on its platforms globally already.</p><p>Meta&#39;s flagship brands will retain their existing names, including Facebook, Instagram, and WhatsApp. But the company envisions a shift in the way we interact with these technologies; rather than viewing them onscreen, we could be<i>inside</i>them, each of us represented by digital avatars of ourselves that facilitate an existence beyond the physical realm.</p><p>Meta&#39;s goal is to construct the foundations of the metaverse and potentially own the general ecosystem. However, the company acknowledges the project will take a broad collaborative effort from countless technology companies, especially those in the hardware space. While Meta owns the Oculus line of virtual reality devices, it&#39;s semiconductor companies like Nvidia or <b>Advanced Micro Devices</b> that build the technology to power them.</p><p>Nonetheless, if Meta is able to generate a metaverse that is central to most users&#39; experience (like Facebook is), the company could have immeasurable pricing power. It could potentially earn revenue from all of the activity that happens within it, especially if it has a self-sustaining digital economy where users can purchase goods and services.</p><p>As a company, Meta has an impeccable track record of producing annual revenue growth far above the 23% it needs for its stock to grow fourfold by 2030.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea07baf9e3f7ac4501fb4f72e46b8666\" tg-width=\"1148\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: META PLATFORMS, YAHOO! FINANCE. CAGR = COMPOUND ANNUAL GROWTH RATE.</span></p><p>Meta is also extremely profitable, with $13.94 in estimated earnings per share for the full-year 2021, pending its fourth-quarter result. That places the stock at a price-to-earnings multiple of just 24, far cheaper than the broad <b>Nasdaq 100</b> technology index which trades at a multiple of 39.</p><p>Put simply, the stock is attractive right now, and the potential of the metaverse makes it a great bet for long-term growth.</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>2 Unstoppable Stocks That Could Turn $100,000 Into $500,000 by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Unstoppable Stocks That Could Turn $100,000 Into $500,000 by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/04/2-unstoppable-stocks-turn-100000-to-500000-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsNvidia is one of the most popular producers of advanced semiconductors.Meta Platforms has grown its revenue at a CAGR of 41% for the last 10 years.Both companies are highly profitable and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/04/2-unstoppable-stocks-turn-100000-to-500000-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/01/04/2-unstoppable-stocks-turn-100000-to-500000-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113275234","content_text":"Key PointsNvidia is one of the most popular producers of advanced semiconductors.Meta Platforms has grown its revenue at a CAGR of 41% for the last 10 years.Both companies are highly profitable and would make great additions to your portfolio.The beginning of 2022 might feel like a great opportunity to shuffle your portfolio, but it's important you only purchase stocks that you're prepared to hold for the next five years (or longer). While everyone is focused on getting a fresh start in the new year, as investors we shouldn't lose sight of our long-term goals.High-quality technology stocks have been great vehicles for growth in recent years even accounting for the pandemic, and with the rapid advancement of new innovations, that probably won't change anytime soon. These two companies could even deliver fourfold returns by 2030. Here's why.IMAGE SOURCE: GETTY IMAGES.1. The case for NvidiaSemiconductors are the advanced computer chips that power the devices and technologies we use every day. They've become increasingly critical as more goods and services enter the digital realm, and Nvidia(NASDAQ:NVDA) has become one of the most sought-after producers in the world.The company is best known for its graphics cards, which are wildly popular among consumers for gaming applications. Gaming is Nvidia's largest segment, and in the recent third quarter of 2021, it accounted for $3.2 billion of the company's $7.1 billion in revenue. Additionally, over 14 million players are now on the company's cloud-based gaming system GeForce Now -- twice as many as the same time last year -- where they can stream over 1,000 of their favorite games without ever needing to install updates or patches.But Nvidia also builds high-powered chips for data centers and, based on its growth rate, that segment could be on track to overtake gaming as the company's largest revenue source in 2022. Still, it gets even more exciting for long-term investors. Nvidia is making strides in futuristic industries like self-driving vehicle technologies and professional visualization, the latter of which will be key to the new virtual world known as the metaverse.Math dictates that if Nvidia's price-to-sales ratio remained constant, then it would need to grow its revenue at a compound annual rate of 23% each year until 2030 for its stock to increase in value by 400%. Right now, it's crushing that target.DATA SOURCE: NVIDIA, YAHOO! FINANCE. CAGR = COMPOUND ANNUAL GROWTH RATE.Historically, the semiconductor industry is cyclical, which means Nvidia's strong growth rate might taper off in the future. But even if it's cut in half, it'llstillbe well above the 23% level. Plus, the blistering pace of global innovation means Nvidia's chips are in more demand than ever before.IMAGE SOURCE: GETTY IMAGES.2. The case for Meta PlatformsMeta Platforms(NASDAQ:FB) is the next iteration of Facebook as a company, with the change in branding reflecting its shift in focus to the metaverse. The company views this new virtual reality as the future of social networking -- and it's well-positioned to lead the way with 2.9 billion monthly active users on its platforms globally already.Meta's flagship brands will retain their existing names, including Facebook, Instagram, and WhatsApp. But the company envisions a shift in the way we interact with these technologies; rather than viewing them onscreen, we could beinsidethem, each of us represented by digital avatars of ourselves that facilitate an existence beyond the physical realm.Meta's goal is to construct the foundations of the metaverse and potentially own the general ecosystem. However, the company acknowledges the project will take a broad collaborative effort from countless technology companies, especially those in the hardware space. While Meta owns the Oculus line of virtual reality devices, it's semiconductor companies like Nvidia or Advanced Micro Devices that build the technology to power them.Nonetheless, if Meta is able to generate a metaverse that is central to most users' experience (like Facebook is), the company could have immeasurable pricing power. It could potentially earn revenue from all of the activity that happens within it, especially if it has a self-sustaining digital economy where users can purchase goods and services.As a company, Meta has an impeccable track record of producing annual revenue growth far above the 23% it needs for its stock to grow fourfold by 2030.DATA SOURCE: META PLATFORMS, YAHOO! FINANCE. CAGR = COMPOUND ANNUAL GROWTH RATE.Meta is also extremely profitable, with $13.94 in estimated earnings per share for the full-year 2021, pending its fourth-quarter result. That places the stock at a price-to-earnings multiple of just 24, far cheaper than the broad Nasdaq 100 technology index which trades at a multiple of 39.Put simply, the stock is attractive right now, and the potential of the metaverse makes it a great bet for long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111727154,"gmtCreate":1622702117778,"gmtModify":1704189237124,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Totally agreed…. Alibaba will soar again…&nbsp;","listText":"Totally agreed…. Alibaba will soar again…&nbsp;","text":"Totally agreed…. Alibaba will soar again…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111727154","repostId":"1138216687","repostType":2,"repost":{"id":"1138216687","pubTimestamp":1622552095,"share":"https://ttm.financial/m/news/1138216687?lang=&edition=fundamental","pubTime":"2021-06-01 20:54","market":"hk","language":"en","title":"Alibaba: One Of The Really Cheap Bargains In This Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1138216687","media":"seekingalpha","summary":"Alibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.The company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.Alibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.So far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United Sta","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.</li>\n <li>The company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.</li>\n <li>Alibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.</li>\n <li>In my opinion, the stock is severely undervalued.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ac5f97c66688f6d16ce98819ebce4a\" tg-width=\"768\" tg-height=\"512\"><span>Photo by maybefalse/iStock Unreleased via Getty Images</span></p>\n<p>So far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United States and stocks listed on an US-based stock exchange. And while I am covering also companies from Germany, France, Great Britain, Sweden or Denmark, I have avoided one country almost completely although it has many interesting investment opportunities: Mainland China.The only company I covered so far&nbsp;is Tencent Holdings Limited (OTCPK:TCEHY).</p>\n<p>And although China has hundreds or thousands of successful companies, most of them are almost unknown in the Western Hemisphere (especially when moving outside of the investing world). And while most investors are familiar with Tencent, there is at least one other company almost every investor has heard of: Alibaba Group Holding Limited (BABA). In the following article, I will analyze Alibaba in my usual way. I will try to determine if Alibaba is a solid business with a wide economic moat and try to answer the question if Alibaba is a solid investment right now.</p>\n<p><b>Business Description</b></p>\n<p>Alibaba Group was founded in 1999 by 18 individuals. Nevertheless, one of these 18 stands out – the former English teacher from Hangzhou, Jack Ma. Over the years, Alibaba evolved in a multinational technology company and with a market capitalization of $570 billion, Alibaba is on the 10thspot on the list of most valuable companies in the world (by market cap). And behind Tencent, which is on the 7thspot on that list, Alibaba is the second most valuable company in China.</p>\n<p>While Alibaba is mostly focused on e-commerce and retail operations, the Alibaba Group is actually a holding company with many different sales services. This includes C2C services, B2C services and B2B services. Aside from retail, the Alibaba Group also offers electronic payment services, shipping search engines and could computing services. The group owns and operates a diverse portfolio of companies around the world in numerous business sectors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b315044f4644568e7df5d95cc6720995\" tg-width=\"640\" tg-height=\"479\"><span>(Source:Alibaba Q4/20 Presentation)</span></p>\n<p>Alibaba is reporting in four different segments:</p>\n<ul>\n <li><b>Core Commerce Revenue</b>: This segment is comprised of platforms operating in retail and wholesale commerce in China as well as logistics services and local consumer services. In fiscal 2021, this segment generated RMB 621.1 billion in revenue and RMB 159 billion in income from operations.</li>\n <li><b>Cloud Computing Revenue</b>: This segment is comprised of Alibaba Cloud, which offers different cloud services to customers worldwide like database, storage, big data analytics, a machine learning platform and large-scale computing security. In fiscal 2021, this segment generated RMB 60.1 billion, but the segment was not profitable so far (a loss of RMB 9 billion).</li>\n <li><b>Digital Media and Entertainment Revenue</b>: This segment uses the deep data insights to serve the broader interests of consumers through key distribution platforms Youku and Alibaba Pictures as well as other content platforms that provide online videos, films, live events, literature and music. In fiscal 2021, this segment generated RMB 31.2 billion, but was also not profitable.</li>\n <li><b>Innovation Initiatives and Others Revenue</b>: This segment includes businesses like Amap, DingTalk, Tmall Genie and others. In fiscal 2021, this segment generated RMB 4.8 billion in revenue, but also an operating loss.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0529c547e87a4c0b023289ecb1822cbc\" tg-width=\"640\" tg-height=\"478\"><span>(Source: Alibaba Q4/20 Presentation)</span></p>\n<p>When looking at the last annual results (fiscal 2021), Alibaba generated RMB 717.3 billion in revenue. Compared to fiscal 2020 (RMB 509.7 billion) this is reflecting an increase of 41%. Adjusted EBITDA in fiscal 2021 was RMB 196.8 billion – an increase of 25% compared to fiscal 2020 (adjusted EBITA of RMB 157.7 billion). Diluted earnings per share actually decreased from RMB 6.99 in fiscal 2020 to RMB 6.84 in fiscal 2021 – reflecting a decrease of 2.1%. But we should not pay too much attention to the earnings per share. Instead, it makes much more sense to look at the free cash flow Alibaba is generating. In fiscal 2021, Alibaba generated RMB 172.7 billion in free cash flow compared to RMB 130.9 billion in free cash flow one year earlier.</p>\n<p><b>Strong Business Among Strong Competitors</b></p>\n<p>What is striking when looking at Alibaba – and what has been discussed several times – is the low multiple for which Alibaba is currently trading. When using the trailing twelve-month GAAP numbers, Alibaba is trading for 25 times earnings, when using the non-GAAP forward numbers, it is trading for a P/E ratio of 20.</p>\n<p>We can compare Alibaba to its peers – companies like Amazon (AMZN), Tencent, Facebook (FB), Microsoft (MSFT) or Alphabet (GOOG). And Alibaba actually belongs in that list as it is not only operating in similar business segments, but it is also growing with similarly high rates. And Alibaba is not only growing with a similar pace; it is actually outperforming most of its peers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b576dcef2e37a02a6eba5677fded8ef8\" tg-width=\"640\" tg-height=\"299\"><span>(Source:Alibaba 2020 Investor Presentations)</span></p>\n<p>While Alibaba is growing with a similar pace like these companies, it is trading for a completely different multiple. Right now, Alibaba is trading for a price-cash-flow ratio of 17, while competitors like Tencent, Facebook or Microsoft are trading for a P/FCF ratio between 35 and 40. It is striking, that the market is assigning these competitors a multiple twice as high and Amazon is actually trading for a multiple more than 4 times higher (price-free-cash-flow ratio of 76).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d2f58771a8062c7bb980622b93073e5\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Right now, readers might point out, that the comparison to Amazon is misleading as Amazon is still spending a lot of money to achieve future growth and therefore has a lower profit than other companies. And it certainly is true, that Amazon is still focusing on top line growth – sometimes at the expense of bottom-line growth – but so does Alibaba.</p>\n<p>While Amazon spent 10.4% of its revenue as capital expenditures in the last fiscal year, Alibaba spent almost the same amount – 8.9% of revenue. And when looking at the expenses for research and development, we once again see similar numbers. In the last five years, Amazon spent 12.16% of revenue on R&amp;D on average while Alibaba spent 10.38% of its revenue on R&amp;D.</p>\n<p>But while these numbers are quite similar for both companies – Amazon is spending a bit more on R&amp;D than Alibaba – the free cash flow these two companies can generate is completely different. While Amazon only generated 6.7% of revenue as free cash flow in the last fiscal year, Alibaba generated 26.5% of revenue as free cash flow in the last fiscal year – almost four times higher.</p>\n<p>And Alibaba is not only extremely profitable – it was growing with an extremely high pace in the past. During the past ten years, Alibaba could not only grow revenue every single year, it also grew revenue with a CAGR of 62.6%. Earnings per share fluctuated a little bit during these ten years but grew with an even higher pace – a CAGR of 76.29% during the last decade. And finally, free cash flow increased with a CAGR of 59.62% during the last decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ccaf170c0d86cd8022a68bc3657c30\" tg-width=\"640\" tg-height=\"404\"><span>(Source: Author’s work based on numbers from Morningstar)</span></p>\n<p>When looking at Alibaba’s growth rates in the last few years compared to its competitors, Alibaba is also outperforming. When looking at the revenue CAGR of the last 5 years, we get the following numbers:</p>\n<ul>\n <li>Amazon: 29.26%</li>\n <li>Facebook: 36.82%</li>\n <li>Tencent: 36.20%</li>\n <li>Alphabet: 19.47%</li>\n <li>Microsoft: 8.85%</li>\n <li>Alibaba: 46.24%</li>\n</ul>\n<p>We can spin it how we want: Alibaba is an extremely profitable company growing with extremely high rates but is trading at an extremely low multiple compared to its competitors. It is growing with a higher pace than Microsoft and Facebook, but trading for half the multiple. It is much more profitable than Amazon and also growing at a higher pace, but trading for a quarter of the valuation multiple. At this point, profitability and growth of Alibaba on the one side and the valuation multiple on the other side does not add up. And we have to ask the question, why Alibaba is trading for such a low multiple although it is outperforming many of its peers that trade for much higher multiples.</p>\n<p><b>Risks</b></p>\n<p>When looking at the past performance of Alibaba, we can see, that steep selloffs are quite common as a similar sell-off happened already three times since the IPO in 2014 with the steepest sell-off being more than 50% off the previous high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4da83a08f0dcfc73534c206e43cb09d3\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>While this might help us a bit, we are still facing high levels of uncertainty and investors usually don’t like uncertainty. Basically, this uncertainty can be summed up in one short sentence: The tense relationship between Alibaba’s founder Jack Ma and the Chinese government is worrying for investors. And this tense relationship is exemplified by several events. It started last year, when the IPO of the company’s fintech affiliate Ant Financial was cancelled. </p>\n<p>This was followed by theinitiation of an antitrust investigation, in which it is investigated if Alibaba had engaged in monopolistic practices (like preventing vendors from selling on other platforms). Additionally, new supervision for Ant Group was also discussed. And finally, at the end of 2020, Jack Ma went missing and it took about three months before the public would hear from him again – another worrying aspect for investors.</p>\n<p>As long as we are talking about risks, there are other aspect I like to mention. I compared Alibaba to Amazon above – and I still think that comparison is appropriate. But we also have to acknowledge, that Alibaba growth potential is limited as the company is mostly focused on China and might have more difficulties to expand globally – compared to Amazon. But considering the growing middle class in China and the high pace with which the economy is still growing we should not worry too much about Alibaba’s growth potential.</p>\n<p>There is a final risk Imentioned in my last article about Tencentand that risk is also applying to Alibaba:</p>\n<blockquote>\n And a final risk is the fact that Tencent is a Chinese company. It is especially difficult to understand different trends before they are happening and predict the future, but while I am familiar with the German culture and the people (habits, preferences, etc.) and can deal with similar countries like France, the United Kingdom, Sweden or the United States, it is rather difficult for me to understand and analyze the consumer behavior and preferences of the Chinese population. This makes it difficult to assess the potential and development of the products and services Tencent offers.\n</blockquote>\n<p>But despite all these issues, there is a comparison I like very much. Very recently,one of my fellow contributorscompared Alibaba’s situation right now to Facebook a few years ago, when it was facing the Cambridge Analytics scandal and also trading for extremely low multiples due to the uncertainties. And it is also interesting, that Wall Street analysts as well as Seeking Alpha contributors are extremely bullish about Alibaba right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44d2ece5c1460e539c9fd4fb4ba63bf7\" tg-width=\"640\" tg-height=\"195\"><span>(Source:Seeking Alpha)</span></p>\n<p><b>Balance Sheet</b></p>\n<p>When facing challenges, it is especially reassuring if we are dealing with a solid balance sheet enabling the company to withstand challenges and stormy market conditions. And similar to many companies mentioned above – like Facebook or Alphabet – Alibaba also has a great balance sheet. We don’t have to worry about high debt levels although Alibaba has current bank borrowings of RMB 3.6 billion and non-current bank borrowings of RMB 38.3 billion on its balance sheet. But compared to a total equity of RMB 1,075 billion, we get a D/E ratio of 0.04, which is negligible. Aside from the debt, the biggest problem is probably the company’s goodwill. On March 31, 2021, Alibaba had RMB 292.8 billion in goodwill. This means, that 17.3% of total assets (RMB 1,690 billion) is goodwill.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/532919e61e3feb83d46cbce44e3f3c42\" tg-width=\"640\" tg-height=\"354\"><span>(Source:Alibaba Q4/21 Earnings Release)</span></p>\n<p>But aside from goodwill, Alibaba also has RMB 321.3 billion in cash and cash equivalents as well as RMB 152.4 billion in short-term investments on its balance sheet. Aside from these rather liquid assets, Alibaba also has RMB 237.2 billion in equity securities and other investments, that are also worth mentioning. I included a screenshot of the latest balance sheet, which is also including the numbers in US$. Especially $72 billion in very liquid assets give Alibaba a lot of “financial power” and the ability to negative troubles.</p>\n<p><b>Intrinsic Value Calculation</b></p>\n<p>I already mentioned above that Alibaba is trading at rather low multiples – at least when compared to its peers and especially for a company growing with a high pace. And compared to the company’s history, the stock is right now trading almost for its lowest P/FCF ratio since the IPO. A few times – in 2016, 2018 and 2020 – the stock was trading at a similar low P/FCF ratio. From that point of view, Alibaba has to be considered extremely cheap.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1da4ac18557b21c43feb2a338de9a3b\" tg-width=\"640\" tg-height=\"221\"><span>(Source:Seeking Alpha Charting)</span></p>\n<p>When you are familiar with my past articles, you know that I don’t just use valuation multiples but also a discount cash flow analysis, which is considered to be much more precise (although we have to make a lot more assumptions). When taking the free cash flow of fiscal 2021 (RMB 172.7 billion) as basis, Alibaba has to grow about 5.5% annually from now till perpetuity for the stock to be fairly valued (the intrinsic value is RMB 1,367; discount rate 10%).</p>\n<p>Instead, we can also calculate with more realistic growth rates. If we assume, that Alibaba won’t go under, we have to assume at least 20% growth for the next year. Let’s be rather pessimistic and assume, that growth will slowly decline over the next decade and in 10 years from now, the growth rate will only be 6% till perpetuity. When using these numbers, we get an intrinsic value of&nbsp;<b>RMB 2,596</b>. And we have to assume, that these growth assumptions are rather cautious for a company like Alibaba.</p>\n<p><b>Conclusion</b></p>\n<p>So far, we talked about risks, about past growth rates, compared Alibaba to its peers and provided an intrinsic value calculation. I also wanted to write about the growth potential as well as the wide economic moat, that Alibaba has without any doubt – similar toAmazon,FacebookorTencent. But the article would probably be too long then. Instead, I included links to three articles in which I described the economic moat of these businesses.</p>\n<p>When summing up, it is quite simple. When we assume, that Alibaba is in serious trouble and might be brought down in some way or is facing troubles, that will seriously mess with the company’s ability to grow, we should not invest in Alibaba. These risks are present, and we actually don’t know what could happen in the coming quarters (or years). However, I consider it extremely unlikely, that China will destroy its second most-valuable company. If we assume on the other side, that this is just a small hick-up and troubles Alibaba can work through in the coming quarters and Alibaba will continue to perform in a similar way as in the past (even with growth rates slowing down), Alibaba is probably one of the most undervalued stocks out there and an extreme bargain.</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>Alibaba: One Of The Really Cheap Bargains In This Market</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: One Of The Really Cheap Bargains In This Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.\nThe company is clearly facing risks due to the tension between Jack Ma and the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4432358-alibaba-one-of-the-really-cheap-bargains-in-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1138216687","content_text":"Summary\n\nAlibaba is one of the largest corporations in the world and focusing on retail, cloud and payment services.\nThe company is clearly facing risks due to the tension between Jack Ma and the Chinese government, but I consider these risks to be only temporary.\nAlibaba is growing with a high pace, has a very stable balance sheet and outperforming many of its peers.\nIn my opinion, the stock is severely undervalued.\n\nPhoto by maybefalse/iStock Unreleased via Getty Images\nSo far, I have published over 300 articles on this site and the focus has been clearly on companies having the headquarters in the United States and stocks listed on an US-based stock exchange. And while I am covering also companies from Germany, France, Great Britain, Sweden or Denmark, I have avoided one country almost completely although it has many interesting investment opportunities: Mainland China.The only company I covered so far is Tencent Holdings Limited (OTCPK:TCEHY).\nAnd although China has hundreds or thousands of successful companies, most of them are almost unknown in the Western Hemisphere (especially when moving outside of the investing world). And while most investors are familiar with Tencent, there is at least one other company almost every investor has heard of: Alibaba Group Holding Limited (BABA). In the following article, I will analyze Alibaba in my usual way. I will try to determine if Alibaba is a solid business with a wide economic moat and try to answer the question if Alibaba is a solid investment right now.\nBusiness Description\nAlibaba Group was founded in 1999 by 18 individuals. Nevertheless, one of these 18 stands out – the former English teacher from Hangzhou, Jack Ma. Over the years, Alibaba evolved in a multinational technology company and with a market capitalization of $570 billion, Alibaba is on the 10thspot on the list of most valuable companies in the world (by market cap). And behind Tencent, which is on the 7thspot on that list, Alibaba is the second most valuable company in China.\nWhile Alibaba is mostly focused on e-commerce and retail operations, the Alibaba Group is actually a holding company with many different sales services. This includes C2C services, B2C services and B2B services. Aside from retail, the Alibaba Group also offers electronic payment services, shipping search engines and could computing services. The group owns and operates a diverse portfolio of companies around the world in numerous business sectors.\n(Source:Alibaba Q4/20 Presentation)\nAlibaba is reporting in four different segments:\n\nCore Commerce Revenue: This segment is comprised of platforms operating in retail and wholesale commerce in China as well as logistics services and local consumer services. In fiscal 2021, this segment generated RMB 621.1 billion in revenue and RMB 159 billion in income from operations.\nCloud Computing Revenue: This segment is comprised of Alibaba Cloud, which offers different cloud services to customers worldwide like database, storage, big data analytics, a machine learning platform and large-scale computing security. In fiscal 2021, this segment generated RMB 60.1 billion, but the segment was not profitable so far (a loss of RMB 9 billion).\nDigital Media and Entertainment Revenue: This segment uses the deep data insights to serve the broader interests of consumers through key distribution platforms Youku and Alibaba Pictures as well as other content platforms that provide online videos, films, live events, literature and music. In fiscal 2021, this segment generated RMB 31.2 billion, but was also not profitable.\nInnovation Initiatives and Others Revenue: This segment includes businesses like Amap, DingTalk, Tmall Genie and others. In fiscal 2021, this segment generated RMB 4.8 billion in revenue, but also an operating loss.\n\n(Source: Alibaba Q4/20 Presentation)\nWhen looking at the last annual results (fiscal 2021), Alibaba generated RMB 717.3 billion in revenue. Compared to fiscal 2020 (RMB 509.7 billion) this is reflecting an increase of 41%. Adjusted EBITDA in fiscal 2021 was RMB 196.8 billion – an increase of 25% compared to fiscal 2020 (adjusted EBITA of RMB 157.7 billion). Diluted earnings per share actually decreased from RMB 6.99 in fiscal 2020 to RMB 6.84 in fiscal 2021 – reflecting a decrease of 2.1%. But we should not pay too much attention to the earnings per share. Instead, it makes much more sense to look at the free cash flow Alibaba is generating. In fiscal 2021, Alibaba generated RMB 172.7 billion in free cash flow compared to RMB 130.9 billion in free cash flow one year earlier.\nStrong Business Among Strong Competitors\nWhat is striking when looking at Alibaba – and what has been discussed several times – is the low multiple for which Alibaba is currently trading. When using the trailing twelve-month GAAP numbers, Alibaba is trading for 25 times earnings, when using the non-GAAP forward numbers, it is trading for a P/E ratio of 20.\nWe can compare Alibaba to its peers – companies like Amazon (AMZN), Tencent, Facebook (FB), Microsoft (MSFT) or Alphabet (GOOG). And Alibaba actually belongs in that list as it is not only operating in similar business segments, but it is also growing with similarly high rates. And Alibaba is not only growing with a similar pace; it is actually outperforming most of its peers.\n(Source:Alibaba 2020 Investor Presentations)\nWhile Alibaba is growing with a similar pace like these companies, it is trading for a completely different multiple. Right now, Alibaba is trading for a price-cash-flow ratio of 17, while competitors like Tencent, Facebook or Microsoft are trading for a P/FCF ratio between 35 and 40. It is striking, that the market is assigning these competitors a multiple twice as high and Amazon is actually trading for a multiple more than 4 times higher (price-free-cash-flow ratio of 76).\nData by YCharts\nRight now, readers might point out, that the comparison to Amazon is misleading as Amazon is still spending a lot of money to achieve future growth and therefore has a lower profit than other companies. And it certainly is true, that Amazon is still focusing on top line growth – sometimes at the expense of bottom-line growth – but so does Alibaba.\nWhile Amazon spent 10.4% of its revenue as capital expenditures in the last fiscal year, Alibaba spent almost the same amount – 8.9% of revenue. And when looking at the expenses for research and development, we once again see similar numbers. In the last five years, Amazon spent 12.16% of revenue on R&D on average while Alibaba spent 10.38% of its revenue on R&D.\nBut while these numbers are quite similar for both companies – Amazon is spending a bit more on R&D than Alibaba – the free cash flow these two companies can generate is completely different. While Amazon only generated 6.7% of revenue as free cash flow in the last fiscal year, Alibaba generated 26.5% of revenue as free cash flow in the last fiscal year – almost four times higher.\nAnd Alibaba is not only extremely profitable – it was growing with an extremely high pace in the past. During the past ten years, Alibaba could not only grow revenue every single year, it also grew revenue with a CAGR of 62.6%. Earnings per share fluctuated a little bit during these ten years but grew with an even higher pace – a CAGR of 76.29% during the last decade. And finally, free cash flow increased with a CAGR of 59.62% during the last decade.\n(Source: Author’s work based on numbers from Morningstar)\nWhen looking at Alibaba’s growth rates in the last few years compared to its competitors, Alibaba is also outperforming. When looking at the revenue CAGR of the last 5 years, we get the following numbers:\n\nAmazon: 29.26%\nFacebook: 36.82%\nTencent: 36.20%\nAlphabet: 19.47%\nMicrosoft: 8.85%\nAlibaba: 46.24%\n\nWe can spin it how we want: Alibaba is an extremely profitable company growing with extremely high rates but is trading at an extremely low multiple compared to its competitors. It is growing with a higher pace than Microsoft and Facebook, but trading for half the multiple. It is much more profitable than Amazon and also growing at a higher pace, but trading for a quarter of the valuation multiple. At this point, profitability and growth of Alibaba on the one side and the valuation multiple on the other side does not add up. And we have to ask the question, why Alibaba is trading for such a low multiple although it is outperforming many of its peers that trade for much higher multiples.\nRisks\nWhen looking at the past performance of Alibaba, we can see, that steep selloffs are quite common as a similar sell-off happened already three times since the IPO in 2014 with the steepest sell-off being more than 50% off the previous high.\nData byYCharts\nWhile this might help us a bit, we are still facing high levels of uncertainty and investors usually don’t like uncertainty. Basically, this uncertainty can be summed up in one short sentence: The tense relationship between Alibaba’s founder Jack Ma and the Chinese government is worrying for investors. And this tense relationship is exemplified by several events. It started last year, when the IPO of the company’s fintech affiliate Ant Financial was cancelled. \nThis was followed by theinitiation of an antitrust investigation, in which it is investigated if Alibaba had engaged in monopolistic practices (like preventing vendors from selling on other platforms). Additionally, new supervision for Ant Group was also discussed. And finally, at the end of 2020, Jack Ma went missing and it took about three months before the public would hear from him again – another worrying aspect for investors.\nAs long as we are talking about risks, there are other aspect I like to mention. I compared Alibaba to Amazon above – and I still think that comparison is appropriate. But we also have to acknowledge, that Alibaba growth potential is limited as the company is mostly focused on China and might have more difficulties to expand globally – compared to Amazon. But considering the growing middle class in China and the high pace with which the economy is still growing we should not worry too much about Alibaba’s growth potential.\nThere is a final risk Imentioned in my last article about Tencentand that risk is also applying to Alibaba:\n\n And a final risk is the fact that Tencent is a Chinese company. It is especially difficult to understand different trends before they are happening and predict the future, but while I am familiar with the German culture and the people (habits, preferences, etc.) and can deal with similar countries like France, the United Kingdom, Sweden or the United States, it is rather difficult for me to understand and analyze the consumer behavior and preferences of the Chinese population. This makes it difficult to assess the potential and development of the products and services Tencent offers.\n\nBut despite all these issues, there is a comparison I like very much. Very recently,one of my fellow contributorscompared Alibaba’s situation right now to Facebook a few years ago, when it was facing the Cambridge Analytics scandal and also trading for extremely low multiples due to the uncertainties. And it is also interesting, that Wall Street analysts as well as Seeking Alpha contributors are extremely bullish about Alibaba right now.\n(Source:Seeking Alpha)\nBalance Sheet\nWhen facing challenges, it is especially reassuring if we are dealing with a solid balance sheet enabling the company to withstand challenges and stormy market conditions. And similar to many companies mentioned above – like Facebook or Alphabet – Alibaba also has a great balance sheet. We don’t have to worry about high debt levels although Alibaba has current bank borrowings of RMB 3.6 billion and non-current bank borrowings of RMB 38.3 billion on its balance sheet. But compared to a total equity of RMB 1,075 billion, we get a D/E ratio of 0.04, which is negligible. Aside from the debt, the biggest problem is probably the company’s goodwill. On March 31, 2021, Alibaba had RMB 292.8 billion in goodwill. This means, that 17.3% of total assets (RMB 1,690 billion) is goodwill.\n(Source:Alibaba Q4/21 Earnings Release)\nBut aside from goodwill, Alibaba also has RMB 321.3 billion in cash and cash equivalents as well as RMB 152.4 billion in short-term investments on its balance sheet. Aside from these rather liquid assets, Alibaba also has RMB 237.2 billion in equity securities and other investments, that are also worth mentioning. I included a screenshot of the latest balance sheet, which is also including the numbers in US$. Especially $72 billion in very liquid assets give Alibaba a lot of “financial power” and the ability to negative troubles.\nIntrinsic Value Calculation\nI already mentioned above that Alibaba is trading at rather low multiples – at least when compared to its peers and especially for a company growing with a high pace. And compared to the company’s history, the stock is right now trading almost for its lowest P/FCF ratio since the IPO. A few times – in 2016, 2018 and 2020 – the stock was trading at a similar low P/FCF ratio. From that point of view, Alibaba has to be considered extremely cheap.\n(Source:Seeking Alpha Charting)\nWhen you are familiar with my past articles, you know that I don’t just use valuation multiples but also a discount cash flow analysis, which is considered to be much more precise (although we have to make a lot more assumptions). When taking the free cash flow of fiscal 2021 (RMB 172.7 billion) as basis, Alibaba has to grow about 5.5% annually from now till perpetuity for the stock to be fairly valued (the intrinsic value is RMB 1,367; discount rate 10%).\nInstead, we can also calculate with more realistic growth rates. If we assume, that Alibaba won’t go under, we have to assume at least 20% growth for the next year. Let’s be rather pessimistic and assume, that growth will slowly decline over the next decade and in 10 years from now, the growth rate will only be 6% till perpetuity. When using these numbers, we get an intrinsic value of RMB 2,596. And we have to assume, that these growth assumptions are rather cautious for a company like Alibaba.\nConclusion\nSo far, we talked about risks, about past growth rates, compared Alibaba to its peers and provided an intrinsic value calculation. I also wanted to write about the growth potential as well as the wide economic moat, that Alibaba has without any doubt – similar toAmazon,FacebookorTencent. But the article would probably be too long then. Instead, I included links to three articles in which I described the economic moat of these businesses.\nWhen summing up, it is quite simple. When we assume, that Alibaba is in serious trouble and might be brought down in some way or is facing troubles, that will seriously mess with the company’s ability to grow, we should not invest in Alibaba. These risks are present, and we actually don’t know what could happen in the coming quarters (or years). However, I consider it extremely unlikely, that China will destroy its second most-valuable company. If we assume on the other side, that this is just a small hick-up and troubles Alibaba can work through in the coming quarters and Alibaba will continue to perform in a similar way as in the past (even with growth rates slowing down), Alibaba is probably one of the most undervalued stocks out there and an extreme bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001514243,"gmtCreate":1641272598228,"gmtModify":1676533591750,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Absolutely. Check their biz strategy and balance sheet. Best ecosystem to date!&nbsp;","listText":"Absolutely. Check their biz strategy and balance sheet. Best ecosystem to date!&nbsp;","text":"Absolutely. Check their biz strategy and balance sheet. Best ecosystem to date!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001514243","repostId":"1179133564","repostType":4,"repost":{"id":"1179133564","pubTimestamp":1641266758,"share":"https://ttm.financial/m/news/1179133564?lang=&edition=fundamental","pubTime":"2022-01-04 11:25","market":"us","language":"en","title":"Is Apple Stock Likely To Reach $200 In 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179133564","media":"Seeking Alpha","summary":"SummaryApple stock received a lot of interest recently as it surged in early December and has mainta","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.</li><li>We discuss the critical drivers for investors to watch moving into 2022.</li><li>We also discuss whether Apple stock is likely to reach $200 moving forward.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>Apple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It&#39;s notable since AAPL stock has lagged the market for almost the whole year. However, investors&#39; interests spiked following the series of successful new product launches, including its pivotal iPhone 13.</p><p>Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.</p><p>AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn&#39;t be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.</p><p>We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.</p><p><b>Services Revenue Growth Could Have Been Significantly Understated</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a837d0ef4f22be5610e00a0a6c3b6a5\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple revenue and adjusted EBITDA mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p>Apple bears have often pointed out the deceleration in the company&#39;s topline growth as proof of a stock that is massively overvalued. It&#39;s easy to understand what they mean. Readers can refer to the chart above, where Apple&#39;s revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don&#39;t understand how the Cupertino company can continue to justify its current valuation.</p><p>But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3850a7b0d906064e94b474a4f50c3fd4\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone and services revenue estimates. Data source: Trefis, author</span></p><p>Readers can refer to the above model, where iPhone&#39;s revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple&#39;s services segment (including App Store&#39;s revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.</p><p>But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?</p><p>Based on recent estimates by Sensor Tower, App Store&#39;s revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it&#39;s way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store&#39;s contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple&#39;s highly profitable (estimated operating margin &gt; 70%) App Store.</p><p>We are not saying that Sensor Tower&#39;s estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple&#39;s key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.</p><p><b>Don&#39;t Ignore Apple&#39;s Metaverse Ambitions</b></p><p>Renowned TF International Securities analyst Ming-Chi Kuo estimated that Apple&#39;s AR/VR device would be released sometime in Q4&#39;22. We believe this is significant as it augurs well for Apple&#39;s ambitions into the metaverse. There&#39;s little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta&#39;s Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):</p><blockquote>AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,<i>while compensating for their reduced hardware profitability through software sales</i>. (TrendForce)</blockquote><p>Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play&#39;s (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company&#39;s monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms&#39; eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple&#39;s more than 1B (and growing) installed base.</p><p>TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of &#34;gaming/entertainment, videos, and social interactions.&#34; Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn&#39;t even been written into Apple&#39;s consensus estimates just yet. But, once Apple&#39;s AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple&#39;s metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won&#39;t be very smart to consider that Apple doesn&#39;t have a clearly-defined metaverse strategy.</p><p><b>So, is AAPL Stock a Buy Now?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6087fafa5c6ee0f2958f8d29919c3eb5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.</span></p><p>If you consider AAPL stock&#39;s relative valuation against its 3Y mean, there&#39;s little doubt that AAPL stock seems expensive. It&#39;s trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn&#39;t blame bearish investors who think that AAPL stock seems well overvalued now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c889e6a8aa5fe9751c5d695481f9d3b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple unlevered FCF estimates. Data source: S&amp;P Capital IQ, author</span></p><p>However, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower&#39;s estimates or Apple&#39;s metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It&#39;s also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it&#39;s clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de1380b774a68d31c93eaf939fb99e27\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>AAPL stock price action.</span></p><p>Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn&#39;t be very smart for investors to bet against CEO Tim Cook &amp; Co. The stock&#39;s long-term uptrend is clear for all to observe.</p><p>So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL&#39;s stock price could be re-rated to reflect its potential over the next year.</p><p>Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don&#39;t believe it&#39;s significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.</p><p>Therefore, we reiterate our Neutral rating on AAPL stock for now.</p><p>This article was written by JR Research.</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>Is Apple Stock Likely To Reach $200 In 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock Likely To Reach $200 In 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179133564","content_text":"SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into 2022.We also discuss whether Apple stock is likely to reach $200 moving forward.Justin Sullivan/Getty Images NewsInvestment ThesisApple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It's notable since AAPL stock has lagged the market for almost the whole year. However, investors' interests spiked following the series of successful new product launches, including its pivotal iPhone 13.Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn't be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.Services Revenue Growth Could Have Been Significantly UnderstatedApple revenue and adjusted EBITDA mean consensus estimates. Data source: S&P Capital IQApple bears have often pointed out the deceleration in the company's topline growth as proof of a stock that is massively overvalued. It's easy to understand what they mean. Readers can refer to the chart above, where Apple's revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don't understand how the Cupertino company can continue to justify its current valuation.But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.Apple iPhone and services revenue estimates. Data source: Trefis, authorReaders can refer to the above model, where iPhone's revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple's services segment (including App Store's revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?Based on recent estimates by Sensor Tower, App Store's revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it's way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store's contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple's highly profitable (estimated operating margin > 70%) App Store.We are not saying that Sensor Tower's estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple's key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.Don't Ignore Apple's Metaverse AmbitionsRenowned TF International Securities analyst Ming-Chi Kuo estimated that Apple's AR/VR device would be released sometime in Q4'22. We believe this is significant as it augurs well for Apple's ambitions into the metaverse. There's little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta's Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,while compensating for their reduced hardware profitability through software sales. (TrendForce)Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play's (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company's monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms' eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple's more than 1B (and growing) installed base.TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of \"gaming/entertainment, videos, and social interactions.\" Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn't even been written into Apple's consensus estimates just yet. But, once Apple's AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple's metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won't be very smart to consider that Apple doesn't have a clearly-defined metaverse strategy.So, is AAPL Stock a Buy Now?AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.If you consider AAPL stock's relative valuation against its 3Y mean, there's little doubt that AAPL stock seems expensive. It's trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn't blame bearish investors who think that AAPL stock seems well overvalued now.Apple unlevered FCF estimates. Data source: S&P Capital IQ, authorHowever, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower's estimates or Apple's metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It's also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it's clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.AAPL stock price action.Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn't be very smart for investors to bet against CEO Tim Cook & Co. The stock's long-term uptrend is clear for all to observe.So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL's stock price could be re-rated to reflect its potential over the next year.Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don't believe it's significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.Therefore, we reiterate our Neutral rating on AAPL stock for now.This article was written by JR Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003897118,"gmtCreate":1640920337470,"gmtModify":1676533555357,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"Nio will soar in due time. It is riding on the fact that EV is an unstoppable transformation&nbsp;","listText":"Nio will soar in due time. It is riding on the fact that EV is an unstoppable transformation&nbsp;","text":"Nio will soar in due time. It is riding on the fact that EV is an unstoppable transformation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003897118","repostId":"1118989102","repostType":4,"repost":{"id":"1118989102","pubTimestamp":1640917848,"share":"https://ttm.financial/m/news/1118989102?lang=&edition=fundamental","pubTime":"2021-12-31 10:30","market":"us","language":"en","title":"NIO Stock: 2 Things to Know as the Short-Squeeze EV Play Makes Bears Cringe Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1118989102","media":"InvestorPlace","summary":"What a week it’s been for Chinese electric vehicle (EV) companyNio(NYSE:NIO). Indeed, NIO stock opened the week around $30 per share, promptly sold off to around $27.50 yesterday, and has since risen ","content":"<html><head></head><body><p>What a week it’s been for Chinese electric vehicle (EV) company <b>Nio</b>(NYSE:<b><u>NIO</u></b>). Indeed, NIO stock opened the week around $30 per share, promptly sold off to around $27.50 yesterday, and has since risen to $32.42 per share today.</p><p>These rather volatile moves on an otherwise slow and steady week on Wall Street suggest this is stock investors are really watching right now. Here are two factors investors may want to keep their eye on heading into the New Year.</p><p>What to Watch for With NIO Stock</p><p>This high-profile electric vehicle company has been in the news for a number of reasons this year. However, two key catalysts are among the factors supporting NIO stock in bull markets.</p><p>First of all, it’s a China-based company, so that in and of itself provides a unique geopolitical risk for investors. Investors may be concerned about the regulatory backdrop for the EV sector, which appears to be less than friendly. Right now, most investors seem to think this geopolitical risk is lower with a company like Nio, given its stature as the “golden child” of the EV sector in China. Accordingly, whether this is positive or negative is up for interpretation.</p><p>Secondly, Nio has become more aggressive in many key areas. The company’s international expansion plans have certainly picked up steam. Nio has also launched next-generation vehicles that could compete with top dogs such as <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>). These strategic moves have certainly invited bulls to jump back on the NIO stock train heading into 2022.</p><p></p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock: 2 Things to Know as the Short-Squeeze EV Play Makes Bears Cringe Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock: 2 Things to Know as the Short-Squeeze EV Play Makes Bears Cringe Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/nio-stock-2-things-to-know-as-the-short-squeeze-ev-play-makes-bears-cringe-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a week it’s been for Chinese electric vehicle (EV) company Nio(NYSE:NIO). Indeed, NIO stock opened the week around $30 per share, promptly sold off to around $27.50 yesterday, and has since risen...</p>\n\n<a href=\"https://investorplace.com/2021/12/nio-stock-2-things-to-know-as-the-short-squeeze-ev-play-makes-bears-cringe-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/nio-stock-2-things-to-know-as-the-short-squeeze-ev-play-makes-bears-cringe-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118989102","content_text":"What a week it’s been for Chinese electric vehicle (EV) company Nio(NYSE:NIO). Indeed, NIO stock opened the week around $30 per share, promptly sold off to around $27.50 yesterday, and has since risen to $32.42 per share today.These rather volatile moves on an otherwise slow and steady week on Wall Street suggest this is stock investors are really watching right now. Here are two factors investors may want to keep their eye on heading into the New Year.What to Watch for With NIO StockThis high-profile electric vehicle company has been in the news for a number of reasons this year. However, two key catalysts are among the factors supporting NIO stock in bull markets.First of all, it’s a China-based company, so that in and of itself provides a unique geopolitical risk for investors. Investors may be concerned about the regulatory backdrop for the EV sector, which appears to be less than friendly. Right now, most investors seem to think this geopolitical risk is lower with a company like Nio, given its stature as the “golden child” of the EV sector in China. Accordingly, whether this is positive or negative is up for interpretation.Secondly, Nio has become more aggressive in many key areas. The company’s international expansion plans have certainly picked up steam. Nio has also launched next-generation vehicles that could compete with top dogs such as Tesla(NASDAQ:TSLA). These strategic moves have certainly invited bulls to jump back on the NIO stock train heading into 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893051657,"gmtCreate":1628223361279,"gmtModify":1703503483035,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"What about the big tech? :)","listText":"What about the big tech? :)","text":"What about the big tech? :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893051657","repostId":"1188253337","repostType":4,"repost":{"id":"1188253337","pubTimestamp":1628216944,"share":"https://ttm.financial/m/news/1188253337?lang=&edition=fundamental","pubTime":"2021-08-06 10:29","market":"us","language":"en","title":"The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188253337","media":"Barrons","summary":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been t","content":"<p>Goldman Sachs strategists raised their target for the S&amp;P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p>\n<p>The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p>\n<p>One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations&nbsp;by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&amp;P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p>\n<p>The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p>\n<p>The other key consideration is that valuations could remain fairly high because&nbsp;bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p>\n<p>“Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p>\n<p>The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p>\n<p><b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were&nbsp;piling into the debt, sending the price up and the yield down.</p>\n<p>Goldman’s 2021 target for the S&amp;P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p>\n<p>The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.\nThe investment bank now says ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188253337","content_text":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.\nThe investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.\nOne of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.\nThe forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.\nThe other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.\n“Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.\nThe strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.\nInflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.\nGoldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.\nThe current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140294322,"gmtCreate":1625659840466,"gmtModify":1703745805572,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484198588936","authorIdStr":"3574484198588936"},"themes":[],"htmlText":"I think it will&nbsp;hit $200 before end of year","listText":"I think it will&nbsp;hit $200 before end of year","text":"I think it will hit $200 before end of year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140294322","repostId":"2149697283","repostType":4,"repost":{"id":"2149697283","pubTimestamp":1625639555,"share":"https://ttm.financial/m/news/2149697283?lang=&edition=fundamental","pubTime":"2021-07-07 14:32","market":"us","language":"en","title":"Apple stock is on fire but will it last?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149697283","media":"Yahoo Finance","summary":"Apple's stock has caught an under-the-radar bid over the past four weeks, and the momentum may be sticking around says JPMorgan  telecom and networking analyst Samik Chatterjee.\"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second ","content":"<p>Apple's stock has caught an under-the-radar bid over the past four weeks, and the momentum may be sticking around says JPMorgan (JPM) telecom and networking analyst Samik Chatterjee.</p>\n<p>\"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year and thus expect Apple shares to outperform the broader market materially in 2H21,\" Chatterjee wrote in a new research note on Tuesday.</p>\n<p>The analyst reiterated his Outperform rating and raised the price target to $170 from $165. He also lifted his estimates modestly higher on iPhone and iPad volumes.</p>\n<p>Apple's stock rose nearly 2% to $142 in yestoday's trading session.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e02731741536afa4c5d64f8a46141bb\" tg-width=\"3584\" tg-height=\"2512\" referrerpolicy=\"no-referrer\"><span>Apple CEO Tim Cook REUTERS/Robert GalbraithRobert Galbraith / reuters</span></p>\n<p>Chatterjee is particularly bullish near-term on Apple (AAPL) as it gears up for its typical barrage of new product launches this fall.</p>\n<p>Says Chatterjee, \"The historical track record for Apple shares heading into the September iPhone launch event has been to outperform the broader market consistently each year. While the magnitude of the outperformance in July-September is generally driven by investor expectations heading into the next iPhone cycle, we believe the setup is attractive and Apple shares are positioned for a significant outperformance over the next 2-3 months given the 1H underperformance as well as the near-term upside on volume expectations for iPhone 12 series from recent share gains, particularly in China.\"</p>\n<p>The bullish commentary casts some much-needed light on Apple's stock price movement in recent weeks, which has escaped the view of many strategists who appear more concerned with Fed tapering and the volatility in meme stocks such as AMC.</p>\n<p>Apple shares have surged 13% over the past month, bringing it close to its record intraday high of $144 and change in late April. That month's long performance puts it in lockstep with a similar move in fellow mega-cap tech play Amazon. Apple and Amazon shares are the best-performing FAANG stocks of the last month.</p>\n<p>Shares of the iPhone maker are up 7.5% in last six sessions. The advance marks the longest stretch of positive sessions for Apple since April, according to Bloomberg data.</p>\n<p>\"The tech bull cycle will continue in our opinion its upward move in 2H2021/2022 given the scarcity of growth names/winners in this market looking ahead on the heels of the 4th Industrial Revolution playing out among enterprises/consumers. Our favorite large cap tech name to play the 5G transformational cycle is Apple, with the 1-2 punch of its massive services business and iPhone product cycle translating into a $3 trillion market cap for Cupertino in 2022 in our opinion,\" Wedbush tech analyst Dan Ives says.</p>\n<p>Ives rates Apple's stock at an Outperform with a $185 price target.</p>","source":"yahoofinance","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>Apple stock is on fire but will it last?</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\">\nApple stock is on fire but will it last?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 14:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-is-on-fire-but-will-it-last-200735528.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's stock has caught an under-the-radar bid over the past four weeks, and the momentum may be sticking around says JPMorgan (JPM) telecom and networking analyst Samik Chatterjee.\n\"The upside ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-is-on-fire-but-will-it-last-200735528.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","09086":"华夏纳指-U","AAPL":"苹果","JPM":"摩根大通","GOOG":"谷歌","NFLX":"奈飞","AMZN":"亚马逊","03086":"华夏纳指"},"source_url":"https://finance.yahoo.com/news/apple-stock-is-on-fire-but-will-it-last-200735528.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2149697283","content_text":"Apple's stock has caught an under-the-radar bid over the past four weeks, and the momentum may be sticking around says JPMorgan (JPM) telecom and networking analyst Samik Chatterjee.\n\"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year and thus expect Apple shares to outperform the broader market materially in 2H21,\" Chatterjee wrote in a new research note on Tuesday.\nThe analyst reiterated his Outperform rating and raised the price target to $170 from $165. He also lifted his estimates modestly higher on iPhone and iPad volumes.\nApple's stock rose nearly 2% to $142 in yestoday's trading session.\nApple CEO Tim Cook REUTERS/Robert GalbraithRobert Galbraith / reuters\nChatterjee is particularly bullish near-term on Apple (AAPL) as it gears up for its typical barrage of new product launches this fall.\nSays Chatterjee, \"The historical track record for Apple shares heading into the September iPhone launch event has been to outperform the broader market consistently each year. While the magnitude of the outperformance in July-September is generally driven by investor expectations heading into the next iPhone cycle, we believe the setup is attractive and Apple shares are positioned for a significant outperformance over the next 2-3 months given the 1H underperformance as well as the near-term upside on volume expectations for iPhone 12 series from recent share gains, particularly in China.\"\nThe bullish commentary casts some much-needed light on Apple's stock price movement in recent weeks, which has escaped the view of many strategists who appear more concerned with Fed tapering and the volatility in meme stocks such as AMC.\nApple shares have surged 13% over the past month, bringing it close to its record intraday high of $144 and change in late April. That month's long performance puts it in lockstep with a similar move in fellow mega-cap tech play Amazon. Apple and Amazon shares are the best-performing FAANG stocks of the last month.\nShares of the iPhone maker are up 7.5% in last six sessions. The advance marks the longest stretch of positive sessions for Apple since April, according to Bloomberg data.\n\"The tech bull cycle will continue in our opinion its upward move in 2H2021/2022 given the scarcity of growth names/winners in this market looking ahead on the heels of the 4th Industrial Revolution playing out among enterprises/consumers. Our favorite large cap tech name to play the 5G transformational cycle is Apple, with the 1-2 punch of its massive services business and iPhone product cycle translating into a $3 trillion market cap for Cupertino in 2022 in our opinion,\" Wedbush tech analyst Dan Ives says.\nIves rates Apple's stock at an Outperform with a $185 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}